Find Senior Care (City or Zip)
Join Now Log In
T
TheOne1 Asked June 2017

Does anyone have a detailed accounting form you use when reporting annual financial status of your loved one?

Hi Aging Care family!


Does anyone have an example of the detailed accounting form they use when reporting the annual financial status of your loved one?


I also need some guidance of what format I need to use and/or what the inventory report should look like that I must provide to the court regarding my Mom's estate.


My attorney has been quite lousy in advising me on this (and I will be hiring a new one). And in the sake of time and compliance, I need to get this all together.


Thanks!

TheOne1 Jul 2017
pamstegma - to my knowledge, the state of Indiana did/does not require training.

TheOne1 Jul 2017
Thank you everyone!!! @Apromise4mom - you rock. This form is great.

XO

ADVERTISEMENT


Apromise4mom Jun 2017
The following link is a great starting point.
https://cdn.smartresumewizard.com/downloads/personal-financial-statement/personal-financial-statement.pdf
Good Luck!!

pamstegma Jun 2017
IF your mother is no longer alive, your guardianship is over and you write a letter to the court explaining that. They may want a closeout report.

pamstegma Jun 2017
Ask about guardianship training through the Surrogate Court. Usually it is required for the Guardian to attend training. Every state has a slightly different manual that guardians must follow. Your county surrogate court website should have a manual you can download.

ADVERTISEMENT

Ask a Question

Subscribe to
Our Newsletter