I recently completed my second annual conservatorship accounting for my dad's care. Copies have been signed and sent to the county. I have not received my copies in the mail yet (but I have the original draft) and the attorney said that she would be required to send my dad a copy. Everything went well but we did add a clause to allow me to close out his personal checking account (he cannot write checks anymore) and have his social security deposited to the conservatorship account instead. The rest of it is just all the backup for everything I pay plus retirement account statements, etc. I let his skilled nursing facility know he would be receiving a copy. The social worker I work with let the mailroom know it would be coming and to give it to her when it arrived. It is really no one else's business what his financial situation is. It arrived a couple days ago and she said she would wait to hear from me as to whether she should give it to him, if I want her to try and go over it with him, or if I want to do so (but I can't visit him). Dad's dementia is bad -- much worse than last year. He is very, very confused lately. He has received envelopes from the attorney in the past and he freaks out. I'm afraid it would be really, really bad this time. He gets agitated so easily (another call from the facility about that yesterday). I did not want to ask the attorney what the rule is about him seeing this information because she may be under the assumption that we are required to show him which I don't understand since his dementia is so bad. Has anyone ever dealt with this? Does the law only require that he be sent a copy? Do I have to show it to him even if he will not understand any of it?
Never told her the house had been sold. Never told her the true costs of her care.
I would file this under therapeutic fiblets.
Same thing with the property sale. I never said a word to them or showed them any paperwork. I had permission from the court to sell but At that point dad didn’t remember having a house and Mom was a two person assist and just getting worse.