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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!

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pamstegma - to my knowledge, the state of Indiana did/does not require training.
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Thank you everyone!!! @Apromise4mom - you rock. This form is great.

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