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As appointed Conservator, with the wards going in to Assisted Living at the end of the month, it has become apparent that the personal property (home & vehicle) belonging to the wards needs to be sold. I have the forms needed for the probate court, BUT have some questions. 1) The way it's worded, does the home need to be listed prior to petitioning the court to approve the sale? 2) Same with the car, do I need to have an offer on the table prior to filing the petition? 3) When the home and vehicle are sold, do the funds get written to them? I do NOT want any funds written out to me, even though I'll be the person signing the legal documents for the wards. I would think that would be a nightmare at tax time?

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Ask before you sell. All proceeds go the wards, never to you. Each ward should have a separate bank account, to make it easier for you to do the annual reports. Be sure you use a lawyer for the house closing. Be sure you attend conservator training.
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If they spend money on an attorney, that's less money they are going to have for the assisted living. They both have separate accounts, but again not sure how that's going to work when paying the assisted living for 1 room shared by the both of them. There is no conservator training here.
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is it that the forms you have gotten are confusing? & you have gotten zero guidance as to how to do things? if so I'd suggest you need to make friends with someone in probate court…..
Probate courts have a judge who is elected but also usually have a staff attorney (the judge usually just signs off on whatever staff presents). Or perhaps if your in a bigger city or jurisdiction several staff attorney's. They are a really great source of information and at no or minimal costs. What you might be able to do is request an "in chambers" meeting with the staff attorney (there could be a charge for this, but perhaps not) to go over what the court is expecting of you and perhaps more importantly just how the documents need to read. For probate I've found the wording and formatting of items submitted to the court is mucho importante. For most of us, we're clueless as to just how to do.

Now probate is almost all open-records, so you can get other guardians/conservators paperwork to use as a guide for whatever you submit. The administrative assistant who manages the docket in-take likely can email you old conservator "house sale" reporting paperwork for you to use as your guide. Then perhaps do it all this way and then ask for an in-chambers to review so you're all set and ok for filing. As a guardian / conservator well you're in for the long-view so having a pal at probate office is going to make the new few years oodles easier. Good luck.
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