I'm curious because reading posts makes it sound much more complicated when it comes to being a conservator/guardian over someone?
In the past not being any of the things mentioned in question, I use to keep up with store receipts, checks written, bank/credit card statements, pay bills online so I could have statements and have it also show in the checking account. For the parents when they wanted extra money, I did western union for cash transactions.
Again, reading seems that conservators/guardianship if more complicated and under maybe finer eyes. So now would I need to take store receipts and then put on a spreadsheet what was purchased toilet tissue, pull ups, pajama sets, etc?
Can some of you that have gone through conservatorship/guardianship give any examples please!
POA, my Moms bank statement showed the in and out of her money. I kept utility bills for the year before and the year I was in. If I bought something for her and reimbursed myself I kept those receipts.
Guardian/conservator, this is court appointed and you report to the State. They should have a list of things your expected to supply to them on a yearly basis probably.
Previously I just use to keep up with store receipts, checks written, bank/credit card statements, pay bills online so you have records. That's how I documented previously.
So would that be same for guardianship and/or conservatorship or would documentation be much different?
A guardian/conservatorship overrides a POA. You have to prove the person is incompetent and you are the best person to be put in charge of their care. This is court appointed so you need a lawyer and its expensive but you have more control. You also answer to the State concerning the persons finances and health.