INSTRUCTIONS: WASHINGTON D.C. CONSERVATORSHIP PLAN

The form discussed in this article is filed by someone who has been appointed as a conservator in Washington D.C. following their appointment. This document can be obtained from the website maintained by the District of Columbia Courts.

Washington D.C. Conservatorship Plan Step 1: On the first blank line, enter the name of the adult who is the subject of the conservatorship.

Washington D.C. Conservatorship Plan Step 2: On the second blank line, enter your name.

Washington D.C. Conservatorship Plan Step 3: On the next blank line, enter the date of your appointment.

Washington D.C. Conservatorship Plan Step 4: In the next section, describe the services necessary to manage the financial resources designated by the order of the court.

Washington D.C. Conservatorship Plan Step 5: In the next section, describe the means by which these services will be provided.

Washington D.C. Conservatorship Plan Step 6: In the next section, describe the manner in which the incapacitated individual, guardian, conservator or any other individual who has been appointed to serve in that capacity will exercise and share their decision-making authority.

Washington D.C. Conservatorship Plan Step 7: In the next section, describe the policies and procedures governing the expenditure of funds.

Washington D.C. Conservatorship Plan Step 8: In the next section, describe other items that will assist in the management of the designated financial resources and in fulfilling the needs of the incapacitated individual, the terms of the court's order and the duties of the conservator.

Washington D.C. Conservatorship Plan Step 9: The form should be completed in the presence of a notary public or clerk. Enter your name on the next blank line.

Washington D.C. Conservatorship Plan Step 10: On the next blank line, enter your signature.

Washington D.C. Conservatorship Plan Step 11: On the next blank line, type your name.

Washington D.C. Conservatorship Plan Step 12: On the next blank line, enter your street address.

Washington D.C. Conservatorship Plan Step 13: On the next blank line, enter your city, state and zip code.

Washington D.C. Conservatorship Plan Step 14: On the next blank line, enter your telephone number.

Washington D.C. Conservatorship Plan Step 15: The bottom of the page will be completed by the notary public or clerk.