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Specific Instructions to Conservators and Conservatorship Information Sheet

probate_SpecificInstructionsToConservators.pdf

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INSTRUCTIONS: WASHINGTON D.C. SPECIFIC INSTRUCTIONS TO CONSERVATORS

The form discussed in this article is an information document intended to assist Washington D.C. conservators understand the responsibilities of their appointment. This document can be obtained from the website maintained by the District of Columbia Courts system.

Washington D.C. Specific Instructions To Conservators Step 1: The first requirement discussed is that upon appointment the conservator shall qualify by filing bond, as well as an Acceptance and Consent to Jurisdiction form.

Washington D.C. Specific Instructions To Conservators Step 2: The second requirement discussed is that the conservator develop an individual conservatorship plan in consultation with the guardian (if any) and, to the maximum extent possible, the ward. This plan must be submitted within 60 days of appointment.

Washington D.C. Specific Instructions To Conservators Step 3: The third requirement discussed is to become or remain personally acquainted with the ward and maintain sufficient knowledge of their capacities, limitations and needs to ensure that care and maintenance is adequate.

Washington D.C. Specific Instructions To Conservators Step 4: The fourth requirement discussed is that the conservator ensure that money is available each month for the personal or incidental use of the ward if sufficient funds are available.

Washington D.C. Specific Instructions To Conservators Step 5: The fifth requirement discussed is that the conservator ensure funds for care, support and maintenance of their ward are paid to the nursing home or other authorized caretaker promptly when due.

Washington D.C. Specific Instructions To Conservators Step 6: The sixth requirement discussed is that the conservator make a timely application for Medicare benefits if a ward's financial resources are soon to become depleted and they become eligible for this program.

Washington D.C. Specific Instructions To Conservators Step 7: The next page is the beginning of the conservatorship information sheet. The first six topics covered on this page are permanent general conservatorships, permanent limited conservatorships, special or temporary conservators, title by appointment, qualification and appraisal.

Washington D.C. Specific Instructions To Conservators Step 8: The next page discusses seven additional topics.

Washington D.C. Specific Instructions To Conservators Step 9: The next page discusses three additional topics.

Washington D.C. Specific Instructions To Conservators Step 10: The last page contains miscellaneous additional information.

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