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CalAttorney2, Attorney
Category: Family Law
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Experience:  Civil litigation attorney for individuals and businesses.
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Does a conservator have to do a yearly filing if the same

Customer Question

Does a conservator have to do a yearly filing if the same person is also the guardian and filing that report already?
Submitted: 1 year ago.
Category: Family Law
Expert:  CalAttorney2 replied 1 year ago.

Yes, you must file both.

See Mass Courts Standing Orders:

"A Conservator may be required to file a Conservator Financial Plan for managing, expending and distributing the assets of the estate. G. L. c. 190B, § 5-416(c) . Whenever any Guardian of the estate or Conservator is before the Court, the Court may order the filing of a Conservator Financial Plan."