Guardians and conservators are required to report annually on the condition and finances of the protected person to the court that appointed them. Contact information for county courts can be found in this list.
A transcript of the changes for Guardian and Conservator requirements under Nebraska Supreme Court rules effective April 1, 2020 are outlined here. The attached letter from State Court Administrator, Corey Steel, outlines reporting responsibilities under the new rules and will be sent to each guardian and conservator with the annual notice of report due.
The Office of the Public Guardian has lots of information for guardians and conservators, including a video to further explain the changes in the rules. If you have any other questions, contact your Court.
Annual Reporting Requirements:
If you were appointed
- Guardian with control of the ward's assets, complete the forms in Packet A if the ward is an adult or in Packet MA if the ward is a minor.
- Guardian with a court-approved budget, complete the forms in Packet B if the ward is an adult or in Packet MB is the ward is a minor.
- Conservator, complete the forms in Packet C if the protected person is an adult or a minor.
- Both guardian and conservator, complete the forms in Packet D if the ward is an adult or in Packet MD if the ward is a minor.
- Guardian without control of the ward's assets, complete the forms in Packet E if the ward is an adult or in Packet ME if the ward is a minor.
Notice to Interested Persons
Copies of the Annual Reports and other guardian and conservator case information must be provided to Interested Parties. Interested Parties include:
1. Government agencies
- Nebraska Supreme Court Rule §6-1433 requires that any governmental agency paying benefits on behalf of the ward, incapacitated person, protected person, or minor, be considered an interested person in a guardianship or conservatorship. This means that if your ward/incapacitated person/protected person gets social security or V.A. benefits, for example, you must send a copy of your annual report to the governmental agency. This is in addition to any other interested persons to whom you are currently sending reports and notice.
- Listing of Governmental Agency Addresses for Guardians/Conservators
2. Interested persons who are entitled to get notice of guardianship and conservatorship proceedings are defined by law.