A17:       As a newly appointed guardian or conservator, there are specific forms that must be filed. When you receive your Order of Appointment from the court, you need to file the following within 30 days from the Order:

• Acceptance of Appointment (Forms No. CC 16:2.2.1 - CC 16:2.2.9);
• General Information Sheet;
• Address Information Sheet;
• Personal and Financial Information;
• Inventory and Affidavit of Due Diligence – sent to all interested parties and to ward with a Waiver of Notice Form;
• Financial Institution Receipt of Orders;
• Proof of Restricted Account (if applicable); and
• Proof of a bond (if required).

If the guardianship or conservatorship has funds in an account which requires a court order to access, the guardian must file a Proof of Restricted Account from a Depository or Financial Institution  within 10 days of appointment. If you are working with a lawyer, he or she will assist you with these steps and filing of the forms.

After all of these requirements are met, you will be issued “Letters of Guardianship or Conservatorship” which give you authority to serve.