Alaska Court System Self-Help

Within 90 days from the date the court distributes the conservator’s appointment order, the conservator must file:

• Conservatorship Implementation Report and Inventory, PG-220

This report should give the court as complete a picture as possible of the protected person’s current situation and a complete inventory of the estate, including the assets, monthly income expenses and debts. It also describes the services the conservator plans to provide.

Every year the conservator must file an Annual Report until the court terminates the conservatorship.

• Conservator's Annual Report, PG-225

This report describes what has happened to protected person’s income and assets in the past 12 months. The report must cover the 12-month period beginning the 1st of the month in which the appointment order is signed and ending 12 months later, unless the appointment order sets different dates. This 12-month period is called “the reporting period.” The report is due 30 days after the end of the reporting period. For example, if the order is signed anytime in January, the reporting period will be January 1 to December 31; and a report will be due each January 31.

When the conservatorship ends, the conservator must file:

• Final Conservatorship Report, PG-230

The purpose of this report is to tell the court why your service as conservator is ending and what has happened to the protected person and the protected person’s assets since you filed your last annual report.

Every 3 years after the court appoints a conservator, the court appoints a “visitor” to file a report about the conservatorship. The state pays the visitor to prepare a report after interviewing the protected person, the conservator and others. The visitor will provide the ward with:

• Notice of Respondent's Rights Before Visitor's Interview, PG-290

When the protected person dies, the conservator must notify the family members and the court that appointed the conservator.

If the conservator has the protected person’s will (or knows its location), he or she must deliver it to the court for safekeeping, and inform the personal representative or a beneficiary named in the will that the will had been delivered. There is no charge for depositing the will with the court after the protected person dies.

Within 90 days after the protected person dies, the conservator must file:

• Final Conservatorship Report, PG-230
• Copy of the death certificate

Once the conservator knows that the protected person has died, the conservator has no further authority over the protected person’s affairs and estate except to:

• pay reasonable burial expenses from the estate;
• if the protected person does not have a family member available, arrange for the body to be transported to a funeral home and make funeral and burial arrangements. The conservator may also apply for assistance with burial expenses from the state or a municipality if the estate cannot afford to pay for burial;
• preserve, account, and transfer control of assets to a personal representative or special administrator appointed by the court or to a temporary property custodian appointed by the court or authorized to take custody of personal property by affidavit;
  • If after 40 days from the protected person’s death, the court has not appointed a personal representative and no request for appointment is before the court, the conservator may apply to act as the personal representative to administer the estate.