Being appointed to care for a parent or manage their finances brings duties that continue after the court case ends. Knowing what to file and when can help you stay organized while protecting your loved one.
A guardian oversees personal and care decisions, while a conservator manages money and property. Your required filings depend on whether you serve in a Virginia guardianship or conservatorship role, or both.
1. Guardian’s reports
If you serve as a guardian, you must file an initial report within six months after you formally qualify before the circuit court clerk. It covers the first four months and goes to the local department of social services where the incapacitated adult under your care lives.
The report addresses the person’s health, living arrangements, care, visits and any signs of abuse, neglect or exploitation.
Later reports cover 12-month periods and are due within four months after each period ends. You must also state whether the guardianship should continue or change.
2. Conservator’s inventory
If you manage the person’s property, you must file an inventory with the commissioner of accounts, the court-appointed official who reviews financial filings, within four months after the court enters the order giving you authority. It identifies the money and property you manage, including property the person owns with others and regular income such as pension or benefit payments.
3. Conservator’s accountings
Your first accounting goes to the commissioner of accounts within six months after you formally qualify before the circuit court clerk. It covers the first four months of your service. It documents the money and property you received, managed or spent for the person. The commissioner may also review whether the bond protecting the person’s property remains sufficient.
Later accountings also go to the commissioner of accounts. They generally cover 12-month periods and are due within four months after each period ends. Keep bank statements, receipts, invoices and transaction records to support each filing.
Check your court order for additional duties
These standard reports may not cover every responsibility tied to your appointment. Your court order may limit the decisions you can make or require additional steps before certain transactions. Review the order before acting so you understand the authority the court granted you. If any condition is unclear, legal guidance can help you determine how it affects your role.
