Court Visitor's Report

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Court Visitor's Report is a commonly used form within Colorado. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Court Visitor's Report

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Court Visitor's Report:

• This form pertains to the State of Colorado

• The current version of this form was last revised on June 1, 2019

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Colorado’s Form JDF 810 SC - Court Visitor's Report up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Colorado form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Colorado probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form JDF 810 SC, take a break, and then review. Probate and estate settlement processes in CO are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form JDF 810 SC online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form JDF 810 SC witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Court Visitor's Report to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Colorado.

5 reasons you should submit JDF 810 SC as quickly as possible:

1. The sooner you begin, the faster Colorado can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Colorado. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Colorado is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Colorado probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Colorado probate clerk or court for exact answers regarding Form JDF 810 SC, and when in doubt— consult a qualified trust & estates lawyer for that area.

Court Visitor's Report is one of the many probate court forms available for download through Atticus.

It may also be available through some Colorado probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Colorado.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form JDF 810 SC - Court Visitor's Report f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Colorado probate court office.

Court Visitor's Report is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Colorado-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Colorado Form JDF 810 SC - Court Visitor's Report. You can use this to get an idea of the context of the form and what type of information is needed.

JDF 810SC R6/19 VISITOR’S REPORT Page 1 of 8 District Court Denver Probate Court __________________________________ County, Colorado Court Address: In the Interest of: Respondent COURT USE ONLY Court Visitor (Name): Case Number: Division Courtroom COURT VISITOR’S REPORT GUARDIANSHIP CONSERVATORSHIP COMBINED Instruction to court visitor: Please complete every applicable section of this form. If a section is not applicable, please enter N/A. I, (name), submit the following report concerning the investigation that I conducted as the court-appointed visitor in this guardianship pursuant to § 15-14-305, C.R.S. conservatorship pursuant to § 15-14-406, C.R.S. Summary: Yes No A. A lawyer should be appointed to represent the respondent.   Reason:The respondent requested a lawyer. Other: B. A guardian ad litem should be appointed to represent the respondent’s best interests.   Reason: C. A professional evaluator should be appointed to examine the respondent and   prepare an evaluation. Reason:The respondent has demanded an evaluation. Other: D. I believe the proposed guardianship, including the type of guardianship, is appropriate and that less restrictive means of intervention are unavailable.   Suggested limitations on guardian’s powers and duties: E. The nominated guardian should be appointed for the respondent.   F. I believe the proposed conservatorship, including the type of conservatorship, is appropriate and that less restrictive means of intervention are unavailable.   Suggested limitations on conservator’s powers and duties, and assets over which the conservator should be granted authority: ______________________________________________________________ G. The nominated conservator should be appointed for the respondent.   JDF 810SC R6/19 VISITOR’S REPORT Page 2 of 8 Yes No H. The respondent needs an interpreter.   If yes, for what language? _________________________ List any interested persons involved who may need an interpreter, and for what language: ____________________________________________________________________ ____________________________________________________________________ ____________________________________________________________________ I. Significant concern(s): I. Observations: A. The activities of daily living (daily functions) that the respondent can manage without assistance; could manage with the assistance of supportive services or benefits, including the use of appropriate technological assistance; and cannot manage are as follows: B. The financial functions that the respondent can or cannot effectively manage are as follows: II. Interview of Respondent: I interviewed the respondent, in person, on (date) at (location). I provided the Notice of Rights to Respondent (JDF 797) and, to the extent the respondent was able to understand, explained the rights contained therein. A. Other persons present at the interview: B. Respondent’s physical appearance: C. Respondent was oriented to time and place Yes No JDF 810SC R6/19 VISITOR’S REPORT Page 3 of 8 D. After I explained the substance of the petition, the nature, purpose, and effect of the proceeding, and the general powers and duties of a guardian, conservator, or both, as appropriate to this case, I asked the following questions and the respondent answered as follows: 1. Do you understand what I’ve explained to you? Yes No Did not respond If No, please explain or comment. 2. Do you understand the Notice of Rights to Respondent (JDF 797)? Yes No Did not respond 3. Do you have a lawyer? Yes No Did not respond If Yes, please provide name: 4. Do you want a lawyer to be appointed for you? Yes No Did not respond If Yes, please explain: 5. Do you have a doctor? Yes No Did not respond If Yes, please provide name: 6. Is your doctor the same doctor who provided the letter attached to the petition filed in these proceedings? Yes No Did not respond 7. Who are the family members or other people who are the most helpful to you? Guardianship Only 1. Do you need any help with your daily living activities or daily functions? Yes No Did not respond If Yes, in what areas? 2. Do you know the proposed guardian? Yes No Did not respond If Yes, who do you think the proposed guardian is? If No, why not?___________________________________________________________ (If respondent provides the wrong name of the proposed guardian, then inform them of the correct proposed guardian). 3. Do you think that he or she should be appointed as your guardian? Yes No Did not respond 4. How do you feel about the proposed guardianship? (Scope, powers, duties, and duration.) Did not respond Responded as follows: JDF 810SC R6/19 VISITOR’S REPORT Page 4 of 8 Conservatorship Only 1. Do you need any help with your finances? Yes No Did not respond Identify specific areas (check writing, bill paying, etc.) 2. Do you know the proposed conservator? Yes No Did not respond If Yes, who do you think the proposed conservator is? If No, why not?______________________________________________________________ (If respondent provides the wrong name of the proposed conservator, then inform them of the correct proposed conservator). 3. Do you think that he or she should be appointed as your conservator? Yes No Did not respond 4. How do you feel about the proposed conservatorship? (Scope, powers, duties, and duration.) Did not respond Responded as follows: III. Interview of Person Nominated as Guardian: A. Date and place of interview: B. Person seeking appointment was asked and responded as follows: 1. Name and address: 2. Relationship (including non-family) to respondent: 3. Occupation: 4. Why was this petition initiated? 5. Where has the respondent resided during the last 3 months? JDF 810SC R6/19 VISITOR’S REPORT Page 5 of 8 a. Who, if anyone, has been caring for the respondent during this period? b. What type of care has been provided? None In-home care Assisted living Hospital or nursing home c. What type of care will be provided if you are appointed as guardian? None In-home care Assisted living Hospital or nursing home 6. What changes in residence are contemplated? None Private home Other facility. Please provide name and address: 7. What are your qualifications to be guardian for respondent? IV. Interview of Person Nominated as Conservator: A. Date and place of interview: B. Person seeking appointment was asked and responded as follows: 1. Name and address: 2. Relationship (including non-family) to respondent: 3. Occupation: 4. Why was this petition initiated? JDF 810SC R6/19 VISITOR’S REPORT Page 6 of 8 5. Where has the respondent resided during the last 3 months? 6. Who, if anyone, has been handling the respondent’s financial affairs during this period? 7. Does the respondent owe you (conservator nominee) any money or property? Yes No If Yes, please explain. 8. Do you (conservator nominee) owe the respondent any money or property? Yes No If Yes, please explain. 9. What are your qualifications to be conservator for respondent? V. Interview of Petitioner, if Different than the Nominated Guardian or Conservator: A. Name of person: B. Date and place of interview: C. Petitioner was asked and responded as follows: 1. Occupation: 2. Have there been any significant changes since you filed the petition? Yes No Comments: VI. Interview of Other Interested Persons: A. Name of person: Relationship to respondent: B. Date and place of interview: C. Other person asked and responded as follows: 1. Address: 2. Occupation: 3. Should a guardian or conservator be appointed? Yes No JDF 810SC R6/19 VISITOR’S REPORT Page 7 of 8 Comments: Note: This section should be completed as many times as there are interested persons interviewed. Attach the additional interview notes to this report. VII. Report on Condition of Respondent’s Current Residence: A. Date visited: ____/____/____ B. Address: C. Type of dwelling: D. Condition: 1. Lawn and landscaping: 2. Exterior: 3. Interior: a. Utilities working Yes No Additional comments b. Clean Yes No Additional comments c. Fire hazards Yes No Additional comments d. Appropriate accessibility Yes No Additional comments e. Other issues or concerns (explain) E. I believe the respondent’s current dwelling meets his or her needs. Yes No VIII. Report on Condition of Respondent’s Proposed Residence, if a change is contemplated: A. Date visited: ____/____/____ B. Address: C. Type of dwelling: D. Condition: 1. Lawn and landscaping: 2. Exterior: 3. Interior: a. Utilities working Yes No Additional comments b. Clean Yes No Additional comments c. Fire hazards Yes No Additional comments d. Appropriate accessibility Yes No Additional comments e. Other issues or concerns (explain) JDF 810SC R6/19 VISITOR’S REPORT Page 8 of 8 E. I believe the respondent’s proposed dwelling meets his or her needs. Yes No IX. Physicians or Other Persons Who Are Known to Have Treated, Advised, or Assessed the Respondent’s Relevant Physical or Mental Condition: Please identify the sources of the information: A. Physicians and psychiatrists: Comments: B. Psychologists and psychotherapists: Comments: C. Nurses and nurse aids: Comments: D. Other compensated health care providers: Comments: E. Family members, relatives, and friends: Comments: F. Others: Comments:  By checking this box, I am acknowledging I am filling in the blanks and not changing anything else on the form.  By checking this box, I am acknowledging that I have made a change to the original content of this form. VERIFICATION I declare under penalty of perjury under the law of Colorado that the foregoing is true and correct. Executed on the ______ day of ___________, _________, (date) (month) (year) at ______________________________________ (city or other location, and state OR country) _______________________________ (printed name) _______________________________ (signature)