Instructions For Appointment Of Conservator

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.

Instructions For Appointment Of Conservator 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 Instructions For Appointment Of Conservator

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Instructions For Appointment Of Conservator:

• This form pertains to the State of Colorado

• The current version of this form was last revised on September 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 875 - Instructions For Appointment Of Conservator 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 875, 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 875 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 875 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 Instructions For Appointment Of Conservator 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.

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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 875 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 875, and when in doubt— consult a qualified trust & estates lawyer for that area.

Instructions For Appointment Of Conservator 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 875 - Instructions For Appointment Of Conservator 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.

Instructions For Appointment Of Conservator 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 875 - Instructions For Appointment Of Conservator. You can use this to get an idea of the context of the form and what type of information is needed.

JDF 875 R9-19 INSTRUCTIONS FOR APPOINTMENT OF A CONSERVATOR - ADULT Page 1 of 6 INSTRUCTIONS FOR APPOINTMENT OF A CONSERVATOR - ADULT These standard instructions are for informational purposes only and do not constitute legal advice about your case. If you choose to represent yourself, you are bound by the same rules and procedures as you would be if you were an attorney. GENERAL INFORMATION ◆ The Respondent must be a resident in the county in which you are filing the petition, or, if the Respondent does not reside in this state, must own property in the county in which you are filing the petition. (§ 15-14-108, C.R.S.) ◆ The person to be protected or a person interested in the welfare of the person to be protected may file the case. ◆ A name-based criminal history record check from the Colorado Bureau of Investigation (CBI) and a current credit report of the proposed conservator must be filed with the Court. ◆ The Court may appoint a conservator for an adult with or without restrictions if it is determined that the Respondent is unable to manage his/her property due to some type of incapacity. The Petitioner must also show the Respondent has assets which will be wasted without proper management. ◆ For additional information, please review § 15-14-401 through § 15-14-433, C.R.S. ◆ If you have a disability and need a reasonable accommodation to access the courts, please contact your local ADA Coordinator. Contact information can be obtained from the following website: http://www.courts.state.co.us/Administration/HR/ADA/Coordinator_List.cfm COMMON TERMS  Petitioner: A person who files a Petition for the Appointment of a Conservator.  Conservator: A person at least 21, resident or non-resident, who has been appointed to manage the financial affairs of another person.  Interested Persons: Persons identified by Colorado Law who must be given notice of a court proceeding. See Step 3 for a complete list.  Letters: Official document identifying the authority of the Conservator.  Conservator Nominee: A person named in the petition to serve as the Conservator.  Respondent: A person for whom the appointment of a Conservator is required.  Ward: The title of the Respondent once the Court appoints a Conservator.  Court Visitor: A person who will interview the Respondent in person who will explain his/her rights and make recommendations to the Court.  Order: Official document identifying the authority of the Conservator and his/her responsibilities during the Conservatorship. If you do not understand this information, please contact an attorney. JDF 875 R9-19 INSTRUCTIONS FOR APPOINTMENT OF A CONSERVATOR - ADULT Page 2 of 6 FEES A filing fee of $199.00 is required. If you are unable to pay, you must complete the Motion to File without Payment and Supporting Financial Affidavit (JDF 205) and submit it to the Court. Once you submit the completed JDF 205 form and a blank Order (JDF 206), the Court will decide whether you need to pay the filing fee. Other fees that a party to the case may encounter are as follows: ❑ Certification of Orders and Letters $20.00 ❑ Service Fees Varies ❑ Copy of Documents $ .75 per page ❑ The Court must appoint a Court Visitor and may appoint a Guardian ad Litem (GAL) to investigate and report back to the Court, for the purpose of determining if the Conservatorship is in the best interest of the Respondent. ❑ The Court may also appoint an attorney for the Respondent to serve as an advocate for the Respondent. ❑ The Petitioner or the Respondent may be required to pay the hourly fee of the Court Visitor, GAL or Respondent’s Counsel. FORMS To access a form online go to www.courts.state.co.us and click on the “Forms” tab. The packet/forms are available in PDF or WORD by selecting Guardian & Conservator– New Case - Conservatorship - Adult. You may complete a form online and print it or you may print it and type or print legibly in black ink. Read these instructions carefully to determine what forms you may need, as you may need all or some of the listed forms. Check with the Court where you plan to file your case to determine if they have any special requirements. ❑ JDF 705 Probate Case Information Sheet ❑ JDF 714 Affidavit Regarding Due Diligence and Proof of Publication ❑ JDF 716 Notice of Hearing by Publication ❑ JDF 719 Waiver of Notice ❑ JDF 721 Irrevocable Power of Attorney ❑ JDF 800 Acknowledgment of Responsibilities ❑ JDF 805 Acceptance of Office ❑ JDF 806 Notice of Hearing to Interested Persons ❑ JDF 807 Notice of Hearing to Respondent (Adult or Minor) ❑ JDF 812 Notice of Appointment of Guardian and/or Conservator ❑ JDF 876 Petition for Appointment of Conservator ❑ JDF 880 Letters of Conservatorship - Adult ❑ JDF 882 Conservator’s Inventory with Financial Plan and Motion for Approval ❑ JDF 883 Order Regarding Conservator’s Financial Plan ❑ JDF 885 Conservator’s Report You will also need to file one of the following proposed orders depending on what type of conservatorship you are requesting. ❑ JDF 877 Order Appointing Special Conservator – Adult or Minor ❑ JDF 878 Order Appointing Conservator for Adult JDF 875 R9-19 INSTRUCTIONS FOR APPOINTMENT OF A CONSERVATOR - ADULT Page 3 of 6 STEPS TO FILING YOUR CASE Step 1: Complete Forms. Selecting these instructions indicates that you plan to file a Conservatorship for an Adult. The caption below must be completed on all forms filed. Make sure that you make a copy of all the forms you file with the Court for your own records. District Court Denver Probate Court ___________________ County, Colorado Court Address: ▲ COURT USE ONLY ▲ In the Interest of: Respondent Attorney or Party Without Attorney (Name and Address): Phone Number: Email: FAX Number: Atty. Reg. #: Case Number: Division: Courtroom: NAME OF FORM ❑ Petition for Appointment of Conservator (JDF 876) ❑ The Petitioner must complete all applicable sections on the form. ❑ The Petitioner must sign this form. ❑ Acceptance of Office (JDF 805). ❑ Complete all applicable sections on the form. ❑ Attach a legible copy of the proposed conservator’s driver’s license, passport or other government- issued identification. ❑ Obtain and attach a name-based criminal history record check from Colorado Bureau of Investigation (CBI). To obtain a name-based criminal history check, contact CBI at 690 Kipling Street Denver, CO 80215, (303) 239-4300, or at www.cbi.state.co.us and click on CBI Records Check. ❑ Obtain and attach a current credit report of the proposed conservator. Below are a few credit reporting agencies: ◆ Equifax, Inc., P.O. Box 740241, Atlanta, GA 30374, 1-800-685-1111, or at www.equifax.com ◆ Experian, P.O. Box 2002, Allen, TX 75013, 1-888-397-3742, or at www.experian.com ◆ TransUnion, P.O. Box 2000, Chester, PA 19022, 1-800-916-8800, or at www.transunion.com ❑ Redact (strikeout) all social security numbers identified on the credit report and all but the last four digits of accounts numbers. ❑ The costs for all criminal history checks and credit reports must be paid by the proposed conservator. ❑ The proposed conservator must sign the Acceptance of Office. ❑ Waiver of Notice (JDF 719). ❑ This form can be completed and signed by any interested person (except the Respondent) who wishes to waive notice of any hearings or matters before the Court. ❑ This form cannot be completed by the Respondent. See Notice requirements in Step 4. ❑ Irrevocable Power of Attorney (JDF 721). ❑ This form is required only if the proposed conservator lives out-of-state. JDF 875 R9-19 INSTRUCTIONS FOR APPOINTMENT OF A CONSERVATOR - ADULT Page 4 of 6 ❑ The proposed out-of-state conservator must complete this form and have it signed before a Court Clerk of Notary Public. ❑ Letters of Conservatorship - Adult (JDF 880). ❑ Complete only the caption on the form. ❑ The Court will complete the remainder of the form and sign it the form following the appointment of the Conservator. ❑ Proposed Order (JDF 877 or JDF 878) ❑ Select the appropriate Order based on the type of conservatorship you are requesting. The proposed order should match your selection from number 1 on the Petition – JDF 876. ❑ Complete only the caption on the form. Step 2: You are ready to file your Papers with the Court. Provide the Court with the documents completed as described in Step 1 above and pay the filing fee. You will need to make copies of the documents for each of the following persons: Check the list below to determine the “interested persons” applicable to your circumstances. 1. The Respondent’s spouse, if married. 2. The Respondent’s partner in a civil union, if the civil union has not been dissolved. 3. The Respondent’s parents, if living. 4. The Respondent’s adult children, if any. 5. Any current Guardian or Conservator for the Respondent whether appointed in this state or elsewhere. 6. Any person who has care and custody of the Respondent, including the Respondent’s treating physician. 7. Any adult with whom the Respondent has resided for more than six months within one year before the filing of the Petition. (§ 15-14-304(2)(b)(I)(A), C.R.S.) 8. Any adult relative nearest of kin, if there is no spouse, partner in a civil union, parent, or adult children. 9. Any legal representative of the Respondent 10. Any person the Respondent nominated to be Conservator. You may receive a hearing date from the clerk at the time of filing your paperwork or you may need to contact the clerk later to obtain the hearing date. The date and time of this hearing is important because you will need it to complete the Notice of Hearing or publication forms described in Step 3 and Step 4. The Court shall appoint a Court Visitor who shall interview the Respondent in person, per § 15-14-406(3)(4)(5), C.R.S. The duties and reporting requirements of the Court Visitor are limited to the relief requested in the petition. Step 3: Notice to Interested Persons. (By Mail or Publication) All persons listed in Step 2 must be given notice of the upcoming hearing ❑ Service by Mail. ❑ If you know the address of the person to whom you are giving notice, complete the Notice of Hearing to Interested Persons (JDF 806). ❑ Mail copies of all documents filed with the Court, including the Petition for Conservatorship and the completed Notice of Hearing to Interested Persons (JDF 806), at least 14 days before the hearing. JDF 875 R9-19 INSTRUCTIONS FOR APPOINTMENT OF A CONSERVATOR - ADULT Page 5 of 6 ❑ Complete the Certificate of Service portion on the form, listing the names and addresses of all persons to whom you sent the notice and the date you sent it and file the form with the Court at or before your hearing. ❑ If the address of any interested person is unknown, you must publish the notice of hearing in the newspaper. See Service by Publication instructions below. ❑ Service by Publication. If you do not have a current address for an interested person, or if their identity is not known and cannot be ascertained with reasonable diligence, you must publish the notice of hearing in the newspaper. Before doing this you may wish to search the Internet, contact prior employers, friends, etc. to locate a current address. ❑ Notice of Hearing by Publication (JDF 716). ❑ Complete this form and have it published in a newspaper of general circulation in the county where the hearing is to be held. ❑ The notice must be published once a week for three consecutive weeks, with the last date of publication being at least 14 days before the hearing date. ❑ The Petitioner must request a publisher’s affidavit from the newspaper after publication is completed. This publisher’s affidavit, prepared by the newspaper, will serve as proof that the Notice of Hearing by Publication (JDF 716) was published. This publisher’s affidavit must be attached to the Affidavit Regarding Due Diligence and Proof of Publication (JDF 714). See form identified below. ❑ Affidavit Regarding Due Diligence and Proof of Publication (JDF 714). ❑ Complete all sections on this form. The purpose of this form is to describe to the Court your efforts to locate the individuals listed in the Notice of Hearing by Publication (JDF 716). ❑ The Petitioner must sign this form. Step 4: Notice of Hearing to Respondent with Personal Service Affidavit. You must personally serve the Respondent at least 14 days prior to the hearing. Helpful Hints to complete personal service: ❑ Select the Sheriff’s Department, a private process server, or someone you know who is 18 years or older, who is not involved in the case, and who knows the rules of service. ❑ Request the sheriff, private process server, or other person serving the documents to deliver personally to the Respondent the Notice of Hearing (JDF 807) and copies of all documents filed with the Court. ❑ Request that the sheriff, private process server, or other person serving the documents complete the Personal Service Affidavit. ❑ The Petitioner should then file with the Court, the Notice of Hearing to Respondent (Adult or Minor) (JDF 807) with the completed Personal Service Affidavit. Step 5: Hearing ❑ The Petitioner and Respondent must appear at the hearing, unless excused by the Court for good cause. ❑ If the Respondent can not attend the hearing for medical or other reasons, the Petitioner must file a Motion to Excuse the Respondent and attach appropriate documentation to support the motion, such as a physician’s letter. ❑ The Respondent may participate in the hearing and present evidence regarding his or her need for protection. ❑ The Petitioner should be prepared to present evidence showing why the conservatorship is necessary and that the interested persons are aware of the proceeding. JDF 875 R9-19 INSTRUCTIONS FOR APPOINTMENT OF A CONSERVATOR - ADULT Page 6 of 6 ❑ If the Court appoints a conservator, the Court will issue Letters (JDF 880) as a formal notice of the appointment and provide you with a copy of the Order Appointing Conservator. ❑ You may need certified copies of the Letters and Order. The number needed will vary, depending on your circumstances. ❑ Copies of the Order must be provided to all interested persons identified in the Order. Step 6: Requirements After the Court Appoints a Conservator. Refer to the Order Appointing Conservator to determine when the Conservator’s Inventory with Financial Plan and Motion for Approval and Conservator’s Report are due. The Conservator’s Inventory with Financial plan and Motion for Approval is normally required within 60 days following the appointment. The Conservator is required to maintain supporting documentation for all receipts and all disbursements during the duration of the appointment. These completed forms must be provided to the persons listed in the Order of Appointment. ❑ Complete, sign, and file the Acknowledgment of Responsibilities (JDF 800) with the court. Letters of Appointment will not be issued until this form is filed. ❑ Complete, sign, and file the Probate Case Information Sheet (JDF 705) with the court, if you’ve not already done so. Letters of Appointment will not be issued until this form is filed. ❑ Complete the Conservator’s Inventory with Financial Plan and Motion for Approval (JDF 882). ❑ Complete only the caption on the Order Regarding Conservator’s Financial Plan (JDF 883). ❑ The Court will complete the remainder of the form following review of JDF 882. ❑ Refer to the Order Appointing Conservator for Adult to determine when the Conservator is required to submit the annual Conservator’s Report (JDF 885). The purpose of the Conservator’s Report is to give details to the Court and interested persons regarding management of the Ward’s financial affairs. ❑ Refer to the Order Appointing Conservator for Adult regarding completing the Notice of Appointment of Guardian and/or Conservator (JDF 812). The purpose of this form is to notify the Protected Person and persons given notice of the Petition that they have the right to request termination or modification of the Conservatorship. Note: A Conservator’s Manual is available to assist the newly appointed Conservator. This manual identifies general responsibilities and important Conservatorship issues, along with completed sample forms to assist the preparer. The responsibilities of the conservator continue until the Court terminates the conservatorship. The Court may terminate the conservatorship if the Ward no longer meets the standard for establishing the Conservatorship. Resignation of a conservator does not terminate the conservatorship until approved by the Court.