Everything you need to know about Colorado Form JDF 862 SC, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related CO probate forms.
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.
Order Appointing Conservator For Minor 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:
Sometimes it’s tough to find a quick summary— here’s the important details you should know about Order Appointing Conservator For Minor:
This form pertains to the State of Colorado
The current version of this form was last revised on July 1, 2019
The official Colorado source for this form is here.
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 862 SC - Order Appointing Conservator For Minor up to date, certain details can change from time-to-time with little or no communication.
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.
Fill out all relevant fields in Form JDF 862 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 862 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).
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.
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?
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.
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?
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.
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.
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.
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 862 SC, and when in doubt— consult a qualified trust & estates lawyer for that area.
Order Appointing Conservator For Minor 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 862 SC - Order Appointing Conservator For Minor 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.
Order Appointing Conservator For Minor 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.
Form JDF 862 SC - Order Appointing Conservator For Minor is a probate form in Colorado.
Colorado has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Colorado.
During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.
Probate in Colorado, especially without guidance, can take years to finish and cost upwards of $14,000.
What is probate, exactly?
Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).
All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate.
To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate.
Where can I get help with Probate?
The best place? Create an account in Atticus to start getting estate-specific advice.
You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make the best decisions (plus you can write it off as an executor expense).
We’ve also created a list of other probate services. Be sure to check it out!
What does a CO executor or personal representative have to do?
An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone.
The executor is responsible for the complete management of the probate process, including major responsibilities such as:
Creating an inventory of all probate assets.
Filling out all necessary forms
Paying off all estate debts and taxes
Submitting reports to the court and beneficiaries as requested
And much more. This process often stretches longer than a year.
For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding.
Here’s the text, verbatim, that is found on Colorado Form JDF 862 SC - Order Appointing Conservator For Minor. You can use this to get an idea of the context of the form and what type of information is needed.
JDF 862SC R7/19 ORDER APPOINTING CONSERVATOR FOR MINOR Page 1 of 3 &#x26;#x2751;District Court &#x26;#x2751;Denver Probate Court __________________ County, Colorado Court Address: In the Interest of: Minor COURT USE ONLY Case Number: Division Courtroom ORDER APPOINTING CONSERVATOR FOR MINOR Upon consideration of the Petition for Appointment of Conservator for the above minor and hearing on ________________________ (date). The Court finds that: 1. Venue is proper and required notices have been given or waived. 2. An interested person seeks the appointment of a conservator. 3. The person is a minor born on (date). 4. The minor&#x26;#x2019;s best interest will be served by appointment of a conservator. 5. The appointment of a conservator is necessary because the minor &#x26;#x2751;owns money or property that requires management or protection that cannot otherwise be provided. &#x26;#x2751;has or may have business affairs that may be put at risk or prevented because of the minor&#x26;#x2019;s age. &#x26;#x2751;needs money for support and education and that protection is necessary or desirable to obtain provide money. &#x26;#x2751;for reasons other than age the minor is unable to manage property and business affairs because he or she is unable to effectively receive and evaluate information or both or to make or communicate decisions, even with the use of appropriate and reasonably available technological assistance. The evidence is clear and convincing in this regard. Additionally, it has been shown that the minor has property that will be wasted or dissipated unless proper management is provided or that the minor, or persons entitled to the minor&#x26;#x2019;s support, require money for support, care, education, health, and welfare, and protection is necessary or desirable to obtain or provide money. &#x26;#x2751;A conservator is required because the minor is missing, detained, or unable to return to the United States. The court has considered any expressed wishes of the minor concerning the selection of the conservator. The court has considered the powers and duties of the conservator, the scope of the conservatorship, and the priority and qualifications of the nominee. The court appoints the following person as conservator of the minor: Name: Street Address: City: _____________________ State: _____________________ Zip Code: _________________ Mailing Address, if different: City: State: Zip Code: Primary Phone: Alternate Phone: _________________________ Email Address: JDF 862SC R7/19 ORDER APPOINTING CONSERVATOR FOR MINOR Page 2 of 3 The court directs the issuance of Letters of Conservatorship as follows: &#x26;#x2751;The letters will expire on (date) the minor&#x26;#x2019;s 21st birthday, unless otherwise ordered by the court. &#x26;#x2751;The powers and duties of the conservator are unrestricted. The conservator may exercise all the powers granted in &#x26;#xA7;15-14-425, C.R.S. &#x26;#x2751;The conservator must open an account in a federally insured financial institution for the sole benefit of the minor or protected person. The account must be opened on behalf of the minor or protected person. The account must be opened using the sample title, &#x26;#x201C;____ (Name of Conservator). The conservator must deposit $ _______________________ and funds received subsequently into the account. The conservator may make internal transfers of funds in order to take advantage of changes in interest rates except for internal transfers, the financial institution must permit no withdrawals from the account, except by separate certified order of this court. An Acknowledgment of Deposit of Funds to Restricted Account (JDF 867) must be returned to the court within 45 days. No attorney fees may be paid in this case until the acknowledgment form is signed and returned to the court. &#x26;#x2751;The powers and duties of the conservator are limited by the following restrictions: The court orders the following: 1. The conservator must notify the court within 30 days if his or her home address, email address, or phone number changes and any change of address for the Minor. 2. Within 30 days of appointment, the conservator must provide a copy of this order, if 12 years or older, and persons given notice of the petition and must advise those persons using Notice of Appointment of Guardian and/or Conservator (JDF 812) that they have the right to request termination or modification of the conservatorship. 3. The conservator must &#x26;#x2751;file for approval with the court a Conservator&#x26;#x2019;s Inventory with Financial Plan (JDF 882) on or before_____________________ (date within 90 days from appointment). The value of the assets must be reported as of the date of this order. &#x26;#x2751;file a Conservator&#x26;#x2019;s Report (JDF 885) with the court each year on or before _______________________ (date). The time period covered in the report must begin on ________________ (date) and end on (date). The conservator is required to maintain all supporting documentation; including receipts and disbursements. &#x26;#x2751;file a Restricted Account Report (JDF 896) along with a copy of the most recent bank statement for the restricted account each year &#x26;#x2751;on the Minor&#x26;#x2019;s/Protected Person&#x26;#x2019;s birthday __________________________________(date) or &#x26;#x2751;on ______________________________(date). JDF 862SC R7/19 ORDER APPOINTING CONSERVATOR FOR MINOR Page 3 of 3 4. The conservator will &#x26;#x2751;serve without bond for the following reason(s): &#x26;#x2751;serve with bond in the amount of $ _______________. The bond must be posted with the Court by ______________________ (date). If bond is posted by a surety, notice of any proceeding must be provided to the surety. 5. Copies of all future Court filings must be provided to the following: Name of Interested Person Relationship to Minor The Minor if 12 years or older at the time of mailing Parent or adult nearest in kinship Parent or adult nearest in kinship Conservator 6. The court further orders: Date: __________________________ ______________________________________ &#x26;#x2751;Judge &#x26;#x2751;Magistrate