Order Appointing Special 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.

Order Appointing Special 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 Order Appointing Special Conservator

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Order Appointing Special Conservator:

• This form pertains to the State of Colorado

• The current version of this form was last revised on June 1, 2021

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 877 SC - Order Appointing Special 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 877 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 877 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 877 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 Order Appointing Special 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 877 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 877 SC, and when in doubt— consult a qualified trust & estates lawyer for that area.

Order Appointing Special 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 877 SC - Order Appointing Special 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.

Order Appointing Special 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 877 SC - Order Appointing Special Conservator. You can use this to get an idea of the context of the form and what type of information is needed.

JDF 877SC R6/21 ORDER APPOINTING SPECIAL CONSERVATOR - ADULT OR MINOR Page 1 of 3 qDistrict Court qDenver Probate Court ___________________ County, Colorado Court Address: In the Interest of: Protected Person COURT USE ONLY Case Number: Division: Courtroom: ORDER APPOINTING SPECIAL CONSERVATOR qADULT qMINOR Upon consideration of the Petition for Appointment of Conservator for the above person 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 special conservator. 3. The protected person’s best interest will be served by the appointment of a special conservator. The court finds by clear and convincing evidence that: qFor the following reasons, it is necessary to appoint a special conservator to preserve and apply the protected person’s property as may be required for the support of the protected person or individuals who are in fact dependent upon the protected person, until a hearing can be held on the Petition for Appointment of Conservator: qIt is necessary to appoint a special conservator to assist in the accomplishment of the following protective arrangement or other authorized single transaction. (§ 15-14-412(3), C.R.S.) qThe court has appointed a professional without priority to serve pursuant to § 15-14-413(1), C.R.S. or a public administrator pursuant to § 15-12-622, C.R.S., without notice to the respondent, respondent’s lawyer, or any other person entitled to notice. Accordingly, the court will simultaneously appoint a court visitor to investigate the appointment of the special conservator and file a report within 14 days after the appointment in accordance with § 15-14-412(3)(b), C.R.S. and § 15-14-113.5, C.R.S. The court appoints the following person as special conservator: Name: Street Address: City: ______________ State: ______________ Zip Code: _______________________ Mailing Address, if different: JDF 877SC R6/21 ORDER APPOINTING SPECIAL CONSERVATOR - ADULT OR MINOR Page 2 of 3 City: State: Zip Code: Primary Phone: _______________________________ Alternate Phone: __________________________ Email Address: The court directs the issuance of Letters of Conservatorship as follows: The letters will expire on (date), unless otherwise ordered by the court. The special conservator is granted only the following authority: The court orders the following: 1. The special conservator must notify the court within 30 days if his or her home address, email address, or phone number changes and/or of any change of address for the protected person. 2. Within 30 days of appointment, the special conservator must provide a copy of this Order Appointing Special Conservator to the Protected Person, if 12 years of age 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 special conservatorship. 3. qThis appointment is for single transactions and protective arrangements. The special conservator must report to the court by _______________________ (date). The report must include the following information: 4. The special conservator will qserve without bond for the following reason(s). qserve 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 Adult/Minor Adult/Minor Spouse or partner in a civil union Adult Children Parents Special Conservator Agent under power of attorney JDF 877SC R6/21 ORDER APPOINTING SPECIAL CONSERVATOR - ADULT OR MINOR Page 3 of 3 6. The court further orders: Date: __________________________ ______________________________________ qJudge qMagistrate