General Forms (Con) - Plan Of Conservator Of Person

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.

General Forms (Con) - Plan Of Conservator Of Person is a commonly used form within District of Columbia. 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 General Forms (Con) - Plan Of Conservator Of Person

Sometimes it’s tough to find a quick summary— here’s the important details you should know about General Forms (Con) - Plan Of Conservator Of Person:

• This form pertains to the State of District of Columbia

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 District of Columbia’s Form General Forms (Con) - Plan Of Conservator Of Person up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct District of Columbia 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 District of Columbia 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 General Forms (Con) - Plan Of Conservator Of Person, take a break, and then review. Probate and estate settlement processes in DC 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 General Forms (Con) - Plan Of Conservator Of Person 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 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 General Forms (Con) - Plan Of Conservator Of Person 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 District of Columbia.

5 reasons you should submit this form as quickly as possible:

1. The sooner you begin, the faster District of Columbia 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 District of Columbia. 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 District of Columbia 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 District of Columbia 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 District of Columbia probate clerk or court for exact answers regarding Form General Forms (Con) - Plan Of Conservator Of Person, and when in doubt— consult a qualified trust & estates lawyer for that area.

General Forms (Con) - Plan Of Conservator Of Person is one of the many probate court forms available for download through Atticus.

It may also be available through some District of Columbia 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 District of Columbia.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form General Forms (Con) - Plan Of Conservator Of Person 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 District of Columbia probate court office.

General Forms (Con) - Plan Of Conservator Of Person 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 District of Columbia-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 District of Columbia Form General Forms (Con) - Plan Of Conservator Of Person. You can use this to get an idea of the context of the form and what type of information is needed.

July 2010 – 1004.10.v1 SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ CON _________ In re: ________________________________ An Adult PLAN OF CONSERVATOR OF PERSON This plan should be developed in consultation with the ward, family members when possible, and with input from any other community agencies involved in providing services to the person. I am the conservator of the person of the above named ward and my proposed plan for providing services to the ward is as follows: I. Living Arrangements for the Ward My plan is for the ward to: Continue to live at current residence Change residence If changing residence, explain when, why and where ward will move: I do not have enough information at this time to change the ward’s current living arrangement. I have discussed the housing plan with the ward, and the ward agrees with this plan does not agree with this plan I have not discussed the housing plan with the ward because: _____ II. Medical Care for the Ward I plan to continue the medical services currently provided for the ward (provide name of health care professionals): Physician: Psychiatrist or psychologist: Social Worker or other case worker: _____ Dentist: _____ Podiatrist: Dietician: Therapist(s) (recreation, speech, physical, occupational): Other: I plan to seek a medical evaluation of the ward to determine the following: ___________________________________________________________ I believe the ward does not currently need treatment for any medical problems. III. Mental Health Treatment for the Ward July 2010 – 1004.10.v1 I plan to continue the mental health services currently provided for the ward (provide name of health care professionals): Psychiatrist or psychologist: Social Worker or other case worker: _____ Other: I plan to seek a mental health evaluation of the ward to determine the following: ___________________________________________________________ I believe the ward does not currently need mental health treatment. IV. Social and Supportive Care for the Ward In the next year, I plan to arrange the following services to assist the ward: Educational or training programs Vocational rehabilitation or supported work programs Medical treatment, operation, or procedure Mental health treatment Occupational, physical, or speech therapy Personal home care (e.g., home health aide) Case management or social work services Housing assistance and/or public benefits Assistive devices or accommodation Other (please specify): __________ V. Financial Care for the Ward Do you have control over any assets or funds of the ward? No Yes I plan to investigate whether the ward has any type of insurance and whether the ward is eligible for any private benefits or government entitlements. I do not plan to investigate because another person has been appointed as conservator of the property. I do not plan to investigate because ____________________________________ ___________________________________________________________________ ___________________________________________________________________ VI. Other Information Provide any other information that the Court should be aware of with regard to this plan for the ward: _____________________________________ ________________________________________________________________ I have consulted with the following person(s) in preparing this plan (check all that apply): Ward Family members of the ward Friends of the ward Care providers to the ward July 2010 – 1004.10.v1 Ward’s attorney Others (please specify): VERIFICATION I, __________ , being first duly sworn, on oath, depose and say that I have read the foregoing pleadings by me subscribed and that the facts therein stated are true to the best of my knowledge, information and belief. __________ Signature of conservator of the person _________________________________________ Typed Name __________ Address (Actual address/not Post Office Box) __________ __________ Telephone number __________ E-mail address (optional) _________________________________________ Bar Number (if filer is an attorney) Subscribed and sworn to before me this day , 20______. Notary Public/Clerk CERTIFICATE OF SERVICE I certify that on the ____ day of ______________, 20___, a copy of this filing was either eServed in accordance with the provisions of Administrative Order 13-15 or served by first class mail, postage prepaid, on the following persons (list names and complete mailing addresses): ____________________________ Signature