Idaho Guardianship/Conservatorship Forms

 

Below is a list of all available form types, CLICK HERE to download the forms you need. 

 

Required Reports for Guardians

Annual Status Report for an Adult 

This reporting form provides the Court with information about the person who has been appointed a guardian under the Treatment and Care of the Developmentally Disabled Act or Title 15, Chapter 5 of the Probate Code. Do not use this form if you are the guardian of a child.

 

Annual Status Report for a Minor

This form provides the Court with information about a child who has been appointed a guardian. This form should NOT be completed for an adult who has a guardian or an individual with a developmental disability.  

 

 

Required Reports for Conservators

90 Day Inventory

The purpose of this report is to give the court as complete a picture as possible of the current financial situation for the person under conservatorship as of the date the conservator was appointed. The report is due 90 days after the date of appointment.

 

Large Estate Accounting

The purpose of this report is to give the court as complete a picture as possible of the current financial situation for the person under conservatorship with a large and complex estate. Please read instructions to determine if this is the form you should use.

 

Small Estate Accounting 

The purpose of this report is to give the court as complete a picture as possible of the current financial situation for the person under conservatorship with a small estate. Please read instructions to determine if this is the form you should use. If you complete this form, you do not need to complete the large estate accounting form.

File a Complaint

 

Bench Cards may be found under Resources and Media here.

 

I.C.A.R. 54 - Guardianships and Conservatorships

Every individual seeking appointment as a guardian or conservator shall file with the court a certificate of completion of the Supreme Court’s on-line training course relating to the duties and responsibilities of a guardian or conservator prior to the issuance of permanent letters of guardianship or conservatorship unless otherwise waived by the court for good cause. The Supreme Court may charge a $25.00 fee to participants to cover the cost of furnishing this training. This fee shall be deposited in the guardianship pilot project fund as provided in section 31-3201G, Idaho Code. Effective Date: August 1, 2014.

> According to Idaho Court Administrative Rule 54.4 and 54.5 a court visitor or an IDHW evaluation committee must complete a differentiated case management tool (DCM tool) on a guardianship case where they are appointed and report the results back to the court. A DCM Tool is a an assessment tool that provides systemic identification of cases potentially needing more oversight in order to efficiently assign resources where most needed. You can find a copy of the required DCM tool here along with instructions.

> The Center for Elders and the Courts serves as a resource for the judiciary and court management on issues related to aging.  The center strives to increase judicial awareness of issues related to aging, provide training tools and resources to improve court responses to elder abuse and adult guardianships, and develop a collaborative community of judges, courts staff, and aging experts.

> Check out the Idaho State Bar’s Guardian & Conservator Q & A Pamphlet