§9.44 Conservator

• Library: Elder Law Deskbook (2023 Ed.)

B. (§9.44) Conservator

Every conservator must file a settlement of accounts with the court at least once a year or more often if required by the court. Section 473.540.1, RSMo 2016. The annual settlement is due on the date required by the court or 60 days after the anniversary of appointment. Section 475.270.1, RSMo Supp. 2020. Submitting only a federal tax return does not satisfy the requirements of an annual settlement. The probate division may provide forms for settlements. Even if specific forms are not provided, counsel should inquire of the clerk of the probate division as to local practices and expectations of the judge. The settlements must conform to the requirements of § 473.543, RSMo 2016, for decedents’ estates. In addition, the annual settlement must include:

(1) The present address of the protectee;

(2) The present address of the conservator;

(3) The services being provided to the protectee;

(4) The significant actions taken by the conservator during the reporting period;

(5) An opinion of the conservator as to the continued need for a conservatorship and any recommended changes in the scope...