Conservator for Person: File the Death Certificate with the Probate Court Clerk’s Office. Submit a note with the filing to request an Order to close the conservatorship. If there is an attorney of record, ask them to submit an order to close the conservatorship.
Conservator for Property: File the Death Certificate with the Probate Court Clerk’s Office. Submit the Final Accounting showing a balance of zero. Submit a note with the filing to request an Order to close the conservatorship. If there is an attorney of record ask them to submit an order to close the conservatorship.
The Annual Status Report can be found at https://circuitclerk.nashville.gov/conservatorship-annual-status-report/ (1) mailed to the Probate Court Clerk’s Office, P.O. Box 196300, Nashville, TN, 37219-6300; (2) faxed 615-296-4502; (3) efiled https://circuitclerk.nashville.gov/eFile/ or (4) you can visit the Clerk’s Office in the Historic Metro Courthouse located at 1 Public Square, Suite 303, Nashville, TN 37201.
A (conservator) surety bond provides financial compensation to the conservatorship estate should the conservator fail to properly exercise their financial fiduciary duty. A bail bond is used to release a person who has been arrested on a criminal matter from jail.
Contact your attorney if you need assistance with your accounting. OCM Educational Materials may be found on the OCM website: http://ocm.nashville.gov/ or on YouTube and should greatly assist in properly fulfilling your fiduciary duties. There is also a sample accounting packet on our website you may use as a guide.
The property management is a Court approved budget that tells the Court how the conservator will manage the respondent’s assets, pay for the respondent’s needs, and how the conservator plans on investing any remaining assets. The Inventory is a complete list of the respondent’s personal property, real property, and income. The inventory tells the Court all that the respondent possesses.
The Inventory is due sixty (60) days from the date of your appointment as conservator unless the inventory was separately stated as an inventory in the petition.
An Interim Annual Accounting is due six (6) months after the date of your appointment as conservator. Annual Accountings are due twelve (12) months from the date of your Interim Annual Accounting and every twelve (12) months thereafter.
An Annual Status report is due six (6) months after the date of your appointment as conservator. An Annual Status report is due twelve (12) months from the date of the first Annual Status Report and every twelve (12) months thereafter. The status report form is a form you can download from the Probate Court Clerk’s website (see above). The conservator is required to include with each status report a statement concerning the physical or mental condition of the respondent, which statement shall demonstrate to the court the need, or lack of need, for the continuation of the fiduciary’s services.
Many of the forms that are necessary to file with the court may be found on the Davidson County Probate Court Clerk’s website: http://circuitclerk.nashville.gov/probate/probateforms.asp
Yes. A status report is always required. Other documents such as an inventory, bond, accountings, and a property management plan will be required by the conservator unless the requirement is waived by the judge.
