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Conservatorship Plan - District Of Columbia
| Conservatorship Plan Form. This is a District Of Columbia form and can be used in General Probate Superior Court Statewide . |
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SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBATE DIVISION _________ INT _________ _________ IDD _________ In re: ________________________________ An Adult CONSERVATORSHIP PLAN I, ____________________________________________, appointed conservator in the above-captioned proceeding on __________________________, hereby submit the following conservatorship plan and attached inventory. THE FOLLOWING SERVICES ARE NECESSARY TO MANAGE THE FINANICAL RESOURCES DESIGNATED BY THE ORDER OF THE COURT: (Collecting assets, depositing, and investing assets, continuing or participating in the operations of businesses or other enterprises, etc.) THE MEANS BY WHICH THESE SERVICES WILL BE PROVIDED ARE: (Employment of persons such as investment advisors to advise or assist with conservator's duties.) THE MANNER IN WHICH THE INCAPACITATED INDIVIDUAL, GUARDIAN, CONSERVATOR, OR ANY OTHER INDIVIDUAL WHO HAS BEEN APPOINTED TO SERVE IN THAT CAPACITY WILL EXERCISE AND SHARE THEIR DECISION-MAKING AUTHORITY IS: (Report agreements regarding how decisionmaking authority will be shared.) April 2010 American LegalNet, Inc. www.FormsWorkFlow.com THE POLICIES AND PROCEDURES GOVERNING THE EXPENDITURE OF FUNDS ARE: (Report agreements reached regarding expenditures of funds.) OTHER ITEMS THAT WILL ASSIST IN THE MANAGEMENT OF THE DESIGNATED FINANCIAL RESOURCES AND IN FULFILLING THE NEEDS OF THE INCAPACITATED INDIVIDUAL, THE TERMS OF THE COURT'S ORDER, AND THE DUTIES OF THE CONSERVATOR ARE: (Report the need, if any, for the Court to assign to conservator any duties or powers which the disabled person lacks the capacity to perform.) Attach a complete inventory of financial resources designated by the order of the Court. VERIFICATION I, ____________________________, being first duly sworn, on oath, depose and say that that I have read the foregoing pleading by me subscribed and that the facts therein stated are true to the best of my knowledge, information, and belief. _______________________________________ Signature of conservator _______________________________________ Typed Name _______________________________________ Address (Actual address/not Post Office Box) _______________________________________ _______________________________________ Telephone number Subscribed and sworn to before me this ____ day of ________________, 20______. _________________________________ Notary Public/Clerk April 2010 American LegalNet, Inc. www.FormsWorkFlow.com CERTIFICATE OF SERVICE I hereby certify that on the ______day of____________________20________, a copy of the foregoing __________________________________________________________________ was served by first class mail, postage prepaid, upon the parties to the above captioned case, persons granted permission to participate, and persons who requested notice. (List each person by name and complete address. Use the "tab" key to move from box to box. Attach an additional sheet of paper if necessary. An example is given.) Jane Doe Department of Human Services 2342 City Street, NW Washington, DC 20000 Signature April 2010 American LegalNet, Inc. www.FormsWorkFlow.com
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