Introduction
Estates such as guardianships, conservatorships, and trusts have their own unique filing requirements that, in many ways, are similar to the filing requirements for decedent’s estates. However, these other types of estates may have different filing deadlines, and trusts in particular may require that transactions be allocated between principal and income. Please contact our office for more details.
Forms
Please click on the following links to access the forms that you will need to file with the Commissioner of Accounts.
Incapacitated Adults (Adults Incompetent)
Use these forms if you have qualified as the conservator of an incapacitated adult (sometimes also called an “adult incompetent”).
- Inventory for Estate of Incapacitated Adult (Form CC-1671):
View the Form | View the Instructions - Account for Estate of Incapacitated Adult (Form CC-1682):
View the Form | View the Instructions
Minors
Use these forms if you have qualified as the guardian of a minor.
- Inventory for Estate of Minor (Form CC-1672):
View the Form | View the Instructions - Account for Estate of Minor (Form CC-1683):
View the Form | View the Instructions
Trusts
Use these forms if you have qualified as the trustee of a trust.
- Inventory for Trust (Form CC-1673):
View the Form | View the Instructions - Account for Trust (Form CC-1684):
View the Form | View the Instructions