Q: How do I prepare an Attachment 13 for conservatorship Final Accounting?

A: Preparing an Attachment 13 for a conservatorship Final Accounting under California law involves several key steps to ensure accuracy and compliance. Start by gathering all financial records related to the conservatorship, including bank statements, receipts, invoices, and investment statements. These documents should cover the entire accounting period since the last report. Organize them chronologically to provide a clear financial history.

Next, prepare a detailed summary of all income received on behalf of the conservatee during the accounting period. This includes any sources such as pensions, Social Security benefits, rental income, or other financial support. Document each source separately, specifying the amounts received and the dates of receipt. Ensure to include all relevant documentation to support these income entries.

For expenses, compile a comprehensive list detailing all expenditures made on behalf of the conservatee. This should encompass categories such as housing costs, medical expenses, caregiving services, and any other necessary expenditures. Each expense entry must be supported by receipts or invoices, clearly showing the date, payee, and purpose of each transaction. Be meticulous in categorizing expenses to facilitate a thorough review by the court.

Finally, summarize the financial status of the conservatorship estate at the end of the accounting period. Calculate the total income received, total expenses incurred, and the resulting balance. Provide an explanation for any discrepancies or unusual transactions, ensuring transparency in the financial management of the conservatee's estate. Review the completed Attachment 13 for accuracy and completeness before submitting it to the court along with the conservatorship Final Accounting.