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Home Self Help Conservatorship for Adults
Home Self Help Conservatorship for Adults
Conservatorship for Adults
These standard instructions are for informational purposes only and do not constitute legal advice about your case. If you choose to represent yourself, you are bound by the same rules and procedures as an attorney.

  • Forms
    • Forms for Conservatorship for Adults
      • For all forms in both PDF and WORD formats, visit the forms page.

         

        Instructions

        JDF 875 - Instructions for Appointment of Conservator - Adult 

        JDF 895 - Instructions to Register out of State Conservatorship in Colorado 

         

        Forms

        JDF 705 - Case Information Sheet

        JDF 714 - Affidavit Regarding Due Diligence and Proof of Publication 

        JDF 716 - Notice of Hearing by Publication 

        JDF 719 - Waiver of Notice 

        JDF 721 - Irrevocable Power of Attorney 

        JDF 800 - Acknowledgment of Responsibilities Conservator and/or Guardian 

        JDF 805 - Acceptance of Office 

        JDF 806 - Notice of Hearing to Interested Persons 

        JDF 807 - Notice of Hearing to Respondent (Adult or Minor) 

        JDF 812 - Notice of Appointment of Guardian and/or Conservator 

        JDF 865 - Order for Deposit of Funds to Restricted Account - Conservatorship

        JDF 866 - Order for Deposit of Funds to Restricted Account and Annual Filing of Restricted Account Report 

        JDF 876 - Petition for Appointment of Conservator - Adult  

        JDF 877 - Order Appointing Special Conservator - Adult or Minor  

        JDF 878 - Order Appointing Conservator for Adult 

        JDF 880 - Letters of Conservatorship - Adult 

        JDF 882 - Conservator's Financial Plan with Inventory and Motion for Approval 

        JDF 883 - Order Regarding Conservator's Financial Plan

        JDF 885 - Conservator's Report 

        CAPS Check Written Authorization Form

         

  • How do I become the conservator for an adult?
    • 1. Determine whether you meet the requirements to be a conservator.
      • Any person concerned about the adult's financial situation, or any person who would be negatively affected if the adult's finances are not managed correctly can file a conservatorship case.

        You must be at least 21 years old to be the conservator for an adult.  You can ask the court to name you as the conservator, or you can ask the court to name someone else who is at least 21 years old.

        You can be the conservator for an adult who lives in Colorado even if you live in another state.

        The court will name a conservator for an adult only if the court decides that the adult needs a conservator. The court will need to decide that the adult is not able to manage their financial situation without help.

        Before the court names you as the conservator, it will review your criminal history and current credit report to make sure that you are a good choice to be the conservator.

        If you do not understand this information, please contact an attorney.

         

    • 2. Determine what information you need before you start your case.
      • Before you start your case, you or the person(s) wanting to be the conservator should review JDF 805 - Acceptance of Office to determine if you must file:

        1. A copy of your criminal history report from the Colorado Bureau of Investigation (CBI)
        2. A copy of your current credit report
        3. A copy of your driver's license, passport, or other government-issued identification.

        NOTE:  If you are the adult's (Respondent's) parent and you live with the adult, you must provide a copy of your driver's license. However, you may not need to provide your criminal history report or your credit report. Please check with the court you are filing your case with regarding these requirements.

        To get a copy of your criminal history report, you can go to the CBI's website.

        You can also go to the CBI directly at 690 Kipling Street, Denver, CO 80215. You can reach the CBI by phone at 303-239-4300. There will be a fee for running your criminal history report.

        Even if there is nothing on your criminal history report, you will still need to file this document with the court.

        You can use any credit reporting agency to get your current credit report. Here are few choices:
        1. Equifax, Inc., P.O. Box 740241, Atlanta, GA 30374, 1-800-685-1111, or at www.equifax.com
        2. Experian, P.O. Box 2002, Allen, TX 75013, 1-888-397-3742, or at www.experian.com
        3. TransUnion, P.O. Box 2000, Chester, PA 19022, 1-800-916-8800, or at www.transunion.com

        Make sure to black-out your social security number and financial account numbers included on the credit report. There may be a fee for getting your credit report.

        When you make a photo-copy of your driver's license, passport, or other government-issued I.D., black-out the driver's license or other identification  number and make sure the copy is clear enough for the court to read.

    • 3. Determine where to file your case.
      • You should file your case with the district court in the county where the adult (Respondent) lives.

        If the adult (Respondent) does not live in Colorado, you can file your case in any county in Colorado where the adult owns property.

        To find the correct district court, search Courts by County. If it is in Denver, you will need to file your case in the Denver Probate Court.

         

    • 4. Fill out the paperwork to start your case.
      • The person filing the case will be known as the Petitioner.  The adult who may need a conservator will be known as the Respondent.

        Download and complete these forms:

        1. JDF 876 - Petition for Appointment of Conservator for Adult
        2. JDF 805 - Acceptance of Office
        3. JDF 880 - Letters of Conservatorship - Adult
        4. JDF 878 - Order Appointing Conservator for Adult
        5. JDF 721 - Irrevocable Power of Attorney (Use only if the person who wants to be the conservator does not live in Colorado)
        6. CAP Check Written Authoization Form (This form must be completed and signed by the nominee.)

        For detailed instructions on completing the forms, see JDF 875 - Instructions for Appointment of a Conservator - Adult.

        Fill out only the top caption part of JDF 878 - Order Appointing Conservator for Adult and JDF 880 - Letters of Conservatorship - Adult. The court will fill out the rest.

        Take your completed forms to the courthouse and give them to the clerk to file your case. You will also give the clerk your criminal history report, your credit report, and the copy of your driver's license.

        The court will ask you to pay a filing fee. If you do not think you can afford it, you can request a waiver of the filing fee by completing form JDF 205 - Motion to File Without Payment and Supporting Financial Affidavit, and the caption box of JDF 206 - Finding and Order Concerning Payment of Fees.

        After you file these forms and documents with the court, you will get a case number.  You can ask the clerk how to get a court date for a hearing.

        The court will assign a person to investigate the necessity of the conservatorship and whether the person asking to be the conservator is an appropriate choice. This person is known as a "Court Visitor". The Court Visitor will review paperwork filed with the court and conduct interviews as necessary. The Court Visitor will then give a written report to the court. There will be a fee for the Court Visitor's written report.

    • 5. Give notice to the Respondent and other interested persons.
      • After you file your paperwork with the court and get a date for a hearing, you must give notice of the hearing date and time, along with a copy of JDF 876 Petition for Appointment of Conservator for Adult, to both the adult (Respondent), as well as to all other persons interested in the case, at least 14 days before the hearing.

        For a list of interested persons who must get notice, see JDF 875 Instructions for Appointment of a Conservator - Adult.

        There are different requirements for giving notice to the Respondent and to other interested persons, and these notices must be done separately.

        To give notice to the Respondent:
        1. Fill out JDF 807 Notice of Hearing to Respondent.
        2. You must arrange to have JDF 807 Notice of Hearing to Respondent along with a copy of JDF 876 Petition for Appointment of Conservator for Adult delivered to the Respondent. The process of having these forms delivered is known as personal service.
        3. Refer to the step-by-step instructions on how to arrange for personal service and how to return proof of service to the court.

        To give notice to other interested persons:
        1. Fill out JDF 806 Notice of Hearing to Interested Persons.
        2. You must mail or hand-deliver a copy of JDF 806 Notice of Hearing to Interested Persons along with a copy of JDF 876 Petition for Appointment of Conservator for Adult to each interested person.
        3. After mailing or hand-delivering copies of the forms, complete the Certificate of Service part of JDF 806 Notice of Hearing to Interested Persons and file it with the court.

        NOTE: The Respondent must attend the hearing unless excused by the court. You must do your best to make sure that the Respondent goes to the hearing.

    • 6. Determine what you need to do after you become the conservator.
      • After the court names you as the conservator, the adult will be referred to as the "Protected Person".

        After the court names you as the conservator, you must complete and file:

        1. JDF 705 - Probate Case Information Sheet; and
        2. JDF 800 - Acknowledgment of Responsibilities

        After you file this form, check with the court to find out how to obtain a certified copy of JDF 880 - Letters of Conservatorship - Adult.  This is the document that proves you are the conservator.  You may be required to pay a fee to obtain a certified copy of the Letters.

        Within 30 days after being named as the conservator, you must complete JDF 812 - Notice of Appointment of Conservator and mail or hand-deliver a copy to the Protected Person and to all other interested persons. After mailing or hand-delivering a copy, fill out the Certificate of Service part of the form and file it with the court.

        Within 90 days after being named as the conservator by the court or otherwise ordered by the court, you must complete JDF 882 - Conservator's Financial Plan with Inventory and Motion for Approval and file it with the court.  You should also file JDF 883 - Order Regarding Conservator's Financial Plan with the court.  Fill out only the top "caption" part of JDF 883 - Order Regarding Conservator's Financial Plan and the court will fill out the rest.

        You will need to mail or hand-deliver a copy of JDF 882 - Conservator's Financial Plan with Inventory and Motion for Approval to the Protected person and to all other interested persons. After mailing or hand-delivering a copy, fill out the Certificate of Service part of the form and file it with the court.

        Depending on the court, the Letters may be valid for only one year and may be renewed after you file a completed JDF 885 - Conservator's Report, which must be filed once a year or as otherwise directed by the court. Check with the court to find out when your yearly report is due.

        You will need to mail or hand-deliver a copy of JDF 885 - Conservator's Report to the Protected Person and to all other interested persons. After mailing or hand-delivering a copy, fill out the Certificate of Service part of the form and file it with the court.

  • How do I transfer a conservatorship case from Colorado to another state?
    • 1. Determine whether you meet the requirements to transfer the conservatorship case to another state.
      • If you are the conservator for an adult (Protected Person), you can ask the court to transfer the conservatorship case to another state if:
        1. The Protected Person is physically present in the other state, OR
        2. The Protected Person is planning to permanently move to the other state, OR
        3. The Protected Person has strong ties to the other state, AND
        4. Arrangements will be made to manage the Protected Person's property

    • 2. Determine what information you need before you file your paperwork.
      • Before you file paperwork to transfer a conservatorship to another state, contact the court in the other state to find out what their requirements are, and whether they will accept the case.

        The court in Colorado will need to be satisfied that the court in the other state will accept the case before the transfer is approved.

    • 3. Determine where to file your case.
      • You will file the paperwork with the same Colorado court where the existing conservatorship case is located.

        You will use the same case number that is on the existing conservatorship case.

    • 4. Fill out the paperwork to start this process.
      • You will be known as the Petitioner and the adult who you are the conservator for is known as the Protected Person.

        Download and complete these forms:
        JDF 787 Petition to Transfer Guardianship and/or Conservatorship from Colorado to Receiving State
        JDF 788 Provisional Order re: Petition to Transfer from Colorado to Receiving State
        JDF 712 Notice of Non-Appearance Hearing Pursuant to C.R.P.P. 8.8

        For detailed instructions, see JDF 786 Instructions to File a Petition to Transfer Adult Guardianship and/or Conservatorship from Colorado to Receiving State.

        Check the "Conservatorship" box at the top of JDF 787 Petition to Transfer Guardianship and/or Conservatorship from Colorado to Receiving State.

        Fill out only the top caption part of JDF 788 Provisional Order re: Petition to Transfer from Colorado to Receiving State. The court will fill out the rest.

    • 5. Give notice to the Respondent and other interested persons.
      • You need to give notice of JDF 787 Petition to Transfer Guardianship and/or Conservatorship from Colorado to Receiving State to the Protected Person and all interested persons named in the case.  Also, for a list of interested persons who must get notice, see JDF 786 Instructions to File a Petition to Transfer Adult Guardianship and/or Conservatorship from Colorado to Receiving State.

        Follow these steps to give notice:
        1. Fill out JDF 712 Notice of Non-Appearance Hearing. You will need to pick a date for the non-appearance hearing and put that date on the form. The date you pick must be at least 14 days from the date that you mail or hand-deliver a copy of the Petition (JDF 787) and the Notice (JDF 712) to all interested persons.

        NOTE: A "non-appearance hearing" is not an actual hearing date, and no one needs to show up to court. This is a date the court puts on their calendar as a reminder to take further action.

        2. Mail or hand-deliver a copy of JDF 712 Notice of Non-Appearance Hearing and JDF 787 Petition to Transfer Guardianship and/or Conservatorship from Colorado to Receiving State to the Protected Person, and to all other interested persons named in the case.
        3. Fill out the Certificate of Service part of JDF 712 Notice of Non-Appearance Hearing before filing it with the court.

    • 6. File your paperwork with the court.
      • Give JDF 787 Petition to Transfer Guardianship and/or Conservatorship from Colorado to Receiving State, JDF 712 Notice of Non-Appearance Hearing, and JDF 788 Provisional Order re: Petition to Transfer from Colorado to Receiving State to the clerk at the court to file your case.

        There is no filing fee required.

    • 7. Determine what you need to do to finish transferring the case to another state.
      • After the non-appearance hearing date passes, if the court agrees with what you are asking, and no one else has come forward to disagree with you, the court will sign JDF 788 Provisional Order re: Petition to Transfer Guardianship/Conservatorship from Colorado to Receiving State.

        You will need to send a certified copy of the signed JDF 788 to the court in the state that you want to transfer the conservatorship to, and get a certified copy of an Order from the other state saying that they will accept the transfer.

        After you get a certified copy of an Order from the other state saying they will accept the transfer, file that Order with the court in Colorado along with JDF 789 Final Order Confirming Transfer to Receiving State and Terminating Guardianship/Conservatorship. You only need to fill out the top caption part of this form. The court will fill out the rest.

        You will also need to file a final JDF 885 Conservator's Report and any other necessary documents required by the court.

        If the court signs JDF 789 Final Order Confirming Transfer to Receiving State and Terminating Guardianship/Conservatorship, you must provide a copy of the Order to the Protected Person and all interested persons listed in the Order.

  • How do I transfer a conservatorship case to Colorado from another state?
    • 1. Determine whether you meet the requirements to transfer the conservatorship case to Colorado.
      • If you are the conservator for an adult (Protected Person) in another state, you can ask the court to transfer the conservatorship case to Colorado if:

        1. The Protected Person is physically present, or is planning to permanently move to Colorado, AND
        2. The transfer would be in the Protected Person's best interest.

         

        The court will issue a provisional order unless:

        1. An objection has been made to the petition and the objector has established that the transfer would be contrary to the interests of the incapacitated person; OR 
        2. The guardian or conservator is ineligible for appointment in Colorado.

    • 2. Determine what information you need before you start your case.
      • Before you start a case to transfer a conservatorship to Colorado from another state, you will need a certified copy of an Order from the other state saying that they are aware that you want to transfer the case to Colorado. Contact the court in the other state to find out how to get this document.

    • 3. Determine where to file your case.
      • You will file your paperwork with the district court in the Colorado county where the Protected Person is physically present or in the Colorado county where the Protected Person plans to permanently live.

        To find the correct district court, search Courts by County. If it is in Denver, you will need to file your paperwork in the Denver Probate Court.

    • 4. Fill out the paperwork to start your case.
      • You will be known as the Petitioner and the adult who you are the conservator for is known as the Protected Person.

        Download and complete these forms:
        JDF 783 Petition Requesting Colorado to Accept Guardianship/Conservatorship from Sending State
        JDF 784 Provisional Order to Accept Guardianship/Conservatorship in Colorado from Sending State

        For detailed instructions, see JDF 782 Instructions to File Petition to Accept Adult Guardianship and/or Conservatorship in Colorado from Sending State.

        Check the "Conservatorship" box at the top of JDF 783 Petition Requesting Colorado to Accept Guardianship/Conservatorship from Sending State.

        Fill out only the top caption part of JDF 784 Provisional Order to Accept Guardianship/Conservatorship in Colorado from Sending State. The court will fill out the rest.

        REMEMBER: Attach a certified copy of the Order from the other state, which says that they are aware you are transferring the case to Colorado, to JDF 783 Petition Requesting Colorado to Accept Guardianship/Conservatorship from Sending State.

    • 5. Give notice to the Respondent and other interested persons.
      • You need to give notice of JDF 783 Petition Requesting Colorado to Accept Guardianship/Conservatorship from Sending State to the same people who got notice of the case where you were named as the conservator.  Also, for a list of interested persons who must get notice, see JDF 782 Instructions to File Petition to Accept Adult Guardianship and/or Conservatorship in Colorado from Sending State.

        Follow these steps to give notice:
        1. Fill out JDF 712 Notice of Non-Appearance Hearing.  You will need to pick a date for the non-appearance hearing and put that date on the form. The date you pick must be at least 14 days from the date that you mail or hand-deliver a copy of the Petition (JDF 783) and the Notice (JDF 712) to all interested persons.

        NOTE: A "non-appearance hearing" is not an actual hearing date, and no one needs to show up to court.  This is a date the court puts on their calendar as a reminder to take further action.

        2. Mail or hand-deliver a copy of JDF 712 Notice of Non-Appearance Hearing and JDF 783 Petition Requesting Colorado to Accept Guardianship/Conservatorship from Sending State to the Protected Person and to all other interested persons.
        3. Fill out the Certificate of Service part of JDF 712 Notice of Non-Appearance Hearing before filing it with the court.

    • 6. File your paperwork with the court.
      • Give JDF 783 Petition Requesting Colorado to Accept Guardianship/Conservatorship from Sending State, JDF 712 Notice of Non-Appearance Hearing, and JDF 784 Provisional Order to Accept Guardianship/Conservatorship in Colorado from Sending State to the clerk at the court to file your case.

        Remember to also file a certified copy of the Order from the other state saying that they are aware that you are transferring the case to Colorado.

        The court will ask you to pay a filing fee. If you do not think you can afford it, you can request a waiver of the filing fee by completing form JDF 205 Motion to File Without Payment and Supporting Financial Affidavit, and the caption box of JDF 206 Finding and Order Concerning Payment of Fees. For more information visit the File Without Payment page.

    • 7. Determine what you need to do to finish transferring the case to Colorado.
      • After the non-appearance hearing date passes, if the court agrees with what what you are asking, and no one else has come forward to disagree with you, the court will sign JDF 784 Provisional Order to Accept Guardianship/Conservatorship in Colorado from Sending State.

        You will need to send a certified copy of the signed JDF 784 Provisional Order to Accept Guardianship/Conservatorship in Colorado from Sending State to the court in the other state, and get a certified copy of a final Order from the court in the other state transferring the case to Colorado.

        After you get a certified copy of a final Order from the other state transferring the case to Colorado, file that Order with the court in Colorado along with:
        1. JDF 785 Final Order Accepting Guardianship/Conservatorship in Colorado from Sending State.  You only need to fill out the top "caption" part of this form.  The court will fill out the rest.
        2. JDF 805 Acceptance of Office
        3. JDF 880 Letters of Conservatorship - Adult.  Fill out only the top "caption" part of this form.  The court will fill out the rest.  This is the document that proves you are the conservator in Colorado.
        4. A copy of your criminal history report from the Colorado Bureau of Investigation (CBI)
        5. A copy of your current credit report
        6. A copy of your driver's license

        NOTE:  If you are the adult's (Respondent's) parent and you live with the adult, you must provide a copy of your driver's license. However, you may not need to provide your criminal history report or your credit report. Please check with the court you are filing your case with regarding these requirements.

        To get a copy of your criminal history report, you can go to the CBI's website here: https://www.cbirecordscheck.com/Index.aspx?AspxAutoDetectCookieSupport=1.  You can also go to the CBI directly at 690 Kipling Street, Denver, CO 80215.  You can reach the CBI by phone at 303-239-4300.  There will be a fee for running your criminal history report.

        Even if there is nothing on your criminal history report, you will still need to file this document with the court.

        You can use any credit reporting agency to get your current credit report. Here are few choices:
        1. Equifax, Inc., P.O. Box 740241, Atlanta, GA 30374, 1-800-685-1111, or at www.equifax.com
        2Experian, P.O. Box 2002, Allen, TX 75013, 1-888-397-3742, or at www.experian.com
        3. TransUnion, P.O. Box 2000, Chester, PA 19022, 1-800-916-8800, or at www.transunion.com

        Make sure to black-out your social security number on the credit report.  There may be a fee for getting your credit report.

        When you make a photo-copy of your driver's license, make sure the copy is clear enough for the court to read.

        The court will sign JDF 785 Final Order Accepting Guardianship/Conservatorship in Colorado from Sending State to finalize the transfer to Colorado.  The court will also issue JDF 880 Letters of Conservatorship - Adult to you.  This is the document that proves you are the conservator in Colorado.

  • How do I register my out-of-state conservatorship paperwork in Colorado?
    • 1. Determine whether you meet the requirements to register your out-of-state conservatorship paperwork in Colorado.
      • If you are a conservator in another state and you need to do some specific things in Colorado related to the conservatorship, you can register your out-of-state paperwork in Colorado.

        If there is currently a pending case asking to name a conservator in Colorado, you cannot register your out-of-state paperwork in Colorado.

    • 2. Determine what information you need before you start your case.
      • Before you register your out-of-state paperwork in Colorado, you will need to give the out-of-state court notice that you will be registering your paperwork in Colorado. Contact the court in the other state and ask them how they would like for you to give them that notice.

        Before you start your case in Colorado, you will need:
        1. A certified copy of the out-of-state court's Order naming you as the conservator.
        2. A certified copy of the Letters or other documents from the out-of-state court showing what your authority is as the conservator.
        3. A certified copy of any bond filed with the out-of-state court (if applicable).

    • 3. Determine where to file your case.
    • 4. Fill out the paperwork to start your case.
      • You will be known as the Conservator and the adult who you are the conservator for will be known as the Protected Person.

        Download and complete these forms:
        JDF 891 Registration and Recognition of Protective Orders from Other States and Sworn Statement - Conservatorship for Adult
        JDF 892 Certificate of Registration and Recognition of Protective Orders from Other States - Conservatorship for Adult

        JDF 891 Registration and Recognition of Protective Orders from Other States and Sworn Statement - Conservatorship for Adult must be signed in front of a Notary Public or court clerk. You can find a Notary Public by looking in the Yellow Pages, on the internet, or by going to your local bank.

        Make sure to attach certified copies of the out-of-state Order from the other state naming you as the conservator, the Letters or other documents from the out-of-state court describing your authority as the conservator, and any bonds filed with the out-of-state court.

        Fill out only the top caption part of JDF 892 Certificate of Registration and Recognition of Protective Orders from Other States - Conservatorship for Adult.  The court will fill out the rest.

        Take your completed forms and other documents to the courthouse and give them to the clerk to file your case.

        The court will ask you to pay a filing fee. If you do not think you can afford it, you can request a waiver of the filing fee by completing form JDF 205 Motion to File Without Payment and Supporting Financial Affidavit, and the caption box of JDF 206 Finding and Order Concerning Payment of Fees. For more information go to the Filing Without Payment page.

        After your paperwork is approved, the court will sign JDF 892 Certificate of Registration and Recognition of Protective Orders from Other States - Conservatorship for Adult.

         

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