The Consumer Finance Protection Bureau has created a Guide to Managing Another Person's Finances that may be useful to those who have a Financial Power of Attorney for another or act as a guardian or conservator for another person: https://www.consumerfinance.gov/consumer-tools/managing-someone-elses-money/.

The AARP has also created Tips for Managing Someone Else's Money that you may find helpful: https://www.aarp.org/caregiving/financial-legal/info-2020/managing-someone-elses-money.html.

This reporting form may be used when the amount of funds on deposit as shown on the Inventory or the last accounting is less than $25,000.00. The purpose of this report is to give the Court as complete a picture as possible of the protected/incapacitated person’s current financial situation.

Forms for Current Guardians/Conservators and for a Complaint Against a Current Guardian or Conservator

We currently have forms for: case information sheet for guardianships and conservatorships; a guardian's annual report for a minor or an adult; a guardian's proposed care plan for an adult or a minor; a complaint about a guardian or conservator; conservator's accounting form, conservator's accounting for small estates less than $50,000, and conservator's inventory and financial plan, which you may find by clicking on the forms attached below or visiting the Court Assistance Office's website, as linked below.

Filing for or Terminating a Guardianship of a Minor

You can find all the forms you need to file for (start a) guardianship of a minor or terminate (end) a guardianship of a minor on the Court Assistance Office's website. Visit their website here to find Word.doc and fillable PDF versions of those forms: https://courtselfhelp.idaho.gov/Forms/guardianship. 

Other Guardianship Forms

If you are looking for different forms related to Conservatorships or Guardianships, please visit: https://courtselfhelp.idaho.gov/Forms/guardianship for other forms available in fillable PDF format. Please read the instructions before filing out the forms and filing with the courthouse.

Please note that there are no publicly available forms for filing for or terminating a guardianship or conservatorship for an adult. Please consult with an attorney for those legal services.

An interactive form is available for guardians required to submit a Guardian's Annual Report form in Idaho. This form should be completed and filed annually if you have been appointed as a guardian by the court.