True  False

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

Conservator Exam 
 

Questions for the conservator   

1) A guardian is responsible for the care of a ward.   

2) A conservator is responsible for the property and financial affairs of a 

3) The appointment order contains a statement of your powers, rights 

ward.   
 

and duties.   
 

4) You must file a complete inventory of the property owned by the ward 

within 180 days of your appointment.   
 

5) Every year within 60 days after the anniversary of your appointment 

you must file an accounting with the court.   
 

6) The reports that you have to make must be made on court forms.   

7) After you prepare an annual report your only responsibility is to file it 

with the court.   
 

to consult a lawyer.   
 

on a monthly basis.   
 

your ward’s money.   
 

Conservator Exam 

8) The court may impose a penalty for failure to file a required report.   

9) When you are uncertain about your responsibilities the best course is 

10) You should record financial transactions made on behalf of your ward 

11) You should open a separate bank account in your name to manage 

1 

   

 

   

   

   

   

   

 

   

   

 

   

   

   

12) As long as you are honest, you may manage your ward’s property in 

the same manner as you manage your own money.   
 

13) If you can no longer carry out the responsibilities of a conservator 

you should ask someone else to take over for you.   
 

14) The Division of Aging and Adult Services provides information on 

resources for seniors and adults with disabilities   
 

 

   

   

   

   

   

   

Conservator Exam 

 

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    Conservator Exam Answers 

Answers for the conservator   

True  False

 

 
 
 
 
 
 
 
 

        1) A guardian is a person appointed by a court to make decisions about 
the care of another, who is called a “ward.” (Page 3)   

2) A conservator is the trustee of a ward’s estate. As such, a conservator 

makes investment decisions. (Page 3)   

3) Your appointment order and letters of conservatorship issued by the 
court should specify the nature of your appointment. Your powers and duties 
are limited to those described in the appointment order. (Page 4)   

4) You must file a complete inventory of your ward’s property with the 
court within 90 days of your appointment. Your first task is to locate and 
identify all of the property. Begin as soon as possible after your appointment 
or even before the appointment is final. (Page 5)   

5) An accounting of the year’s income and expenses and of the changes 
in the value of the property in the estate must be filed every year. (Page 5)   

        6) Reports can be prepared online at 
www.utcourts.gov/ocap/guardian_conservator_reporting. You will be asked 
specific questions and the answers you provide will automatically produce 
the required forms. In addition, paper copies of the forms are available at the 
clerk’s office in the court house. (Page 6)   

7) You must send copies of the report along with a notice of the right to 

object to the following:   

• the ward if he or she can understand them   
• the ward’s husband or wife   
• the ward’s adult children   
• the ward’s parents   
• the ward’s brothers and sisters     
• the ward’s guardian and     
• anyone requesting notice under Rule 6-501. (Pages 6-7)   

8) The court may impose a fine on you. The court will review all reports 

and order a hearing if more information is necessary. (Page 6)   

        9) The best course is to consult a lawyer. To find a lawyer, you could ask 
friends and acquaintances for a recommendation, contact the Utah State 
Bar, www.utahbar.org or 801-531-9077, or call Utah Legal Services, 
801-328-8891 or 1-800-662-4245, to discover whether you qualify for their 
assistance. (Page 3)   

10)    You should record financial transactions at the time you make them. 

It is very important to have accurate and detailed records of all transactions 
made on behalf of your ward. (Page 4)   

X 

X 

X 

X 

X 

X 

X 

 

 

 

Conservator Exam 

3 

 

 

 

 

 

 

 

X 

X 

X 

11) All bank accounts should be opened in the name of the 

conservatorship. You must never commingle your personal funds with those 
of your ward. (Page 8)   

12) You must invest and manage your ward’s property as a prudent 

investor would, using reasonable care, skill and caution. (Page 10)   

13) You must request the court’s permission to resign by filing a Motion 

to Terminate. If your request is granted, the court will appoint someone to 
replace you. (Page 4)   

 

 

 

X 

X 

X 

        14) The Division of Aging and Adult Services provides a great deal of 
information for adults with disabilities and seniors and for those who care for 
them. You can get more information at 801-538-3910 or www.daas.utah.gov. 
(Page 15)   

X 

 

age numbers refer to the Basic Guidelines For Court-Appointed Guardians and 

Conservators, which is available on the web at:   
http://www.utcourts.gov/howto/seniors/BasicGuidelines-2007.pdf   

fter you have completed this exam and understand the responsibilities of your appointment, 
complete the following Declaration of Completion of Testing and file it with the court along with 
your petition. 

  P

    A

 

Conservator Exam 

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In the                                Judicial District Court                                          County, Utah 

Court Address:                                                                                                                          

DECLARATION OF COMPLETION OF 
TESTING 

ase Number                                          

Judge 

                   

 

  C

                                                                               
(Ward). 

N THE MATTER OF: 

  I

     

 I am the 

 Guardian  

 Conservator 

 I am the attorney for 

 Guardian  

 Conservator               

My Utah State Bar number is                                                         

I have successfully completed the court approved examination on the authority and 

responsibilities of guardians and conservators. 

 declare under criminal penalty of Utah Code Section 46-5-101 (class B misdemeanor for knowingly 
making false written statement) that this document is true and correct. 

Sign here ►  __________________________ 
 

 

_________________________ 

  _

 

 

(Type or Print Name Here) 

_________________ 

Date 

 

 

 

 

 

 

 
 

 

 
 

 

   

  I

    _

 

DECLARATION OF COMPLETION OF TESTING 

 

Page 1 of 1 

Name 

Address 

Phone 

Fax 

E-mail