Private Information Record  
in Guardianship and Conservatorship cases 

Utah Rule of Judicial Administration 6-501 requires you to complete this form and file it with the 
court before your appointment.  

Additionally, you must keep the court informed of both your and the protected person’s current 
address and phone number. You may notify the court by calling ___________________. Please 
have your case number ready. Or you can print the information in the space below and mail it to 
the court at: 
___________________________________________________________________________________. 

 

Information About Guardian/Conservator 

Information About Protected Person 

 

 

 

 
 

 

 

 
 

 
 

 
 

 
 

 
 

 
 

 
 

 

Name 
 

Address 
 

Phone 
 

Email 
 

City, State, Zip 
 

Social Security Number 
 

Date of Birth 
 

Driver License Number 

Please list your next of kin or other contact person who will know who to reach you. 

 
Case Number 

 

Name 
 

Address 
 

Phone 
 

Email 
 

City, State, Zip 
 

Social Security Number 
 

Date of Birth 
 

Driver License Number 
 

ontact Person’s Name 

ddress 

ity, State, Zip 

hone 

mail 

  C

  A

  C

  P

  E

 

Private Information Record 

Approved Board of District Court Judges February 22, 2013 /  Revised November 11, 2022 

I declare under criminal penalty under the law of Utah that everything stated in this document is true. 

Signed at ______________________________________________________ (city, and state or country). 

 

 

 

 

Signature ► 

Printed Name 

 

 

 

 

 

 

   

 

Date 

Private Information Record  
in Guardianship and Conservatorship cases 

If the Protected Persons include school age children, please list the school they will be 
attending. 

Child’s Name 

School Name 

Private Information Record 

Approved Board of District Court Judges February 22, 2013 /  Revised November 11, 2022 

 

Summary of What is Expected of Guardians and Conservators 

This summary is only a summary. For more information about your responsibilities and 
forms, please visit the court’s website at http://www.utcourts.gov/howto/family/gc/. 
 

1.  Duties to the Court 
a.  What you must do: 

•  Notify the court if you or the protected person 

move. 

•  File a “status report” every year within 60 

days after the anniversary of your 
appointment. (guardian only) 

•  File a financial accounting every year within 

60 days after the anniversary of your 
appointment. 

•  File an inventory of the estate within 90 days 

after your appointment. 

•  File a final accounting when the guardianship 

or conservatorship ends. 

•  Notify the court if the protected person dies or 
no longer needs a guardian or conservator. 

2.  Duties to the Protected Person 

a.  What you must do: 

•  Make the decisions that the protected person 

would make, unless that decision would 
cause harm. 

b.  What you must not do: 

•  Mix your personal or business money and 

property with the protected person’s money 
and property. 

•  Use the protected person’s money or property 

for the benefit of anyone other than the 
protected person. 

•  Abuse, neglect or isolate the protected 

person. 

c.  What the guardian may do (unless the 
court’s order limits your authority): 
•  Make decisions for the protected person 

about: 
o  health care or other service; 
o  custody and residence; 
o  care, comfort, and maintenance; 
training and education; and 
o 
o  clothing, furniture, vehicles and personal 

effects. 

d.  What the conservator — or guardian if 
there is no conservator — must do: 
•  Identify, locate and control the protected 

person’s estate. 

•  Collect money owed to the protected person, 
including income and benefits, and start legal 
proceedings if needed. 

•  Manage the protected person’s estate to so 
that needs are met throughout his or her 
expected life. 

•  Pay taxes, expenses and debts owed by the 

protected person. 

e.  What the conservator may do: 

•  Make the gifts and donations that the 

protected person would make. 

•  Invest the protected person’s money and 

property. 

3.  Duties to Interested Persons 

a.  What you must do: 

•  Notify the interested persons of your 

appointment right away; notify others as 
needed. 

•  Notify the interested persons if the protected 
person dies or no longer needs a guardian or 
conservator.