Guardian with Separate Conservator Exam 
 

Questions for the guardian with a separate conservator   

True False

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

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

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

   

ward.   
 

and duties.   
 

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

4) As guardian, you are required to make reports to the court only when 

there is a significant change in your ward’s condition.   
 

5) You are required to make reports to the conservator.   

6) Reports to the court must be made on court forms.   

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

with the court.   
 

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 

to consult a lawyer.   
 

ward on a monthly basis.   
 

your ward’s money.   
 

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

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

Guardian with Separate Conservator Exam 
 

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12) You are automatically entitled to receive reimbursement for room 

and board that you furnish to the ward.   
 

13) When making decisions about your ward’s care, you should do as 

you think best.   
 

14) If you can no longer carry out the responsibilities of a guardian you 

should ask someone else to take over for you.   
 

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

resources for seniors and adults with disabilities.   
 
   

   

   

   

   

Guardian with Separate Conservator Exam 
 

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Guardian with Separate Conservator Exam Answers 

Answers for the guardian with a separate 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 guardianship 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 make status reports to the court showing how your ward is 
doing and alerting the court to any changes every year within 60 days after the 
anniversary of your appointment. (Page 5) 

 

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5) You must report all financial transactions made on behalf of your ward to 
the conservator at least once a year at a time convenient for both of you. (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 conservator 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) 

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11) All bank accounts should be opened in the name of the guardianship. 
You must never commingle your personal funds with those of your ward. (Page 
8) 

12) Only with the conservator’s approval may you receive reasonable 

reimbursement. (Page 7) 

13) The question that you should ask yourself is “What would my ward do?” 
As long as your ward’s wishes are not contrary to his or her best interest, they 
should be respected. (Page 10) 

14) You must request the court’s permission to resign from this role by filing 

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

 

 

 

 

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        15) 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) 

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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. 
   

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    A

   

Guardian with Separate 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