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/.
Forms for Current Guardians/Conservators and for a Complaint Against a Current Guardian or Conservator
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.
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.
LSC's support for this website is limited to those activities that are consistent with LSC restrictions.