Account of Guardian or Conservator (Adult Guardianship and Conservatorship)
Wisconsin · Wisconsin Court System · Effective May 30, 2024
This form is used by a guardian or conservator to provide a detailed financial report, called an account, about how they managed the money and property of a person under their care. It requires listing starting balances, money received, money spent, and the final amount of assets remaining.
The court describes it as: For a guardian/conservator to provide an accounting of the financial activity of the estate. This may be an annual, interim, or final account. CCAP form. This form is available in Spanish.
Where this fits in a case
HearingStage: Hearing
This form is used when a guardian or conservator needs to submit an annual, interim, or final accounting of the financial management of an estate to the court.
Usually filed by the person starting the case.
Official instructions
How-to guides published by the court for this form.
Common questions
- Who fills out this form?
- The guardian or conservator of the person's estate fills out this form. It can also be signed by a co-guardian or co-conservator.
- What does the form require?
- The form requires the filer to provide an accurate account of the administration for a specific time period, detailing assets, income, spending, and the ending balance.
- Are there supporting documents?
- Yes, the form references and includes sections for Schedule A (Assets and Income Received), Schedule B (Disbursements, Distributions and Realized Capital Losses), and Schedule C (Assets on Hand).
Revision history
No changes recorded since we started tracking this form on October 10, 2026. The current version took effect May 30, 2024.
Related forms
- GN-3120
Declaration of Service (Guardianship, Conservatorship, Protective Placement or Protective Services) (Adult Guardianship and Conservatorship)
This form is a statement used to show that certain legal papers were given to specific people. It lists the names, addresses, and how the documents were delivered.
WordHearing
Eff. Sep 12, 2024
- GN-3121
Certificate of Service on Individual (Guardianship, Protective Placements or Protective Services) (Adult Guardianship)
This form is a proof that someone served certain legal papers to a specific person in a guardianship case. It asks the person signing to confirm when and how they gave the documents to the named individual.
WordHearing
Eff. May 30, 2024
- GN-3122
Declaration of Service (Minor Guardianship of the Estate)
This form is a statement used to show that certain court papers were given to specific people. It lists the names, addresses, and how the documents were delivered.
WordHearing
Eff. Sep 12, 2024
- GN-3123
Certificate of Service (Minor Guardianship of the Estate)
This form is a proof that certain documents were given to a minor who is proposed to be under guardianship. It requires the person filing it to state that they are an adult who is not involved in the case and that they served the documents to the minor.
WordHearing
Eff. May 30, 2024
- GN-3130
Examining Physician's or Psychologist's Report (Adult Guardianship)
This form is a report written by a doctor or psychologist to the court. It asks for an evaluation of an individual's ability to care for themselves and manage their life.
WordHearing
Eff. Nov 16, 2023
- GN-3160
Report of Guardian ad Litem Due to Incompetency (Adult Guardianship)
This form is used by the court-appointed Guardian ad Litem to report findings to the court regarding an individual's competency. It asks the court to review the Guardian ad Litem's interviews and recommendations about the individual's ability to care for themselves or manage their property.
WordHearing
Eff. Mar 17, 2022
- GN-3267
Letters of Temporary Guardianship (Minor Guardianship of the Estate)
This form is used to officially appoint a temporary guardian for the estate of a minor child. It details the guardian's temporary powers and limitations regarding the minor's property.
WordHearing
Eff. May 28, 2020
- GN-3325
Report of Guardian Ad Litem (Minor Guardianship of the Estate)
This form is used by the court-appointed Guardian ad Litem to report findings to the court after investigating a minor's guardianship case. It asks the court for recommendations regarding the minor's need for a guardian and the suitability of proposed guardians.
WordHearing
Eff. May 28, 2020