Fidura

Hawaii conservator’s inventory

The sworn list of everything a Hawaii conservator manages. Hawaii prints no form for it, so you set it out yourself.

By Fidura staff. Last reviewed .

Who files
Every conservator, of a minor or an adult
A guardian of the person reports separately.
When it’s due
60 days after the order appointing you is entered
HRS §560:5-419(a) (opens in a new tab)
Where
The circuit court that appointed you
Notice and a copy go to the protected person, and anyone the court names, within 14 days. §560:5-404(d) (opens in a new tab)
The form
No statewide form
The statute (opens in a new tab) sets what it holds.

You swear it is complete and accurate as far as you know. §560:5-419(a) (opens in a new tab)

What it asks for

The law asks for a detailed inventory of the estate under the conservatorship, with an oath. It sets no format and no valuation date, so state the date your values are as of.

One way to organize it
PartWhat goes there
Bank accountsEach account, with its bank, last four digits and balance
Real propertyEach parcel, in Hawaii or elsewhere, by address, with its value
InvestmentsStocks, bonds, mutual funds and retirement accounts, with their values
Personal propertyVehicles, jewelry and other belongings worth listing, with their values
OathYour statement that the inventory is complete and accurate as far as you know

A limited conservatorship covers only the assets its order names. Your letters state the limit. §560:5-110 (opens in a new tab)

Common mistakes

Counting from the letters

The 60 days run from entry of the order. Letters issue only after you accept and post any bond, so the clock can start before you hold them. §560:5-110 (opens in a new tab)

Investing before the court allows it

An individual conservator needs the court’s permission first to buy stocks, mutual funds or other investments. HPR 107(d) (opens in a new tab)

Accounts left in her name

Unless the court orders otherwise, you keep two interest-bearing accounts at a federally insured institution located in Hawaii. Each is titled to you as conservator of the protected person. Your lawyer is responsible for setting them up. HPR 107(c) (opens in a new tab)

Your first account

Your appointment order sets how often you account: yearly unless the court directs otherwise. §560:5-420(a) (opens in a new tab) Your first account lists the same estate at the end of its period, at current fair market value, and proposes a budget for the next one. HPR 26, 108 (opens in a new tab)

Sources

Also for Hawaii: Conservator’s Petition for Approval of Accounts

We make Fidura, guardianship accounting software built on a reconciled register for each ward. See the product

Found an error? developer@fidura.app