Bill > SB1636

This bill requires a fiduciary, who is a person legally appointed to manage the financial affairs or personal well-being of another, to include specific information in their annual sworn accounting, which is a formal report of receipts and expenditures filed with the court overseeing a guardianship or conservatorship. Specifically, the accounting must now state the date of the fiduciary's last contact with the person with a disability, and also include a statement about the person's physical or mental condition and whether their condition still necessitates the fiduciary's services, without revealing confidential medical details. This change aims to provide the court with more current information about the individual under guardianship or conservatorship and the fiduciary's ongoing involvement.