[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] [Recipient's Name] [Recipient's Address] [City, State, ZIP] Re: [Conservatorship Case Number] Dear [Recipient's Name], I hope this letter finds you in good health. I am writing to provide you with a detailed description of the check representing the balance of the conservatorship funds, as per the recent audit conducted on the conservatorship account for the [Conservatorship Case Number]. 1. Purpose of the Letter: This letter serves to inform you that a check has been issued to represent the remaining balance of the conservatorship funds. The funds have been diligently managed in accordance with the legal requirements and guidelines set forth by the Hawaii conservatorship laws. 2. Conservatorship Overview: A conservatorship is a legal arrangement wherein a person or entity is appointed by the court to manage the personal and financial affairs of an incapacitated individual, known as the conservative. This arrangement is usually established to protect and ensure the welfare of individuals who are unable to make decisions for themselves due to age, physical or mental incapacity. 3. Hawaii Conservatorship Laws: In the state of Hawaii, conservatorship is governed by the Hawaii Revised Statutes (HRS), specifically Chapter 560 of Title 30, which outlines the duties and responsibilities of the conservator. The conservator is legally obligated to act in the best interests of the conservative, manage their assets prudently, and file regular reports with the court to account for the financial transactions conducted on behalf of the conservative. 4. Conservatorship Account Audit: To uphold transparency and accountability, regular audits of the conservatorship account were conducted in compliance with the court's requirements. These audits involved a thorough examination of the financial records, bank statements, and supporting documents pertaining to the conservatorship account. 5. Check Details: The enclosed check represents the remaining balance of the conservatorship funds. The amount has been calculated based on the financial transactions recorded during the specified accounting period. Please note that this check should be deposited into an account dedicated solely to the conservative's financial matters, as required by the court. 6. Importance of Proper Distribution: It is crucial to ensure that the funds are disbursed and utilized solely for the conservative's benefit, in accordance with the court's orders and the conservatorship plan previously approved by the court. The conservator must exercise utmost care in managing and distributing the funds, following the legal obligations, and avoiding any conflicts of interest. Should you require any additional information or clarification regarding the conservatorship funds, please do not hesitate to contact me at [Phone Number] or [Email Address]. I am readily available to address any concerns you may have. Thank you for your attention to this matter. Your cooperation and commitment to the conservative's welfare are greatly appreciated. Sincerely, [Your Name]
Hawaii Sample Letter for Check Representing Balance of the Conservatorship
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FAQ
A conservatorship is a Court proceeding where: (1) the Court determines that an individual is in need of assistance in managing his/her money and/or property, and (2) the Court appoints someone to provide such assistance.
A Petition is filed by an interested person with the Court in order to request the establishment of a Conservatorship and appointment of a Conservator. The Petition must contain specific information required by the Hawai`i Revised Statutes regarding the Protected Person, and the proposed Conservator.
§5-301 Appointment and status of guardian. A person becomes a guardian of an incapacitated person by an appointment by a parent, spouse, or reciprocal beneficiary or upon appointment by the court. The guardianship continues until terminated, without regard to the location of the guardian or ward.
The Kokua Kanawai (which means "Helper in the Law") is usually an attorney whose duties include interviewing the parties to the case, reviewing financial and medical records and submitting a written report and recommendation to the judge.
In Hawaii a minor or incapacitated person can have a Hawaii court appoint a Guardian or a Conservator, or both. A person who has the authority to make (1) health care decisions for the minor or incapacitated person is called a Guardian, and (2) financial decisions for the minor or incapacitated person is a Conservator.
