1. Personal Information: The form will require basic personal information of the guardian or conservator, including their name, address, telephone number, and email address.
2. Guardian/Conservatorship Information: You will need to provide details about the guardianship or conservatorship, including the court case number, the name of the protected person, and the date the guardianship or conservatorship was established.
3. Reporting Period: You will need to indicate the reporting period for which the account is being filed, such as a yearly, interim, or final account.
4. Assets: The form will require you to provide detailed information about the assets of the protected person, including bank accounts, real estate, investments, and personal property.
5. Income: You will need to report any income received on behalf of the protected person, such as social security benefits, pension payments, or rental income.
6. Expenses: You will need to list all expenses incurred on behalf of the protected person during the reporting period, such as medical expenses, housing costs, and personal care expenses.
7. Documentation: You may be required to attach supporting documentation, such as bank statements, invoices, receipts, and any other relevant financial records.
It is not typically possible to fill out the Wisconsin Account of Guardian or Conservator Annual Interim Final form online. However, on US Legal Forms website, users can find up-to-date lawyer-approved, state-specific form templates for this purpose. These forms can be completed or downloaded in Word, PDF, and RTF formats.
To access a form on US Legal Forms, users will need to register and purchase a Basic or Premium subscription on a monthly or annual basis. This will give them access to a wide range of legal forms and templates for various purposes, including guardianship and conservatorship accounts.