PROJECTED BUDGET SUMMARY
MONTHLY
YEARLY
1. Average Income
2. Average Expenses
3. Income Less Total Expenses (positive or negative figure)
ASSET MANAGEMENT PLAN
Signature of Attorney:
Typed/Printed Name:
Phone:
State Bar Number:
Please describe how you plan to manage the Ward’s assets, including details regarding sale,
refinancing, reallocation, investments, or other actions, if any:
Therefore, based upon the income and expenses shown above, the Conservator(s) hereby
request(s) leave to disburse from the ward's estate the sum of $ ___________________ per month for the
support, care, education, health, and welfare of the ward and those persons who are entitled to be
supported by the ward. To the extent that such sum exceeds, in any month, current income, authority to
encroach is hereby requested; to the extent that current income, in any month, exceeds such sum, the
Conservator(s) shall be limited to expending such sum.
AFFIDAVIT
I/We, ____________________________________________________ Conservator(s) of the
above ward, do swear that the foregoing Inventory and Asset Management Plan contains a
just, true, and complete inventory and budget of all property belonging to said ward within my/our
possession, control, or knowledge. This Inventory and Asset Management Plan has been provided to
the Guardian of the ward, if any, by first class mail.
CERTIFICATE OF MAILING
I/We hereby certify that I/we have mailed a copy of this inventory by first class mail to the ward's guardian,
if any
Address:
ADULT CONSERVATORSHIP
INVENTORY AND ASSET MANAGEMENT PLAN
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