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GN-3500

Account of Guardian or Conservator (Adult Guardianship and Conservatorship)

Wisconsin · Wisconsin Court System · Effective May 30, 2024

This form is used by a guardian or conservator to provide a detailed financial report, called an account, about how they managed the money and property of a person under their care. It requires listing starting balances, money received, money spent, and the final amount of assets remaining.

The court describes it as: For a guardian/conservator to provide an accounting of the financial activity of the estate. This may be an annual, interim, or final account. CCAP form. This form is available in Spanish.

Open the official PDFfrom Wisconsin Court System

Where this fits in a case

Hearing

Stage: Hearing

This form is used when a guardian or conservator needs to submit an annual, interim, or final accounting of the financial management of an estate to the court.

Usually filed by the person starting the case.

Official instructions

How-to guides published by the court for this form.

Common questions

Who fills out this form?
The guardian or conservator of the person's estate fills out this form. It can also be signed by a co-guardian or co-conservator.
What does the form require?
The form requires the filer to provide an accurate account of the administration for a specific time period, detailing assets, income, spending, and the ending balance.
Are there supporting documents?
Yes, the form references and includes sections for Schedule A (Assets and Income Received), Schedule B (Disbursements, Distributions and Realized Capital Losses), and Schedule C (Assets on Hand).

Revision history

No changes recorded since we started tracking this form on October 10, 2026. The current version took effect May 30, 2024.

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