Rule 317 - Individual Conservatorship Plan and Inventory(a) FILING. The limited conservator or conservator must file the inventory required by Rule 112 together with an individual conservatorship plan.(b) SERVICE. (1)In General. The limited conservator or conservator must serve a copy of the plan and inventory on the following individuals by first class mail within 7 days after the filing of the plan and inventory:(A) the protected individual;(B) all parties and their attorneys of record;(C) the individual most closely related to the protected individual by blood, marriage, or domestic partnership unless that individual's whereabouts is unknown and cannot be reasonably ascertained;(D) any individual dependent upon the support of the protected individual;(E) the individual or facility, if any, having custody of the subject of the intervention proceeding;(F) the individual, if any, proposed for appointment by a will as a guardian;(G) the individual, if any, appointed or proposed for appointment as a guardian ad litem;(H) the duly appointed guardian, if any;(I) if no persons listed above exist, any previously appointed visitor;(J) any person who has filed an effective request for notice pursuant to Rule 306; and(K) the Department of Veterans Affairs, if veterans benefits are being received by the protected individual.(2)Proof. Proof of service must be by certificate of service.(c) RESPONSE TO CONSERVATORSHIP PLAN. Any person interested in the welfare of the protected individual may file a petition for modification of the conservatorship plan or request other appropriate relief, which will be treated as a petition for a proceeding after the appointment of a conservator. If no petition to modify the conservatorship plan is filed, the plan may be placed in the file without court review or other action. Adopted by Order dated March 4, 2022, effective 8/22/2022.COMMENT
Rule 112 includes the general requirements for an inventory.
If a subject or ward is receiving veterans benefits, see Civil Rule 5 -II, which governs pleadings and orders affecting estates of veterans. Pleadings and orders must be served on the Department of Veterans Affairs.