2021 Colorado Code
Title 15 - Probate, Trusts, and Fiduciaries
Article 14 - Persons Under Disability - Protection
Part 4 - Protection of Property of Protected Person
§ 15-14-420. Reports - Appointment of Monitor - Monitoring - Records - Court Access to Records

1. A conservator shall report to the court about the administration of the estate annually unless the court otherwise directs. Upon filing a petition or motion and after notice, a conservator shall be entitled to a hearing to settle all matters covered in an intermediate or final report. An order, after notice and hearing, allowing an intermediate report of a conservator adjudicates all of the conservator's, his or her other counsel's, and his or her other agent's liabilities concerning all matters adequately disclosed in the report. An order, after notice and hearing, allowing a final report adjudicates all previously unsettled liabilities of the conservator, his or her counsel, and that of his or her agents relating to the conservatorship, the protected person, or the protected person's successors.
2. Unless the court orders otherwise, a report must:
   1. Contain a list of the assets of the estate under the conservator's control and a list of the receipts, disbursements, and distributions during the period for which the report is made;
   2. Reflect the services provided to the protected person; and
   3. State any recommended changes in the plan for the conservatorship as well as a recommendation as to the continued need for conservatorship and any recommended changes in the scope of the conservatorship.

3. The court may appoint a visitor or other suitable person to review a report or plan, interview the protected person or conservator, and make any other investigation the court directs. In connection with a report, the court may order a conservator to submit the assets of the estate to an appropriate examination to be made in a manner the court directs.
4. The court shall establish a system for monitoring conservatorships, including the filing and review of conservators' reports and plans.
5. A conservator shall keep records of the administration of the estate and make them available for examination on reasonable request of an interested person within thirty days unless the court otherwise directs.
6. 1. may enter into agreements for the sharing of this data. The judicial department and the courts shall not access data maintained pursuant to the “Address Confidentiality Program Act”, part 21 of article 30 of title 24, C.R.S.
   2. The court shall preserve the confidentiality of the data obtained from the other state agencies and use the data only for the purposes set forth in this subsection (6). Notwithstanding the provisions of article 72 of title 24, C.R.S., documents and information obtained by the court pursuant to this subsection (6) are not public records and shall be open to public inspection only upon an order of the court based on a finding of good cause, except to the extent they would otherwise be open to inspection from the providing state agency.
   3. For purposes of this subsection (6), “contact information” means name, residential address, business address, date of birth, date of death, phone number, e-mail address, or other identifying information as directed by the court.

History. Source: L. 2000: Entire part R&RE, p. 1820, § 1, effective January 1, 2001 (see § 15-17-103 ). L. 2011: IP(2) and (5) amended,(SB 11-083), ch. 101, pp. 309, 306, §§ 17, 12, effective August 10. L. 2012: Entire section amended,(HB 12-1074), ch. 46, p. 167, § 2, effective March 22.

Legitimate expenses of conservator. Where the conservator attends to his ward's property in good faith and preserves it, expenses for that purpose are legitimate and constitute a proper accounting for such of ward's money as came into the conservator's hands. Hunt v. Hunt, 83 Colo. 282 , 264 P. 662 (1928)(case decided prior to the earliest source of this section).