Beginning on July 1, 2018, new rules and forms were approved for use by the Supreme Court for adult guardianship and conservatorship cases. Since 2018, there have been several other changes. The following table outlines these changes:
| Document | Form | Description |
|---|---|---|
| Information Sheet | 4-992 | Required for all new petitions filed pursuant to Supreme Court Rule of Civil Procedure for District Courts 1-003.2. |
| Order – Persons Entitled To Notice & Access to Court Records (Post Adjudication) | 4-993 | Required when a guardian and/or conservator is appointed pursuant to Supreme Court Rule of Civil Procedure for District Courts 1-141. |
| Notice of Hearing and Rights | 4-999 | Required to be provided to all individuals identified in the Petition and Information Sheet, including the alleged incapacitated person under Sections 45-5-309(B) & (C) and 45-5-405 (B) & (C). |
| Order – Waive or Secure Bond | 4-994 | Required for all conservatorship cases under Section 45-5-411 NMSA 1978. |
| Notice of Bonding | 4-995 | Required when the court orders the conservator secure a bond. Should be filed at the same time that an inventory or report is filed, pursuant to Section 45-5-409 NMSA 1978. |
| Statement of Bond | 4-995.1 | Required when the court orders the conservator secure a bond. Should be attached to the Notice of Bonding. |
| Guardian’s Report | 4-996 | Required for filing a ninety (90)-day, annual, or final report under Section 45-5-314 NMSA 1978. |
| Guardian’s Report (Word fillable) | Word Fillable Form 4-996 | This Word fillable form allows you to type information directly into the document using Microsoft Word. The completed Guardian’s Report can be saved, printed, and submitted to the court as required. |
| How to Use the “Word fillable form” for the Guardian’s Report (You must have Microsoft Word on your computer to use this word fillable form) | 1. Click the link “Word Fillable Form 4-996” and download and save the form on your computer. (You may need to open your downloads to locate the file.) 2. Open the form using Microsoft Word. Click on each fillable field and type the requested information. 3. Be sure to save the form before closing the document, or the information you entered may be lost. 4. Review the completed form to ensure all required information is included. 5. Print the form, sign the form (no electronic signature allowed), and submit it according to the Court’s filing instructions. | |
| Conservator’s Inventory | 4-997 | Required for filing a ninety (90)-day inventory under Section 45-5-418 NMSA 1978. |
| Conservator’s Report | 4-998 | Required for filing an annual or final report under Section 45-5-409 NMSA 1978. |
| Grievance Form | 4-999.1 | Available to any individual that would like to file a grievance against a guardian and/or conservator under Section 45-5-110. (Approved 8/20/19) |
| Certificate of Completion Adult Guardian and Conservator Orientation Program | 4-999.2 | Certificate Acknowledging Completion of Adult Guardian and Conservator Orientation Program (Videos) required under Rule 1-144 NMRA. |
| Cover Sheet for Confidential Financial Statements Filed with Annual Report | Cover Sheet; Rule 1-145 | Cover sheet for use with Rule 1-145 NMRA. |
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