Can this petition be e-signed?

Generally yes: the ESIGN Act (15 U.S.C. §7001) and UETA permit electronic signatures. However, courts or specific filings may require wet signatures or notarization, so confirm local probate rules before relying solely on e-signatures.

Is notarization required for petition signatures?

Notarization rules vary by state and by filing component. Some courts expect notarized declarations or acknowledgements; where permitted, RON may be an acceptable alternative. Verify county clerk or probate court requirements in advance.

Who must sign and accept appointment?

Typically the petitioner signs the filing; proposed co-conservators should sign consent or acceptance statements if required. Include contact information and any consents to expedite court review and avoid contested evidence issues.

What exhibits are essential to support incapacity?

Essential exhibits usually include recent physician or psychologist evaluations, treating provider declarations, financial statements, and witness declarations describing functional limitations and care needs. Current dated reports strengthen the petition.

How long must I keep the petition and records?

Retain court files for the conservatorship term plus at least three years; keep financial records per IRS guidance (IRC §6501(a)) and medical records for six years per HIPAA (45 CFR §164.530(j)). Check state rules for longer periods.

What occurs at the conservatorship hearing?

The judge reviews the petition, hears testimony from the protected person (if able), medical witnesses, and proposed co-conservators; the court may appoint counsel for the protected person, issue temporary orders, or require additional evidence.

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Petition for Appointment of Co-Conservator

Petition for Appointment of Co-Conservator

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REGISTRATION AND RECOGNITION OF PROTECTIVE ORDERS FROM OTHER STATES AND SWORN STATEMENT - CONSERVATOR FOR ADULT

District Court Denver Probate Court

County,

Court Address:

In the Interests of:

▲ COURT USE ONLY ▲

Case Number:

Division

Courtroom

Protected Person

Attorney or Party Without Attorney (Name and Address):

Phone Number:

FAX Number:

E-mail:

Atty. Reg. #:

REGISTRATION AND RECOGNITION OF PROTECTIVE ORDERS FROM OTHER STATES
AND SWORN STATEMENT - CONSERVATOR FOR ADULT

This Registration and Recognition of Protective Orders from Other States and Sworn Statement – Conservator for Adult is submitted pursuant to §15-14.5-402, C.R.S. of the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act.

I, was appointed as the conservator for an adult in the State of on

As the conservator I hereby file with this Court the following documents:

Certified, exemplified, or authenticated copies of the foreign court's order appointing me as conservator;

Certified, exemplified, or authenticated copies of the foreign court's letters or other documents evidencing or affecting my authority to act as conservator;

Certified, exemplified, or authenticated copies of any bonds filed with the appointing foreign court;

Other:

I state that no petition for a protective proceeding is pending in Colorado for the protected person. The statutorily required notice to the foreign appointing court of an intent to register was given on

(date)

By checking this box, I am acknowledging I am filling in the blanks and not changing anything else on the form.

By checking this box, I am acknowledging that I have made a change to the original content of this form. (Checking this box requires you to remove JDF number and copyright at the bottom of the form.)

VERIFICATION AND ACKNOWLEDGMENT

As the foreign conservator, I swear/affirm under oath, and under penalty of perjury, that I have read the foregoing REGISTRATION AND RECOGNITION OF PROTECTIVE ORDERS FROM OTHER STATES AND SWORN STATEMENT – CONSERVATOR FOR ADULT and that the statements set forth therein are true and correct to the best of my knowledge.

Date:

Signature of Foreign Conservator

Street

City/State/Zip Code

Daytime Phone Number

Subscribed and affirmed, or sworn to before me in the County of , State of

this day of , 20

My Commission Expires:

Notary Public/Deputy Clerk

What the Petition for Appointment of Co-Conservator Is

The Petition for Appointment of Co-Conservator is a court filing used to request that a probate or guardianship court appoint one or more co-conservators to share legal authority over an adult who lacks capacity. The petition describes the proposed co-conservors, the scope of authority sought (personal care, estate management, or both), and the factual and medical evidence supporting incapacity. Courts use the petition to evaluate suitability, consider less-restrictive alternatives, and schedule hearings where interested parties may support or contest the appointment.

Why Filing This Petition Matters

A Petition for Appointment of Co-Conservator creates a structured, court-supervised arrangement for shared decision-making when one person cannot manage finances or personal care. Co-conservators allow duties to be divided, add mutual oversight, and provide a legally enforceable framework to protect the conserved person’s interests while ensuring access to funds and medical decisions.

Who Typically Prepares and Signs This Petition

Family members, attorneys, fiduciaries, and court-appointed guardians commonly prepare this petition when an adult’s capacity is in question and shared authority is needed.

Adult children seeking shared management of a parent’s finances and care
Professional conservators or trustees preparing court filings and evidence
Attorneys documenting incapacity and proposing suitable co-conservators

Core Sections That a Professional Petition Should Include

A clear petition organizes factual allegations, legal grounds, proposed co-conservators, and supporting exhibits so the judge can assess need, evaluate alternatives, and tailor orders for oversight, reporting, and limits on authority.

Caption

Use the official court caption with case number, county, and full party names per local rules; incorrect captions can delay acceptance by the clerk.

Petition Body

State facts establishing incapacity, relevant incidents, and statutory authority sought; tie assertions to referenced medical or expert declarations for credibility.

Proposed Co-Conservators

List names, relationships, addresses, qualifications, and any conflicts; courts review background, prior fiduciary conduct, and suitability before appointment.

Powers Requested

Specify precise authorities sought (medical consent, daily living, financial transactions, asset sales) and any requested limitations or shared-decision rules.

Supporting Exhibits

Attach labeled medical reports, declarations, financial statements, and witness letters; reference each exhibit in the petition to streamline judicial review.

Proposed Order

Include a draft order the judge can sign that defines co-conservators’ duties, reporting intervals, bond requirements, and termination conditions.

Step-by-Step: How to Prepare and File the Petition

Complete these steps in order to gather evidence, name co-conservators, and submit a court-ready petition with supporting exhibits and service completed.

01

Prepare: Collect medical records and capacity evaluations supporting incapacity.
02

Draft: Name proposed co-conservators and specify powers for person or estate.
03

Attach Evidence: Include declarations, physician reports, and financial account statements.
04

File & Serve: Submit to probate court and serve notice to interested parties.

How to Configure an Online Filing Workflow

Configure an online workflow to collect signatures, attach exhibits, and streamline court-ready PDFs securely for electronic filing and service.

Field	Configuration
Signature Field	Signer name and date required; optional initial fields.
File Attachments	Allow PDFs under 25MB; label exhibits sequentially.
Authentication	Use email link or SMS code; stronger ID for contested cases.
Notary Option	Enable RON or local notary workflow where permitted.

Digital Signing and Submission: Platform Requirements

Choose a platform that supports secure uploads, audit trails, and document versioning to maintain court-ready records.

File Formats: PDF and Word DOCX accepted
Integrations: Connect to case management and cloud storage
Authentication: Email, SMS, or stronger MFA

Where to File and How Filings Flow Through the Court

Filing paths vary by state; this overview shows common destinations and required delivery steps for petitions.

Probate Court: File at the county probate or superior court clerk’s office per local rules.
Judicial Council Forms: Attach any state-specific conservatorship forms required by statute or court.
Service: Serve notice to spouse, next of kin, and interested parties per rule.
Hearing: Court schedules a hearing; bring originals and witnesses as listed.

Common Timing Considerations and Deadlines

Key dates depend on state rules and hearing schedules; plan filing, service, and response windows accordingly to meet court timelines.

When to File the Petition:

File as soon as supporting evidence is gathered and attorney review is complete.

Serving Notice to Interested Parties:

Follow state rule for personal service or mail and file proof of service promptly.

Hearing Scheduling, Notice, and Requirements:

Courts typically set hearings within weeks; timing varies by caseload and jurisdiction.

Time to Respond to Objections:

Interested parties usually have defined days to file opposition; check local rules.

Final Orders, Bonding, and Reporting Requirements:

Court may impose bond, visitation, or reporting conditions when appointing co-conservators.

Key Milestones From Filing to Order

A typical conservatorship case follows predictable stages from filing through post-order reporting; schedule tasks to match each milestone.

01

File Petition

Clerk accepts and files the petition, assigning a case number and initial review.

02

Provide Notice

Serve interested parties with petition copies and filing proof per local rules.

03

Pre-Hearing Review

Court investigator or counsel may review evidence and interview parties before hearing.

04

Hearing & Order

Judge hears testimony and issues orders appointing co-conservators or requesting more evidence.

Required Information and Essential Fields

Petitioner Details: Full legal name, address, and contact

Protected Person: Full name, date of birth, and residence

Co-Conservator Info: Names, addresses, qualifications, and contacts

Medical Evidence: Physician reports, evaluations, and letters

Financial Records: Bank statements, account lists, asset inventories

Service List: Complete service list with addresses

Consequences of an Incorrect or Incomplete Petition

Delay or Dismissal: Incomplete filings can be dismissed by the court

Liability Risk: Mismanagement can expose co-conservators to civil liability

Perjury Exposure: False statements may result in criminal charges

Bond Requirements: Court may require bond or additional safeguards

Financial Penalties: Sanctions or fees for failing reporting obligations

Contested Litigation: Opposition increases attorney fees and delays

Common Preparation Mistakes to Avoid

Failing to attach medical evaluations or using outdated reports weakens the petition; judges expect current, signed assessments describing functional limitations and prognosis.
Incorrect service procedures — such as serving only by email when personal service is required — can invalidate proceedings and force refiling or continuance.
Vague descriptions of powers requested (for example, 'manage affairs') lead courts to request clarifications; specify precise authorities and limits to reduce follow-up hearings.
Omitting a proposed order or bond recommendation forces clerks or judges to draft terms, often delaying appointment and increasing attorney involvement.

Comparing eSignature Pricing and Capabilities for Filing Support

Basic pricing and feature contrasts for common eSignature providers are shown to help estimate subscription costs and compliance features relevant to document preparation and signature collection.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No envelope cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Frequently Asked Questions About the Petition

Answers to frequent questions about preparing, signing, and filing a Petition for Appointment of Co-Conservator, including eSignature and notarization concerns.

Need help? Contact support

Can this petition be e-signed?
Generally yes: the ESIGN Act (15 U.S.C. §7001) and UETA permit electronic signatures. However, courts or specific filings may require wet signatures or notarization, so confirm local probate rules before relying solely on e-signatures.
Is notarization required for petition signatures?
Notarization rules vary by state and by filing component. Some courts expect notarized declarations or acknowledgements; where permitted, RON may be an acceptable alternative. Verify county clerk or probate court requirements in advance.
Who must sign and accept appointment?
Typically the petitioner signs the filing; proposed co-conservators should sign consent or acceptance statements if required. Include contact information and any consents to expedite court review and avoid contested evidence issues.
What exhibits are essential to support incapacity?
Essential exhibits usually include recent physician or psychologist evaluations, treating provider declarations, financial statements, and witness declarations describing functional limitations and care needs. Current dated reports strengthen the petition.
How long must I keep the petition and records?
Retain court files for the conservatorship term plus at least three years; keep financial records per IRS guidance (IRC §6501(a)) and medical records for six years per HIPAA (45 CFR §164.530(j)). Check state rules for longer periods.
What occurs at the conservatorship hearing?
The judge reviews the petition, hears testimony from the protected person (if able), medical witnesses, and proposed co-conservators; the court may appoint counsel for the protected person, issue temporary orders, or require additional evidence.

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