https://fidubond.com/guides/ Plain-language guides for guardians, POA agents, SNT trustees, and UK LPA attorneys: court accounting, deadlines, records, and fiduciary duties. New guides added regularly. en-us Tue, 08 Sep 2026 09:57:24 GMT https://fidubond.com/guides/court-accounting-template https://fidubond.com/guides/court-accounting-template The schedule-by-schedule anatomy of a court-ready fiduciary accounting: beginning balance tie-out, receipts and disbursements categories, the ending balance proof, and the attachments courts actually check. Tue, 08 Sep 2026 09:00:00 GMT https://fidubond.com/guides/guardian-fee-commission-calculation https://fidubond.com/guides/guardian-fee-commission-calculation How guardians and conservators calculate and get court approval for fees: percentage-of-estate models, hourly rates, the documentation courts expect, and the mistakes that get fee petitions cut. Tue, 08 Sep 2026 09:00:00 GMT https://fidubond.com/guides/opg-deputy-report-checks https://fidubond.com/guides/opg-deputy-report-checks How to complete the OPG deputy report for property and affairs: what supervisors check, the bank balance reconciliation, purchase categories, fee declarations, and the mistakes that trigger follow-ups. Tue, 08 Sep 2026 09:00:00 GMT https://fidubond.com/guides/special-needs-trust-spending-rules https://fidubond.com/guides/special-needs-trust-spending-rules Which expenses a special needs trust can pay without cutting SSI: the in-kind support trap, food and shelter rules, safe categories like therapy and travel, and the cash exception for phone and internet. Tue, 08 Sep 2026 09:00:00 GMT https://fidubond.com/guides/california-guardianship-accounting-form https://fidubond.com/guides/california-guardianship-accounting-form Which California Judicial Council form a guardian or conservator files, when the accounting is due under Probate Code section 2620, and exactly what must be attached. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/co-guardian-coordination https://fidubond.com/guides/co-guardian-coordination How co-guardians, co-conservators, and co-agents keep shared records: splitting duties, handling reimbursements, resolving disagreements, and the reconciliation both sign off on. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/conservatorship-accounting-deadlines https://fidubond.com/guides/conservatorship-accounting-deadlines When fiduciary accountings are due: California Probate Code §2620, Texas Estates Code §1163.051, and UK OPG deputy reports — plus what happens if you file late. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/demand-accounting-from-poa-agent https://fidubond.com/guides/demand-accounting-from-poa-agent How family members and fiduciaries can demand a power-of-attorney accounting: the Uniform POA Act 30-day request rule, who has standing, and the court petition when the agent stonewalls. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/deputy-annual-report-uk https://fidubond.com/guides/deputy-annual-report-uk How Court of Protection deputies complete the OPG103 annual report: the reporting year, what to include, the two-month deadline, and the records to keep. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/fiduciary-accounting-deadlines https://fidubond.com/guides/fiduciary-accounting-deadlines A quick-reference table of fiduciary accounting deadlines: California, Texas, Florida, other U.S. states, and England & Wales — when guardians, conservators, trustees, POA agents, and deputies must account. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/fiduciary-record-retention https://fidubond.com/guides/fiduciary-record-retention Record retention for guardians, POA agents, trustees, and deputies: what to keep, in what form, and why fiduciary liability outlives the appointment. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/first-90-days-new-guardian https://fidubond.com/guides/first-90-days-new-guardian A setup checklist for newly appointed guardians and conservators of the estate: accounts, inventory, calendaring deadlines, records structure, and the mistakes that are expensive to undo. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/florida-guardianship-annual-accounting https://fidubond.com/guides/florida-guardianship-annual-accounting Florida guardianship of the property: the Verified Inventory (60 days), the Annual Accounting (90 days after the reporting period, Rule 5.696), the five schedules, the simplified option, and what happens if you file late. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/georgia-guardianship-annual-return https://fidubond.com/guides/georgia-guardianship-annual-return Georgia guardianship reporting: the guardian's personal status report at 60 days and every anniversary, the conservator's inventory and plan within two months (O.C.G.A. 29-5-30), and the annual return at 60 days (29-5-60) with the commission-forfeiture penalty. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/guardian-failed-to-file-accounting https://fidubond.com/guides/guardian-failed-to-file-accounting What happens when a guardian or conservator fails to file the required accounting: citations to show cause, fines, removal, and contempt — with the specific statutes in Texas, Florida, and California. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/guardian-fees-and-reimbursement https://fidubond.com/guides/guardian-fees-and-reimbursement How court-appointed guardians and conservators get paid: commission vs hourly compensation, what needs court approval, and the reimbursement patterns that trigger surcharge. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/guardianship-vs-conservatorship https://fidubond.com/guides/guardianship-vs-conservatorship Guardianship and conservatorship compared: person vs estate, who they protect, state terminology differences, and why your accounting duty depends on which one you hold. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/how-to-reconcile-fiduciary-accounts https://fidubond.com/guides/how-to-reconcile-fiduciary-accounts A monthly reconciliation method for fiduciary accounts: the core equation, the five-step routine, the six usual suspects when numbers do not match, and why courts care. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/how-to-write-guardianship-report https://fidubond.com/guides/how-to-write-guardianship-report A step-by-step method for writing the guardianship or conservatorship annual report: gather records, classify schedules, reconcile, attach statements, and file on time. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/illinois-guardianship-accounting https://fidubond.com/guides/illinois-guardianship-accounting Illinois guardianship of the estate: the inventory at 60 days (755 ILCS 5/24-1 area), the first account 30 days after the one-year anniversary, the statutory three-year cycle, and the evidence rules. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/michigan-guardianship-annual-report https://fidubond.com/guides/michigan-guardianship-annual-report Michigan guardianship reporting: the annual condition report within 56 days of the anniversary (MCL 700.5314(j), MCR 5.409(A), Form PC 634), service on interested persons, and the separate conservator account. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/new-york-guardianship-annual-report https://fidubond.com/guides/new-york-guardianship-annual-report New York Article 81 guardianship reporting: the Initial Report at 90 days, the Annual Report due May 31 under Mental Hygiene Law 81.31, the final report, and the court examiner review. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/north-carolina-guardianship-accounting https://fidubond.com/guides/north-carolina-guardianship-accounting North Carolina guardianship reporting: the inventory within three months (G.S. 35A-1261), annual accounts within 30 days of fiscal year close (35A-1264), status reports under 35A-1242, and the clerk's 20-day enforcement. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/ohio-guardianship-annual-accounting https://fidubond.com/guides/ohio-guardianship-annual-accounting Ohio guardianship reporting: the inventory at 90 days, the guardian's account at least every two years (ORC 2109.302), the annual person-side report and plan, and the superior-guardian enforcement. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/pennsylvania-guardianship-annual-report https://fidubond.com/guides/pennsylvania-guardianship-annual-report Pennsylvania guardianship reporting: the Inventory at 90 days (Orphans' Court Rule 14.8), the annual report under 20 Pa.C.S. 5521, the 20-day delinquency ladder, and the final report at 60 days. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/poa-agent-personal-liability https://fidubond.com/guides/poa-agent-personal-liability When a power-of-attorney agent becomes personally liable for money losses: the Uniform POA Act liability rule, the exoneration-clause limits, and the losses agents do not have to cover. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/poa-transfer-money-to-self https://fidubond.com/guides/poa-transfer-money-to-self When an agent under power of attorney can legally pay or transfer money to themselves: authorization, gifting limits, self-dealing red flags, and how to document reimbursements. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/poa-vs-guardianship https://fidubond.com/guides/poa-vs-guardianship Power of attorney vs guardianship compared: how each is created, who oversees it, the accounting each owes, and how one replaces the other when capacity fails. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/snt-vs-able https://fidubond.com/guides/snt-vs-able Special needs trust vs ABLE account compared with 2026 figures: contribution limits, the $100,000 SSI disregard, Medicaid payback, control, and which fits your situation. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/ssi-in-kind-support-examples https://fidubond.com/guides/ssi-in-kind-support-examples How in-kind support and maintenance (ISM) reduces SSI: what counts as food and shelter, the one-third reduction rule, real examples, and how trustees and family can pay safely. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/texas-guardianship-annual-report https://fidubond.com/guides/texas-guardianship-annual-report Texas guardianship reporting: the annual account (Estates Code §1163.001), the annual report on the ward (§1163.101), the 60-day deadline, approval, and the penalties for missing it. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/trust-accounting-for-beneficiaries https://fidubond.com/guides/trust-accounting-for-beneficiaries Trust beneficiary rights to information and accounting: what to request, how often trustees must report, and what to do when the trustee will not cooperate. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/trustee-annual-accounting-checklist https://fidubond.com/guides/trustee-annual-accounting-checklist A year-end accounting checklist for trustees and SNT trustees: balances, income, distributions, expenses, tax filings, reconciliation, and the records to keep. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/trustee-refuses-to-account https://fidubond.com/guides/trustee-refuses-to-account What beneficiaries can do when a trustee refuses to provide a trust accounting: the written demand, the 60-day rule, what the accounting must contain, and removal for breach — using California Probate Code as the concrete example. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/virginia-guardian-conservator-accounting https://fidubond.com/guides/virginia-guardian-conservator-accounting Virginia fiduciary accounting: the inventory within four months (Va. Code 64.2-1300), the first account within six months covering four months (64.2-1305), the annual cycle plus four months, and the $500 false-entry penalty. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/washington-guardianship-annual-report https://fidubond.com/guides/washington-guardianship-annual-report Washington guardianship and conservatorship reporting under RCW 11.130: the care plan and inventory at 90 days, the court-set report cycle (12/24/36 months) due within 90 days of the anniversary, and the 14-part report content. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/what-is-fiduciary-accounting https://fidubond.com/guides/what-is-fiduciary-accounting Fiduciary accounting explained: who owes one (guardians, agents, trustees, deputies), the four questions it answers, the core equation, and how courts review it. Fri, 04 Sep 2026 09:00:00 GMT https://fidubond.com/guides/lpa-attorney-records https://fidubond.com/guides/lpa-attorney-records What records an LPA attorney should keep in England & Wales: OPG accounting requests, the £500 gift rule, attorney expenses, and the £92 registration fee — in plain language. Mon, 31 Aug 2026 09:00:00 GMT https://fidubond.com/guides/poa-accounting-template https://fidubond.com/guides/poa-accounting-template Power of attorney accounting in plain terms: the four things to record for every transaction, why commingling ends badly, a free POA accounting template, and the quarterly summary habit. Mon, 31 Aug 2026 09:00:00 GMT https://fidubond.com/guides/guardian-court-report https://fidubond.com/guides/guardian-court-report What a court expects from a guardian's annual accounting: deadlines by state, Schedule A/B/C structure, and record-keeping best practices. Sat, 01 Aug 2026 09:00:00 GMT https://fidubond.com/guides/poa-duties https://fidubond.com/guides/poa-duties Duties, boundaries, and record-keeping for attorneys-in-fact under a durable power of attorney — and the records that protect you. Sat, 01 Aug 2026 09:00:00 GMT https://fidubond.com/guides/snt-ssi-limits https://fidubond.com/guides/snt-ssi-limits 2026 SSI limits for special needs trusts: the $2,000 resource cap, the in-kind support trap, safe vs. unsafe trust spending, and ABLE comparison. Sat, 01 Aug 2026 09:00:00 GMT