Tips for a Conservator Audit

5 tipsIf you are appointed as a Conservator by the Court in Minnesota, you will be audited.

CAAP (Conservator Account Audit Program) has released a very helpful informational sheet called “Tips For Preparing for a Conservator Audit“.

The advice that I give my clients when they are appointed as Conservator is:

  1. Be organized! Save every receipt, invoice, account statement, etc. Keep it in a file system, binder or whatever works for you.
  2. If in doubt, call your lawyer!