The "Pennsylvania Handbook for Conservators for Interests of Clients" is an instructional guide for conservators and covers the practicalities of conservatorships in the format of Frequently Asked Questions. This resource includes a checklist of recommended and required tasks within a timetable, downloadable forms, and the governing rules for conservators.
The Pennsylvania Handbook for Conservators for Interests of Clients can be found here.
Appendix 1 Rules of Disciplinary Enforcement 321 et seq.
Appendix 2 Conservatorship Forms
Form A: Application for Appointment (template with instructions)
Form B: Affidavit of next of kin or personal representative in favor of appointment of conservator
Form C: Proposed order appointing conservator
Form D: Cover letter to president judge
Form E: UJS Court of Common Pleas Civil Cover Sheet
Form F: Philadelphia County Civil Cover Sheet
Form G: Notice of Conservatorship (publication template)
Form H: Letter to president judge and county court administrator
Form I: Initial letter to clients of absent attorney
Form J: Authorization to release file
Form K: Receipt
Form L: Second and final letter to clients of absent attorney
Form M: Cover Letter & Report of Conservator (example & template)
Form N: Basic Discharge Order
Form O: Instructions and Claim Form for Pennsylvania Lawyers Fund for Client Security (PLFCS)
Form P: Business Expense Voucher
Form Q: Certificate of Compliance for Case Records Public Access Policy, 204 Pa. Code § 213.81
Form R: Confidential Information Form & Instructions
Form S: Confidential Document Form & Instructions