Rule 9.200 Audit of Accounting and Related Documents

If you are a guardian or conservator handling money or property for someone else, the court can check your paperwork to make sure everything is being handled correctly. This includes reports, inventories, and accountings that show how you are managing someone's finances or estate.

The court can bring in an outside auditor to look over these filings, similar to how it might use other experts or investigators to check on a case. Judges and court staff also have the authority to review these financial documents themselves.

If the state's Conservatorship Audit Program completes a review or audit, that report gets added to the official case file. Before it's filed, though, any private personal details, like social security numbers or other sensitive information, get blacked out to protect the person's privacy.