The Accounts Department is responsible for reviewing and auditing inventories and accountings for estates, guardianships, conservatorships and trusts. We strive to ensure that all assets are properly managed and directives are followed.
Accounting Department Principles:
- Whatever assets come into an estate or a guardianship, they must be properly disbursed at some point- the assets that come in will eventually go out and must balance.
- All income or assets must be verified and accounted for.
- In guardianship cases, all disbursements must be verified to ensure they are allowed and are used for the benefit of the Ward.
- In estate cases, disbursements must be used to settle debts and claims of the decedent. Distributions to beneficiaries or heirs must also be verified to fulfill the final wishes of the decedent.
- A goal of the Accounts Department is to promote transparency to all interested parties.
The following documents may be helpful in preparing your inventories and annual accountings:
The Household Resource Worksheet helps to identify a ward’s actual portion of monthly expenses within the household where they live.
The Rules for Guardianship Accounts provides guidelines for preparing the annual Guardian’s accounting.
The Application to Expend Funds from Minor Accounts offers a guideline for requesting funds from a minor’s estate.
Contact the Accounts Office at 330-643-2337 for questions regarding inventories and accountings.
For questions regarding filing fees, contact the Probate Court’s Cashier at 330-643-2353.