Welcome to the online training version of the "Handbook for Guardians and Conservators," a practical guide to New Mexico law. The course is called "Powers and Duties of Guardians and Conservators."

The information you are about to receive was a project of the Office of the New Mexico Attorney General. It was written by Ellen Leitzer, Merri Rudd, Patricia McEnearney Stelzner, and Susan K. Tomita.

We highly encourage you to move through this information in a linear fashion, from beginning to end.

It will take you approximately 45 to 90 minutes to complete this training.

Chapter One, THE PROTECTED PERSON'S RIGHTS Start Chapter One >
 

• The Protected Person's Rights

   
 
Chapter Two, POWERS AND DUTIES OF A GUARDIAN Start Chapter Two >
  • What You Should Do after Becoming a Guardian
• Choosing a Place to Live
• Tips for Guardians Who Live Outside New Mexico
• Arranging for Meals
• Caring for Clothes and Other Personal Property
• Arranging Recreation and Education
• Using Community Resources
• Making Health Care Decisions
• Limitations and Liabilities
• Fees for Serving as Guardian
• Reporting Requirements
• Ending a Guardianship
   
 
Chapter Three, POWERS AND DUTIES OF A CONSERVATOR Start Chapter Three >
  • What is a Conservator?
• Powers and Duties of a Conservator
• Relationship Between the Guardian and the Conservator
• Relationship Between the Conservator and the Trustee of a Trust
• Relationship Between the Conservator and an Agent Under a Financial Power of Attorney
• Relationship Between the Conservator and the Conservatee's Spouse
• What You Should Do After Becoming Conservator
• Real Estate
• Bank Accounts
• Safety Deposit Boxes
• Stocks and Bonds
• Cars and Other Vehicles
• Credit Cards, Charge Accounts, and Bank Cash Machine Cards
• Debts Owed the Conservatee
• Individual Retirement Accounts (IRA's) and Pension Accounts
• Social Security and Other Income Benefits
• Other Assets
• Managing the Conservatee's Estate
• Confidentiality
• Payments that Can be Made from the Conservatee's Estate
• Liability of the Conservator (What You Are Responsible for Paying and When You Can Be Sued)
• Reporting Requirements
   
 
Appendix—Resources PDF: 127k
   
Appendix—Forms PDF: 206k
   

Disclaimer: Information provided in this training reflects laws and regulations in effect in New Mexico as of 1997. This training is intended as a practical guide for use by the general public. The purpose of the training is to provide general information concerning guardianship, conservatorship and alternatives to guardianship and conservatorship. The authors are not engaged in providing legal advice or other professional services, so this training should not be used as a substitute for professional service in a specific situation. Users are urged to seek professional services regarding any specific situation. The manual upon which this training is based was developed with funds made available from the State of New Mexico, Office of New Mexico Attorney General, Guardianship Services Project. The opinions expressed should not be construed as representing the opinion or legal advice of the Attorney General or any state agency or public entity.

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