Conservatorship / Guardianship Property Management Plan

This page is for educational purposes only and is not legal advice. Forms and requirements change frequently — verify the current version with your local probate court or an attorney.

Last updated: June 1, 2026
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About Conservatorship / Guardianship Property Management Plan

A fiduciary submits this plan to the court for approval to establish how the ward's assets (bank accounts, investments, insurance, income, and expenses) will be managed and monitored.

When you'd use it: When a conservator or guardian is appointed and must outline the property management strategy to the court for review and approval.

Where to get the official form

The official version of Conservatorship / Guardianship Property Management Plan is published as a PDF by the Tennessee courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:

Verified official PDF

Download Conservatorship / Guardianship Property Management Plan (PDF) →

Source: sumnerchancerycourt.com

Link last checked: May 30, 2026

How to file Conservatorship / Guardianship Property Management Plan in Tennessee

  1. Step 1 — Confirm you have the correct formUse Conservatorship / Guardianship Property Management Plan when when a conservator or guardian is appointed and must outline the property management strategy to the court for review and approval. Double-check it's the right form for your situation — Tennessee probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
  2. Step 2 — Complete every required fieldFill out Conservatorship / Guardianship Property Management Plan carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
  3. Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
  4. Step 4 — File it with the correct courtSubmit Conservatorship / Guardianship Property Management Plan to the probate court or county clerk handling the estate — usually in the Tennessee county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).

Working through the Conservatorship / Guardianship Property Management Plan? SwiftProbate builds a personalized, step-by-step checklist for settling the estate — so you know which forms to file, in what order, and by when.

Get help with this form

Probate in Tennessee

See the full Tennessee probate guide for filing deadlines, small-estate options, timelines, costs, and county courthouse details.

Read the Tennessee probate guide →

Frequently Asked Questions

What is Conservatorship / Guardianship Property Management Plan?
A fiduciary submits this plan to the court for approval to establish how the ward's assets (bank accounts, investments, insurance, income, and expenses) will be managed and monitored. You'd typically use it when when a conservator or guardian is appointed and must outline the property management strategy to the court for review and approval.
Where do I file Conservatorship / Guardianship Property Management Plan in Tennessee?
Probate forms are filed with the probate court or county clerk in the Tennessee county where the deceased person lived. Our Tennessee probate guide can help you find the right courthouse, filing fees, and local requirements.
Do I need a lawyer to complete Conservatorship / Guardianship Property Management Plan?
Many people complete probate forms themselves, especially for smaller or uncontested estates. Complex estates may benefit from professional advice. SwiftProbate is an informational tool that helps you understand and organize the process — it is not a law firm and does not provide legal advice.
Is Conservatorship / Guardianship Property Management Plan available online?
Most Tennessee probate forms are published as PDFs by the state courts or the county clerk. You can find the official source linked above.

Other Tennessee Probate Forms

Estate InventoryDetailed Interim / Annual Accounting – GuardianshipDetailed Final Accounting – ConservatorshipSmall Estate Petition for Limited Letters of Authority for Estates with a Will

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Disclaimer: This page is for informational purposes only and does not constitute legal advice. Probate forms and requirements vary by state, county, and individual circumstances, and change over time. Always verify the current form and instructions with your local probate court, and consult a qualified attorney for advice specific to your situation. SwiftProbate is not a law firm and does not provide legal representation.