Conservatorships
A conservatorship is a legal proceeding in which the court appoints an individual—called a conservator—to manage the personal and/or financial affairs of someone who can no longer do so themselves. The person under care is known as the conservatee.
Conservators are often close family members or friends, but they can also be licensed professionals such as private fiduciaries or financial institutions. Depending on the circumstances, conservatorships may be temporary, permanent, or limited.
Types of Conservatorships
Duties of a Conservator
The responsibilities of a conservator may include:
Why Legal Help Matters
Conservatorship proceedings in California are complex and highly regulated. Establishing a conservatorship typically requires:
Take the Next Step
If you are considering a conservatorship for a loved one in Lake County, I am here to guide you through each stage of the process. Call my office at 707-263-5759 to schedule a consultation.
Conservators are often close family members or friends, but they can also be licensed professionals such as private fiduciaries or financial institutions. Depending on the circumstances, conservatorships may be temporary, permanent, or limited.
Types of Conservatorships
- Conservator of the Person – Responsible for the conservatee’s health, well-being, and daily needs. Duties may include arranging medical care, nutrition, living arrangements, recreation, transportation, and personal support.
- Conservator of the Estate – Manages the conservatee’s financial matters, including income, assets, and property. This role often requires filing reports, paying bills and taxes, protecting assets, and ensuring benefits are received.
Duties of a Conservator
The responsibilities of a conservator may include:
- Managing finances and protecting assets
- Preparing an inventory of property and income
- Developing a plan to ensure the conservatee’s needs are met
- Paying bills and managing ongoing expenses
- Making prudent investments
- Filing taxes and financial reports with the court
- Complying with the rules of the California Conservator Handbook (link)
Why Legal Help Matters
Conservatorship proceedings in California are complex and highly regulated. Establishing a conservatorship typically requires:
- Court filings and ongoing reporting
- Compliance with strict procedures and deadlines
- A bond (for conservators of the estate)
Because of these requirements, most people seek the assistance of an experienced probate attorney to navigate the process and ensure everything is handled correctly.
Take the Next Step
If you are considering a conservatorship for a loved one in Lake County, I am here to guide you through each stage of the process. Call my office at 707-263-5759 to schedule a consultation.