Conservatorships in California

Establishing a conservatorship in California requires the filing of formal legal proceedings. The paperwork and process is quite complicated and involves several steps.

Some adults, as part of their estate planning, who are concerned about their future mental and physical incapacity, may create a power of attorney or a living trust, to avoid the necessity of a conservatorship should they become incapacitated.

In the power of attorney, they are able to choose who they want to make decisions for them if they become impaired and cannot make the decisions themselves. In order to sign a power of attorney and appoint an agent should they become mentally ill, the person must have their full mental capacity. A power of attorney cannot be signed by someone who is mentally impaired.

If an individual has not made prior arrangements through a power of attorney or a living trust, or if the person handling the power of attorney or trust is incapable to act or dishonest, a court conservatorship may become necessary.

what is a conservatorshipConservatorships in California allow an adult to legally care for another adult who is unable to care for him/herself. In California, a conservatorship may be established for adults, and, in some instances, married or divorced minors. A conservatorship is a court process whereby the judge gives an individual the right to control another adult, their property, or both. To become a conservator for another individual, you must file a petition and the court has to approve it.

If the court orders a conservatorship, it can be:

  • Of the person;
  • Of the person’s estate (their property); or
  • Both the person and the person’s estate

A conservator of the PERSON is responsible for making sure that the conservatee has proper food, clothing, shelter and health care. The conservatee may live with the conservator or elsewhere.

A conservator of the ESTATE is necessary if the conservatee has substantial assets and income and cannot manage them alone or, if the conservatee is susceptible to being taken advantage of financially by others. Depending on your situation, you may need a conservatorship of the person, the estate, or both.

conservatee rightsA conservatee does not lose all rights. They can still have a say in important decisions. They have the right to:

  • Be treated with understanding and respect;
  • Have their wishes considered; and
  • Be well cared for by the conservator.

In general, conservatees keep the right to:

  1. Control their own salary;
  2. Make or change their will;
  3. Get married;
  4. Get mail;
  5. Have a lawyer;
  6. Ask a judge to change conservators;
  7. Ask a judge to end the conservatorship;
  8. Vote, unless a judge says they’re not able to;
  9. Control personal spending money if a judge says they can have an allowance; and
  10. Make their own healthcare decisions, unless a judge gives that right to a conservator.

A California conservatorship must be formally established and ended by a court. After documents have been filed with the court then a court investigator conducts an investigation, a hearing date is set and a judge decides whether or not to appoint a conservator. During the conservatorship, a conservator must periodically give the court information about the assets in the estate and how they are being handled. A clear description of a conservator’s responsibilities and duties are outlined in the Conservatorship Handbook published by the Judicial Council of California.

Filing Your Proceeding Using our Self-help Services

In view of the voluminous paperwork required by the court, preparing all of the necessary conservatorship documentation can be extremely overwhelming for the average lay person. For routine proceedings, this process can easily be facilitated with our full-service document preparation and processing.

Get help with California estate planning today!

A People’s Choice can save you hundreds of dollars by preparing your conservatorship documents instead of an expensive attorney!

Get Started!
Conservatorships Services We Offer Price
Standard Conservatorship of Person AND/OR Estate (1 Petitioner) with or without Dementia Orders $1500
Limited Conservatorship for Developmentally Disabled $1200
Add-on Fees for Emergency Ex Parte Conservatorship (limited or standard) +$300
Additional co-petitioner fee to any Conservatorship Petition +$200
Standard preparation time is 10-14 business days. Rush preparation of all documentation is available for additional fee $350+