Do you offer Documents Only Probate preparation?
Yes, we do! Our Probate Documents Only Package comes with all the probate petition documents you need to DIY handle your own probate process and is priced at an affordable → $750.
Where can I find all the conservator’s responsibilities and duties?
A clear description of a conservator’s responsibilities and duties are outlined in the Conservatorship Handbook published by the Judicial Council of California.
What rights does a conservatee have?
In general, conservatees keep the right to: Control their own salary; Make or change their will; Get married; Get mail; Have a lawyer; Ask a judge to change conservators; Ask a judge to end the conservatorship; Vote, unless a judge says they’re not able to; Control personal spending money if a judge says they can [...]
What would I be responsible for as a conservator of an estate?
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.
What would I be responsible for as a conservator of a person?
A conservator of a 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.
What is a conservatorship?
A conservatorship is a court process whereby the judge gives an individual the right to control another adult, their property, or both.
How can I become a conservator?
To become a conservator for another individual, you must file a petition and the court has to approve it.
Who should I pick to be the trustee?
Pick a trustee you can trust to administer the special needs trust for your loved one. Some trustees have the power to end the trust once it is no longer needed. You should appoint a trustee that knows and understands the beneficiary’s needs, a point often overlooked. Family members often serve as the trustee. Note: [...]
Who should I choose as my attorney-in-fact?
Most people choose a competent family member or close friend, but depending on the complexity of your finances you might ask your lawyer, business partner, or banker to serve as attorney-in-fact. If you really know and trust the person, it's most likely a good option.
How do I control what my attorney-in-fact can do on my behalf?
You can tailor your Durable Power of Attorney for finances to fit your needs by choosing which powers you grant and by placing certain conditions and restrictions upon the attorney-in-fact. For example, you can give your attorney-in-fact authority over your real estate, with the express restriction that your house may not be sold.