Conservatorship 2025

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  1. Click ‘Get Form’ to open the conservatorship questionnaire in the editor.
  2. Begin by filling in the 'Conservator of the Person' and 'Conservator of the Estate' sections. Include your name, address, and contact information accurately.
  3. Indicate whether you have ever filed for bankruptcy or been convicted of a felony. Provide details where necessary, ensuring clarity and honesty.
  4. Complete the 'Conservatee' section with their personal information, including health status and any relevant relationships. This helps establish context for your application.
  5. In the financial section, list all assets and debts comprehensively. This is crucial for assessing the conservatee's financial situation.
  6. Review all entries for accuracy before submitting. Use our platform’s editing tools to make any necessary adjustments easily.

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In order to establish a conservatorship, you must prove that an individual is disabled by a clear and convincing legal standard, which is usually accomplished through a sworn statement by a physician, psychologist, or senior psychological examiner.
Provides protection for the conservatee: A conservatorship provides protection for a vulnerable adult who is unable to care for themselves, by ensuring that their basic needs are met and that their finances are managed appropriately. Pros and Cons of a Conservatorship in California - Lagerlof, LLP lagerlof.com estate-planning pros-and-c lagerlof.com estate-planning pros-and-c
Conservatorship must be court-ordered and is based on medical proof, such as physical or psychological evaluations, as well as lay witness testimony describing the individuals inability to care for him or herself. Any interested party (not just a relative) can petition the court for conservatorship.
Types of conservatorships include general conservatorships, limited conservatorships, Lanterman-Petris-Short (LPS) conservatorships, probate conservatorships and financial conservatorships, each tailored to address the specific needs and circumstances of the conservatee. 5 Types of Conservatorship - SmartAsset smartasset.com estate-planning how-many-typ smartasset.com estate-planning how-many-typ
A Conservatorship is the transfer of decision-making powers from one individual (who is deemed mentally incapable or incompetent in the making of decisions) to another, either temporarily or permanently. A Guardianship is the appointment of a person to make decisions for a minor child.
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If our attorneys require payment of upfront costs or fees in a conservatorship, these must be paid from our clients own funds. Upon court approval, these costs or fees may be reimbursed to our client from the disabled persons funds.
The person who believes another needs a conservator must file a petition with the court in the county where the ward lives. The petition must include a report by a doctor, psychologist, or senior psychological examiner that explains the proposed wards medical condition.

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