Conservatorships

A conservatorship is a matter that is brought before a court wherein the judge appoints a conservator to care for another adult and/or his or her finances.

If you would like to read about the duties of a conservator, please click here.

In probate court, a judge can appoint a conservator of the person, the estate, or both.  A conservator of the person helps to care for and protect a person who cannot do so themselves.  The conservator will need to make sure that the conservatee has food, clothing, shelter, healthcare, and any other personal needs.  A conservator of the estate handles the financial matters of the conservatee.  If you are appointed one of these, for example, the estate, that does not automatically make you the conservator of the person.

There are a number of people who can file a conservatorship; however, the order of preference is spouse/domestic partner, adult child, parent, sibling, other person appointed by the court and permitted under state law, or the public guardian.

Proper estate planning, in advance of a need for a conservatorship, can be very helpful and save time and resources.  However, sometimes the requisite planning has not been done.

If you believe you may need to obtain a conservatorship over a family member or loved one, an attorney can help you discuss if there are any possible alternatives.  An attorney may also assist you with preparing and filing the requisite pleadings if a conservatorship is in fact needed.

SuperLawyers-RisingStars
Best of the East Bay Attorneys
avvo icon for top attorney
Walnut Creek Chanber of Commerce logo
Christina Weed - Taxation Law Specialist
lawyers of distinction badge 2020

 

Phone: 925.390.3222

Fax: 925.301.8667

 

Mendes Weed, LLP is located in Walnut Creek and serves clients around the Bay Area. For your convenience, we also have offices in OAKLAND and Sacramento by appointment only.

Se habla español.

 

Send us an email

 

Walnut Creek Main Office

1990 N. California Boulevard
Suite 1020
Walnut Creek, CA 94596

 

Oakland Office

66 Franklin Street
Suite 300
Oakland, CA 94607

By appointment only.

Sacramento Office

770 L Street
Suite 950
Sacramento, CA 95814

By appointment only.