When an adult is unable to manage their own personal or financial affairs, a conservatorship may ultimately be necessary. We guide families through the legal process of appointing a conservator to ensure a loved one’s safety, dignity, and well-being, especially in times where affairs are critical and high priority.

A conservatorship is a court-supervised legal arrangement where a responsible person (the conservator) is appointed to care for another adult (the conservatee).

California law recognizes two main types:

• Conservatorship of the Person: Manages personal needs such as healthcare, housing, and daily care.

• Conservatorship of the Estate: Manages finances, property, and legal matters.

Conservatorships are often necessary for:

• Elderly individuals with conditions such as dementia or Alzheimer’s

• Adults afflicted with severe disabilities or medical conditions

• Situations involving financial abuse or neglect, such as taking advantage of an elder’s assets or money

We help families determine whether a conservatorship is appropriate and explore less restrictive alternatives when possible.

• Petitioning the court to establish a conservatorship

• Representing conservators, conservatees, and family members

• Preparing court accountings and reports

• Assisting with contested conservatorship proceedings

• Guiding families through ongoing legal responsibilities

We provide compassionate, comprehensive support throughout the process whilst ensuring compliance with California Probate Code and court procedures.