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Conservatorship Information

Conservatorship is a court process by which a person is appointed as a conservator to manage the personal care (person) or financial matters (estate), or both, of an individual (conservatee) that cannot handle his/her own affairs due to limitations caused by: (1) Aging, illness or other serious physical or cognitive impairments, either temporary or permanent (general probate conservatorship); or (2) Developmental disability, mental disorder or substance abuse (limited probate conservatorship).

Conservatorship Resources

The following resources are available to help you with your paperwork:

Judicial Council self-help website

Find Your Court Forms

Judicial Council FAQs on Conservatorship

Conservatorships FAQs

Click on the topics and FAQs below for more information.

Relatives, friends of the family, or other interested persons may be considered as potential conservators, in addition to some private or public agencies and organizations.

A conservator has fundamental responsibilities for a conservatee, including food, clothing, shelter, and medical and dental needs. If an estate is included, the conservator must also manage the conservatee’s funds and assets and present periodic reports to the Court.

A conservatorship petition and other required documents need to be filed by an interested party along with a filing fee. (link) You can obtain the form packet from the court or go to the Judicial Council website:

Yes, an appointed Court Investigator will conduct an investigation that may include:

  • A private interview with the proposed conservatee and spouse or other relatives;
  • An interview with the proposed conservator;
  • A review the information provided by the proposed conservator;
  • An explaination to the conservatee the nature of the proceedings
  • Preparation of a report on the findings of the investigation and make a recommendation to the judge

The court may order you to pay a fee for the Court Investigator’s report based on the time required to conduct the investigation.

A Court Investigator will conduct interviews and prepare a report for yearly review hearings that you will be required to attend. There may be yearly report fees based on the time required by the investigator. If the conservatorship is also for the estate, you will also be required to provide yearly accounts to the court.

The Court may terminate a conservatorship in a number of different ways, including the death of the conservatee, the return of the conservatee’s ability to handle his/her own affairs or removal of a conservator for specific reasons which are in a conservatee’s best interests. In certain instances, a successor conservator may be appointed.

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