A conservatorship can be set up after a judge decides that a person (called a "conservatee") cannot take care of themselves or their finances. A judge will choose another person or organization (called the "conservator") to be in charge of the conservatee's care or finances, or both. A conservator can be you, a family member, a friend, or a trusted professional. Keleti+Moradian LLP can aid you in deciding if a conservatorship is necessary,  and if so ,what kind of conservatorship. K+MLLP will lead you skillfully through the legal and reporting systems.

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The persons needing conservatorship are often elderly people who have dementia or Alzheimer’s disease, but they can also be younger people who have been gravely impaired in an accident, or adults with developmental disabilities who cannot fully care for themselves or their finances. There are general conservatorships, and for persons who do not need the higher level of care or help, there are limited conservatorships. K+MLLP has successfully dealt with both permanent and temporary conservatorships.

In California, there are 2 types of conservatorships: Person and Estate.

If you are a Conservator of a Person, you are required to do the following:

  • Get approval from the court for certain decisions about the conservatee’s health care or living arrangements.
  • Arrange for the conservatee’s care and protection.
  • Decide where the conservatee will live.
  • Make arrangements for the conservatee’s:
    • Meals
    • Health care
    • Clothing
    • Personal care
    • Housekeeping
    • Transportation
    • Shelter
    • Recreation
    • General well-being
  • Regularly report to the court on the conservatee’s current status.

 

If you are a Conservator of an Estate, you are required to do the following:

  • Locate and take control of all assets
  • Manage the conservatee’s finances
  • Collect the conservatee’s income
  • Make a budget to show what the conservatee can afford
  • Pay the conservatee’s bills
  • Responsibly invest the conservatee’s money
  • Protect the conservatee’s assets
  • Account to the court and to the conservatee for the management of the conservatee’s assets