Conservator

At Inheritance Lawyers, we assist conservators to perform their duties in compliance with the laws while minimizing family conflicts and preventing conservatees’ assets from being depleted by legal fees and costs.

In addition to protecting the interests of the conservatee, a conservator must also manage concerns and juggle the expectations of many individuals involved in the conservatee’s life, including family members, court investigator, and conservatee’s court appointed attorney.  Proper handling of the concerns and expectations of the interested parties will foster trust, confidence, cooperation, and

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support, which are essential to successful performance of a conservator’s duties and responsibilities.  On the other hand, if the issues are not appropriately addressed or resolved, the consequences are mistrust and protracted litigation against the conservator.

Our attorneys are also appointed by the probate courts in Orange County and Santa Clara County to represent and protect (proposed) conservatees.  With this experience, Inheritance Lawyers’ attorneys understand the court investigator and court appointed attorney’s perspectives, and, therefore, can better guide non-professional conservators to manage expectations and work collaboratively with all interested parties to promote the best interests of the conservatees.

Contact us for a consultation if any of the following applies:

  • You want to be a conservator but live outside of California or in a foreign country.

  • You want to be conservator of the person or estate only.

  • A family member of the conservatee objects to you being a conservator.

  • You are being accused of mismanaging the conservatee’s finance.

  • You are being accused of saving your inheritance instead of spending the money for the conservatee’s better quality of life.

  • Conservatee does not get along with caregivers or you, the conservator.

  • Conservatee is living at home but needs to be moved into a locked facility.

  • Conservatee has dementia and has been verbally abusive.

  • Visitation with the conservatee should be supervised or limited for certain visitors.