Car accidents, illness, or violence may leave a close friend, or family member unable to care for themselves. Should this occur when a person has no estate plan in place, it may be necessary to seek authorization from the court to take care of their needs. Conservatorship is defined in two specific ways, a conservator of the person, and a conservator of the estate. Conservatorship can be temporary, while someone recovers, or may be permanent in the event the person is unable to recover sufficiently to take care of themselves.
A conservator of the person is responsible for the day-to-day needs of a person who is disabled. The conservator of the estate cares for the person’s financial needs including paying bills, managing assets and making investments. The probate court must approve a person’s taking over these responsibilities.
We can serve as your legal representative throughout this process. From filing a Petition for Conservatorship, to assisting with the bonding process, we will represent you before the Probate Court. Since your obligation as conservator of an estate includes providing the court an inventory of assets as well as an annual report, it is necessary for you to have your own legal counsel. We can also help you draft the documents the court requires, including providing evidence that all options have been explored prior to filing a conservatorship petition.
If a close friend or family member is unable to care for themselves due to illness, or accident, we can provide assistance establishing a conservatorship. Contact the Law Office of Elise Paul, APC for all conservatorship issues in the San Diego County area.