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Conservatorship Questionnaire Conservator of the Person Date: Name:Conservator of the EstateBothDate Letters of Conservatorship were issued (if applicable): Limited: Yes No County for filing: Conservator Proposed
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FAQ

One special type of conservatorship is called the limited conservatorship. This is when a judge appoints a responsible person (called a conservator) to assist an adult with developmental disabilities (called a conservatee) who is unable to provide for her/his personal and/or financial needs.

A limited conservatorship is a court proceeding where a judge gives a responsible person, called a limited conservator, certain rights to care for another adult who has a developmental disability (DD), called a limited conservatee.

A limited conservatorship is a legal process when a judge orders a responsible person, also called a conservator, to care for an adult who has a developmental disability (conservatee).

The conservator has the power to collect all the conservatee's assets, pay bills, make investments, etc. The conservator must seek court supervision for major transactions, such as purchase or sale of property, borrowing money, or gifting of assets.

If the conservatee dies, the conservatorship of both the person and the estate will immediately end. ... If the conservatee does not have a will or trust, then any assets will pass through the state's probate and be distributed accordingly.

An LPS conservatorship only lasts one year. About 90 days before it expires, the LPS clerk in the Probate Court Clerk's Office will mail you (the conservator) a notice of expiration. The notice will say the date the conservatorship ends. The conservatee also gets a notice from the Court.

A conservator can be a family member, friend or professional person. California law on conservatorships can be found in the Probate Code beginning at section 1800. A California conservatorship must be formally established through a court proceeding. There are two types of conservatorships.

As one of the steps to obtain conservatorship, the proposed conservatee must be served notice of the petition for conservatorship. The service must be completed by a neutral party who is at least 18-years-old or older. The proposed conservatee's relatives must also be provided notice of the filed petition.

If a court appoints someone to take care of financial matters, that person is usually called a "conservator of the estate," while a person in charge of medical and personal decisions is a "conservator of the person." An incapacitated person may need just one type of representative, or both.

A conservatorship is a court case where a judge appoints a responsible person or organization (called the “conservator”) to care for another adult (called the “conservatee”) who cannot care for himself or herself or manage his or her own finances.