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Conservatorship Attorney in Santa Clarita, CA

A conservatorship gives a court-appointed person (the conservator) legal authority to make decisions for an adult (the conservatee) who can no longer manage their own personal care or financial affairs. Like guardianship, California separates conservatorship of the PERSON (healthcare and daily living decisions) from conservatorship of the ESTATE (financial management), and a person may need one or both.

Key Points

  • Requires a court petition, a capacity evaluation, and court approval — it is not a simple paperwork process
  • The court retains ongoing oversight, often including regular accountings for the estate
  • A validly executed durable power of attorney and healthcare directive, created BEFORE incapacity, can often avoid the need for conservatorship entirely
  • Conservatorship is generally considered after less restrictive alternatives have been evaluated

Considerations

  • This is one of the strongest reasons advance planning (power of attorney, healthcare directive) matters — it can prevent a costly, public court process later
  • Family disagreement over who should serve as conservator can make the process more contested and expensive
  • Conservatorship can sometimes be limited in scope rather than full authority over all decisions

Related Questions

What happens at a free consultation?

We’ll talk through your family situation, your assets, and what you’re trying to accomplish — avoiding probate, providing for minor children, protecting a beneficiary, planning for incapacity, or something else. From there, we’ll explain which documents and strategies fit your situation and what the process and cost would look like. There’s no obligation to move forward afterward.

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