Conservatorship

We serve those who want to make sure their loved ones in need have a guardian appointed.

Conservatorship

The Conservator is tasked with the responsibility of caring for, managing, and protecting the assets that are rightfully theirs. The conservatorship role can be a sensitive one as it requires constant attention to detail in order to keep accurate records and protect their client’s interests.

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Types of Conservatorship

General Conservatorship

General Conservatorships are necessary for those who once cared for themselves but have since been unable to do so. Such cases may be the result of a serious injury, Alzheimer’s Disease or another medical condition that has impaired their ability to care for themselves in any manner whatsoever.

Limited Conservatorship

A Limited Conservatorship is a legal arrangement that allows for people with developmental disabilities to live more independent lives. The judge appoints the conservator power over finances, making decisions on education and training as well as marriage contracts. This makes it possible for those who have limited independence to continue living their best life through help from this guardian appointed by the court system.

Service Areas

Helping people across the entire Central Coast of California.

San Luis Obispo County

San Luis Obispo, Nipomo, Grover Beach, Arroyo Grande, Oceano, Pismo Beach, Avila Beach, Atascadero & more!

Santa Barbara County

Santa Maria, Orcutt, Guadalupe, Casmalia, Lompoc, Santa Ynez, Solvang, Santa Barbara & more!

Conservatorship Process

  • The Conservatorship process begins with a petition that details the individual’s incapability to manage their financial affairs, or make appropriate decisions about his/her personal care.
  • The court system has a thorough process for determining if conservators are needed. Once the petition is filed, an investigator will interview you to see how much help you need with your finances and personal affairs. If they find that there’s no other way of helping manage your life then it may be determined by the courts that having someone step in like this might make sense and could provide benefits both now as well as down the line because things can change so quickly after all.
  • For the Conservatee to be granted power over their finances, they must appear in court and establish that it is necessary. If this happens, then a judge will decide what types of powers are needed based on evidence from an investigation if one has occurred or other information found during the hearing.
  • After the court grants someone a Conservatorship, an investigator will try to determine whether or not it is needed. The conservator is required by law to keep records and submit reports on their findings.

If you have any questions, comments or concerns please feel free to let us know and we'll get back with you as soon as possible.

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Phone

(805) 292-9000

Fax

(805) 869-1986

Mailing Address

630 West Tefft St, Unit 1732
Nipomo, CA 93444

San Luis Obispo

1026 Palm Street, Suite 217
San Luis Obispo, CA 93401
By Appointment Only