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California Conservatorships: 6 Important Things You Should Know (Pt. 1)


When people need extra care in overseeing their finances and/or daily well-being, California conservatorships can be set up to protect them. With California conservatorships, a relative or a court-appointed agent will be designated as a “conservator” for the “conservatee” (i.e., the person in need of the help/oversight).

Given that California conservatorships can be complicated, in this three-part blog series, we will reveal some of the more important facts to know about these legal relationships. If you need help setting up a California conservatorship – or you need assistance with any estate planning manner, you can turn to trusted San Fernando and Santa Clarita Estate Planning Attorney Darrell C. Harriman for experienced help and the best representation moving forward.

California Conservatorships: Important Info

1 – There are different types of California conservatorships.

In fact, California conservatorships can be:

  • General conservatorships – These are generally for adults who are not able to oversee their finances and/or take care of themselves. General California conservatorships can be useful for maturing people who have some limitations and/or younger people who may have accident-induced impairments.
  • Limited conservatorships – These offer limited authority to conservators and typically are useful for adults with developmental disabilities who do not need as much intensive oversight as comes with a general conservatorship.
  • Temporary conservatorships – These usually come into play when someone needs help ASAP, and they usually last for some discrete period of time (like, for instance, 6 months).

2 – There are qualifications to become a conservator.

In fact, for people who are seeking California conservatorships to protect a loved one, the first things that have to be done include:

  • Officially acknowledging that you have received certain court materials regarding California conservatorships (including a court handbook and Judicial Council form GC-348).
  • Obtaining a bond when necessary.
  • Signing an oath to affirm that you will fulfill the duties associated with a California conservatorship.
  • Filing all necessary paperwork with the court.

When people who are seeking to be conservators are not approved for this position by the court (because, for instance, of a criminal record), the court may appoint a professional or a public guardian for the person in question (if the court does, in fact, agree that a conservatorship is needed).

For more important info about California conservatorships, be sure to check out the additional parts of this blog series that will be published soon – or simply contact the Law Offices of Darrell C. Harriman today.

San Fernando and Santa Clarita Estate Planning Attorney at the Law Offices of Darrell C. Harriman

Do you need help obtaining a conservatorship? If so, the trusted San Fernando and Santa Clarita Estate Planning Attorney Darrell C. Harriman is here for you. Since 1980, he has been dedicated to providing his clients with personalized, highly responsive service, as well as superior representation for their important legal matters.

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Let’s talk about your legal needs today. You can contact our firm by calling (818) 892-7093 or by filling out the contact form on this page.

From our offices based in North Hills, we provide the highest quality legal services to our clients throughout the San Fernando Valley, Simi Valley, Santa Clarita, and the greater Los Angeles area.

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