Conservatorships

Guidance for Families Navigating Difficult Decisions

When a loved one can no longer manage personal care, finances, medical decisions, or daily needs, families must find ways to protect them while preserving their independence and dignity.

At Chaney Counsel, we help families throughout Southern California. We guide them through the conservatorship process and these sensitive situations with compassion, clarity, and practical advice.

We know that pursuing a conservatorship is never easy. Many families come to us overwhelmed, exhausted, or unsure about their options. Our goal is to simplify the process and help you choose the best path for your loved one.

What Is a Conservatorship?

A conservatorship is a court-supervised legal arrangement. A judge appoints a responsible person or organization to help manage another adult’s personal care, finances, or both when the adult cannot safely manage them themselves.

In California, the person appointed by the court is called the conservator, and the person needing assistance is called the conservatee.

Conservatorships may become necessary when an adult is experiencing:

• Developmental disabilities
• Cognitive decline or dementia
• Serious mental illness
• Physical incapacity
• Vulnerability or financial exploitation
• Significant difficulty managing health, safety, or daily living needs

Since conservatorships can greatly affect a person’s rights, California courts require substantial documentation and oversight during the process.

Types of Conservatorships in California

General Conservatorship

Typically used for adults who cannot care for themselves or manage their finances due to aging, illness, or disability.

Limited Conservatorship

This is designed for adults with developmental disabilities who may need help in some areas of life but can keep as much independence as possible. Limited conservatorships are common for individuals receiving services through Regional Centers.

Conservatorship of the Person

This allows the conservator to assist with personal and medical decisions. It includes housing, healthcare, and daily care needs.

Conservatorship of the Estate

Allows the conservator to manage financial matters, including income, property, bills, and assets.

Some conservatorships deal with only one area. Others may give both personal and financial authority.

How We Help Families

At Chaney Counsel, we guide clients through every step of the conservatorship process.

Depending on your family’s needs, our services may include:

• Evaluating whether conservatorship is appropriate
• Exploring less restrictive alternatives first
• Preparing and filing conservatorship petitions
• Assisting with required court forms and supporting documents
• Coordinating with doctors, Regional Centers, and service providers
• Preparing clients for court hearings
• Advising conservators regarding their ongoing responsibilities
• Assisting with conservatorship-related estate and special needs planning

We recognize the connections among conservatorships, special needs planning, public benefits, and long-term care. Our focus is on practical solutions that protect your loved one now and in the future.

Are There Alternatives to Conservatorships?

Sometimes, a conservatorship may not be needed. Depending on the situation, alternatives may include:

• Durable Power of Attorney
• Advance Health Care Directives
• Supported Decision-Making arrangements
• Trust-based planning
• Representative Payee services
• HIPAA authorizations
• Joint financial management tools

We help families consider all options before pursuing court intervention.

Frequently Asked Questions

Does a conservatorship remove all rights from my loved one?

Not necessarily. California courts are encouraged to use the least restrictive option possible. In limited conservatorships, the conservatee, especially, may retain many important rights.

How long does the conservatorship process take?

The timeline depends on the county, type of conservatorship, objections, and case complexity. Most conservatorships take several months from filing to appointment.

Does the conservator have ongoing responsibilities?

Yes. Conservators are fiduciaries and must report to the court, provide accountings, and act in the conservatee’s best interest.

Can conservatorship work together with special needs planning?

Absolutely. Conservatorships are often part of a larger plan that can include Special Needs Trusts, public benefits, ABLE accounts, and long-term care.

Still have questions? Learn more here.

Compassionate Guidance for Difficult Situations

Families facing conservatorship issues are often dealing with emotional, financial, and practical challenges all at once. At Chaney Counsel, we strive to provide thoughtful guidance, clear communication, and support throughout the process so families feel informed and empowered every step of the way.

To schedule a consultation, contact Chaney Counsel today.