General Conservatorship
The petition for appointment of a probate conservator, prepared from the person and family details you provide.
Conservatorship petitions and accounting forms prepared at your direction.
Our Services
The petition for appointment of a probate conservator, prepared from the person and family details you provide.
Petition paperwork for an adult with a developmental disability, prepared from the details you provide.
Accounting forms and schedules organized from the conservator's records.
Why Us
Conservatorship involves many forms and later accountings. We prepare the petitions and accounting forms from the information you provide and return them for your review.
Questions
Form GC-310, Petition for Appointment of Probate Conservator, effective January 1, 2019. It is used for a person's personal care, financial affairs, or both. We prepare it from the details you provide and cannot decide whether a conservatorship is right.
A limited conservatorship is only for adults with developmental disabilities. A general conservatorship covers other adults. Which one applies is a decision for the court. We prepare the petition type you direct us to prepare.
A conservator's first accounting is due one year after appointment, and later accountings at least every two years. They are filed with a petition. Failure can lead to removal. We organize the figures you provide.
We do not evaluate the proposed conservatee or decide whether a conservatorship is needed. We prepare court paperwork from your information. The court decides whether a conservatorship is needed and may appoint an investigator.
Guardianship in this context involves a minor child, not an adult. Conservatorship involves an adult. They use different forms and rules. We prepare the ones you direct us to prepare.
Where We Work
Our Conservatorship service is available across California, with appointments at our Arroyo Grande and Lancaster offices and remote service statewide.

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Get in Touch
Tell us who needs a conservator and whether a case is open, and we will explain the paperwork.