If you have been appointed to serve as a conservator for a loved one, you are likely concerned about what your duties and obligations are in caring for the conservatee. If you are a “conservator of the person,” your duties involve managing the conservatee’s personal life, which may include:

  • Making appropriate living arrangements
  • Assisting with personal care
  • Coordinating necessary health care
  • Providing meals
  • Ensuring they have adequate clothing
  • Arranging housekeeping services
  • Providing transportation
  • Arranging for recreation

Another type of conservator is a conservator of the estate, and duties for this role include handling the following:

  • Managing the conservatee’s finances
  • Locating and protecting assets
  • Collecting the conservatee’s income
  • Creating a budget
  • Paying bills and other necessary expenses
  • Making investments for the conservatee

Everything you do as a conservator, you must do for the benefit of the conservatee’s personal and economic interest. Conservators are prohibited from engaging in risky behavior with the conservatee’s money, commingling assets with their own or changing the conservatee’s estate planning documents. Our attorneys have handled a wide array of conservatorship issues. They have even worked on some highly publicized cases involving celebrities. We can help with conservatorships for a person, an estate, or both. We are here to help you, and will walk you through the process from beginning to end. Schedule your no-cost consultation now by calling (714) 963-7543. At The Legacy Lawyers we are dedicated to your peace of mind.