If you have a loved one that is in need of assistance, you are likely considering appointing a conservator. Many clients ask whether a professional conservator is more advantageous than having a relative appointed. Each individual circumstance is unique, but below are a few considerations.


The primary benefit of appointing a professional conservator, sometimes referred to as a private professional fiduciary (PPF), is that it is somebody who can care for your loved one when nobody else is willing or able to do so. A professional conservator is objective, which can be good or bad, depending on the situation. However, if there is significant turmoil within the family, it can help to have a neutral party make decisions for your loved one.


Typically, the conservatee (the person being cared for) as well as their family members, does not know the professional conservator. Thus, personal preferences and emotional considerations are generally not taken into account. Additionally, a PPF is paid a fee for their services. If the estate does not have sufficient funds to pay these fees, the PPF can sell the conservatee’s assets to pay the expenses. Even if the family members disagree with the PPF, there isn’t much they can do about it unless they take legal action. If your family has had a PPF appointed to care for a loved one and it is not working out, we can help you file a removal petition or at least object to the improper actions of the PPF. We can also seek to have a family member appointed as the temporary conservator until the problems are resolved. Take action today – set your appointment right away by calling us at: (714) 963-7543. You will not get the “typical law firm” feel from our office. We are different. Our systems are designed to save you time, to save you money, and to put you in control. At The Legacy Lawyers we are dedicated to your peace of mind.