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Conservatorship Preparation
Ian Simons
Certified Legal Document Assistant
License No. 489 Exp: 2/2025
Call - 951 525 1340
4193 Flat Rock, Riverside, CA, 92505
Building 200.
No Free Consultations 🚩
Free Courthouse Drop Off 🏁
Probate, LPS, Limited and Temporary Conservatorships.
What do you need?
A conservatorship is a court-ordered arrangement in California where a judge appoints a person to care for an adult who is unable to manage their own finances or care for themselves.
You can now access case files 24/7 by requesting a free login to the link below.
Questions? Weekdays:
9:00am - 7:00pm
What is a Legal Document Assistant?
A Legal Document Assistant is licensed to assist with the preparation of legal instruments. Legal Document Assistants do not work under the supervision of an attorney.
What We Do
We complete any applicable documents in accordance with California probate law proceedings.
We can render assistance in providing resources to certain aspects of The California Probate Code.
However, we CANNOT legally advise, interpret, or suggest any course of action.
Licensed LDAs are most effective when family members have nothing to fight over.
Licensed LDAs are NOT Attorneys.
Family Affairs
When a loved one dies, the will should dictate who the decedent appointed as executor of the estate. If there isn't a will than an administrator needs to be appointed to administer the estate.
To apply as administrator, its often better to discuss this with other immediate family members before submitting the court application. Doing this can often prevent arguments amongst family that may arise in relation to the application.
Since notification to immediate family generally has to happen before the court appointment can occur, its often beneficial to let other family members know before the fact. Sometimes a family might even want to have multiples administrator(s) to ensure fairness.
CA Prob Code § 8460
8460. (a) If the decedent dies intestate, the court shall appoint
an administrator as personal representative.
(b) The court may appoint one or more persons as administrator.
With some families, the appointment of administrator(s) can be the cause of much concern. And in our experience this kind of second guessing will only prolong the process in having the decedent's estate resolved. If you or your loved ones are worried about the administrator abusing his or her power, you can at least rest assured that the accounting involved during the probate process in California contain some of the strictest procedures in the country.
Types of Conservatorship
Probate Conservatorships: These are general conservatorships that are usually established for adults who are unable to take care of themselves or manage their finances. They are often used for elderly people or those with severe physical or mental illnesses.
Limited Conservatorships: Tailored for adults with developmental disabilities who may need assistance in certain areas of life but can manage others. Limited conservatorships focus on providing help in specific areas where the conservatee lacks capacity.
Lanterman-Petris-Short (LPS) Conservatorships: These are used specifically for adults with severe mental health illnesses who require restricted living environments for their protection and require special care or treatment that they cannot or will not voluntarily accept.
Temporary Conservatorships: These are established quickly to provide immediate help and last only until a general conservatorship or LPS conservatorship can be put in place. They are typically used in urgent situations where immediate intervention is necessary to protect the individual in question.
Conservatorship Accounting
Not maintaining the accounting during a conservatorship may result in the removal of the conservator.
Additionally, conservatorship accounting must be submitted to the court under specific formatting guidelines with advance notice given to parties of interest.
G C forms below
Two Centuries of Wills
From a meta-historical perspective, there are two main ways of seeing late medieval, early modern, and eighteenth-century last wills and testaments. On the one hand, there is a rich strand of literature that regards wills – and especially women’s wills – as manifestations of individual agency, formulated against the structures and strictures of legal and social milieus that allowed too little space of action and privileged (male) authority, and the community over the individual. In this sense, wills are exceptional documents.
On the other hand, last wills and testaments are regarded as a polyphonic source, which speaks to a variety of topics, revealing important findings about various extra-testamentary fields. In this sense, testaments figure as keyholes into wider narratives, such as the history of consumption and material culture, that of family and gender, or that of piety and confessionalisation. Last wills and testaments perform many functions, bending and moulding themselves to various research designs and methodological approaches. While being acknowledged as exceptional sources, demonstrating untypicality, they are concurrently employed to make larger arguments about typical trends and normative issues beyond their narrow reach. Giving the impression that they at least partially mirror some of the true concerns of historical individuals presumably silenced in other contexts, they are elevated as shards that reflect a relevant piece of a larger narrative; the more of them one collects, the more defined the image they can convey.
The present work will show that this is not the case: testaments shed light on a very context-dependent segment of historical individuals, who differed from what could be regarded as the ‘typical’ urban population in a myriad of ways. The mirrors they held up to society alternately distorted or clustered together various unrelated issues, presenting historical research with seemingly bespoke views for a variety of topics. Even when testaments were considered within the broader context of a well-researched timeframe and area, the possibilities to contextualise the specific ways in which they biased the historical gaze remained limited by the need to integrate other types of sources. Depending on the particular historical milieu explored, these complementary sources might range from being almost inexistent to being overabundant, thus limiting the option for a comprehensive coverage that could turn them into terms for a robust comparison. Thus, the lion’s share of historical attention has generally been drawn to what testaments and testators sought to achieve, rather than to the who’s and why’s of will-making.
California Judical Counil Forms for Probate
Probate , Conservatorship and Guardianship
Contact Us:
Thunder Stone Paralegal
(951) 525 1340
4193 Flat Rock Dr, Building 200, Riverside, CA, 92505