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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.



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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. 




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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












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.









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 

Probate—Decedents Estates 

FORM NAME
Date Revised
Description

Jan 1, 2014

Spousal or Domestic Partner Property Petition


Jan 1, 2015

Spousal or Domestic Partner Property Order


Contact Us:

     Thunder Stone Paralegal

(951) 525 1340



4193 Flat Rock Dr, Building 200, Riverside, CA, 92505