Conservatorship

We help people establish conservatorships in Humboldt, Del Norte, and Trinity Counties.

A conservatorship is a legal process where a court steps in to appoint someone to be in charge of a loved one’s finances or other personal affairs should they be unable to make those decisions on their own. The appointed Conservator would handle financial and personal daily life-matters that need attention when their loved one becomes incapacitated.

The decision to seek a conservatorship for an elderly parent or disabled child is often difficult. Our legal professionals guide clients through this complex and emotional process with precision and compassion.

Everyone at our firm understands how difficult it can be to seek out the help and services available to you when a loved one needs your help and protection to manage their affairs.   

We maintain excellent relationships with the people essential to establishing conservatorships (such as the Regional Center, Court Investigators, and court staff). Through experience, we have streamlined the detailed steps, deadlines, and requirements to assure you can help your loved one as quickly as possible. 

LIMITED CONSERVATORSHIPS

When a child with Special Needs turns 18, a conservatorship may be necessary to continue providing the support they need. While parents or guardians have the legal authority to make decisions for their children before age 18, that authority ends when the child becomes a legal adult. At that point, even if you’ve cared for and supported your child their entire life, you may no longer have the legal right to make medical, financial, or personal decisions on their behalf. In such cases, the court can appoint a conservator to help manage these responsibilities.

Establishing a conservatorship ensures that your adult child continues to receive the guidance and protection they need, while staying compliant with legal requirements.

REPORTS AND ACCOUNTINGS

As part of their legal responsibilities, conservators are required to file a Report and Accounting with the court every two years—or more frequently, depending on the jurisdiction. This formal filing is a comprehensive report that must include detailed financial records, updates on the conservatee’s personal care and well-being, future care plans, and a full disclosure of the conservator's actions and decisions. The purpose of this process is to provide transparency to the court, ensure proper oversight, and demonstrate that the conservator is acting in the best interests of the individual under their care.

We understand that compiling these reports can be complex and time-consuming, especially when balancing the ongoing demands of caregiving. Our team is here to help. We specialize in assisting conservators with the preparation and submission of accurate, thorough, and court-compliant reports. From gathering and organizing financial data to articulating care plans and documenting every required detail, our experienced legal professionals guide you through each step of the process.

By working with us, you can be confident that your filings meet all court standards and deadlines—reducing the risk of delays or penalties and helping you stay in compliance. Most importantly, we give you peace of mind, allowing you to focus on what truly matters: providing compassionate care and responsible oversight for your loved one or client.

Let us take the legal burden off your shoulders so you can continue making a difference where it counts.