Handbook for Conservators - California

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HANDBOOK

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CONSERVATORS

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HANDBOOK

FOR

CONSERVATORS

2016 Revised Edition

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JUDICIAL COUNCIL OF CALIFORNIA

Chief Justice Tani G. Cantil-Sakauye, Chair

Martin Hoshino, Administrative Director

Judicial Council of California

455 Golden Gate Avenue

San Francisco, California 94102-3688

courts.

? 1992, 2002, 2016 by Judicial Council of California

All rights reserved. Published 2016.

First edition published 1992. Second edition 2002.

Printed in the United States of America

Heather Anderson, Supervising Attorney

Douglas C. Miller, Attorney

Karen Gernand, Copy Editor

Sheila Ng, Graphic Designer

Patricia Valentine, Proofreader

The Handbook for Conservators: 2016 Revised Edition, is published by the Judicial Council of California and contains information required to be provided to private conservators under Probate Code sections 1834¨C1835. The

superior courts of California may freely download, print, and distribute this handbook. The Judicial Council

also recommends and welcomes use of the Handbook for Conservators by public conservators and trust companies for educational purposes.

The handbook is available on the California Courts website at courts.documents/handbook.pdf.

To order print copies, see page xii.

CONTENTS

How to Use This Handbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi

How to Order Print Copies of This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

1

Overview of Conservatorship

. . . . . . . . . . . . . . . . . . . . . . . 1-1

1.1

Duties of Conservators of the Person and Conservators of the Estate . . . 1-2

1.2

Types of Conservatorships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

A. Probate Conservatorships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

B. Lanterman-Petris-Short (LPS) Conservatorships . . . . . . . . . . . . . . 1-5

1.3

Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

A. Qualifying to Serve as Conservator . . . . . . . . . . . . . . . . . . . . . . . .

B. Letters of Conservatorship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

C. Working with Others Involved in the Conservatorship . . . . . . . . .

D. Working with Your Lawyer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1.4

Conservators Who Live Out of the Area . . . . . . . . . . . . . . . . . . . . . . . 1-10

1.5

The Conservatee¡¯s Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11

1-6

1-6

1-7

1-9

1-9

1.6

Duty to Notify the Court of Possible Changes in the Conservatee¡¯s

Marriage or Domestic Partnership . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12

A. When You Are Married to or the Domestic Partner

of Your Conservatee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12

B. When Your Conservatee Has a Spouse or Domestic Partner

Who Is Not a Conservator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13

1.7

Changing Conservators or Ending the Conservatorship . . . . . . . . . . . 1-14

2 Temporary Conservatorship

Taking Care of the Conservatee¡¯s Immediate Needs . . . . . . . . . . . . . . . . 2-1

2.1

Specific Ending Date for Temporary Conservatorships . . . . . . . . . . . . . 2-2

2.2

Mandatory Advance Notice and Hearing in Appointments

of Temporary Conservators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

2.3

Mandatory Attendance of Proposed Conservatee at Hearing . . . . . . . . 2-2

2.4

The Court Investigator¡¯s Role in Temporary Conservatorships . . . . . . . 2-3

2.5

Restrictions on Moving the Conservatee from Home . . . . . . . . . . . . . . 2-3

2.6

Restrictions on Selling or Ending Tenancy in the Conservatee¡¯s Home . . 2-5

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In order to avoid copyright disputes, this page is only a partial summary.

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