A conservatorship may be necessary when an adult is unable to provide properly for his or her personal needs for physical health, food, clothing, or shelter, or if they are substantially unable to manage his or her own financial resources or resist fraud or undue influence.  A judge appoints a responsible person (“the conservator”) to care for the adult who cannot care for themselves (the “conservatee”).  If your loved one has estate planning documents such as a Will, Trust and Durable Power of Attorney, then obtaining a conservatorship to manage their affairs may not be necessary.

For more information on trusts and probate, call our office to set up a free 20 minute consultation (619) 222-5500).