A conservatorship is a legal process where the court appoints someone to manage the personal or financial affairs of an adult who cannot care for themselves. This overview explains the steps, required forms, and what to expect before you begin filing.
We serve clients in Fresno, Tulare, Kings, and Madera Counties.
Filing for conservatorship requires multiple California Judicial Council forms. The forms you need depend on whether you are requesting:
Conservatorship of the Person (care, medical, daily decisions)
Conservatorship of the Estate (money, property, finances)
Or both
Conservatorship is one of the most detailed and paperwork-heavy processes in California. Missing or incomplete information can cause delays, continuances, or rejection by the court investigator.
Yes. You must appear before a judge unless the court specifically waives it.
Yes. You must appear before a judge unless the court specifically waives it.
Yes. You must appear before a judge unless the court specifically waives it.
Person = care and daily decisions.
Estate = finances and property.
Yes — many people handle conservatorship paperwork with the help of an LDA (Legal Document Assistant).
If the DIY conservatorship process feels overwhelming (most people feel the same), we offer a simpler solution.
When you purchase the Conservatorship Packet, you will receive all required blank California Judicial Council forms in your online account.
Bring the printed forms to our office, and our LDA will guide you through completing every document — step by step — based on your specific situation.
