top of page

How To Become A Financial Conservator In Santa Ana, California

Updated: Dec 26, 2022

How Conservatorships Are Filed In California

When someone cannot handle their assets due to age or mental incapacities, a family member can become a conservator to manage their assets. That said, becoming a conservator for your loved ones is a long process, so you need to know the essential steps to take before going forward with it.


estate administration attorney california

1. Fill Out A Conservatorship Petition and Send It In


One of the first steps in obtaining a conservatorship in Santa Ana, California, is to complete and file a conservatorship petition. Unfortunately, these petition papers are extensive and challenging to comprehend without the help of an expert.

The papers include information on the following:

  • Potential conservator

  • The conservatee

  • The conservatee's immediate family

  • The reasons for conservatorship.

In addition, the petition must specify that a conservatorship is the only choice. In the end, the petition must be filed in the municipal court where the putative conservatee resides.


For help with all stages of the petition process, from completing papers to filing them, contact a Santa Ana Estate Lawyer.


santa ana estate administration lawyer

2. Send The Court A Notice of Petition

After the petition is submitted, the court clerk will set a court date. At this point, the potential conservatee must be notified of the conservatorship petition by a neutral adult.

They must also serve the family of the intended conservatee. During this phase, a court-appointed investigator would meet with the prospective conservatee and others to learn more about the conservatee's condition.

3. Attend a Hearing in Court


The prospective conservatee must then attend the court hearing if they are unable to do so. During the trial, the judge would decide if all family members were adequately informed.


The judge might also appoint a lawyer to represent the potential conservatee. Finally, the judge will decide whether the conservatorship should be granted or denied.


Contact a Santa Ana Estate Attorney to help guide you through the process for any confusion on filing a conservatorship.

Conservatorships and the Court Process

Creating a conservatorship is a time-consuming and challenging process. Therefore, before asking the court to appoint a conservator, the petitioner should make sure that the conservatorship is the best route for the proposed conservatee. Otherwise, you might be better off with other solutions.

Here's a quick rundown of what might happen in the process:

  1. The process may be started by the potential conservator, the potential conservatee, the potential conservatee's spouse, domestic partner, relative, or another interested person or a state or local agency, an employee of the agency, or a public officer. The procedure will commence once all of the necessary paperwork has been filed with the court.

  2. The petition must include:

  3. Information on the proposed conservator and conservatee.

  4. Information about the petitioner (the person who brings the case to court).

  5. The reasons for the conservatorship.

  6. It must also explain why conservatorship is the only option in this instance.

  7. The petitioner files the petition with the court clerk. They must pay both the filing fee and the court investigator's fee. The clerk will give you a court date. The court may allow the applicant to obtain a fee waiver if the applicant has a modest income.

  8. Providing information to the conservatee. The petitioner must physically deliver a citation and a copy of the petition to the intended conservatee.

  9. Notifying the planned conservatee's relatives. The applicant must have someone else mail a written notice regarding the conservatorship petition's court hearing and a copy of the petition to the conservatee's spouse, domestic partner, and immediate relatives.

  10. An investigation is being carried out by a court prosecutor. A court investigator will interview the potential conservatee and anyone familiar with the conservatee's condition.

  11. Being able to show up for a hearing. The potential conservatee must attend the hearing unless they are excused owing to illness.

  12. A court will assess whether everyone has been appropriately informed and whether the potential conservatee should be represented at an estate lawyer's trial.

  13. The judge might grant or deny the conservatorship.

  14. The conservator will be appointed if it gets through, and Letters of Conservatorship will be issued if the judge favors the petition.

california estate planning lawyer

If there is an estate, a surety bond must be submitted unless the court orders the conservatee's bank accounts to be frozen.

That said, if you have any concerns about filing a conservatorship, consult with a prescreened Santa Ana Estate Attorney to help you.

Find An California Estate Lawyer in Santa Ana

1000Attorneys.com is Certified by the California Bar Association to provide you with a Free Attorney Referral Service. We can refer you to an experienced prescreened Estate Lawyer in California best fit to handle your case.

Contact us through our 24/7 live chat (or complete our case submission form) for a free initial consultation.

66 views
Best Lawyers Near Los Angeles

California State Bar Certified Lawyer Referral And Information Service

Welcome to 1000Attorneys.com, a Lawyer Referral and Information Service certified and approved by the California State Bar.

Our commitment is to provide you with unbiased and impartial lawyer referrals. Unlike other services, we maintain complete independence from the lawyers receiving these referrals, ensuring transparency and fairness.

While we specialize in California employment law and personal injury claims, we offer our referral services for various other legal areas.

 

At 1000Attorneys.com, we aim to ensure you are connected with best California attorney near you who can provide comprehensive and exceptional representation for your specific legal needs.

 

We understand that every legal situation is unique and are dedicated to finding the best match for you. With our extensive network of attorneys, we strive to deliver outstanding legal support and guidance tailored to your individual requirements.

At 1000Attorneys.com, we hold California attorneys to the highest standards of professional conduct. Your satisfaction and confidence in the legal representation you receive are paramount to us.

 

Rest assured that when you engage in our services, you can expect nothing less than exceptional legal support and guidance.

Why Lawyer Referrals Matter

 

The California State Bar investigates on average 16,000 complaints of professional misconduct by attorneys annually.

We conduct due diligence by researching and recommending the best local attorney for your case. 

 

Our team of experts verifies that attorneys are in good standing and have the required experience in the type of law related to your legal issue. 

Learn more about attorney discipline here:

 

Our History 

 

Since 2005, we have been dedicated to helping individuals find reliable legal representation in California.

 

We understand the challenges people face when trying to locate reputable lawyers, especially when inundated with self-promoting advertisements and biased marketing from law firms.

 

At our service, we strive to cut through the noise and provide a trustworthy and unbiased platform for connecting individuals with reputable California lawyers.

 

Our clients receive quality legal representation without the frustration and uncertainty often associated with legal advertising.

How the LRS Works 


Anyone seeking competent and honest legal representation in California, can request a FREE lawyer referral. 

Once you submit your case details online, our legal 24-hour legal department will review your claim and reply via email. Most cases are reviewed and answered within 15 minutes. 

 

A free 30 minute consultation with the attorney will be offered to each referred client. 

A representative will follow up a few days later via email with the client after receiving a referral for quality management purposes, or to obtain the status of the case. 

About lawyers from our network


California lawyers in our network are insured, in good standing with the California State Bar, and have substantial experience in their practice area.

 

Attorneys are available in most areas of law throughout Southern California. Every lawyer in or network has been vetted for:

  • Credentials

  • Education

  • Communication skills

  • Performance

  • Client reviews

  • Fair legal fees

  • Continuing education

  • Professional affiliations

Additionally, we conduct criminal  background checks and attorneys are always monitored by our service.  

How to find the best lawyer for your legal case: 

1. The fastest way to have your legal issue reviewed by one of our attorneys is to send your details online.

 

Your information will go directly to our 24 hour legal department bypassing our call center. You will get a reply via email within 15 minutes. 

2. You may also inquire about your legal issue via email. We respond to email inquiries within 24 hours M-F. 

3. By calling our lawyer referral hotline 661-310-7999. However, our agents are not attorneys and cannot provide legal advice. Due to high call volumes, it's highly recommended that you use option # 1 above. 

california state bar lawyer search.png
bottom of page