What is a Limited Conservatorship in California?

Are you curious about the types of conservatorship in California or concerned about what it means if you’re named as the conservator for someone else? 

Someone caring for a conservatee may be concerned about allowing the person they assist to be self-reliant, independent, and productive. This may be the most appropriate fit for a limited conservatorship. In these situations, with the limited conservatorship, the law does not classify the conservatee as incompetent and that individual fully retains their civil and legal rights, except in those situations in which the court has awarded the limited conservator those rights for the protection of the conservatee.

A limited conservatorship in California can be terminated if a court later determines that the conservatee does not need a conservator. Furthermore, as the court sees fit, the conservator’s powers can be increased or reduced as needed. Annually, courts review limited conservatorship once the person is first appointed, and then this moves to a two-year review after the first year that the conservator has been installed in their role.

Limited conservatorship further breaks down into two different types, limited conservatorship of the estate and limited conservatorship of the person. In a limited conservatorship of the estate, the conservator is responsible for the conservatee’s financial needs. In a limited conservatorship of the person, the conservator takes care of the daily personal needs, including his or her housing, if needed.

Speaking with a Pasadena estate planning lawyer is strongly recommended if you believe that someone would benefit from a conservatorship, or if you have questions about being installed in this important role yourself. Let us help you learn more about these relationships and how best to approach a role as conservator. 

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