Conservatorship of the Person and Estate Duties Because of her experience working with people who are suffering from dementia, self-neglect, and exploitation, Angelique is able to identify the issues right away and take the most considerate, compassionate action. serving as the person’s or the estate’s conservator.
- finds and protects assets
- manages health and personal care
- On behalf of clients, advocates
- trustee for living trusts who submits court accountings as needed
A conservator is typically recommended to the court by an attorney acting on behalf of the conservatee, who is typically a family member or fiduciary. Following an inquiry, the conservator is given permission by the court to oversee the conservatee’s daily needs and financial resources. The conservator must uphold the greatest standards of trust, accountability, and responsibility while acting in the conservatee’s best interests and according to the law.
Maintain control over medical treatment, insurance benefits, and disability benefits.
- Set up a housing facility
- Take care of one’s own requirements
- Watch your diet and attire.
- overseeing home care services
- Set up housekeeping services.
- Plan your daily activities and transportation.
- control financial resources
- Offer accounting and record-keeping services.
- If necessary, organize a group of advisors.
- Make that all necessary federal and California income tax returns, including the estate/gift tax return, are completed accurately and submitted on time.
- Plan and coordinate all funeral and cemetery arrangements.
- Report the conservatee’s current status and provide a judicial accounting.
