When one becomes the Conservator of another person, that Conservator “steps into the shoes” of the Conservatee. This does not mean the Conservator becomes personally responsible for the Conservatee’s debts or other liabilities. Some of the responsibilities of the Conservator may include:

  • Protecting the person’s finances.
  • Meeting their needs.
    Making an inventory of the person’s assets.
  • Insuring the person applies for and qualifies for benefits.
  • Keeping correct and exact financial records.
  • Investing the person’s money.
  • Making a report to the court and other parties as required by law.


A person’s situation may require a conservatorship of the person (primarily health and safety issues) or a conservatorship of the estate to protect and properly maximize income and assets.

Often times a conservatorship is required for a person of advanced age that loses the ability to take care of his or her self. A developmentally disabled individual or someone who has become disabled by an accident, disease or has mental incapacity. IF you have questions regarding these complex legal issues, I can assist you in preparing the voluminous forms with a view toward the proper presentation of your case and can process your case through the court.