Conservatorship Attorneys in Newport Beach

A California conservatorship is a legal arrangement in which a court appoints a responsible adult or organization (the conservator) to care for and make decisions on behalf of an adult who is unable to care for themselves.

Conservatorships are typically established for adults who have become incapacitated due to age, illness, or disability, and who are unable to manage their own financial affairs or make important decisions regarding their health and well-being.

There are two types of conservatorships in California:

Conservatorship of the Person

This type of conservatorship is established when the conservatee is unable to care for themselves due to physical or mental limitations. The conservator is responsible for making decisions about the conservatee’s daily care, such as housing, medical treatment, and personal needs.

Conservatorship of the Estate

This type of conservatorship is established when the conservatee is unable to manage their finances or make informed decisions about their assets. The conservator is responsible for managing the conservatee's financial affairs, such as paying bills, collecting income, and investing assets.

In order to establish a conservatorship in California, a petition must be filed with the court and a hearing must be held. The court will appoint a conservator only if it determines that the proposed conservatee is unable to care for themselves and that a conservatorship is necessary to protect their interests.

Overall, conservatorships can be complex legal proceedings with significant responsibilities for the conservator. It is often advisable to seek the advice of an experienced probate litigation attorney to guide you through the process and ensure that your rights and interests are protected.

How A Probate Litigation Attorney Can Pursue or Defend a Conservatorship Proceeding in Newport Beach

A probate litigation attorney can provide valuable support in conservatorship cases. They have expertise in navigating the complex legal requirements and procedures for establishing and managing conservatorships. They can assist with the initial petition, represent the petitioner in court hearings, advocate for the conservatee’s best interests, ensure compliance with legal obligations, handle financial management, communicate with healthcare professionals, and handle any disputes or challenges that may arise during the conservatorship. Their knowledge and experience can help ensure the proper care and protection of vulnerable individuals under conservatorship.

Why Choose OC Trial Group for your Conservatorship Lawyer in Newport Beach

OC Trial Group has the expertise, experience, resources, and advocacy to support conservatorships.


They will be well-versed in the legal requirements, processes, and complexities associated with conservatorships.


OC Trial Group attorneys have deep expertise in the relevant laws governing conservatorships, including local regulations and court procedures.


A dedicated law firm will have the necessary resources to handle conservatorships effectively.


They will work to protect the best interests of the conservatee, ensure compliance with legal requirements, and handle any disputes or challenges that may arise during the conservatorship.

Our Conservatorship Lawyer in Newport Beach Offers The Following Services

OC Trial Group has a conservatorship lawyer in Newport Beach who has the expertise, experience, advocacy, and resources to support conservatorships in any stage of the process.

Legal Guidance:


They will help navigate the complex legal requirements and ensure compliance with applicable laws and regulations.

Court Representation:


They will present arguments, file necessary documents, and advocate for the best interests of the conservatee.

Conservator Appointment:

Lawyers can assist in appointing a conservator, preparing and filing necessary paperwork, presenting evidence for the appointment, and representing the proposed conservator in court hearings.

Document Preparation:

Attorneys can help prepare essential legal documents, such as conservatorship petitions, accountings, and reports, ensuring they meet the legal standards and requirements.

Asset Protection:

A probate litigation attorney safeguards the conservatee’s assets through proper management, accounting, and protection against financial exploitation or mismanagement.

Dispute Resolution:

Attorneys can help resolve disputes that may arise during the conservatorship, such as disagreements among family members or challenges to the conservator’s actions. 

Conservatorship in California

A conservatorship appoints someone to make decisions for and support a person in need, acting as their representative as a last resort when other alternatives are insufficient.

A conservatorship is a legal process where a judge designates a responsible individual or entity (the conservator) to provide care and manage the affairs of an incapacitated adult (the conservatee). Typically, conservatorships are established for older or disabled individuals who are unable to meet their basic needs or handle their finances independently.

Guardianship and conservatorship are distinct concepts. Guardianships are typically established when both parents are unable to provide a secure home for a minor child due to factors such as death, mental disability, or other circumstances. In California, a guardian is appointed to oversee the affairs of a minor child, while a conservator is designated to attend to the needs of an incapacitated adult. Conservatorships typically involve healthcare and estate-related matters.

The ideal time to engage a probate litigation attorney to handle conservatorships is when you believe a conservatorship is necessary to protect the well-being and assets of an incapacitated adult. It is recommended to seek legal assistance as soon as possible to navigate the complex legal process involved in establishing and managing a conservatorship, ensuring that the rights and best interests of the conservatee are safeguarded.


Schedule a Free Case Consultation About Conservatorship in California

OC Trial Group has the experience and expertise in handling conservatorships in California. If there arises a need for conservatorships, fill out the contact form or call us at (714) 202-2640 for a free case consultation.


Frequently Asked Questions of Conservatorships

In conservatorship cases, the court typically appoints a family member or trusted individual to serve as the conservator for an incapacitated adult. However, if no suitable family member or friend is available, the court may appoint a professional conservator or public guardian.

The process to establish a conservatorship can be initiated by various parties, including the proposed conservator, the proposed conservatee, the spouse, domestic partner, a relative, or friend of the proposed conservatee, another interested person, or a state or local agency, employee, or an interested public officer.

In California, probate conservatorships and Lanterman-Petris-Short (LPS) conservatorships are two common types of conservatorships.

Probate conservatorships can be divided into two categories:

  1. General Probate Conservatorship: This type is for adults, typically the elderly or those with severe impairments from accidents, who are unable to care for themselves or manage their finances effectively.


  2. Limited Conservatorship: Designed for adults with developmental disabilities, this conservatorship provides support for individuals who require assistance but do not need the same level of care as those in general conservatorships.


LPS conservatorships, on the other hand, are used for individuals with severe mental health illnesses who require specialized care, including restrictive living arrangements and extensive mental health treatment to manage their behavior.

To initiate the conservatorship process, you must complete and file the necessary paperwork with the court, including a petition that outlines details about the proposed conservator, conservatee, relatives, and the reasons justifying the conservatorship. The petition must also address why alternative options are not viable.

Upon filing, the petitioner pays the required fees and schedules a court date. Those with limited income can request a fee waiver. Next, the petitioner arranges for the citation and petition to be personally delivered to the proposed conservatee and a written notice of the court hearing to be mailed to the conservatee’s spouse/domestic partner and close relatives.

A court investigator conducts interviews with the proposed conservatee and others familiar with their condition. The court may assess the conservatee’s estate for investigation costs, except if it would cause financial hardship.

The proposed conservatee must attend the hearing unless excused due to illness. The judge ensures proper notification and may appoint a lawyer to represent the proposed conservatee.

Once the judge reaches a decision, they will grant or deny the conservatorship. If granted, an order appointing the conservator is filed, and Letters of Conservatorship are issued. A surety bond may be required if the conservatee has an estate unless the court freezes their bank accounts.

Upon receiving a conservatorship, the appointed individual must obtain the Handbook for Conservators and can then exercise authorized powers. Additionally, conservators of the person, conservators of the estate, and limited conservators of the estate must participate in court-offered training, report to the court for regular reviews, and meet with the court investigator.