Limited Conservatorship
WHAT IS A LIMITED CONSERVATORSHIP IN CALIFORNIA
A limited conservatorship in California is a legal arrangement designed specifically for adults with developmental disabilities who cannot fully care for themselves or manage their finances. Unlike general conservatorships, limited conservatorships are tailored to provide only the level of assistance necessary while allowing the individual (referred to as the “conservatee”) to maintain as much independence as possible. The developmental disability must have originated before the age of 18 and be expected to continue indefinitely. A limited conservator, often a family member, is appointed by the court to assist with specified areas of the conservatee’s life, such as medical decisions, education, finances, or living arrangements.
The scope of a limited conservatorship is narrower compared to a general conservatorship. The court limits the conservator’s powers to specific areas of need, ensuring that the conservatee retains the ability to make decisions in other areas whenever possible. The goal is to balance protection and independence, encouraging the conservatee to live as autonomously as their abilities allow. Limited conservatorships are often used for individuals with conditions such as autism, cerebral palsy, or intellectual disabilities.
THE LIMITED CONSERVATORSHIP PROCESS IN CALIFORNIA
- Filing a Petition: The process begins when a family member, friend, or interested party files a Petition for Appointment of Probate Conservator with the probate court. This petition outlines the need for a limited conservatorship and specifies which powers the petitioner is seeking. Supporting documentation, such as medical reports and information about the proposed conservatee’s condition, must be included.
- Court Investigation: After the petition is filed, the court appoints an investigator to meet with the proposed conservatee, assess their situation, and determine whether a limited conservatorship is appropriate. The investigator also interviews the petitioner and other relevant parties to evaluate the necessity of the arrangement.
- Court-Appointed Counsel (CAC): To protect the proposed conservatee’s rights, the court will appoint a Court-Appointed Counsel (CAC) to represent them during the proceedings. The CAC’s role is to advocate for the proposed conservatee, ensure their voice is heard, and confirm that the conservatorship is necessary and appropriately tailored. The CAC may investigate the proposed conservatee’s condition, interview relevant parties, and present their findings or objections to the court.
- Notice to Interested Parties: All close family members and interested parties must be notified of the petition. This ensures that everyone involved has the opportunity to voice concerns or objections.
- Hearing: At the court hearing, the judge reviews the petition, the investigator’s report, the input from the Court-Appointed Counsel, and any objections that may have been raised. The judge will determine whether the limited conservatorship is necessary and appropriate, and if so, decide on the specific powers to grant the conservator. These powers may include decisions about housing, education, medical care, finances, or other key areas.
- Appointment of the Conservator: If approved, the court officially appoints the conservator and issues Letters of Conservatorship, which serve as legal proof of the conservator’s authority. The conservator must follow the court’s orders and act in the best interest of the conservatee.
Ongoing Supervision: Once appointed, the conservator must provide regular updates to the court, including reports on the conservatee’s well-being and the management of their affairs. The court may periodically review the limited conservatorship to ensure it remains necessary and appropriately limited.
HOW MUCH DOES A LIMITED CONSERVATORSHIP COST?
The cost of establishing a limited conservatorship in California can be a concern for many families, but we aim to make the process as accessible as possible. We offer a flat-rate fee for our services, ensuring transparency and predictability in costs. Additionally, we understand that every family’s situation is unique, so we are committed to working with families on flexible payment options. When appropriate, we also assist with waiving court fees to further ease the financial burden, allowing you to focus on securing the best care and protection for your loved one.