About Conservatorship Document Preparation
A conservatorship proceeding asks a court to appoint someone to manage personal care, finances or both for an adult. The filing can involve extensive personal, medical, financial, notice and investigation documents.
A document preparer cannot determine whether a conservatorship is appropriate, which powers should be requested or who should serve. Customers who need guidance about alternatives, duties or contested issues should consult an attorney.
California availability: This page concerns self-help document preparation for California matters. Services, procedures and pricing vary by independently owned office.
Documents and information commonly requested
The exact package depends on the customer’s selected service, instructions and local requirements. Common items may include:
- Conservatorship petition
- Confidential supplemental forms
- Proposed conservator information
- Notice and citation documents
- Duties and acknowledgment forms
- Proposed orders and letters
How document preparation works
Bring all available information about the proposed conservatee, relatives, assets, care needs and prior estate documents. The office prepares only the forms selected and directed by the customer.
You remain responsible for reviewing the completed documents, confirming that your information and directions were entered correctly, signing where required and meeting applicable deadlines. Ask the local office which clerical filing, recording, publication, notary or service options it offers.
Common questions
What does conservatorship document preparation include?
Where offered, preparation may include the petition, confidential supplements, notices, duty forms, proposed orders and appointment documents.
Is conservatorship document preparation available at every California By The People office?
No. Service availability, process, timing and pricing vary among independently owned California offices. Contact the office that would prepare your documents.
Can a By The People office tell me what choices to make?
No. The customer must select the service and provide the decisions and information used to prepare the documents. Offices do not provide legal advice or representation.
Are filing, recording, publication or service fees included?
Third-party charges are separate unless the local office specifically states otherwise in its written quote.