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Conservatorships

When an adult is unable to manage their own finances or care for themselves due to illness or injury, we prepare all complex filings and petitions for conservatorship proceedings.

What This Service Covers

When an adult cannot manage their own finances or make personal decisions due to dementia, mental illness, or serious injury, a conservatorship may be necessary. We prepare all filings for conservatorship of the person, the estate, or both.

We get the paperwork ready for the court so the process can move forward. Conservatorship filings ask for a lot of detail, and missing a form or a signature just delays things — we make sure court deadlines are met the first time.

Who Needs This Service

  • Family members of an elderly parent with dementia or Alzheimer's
  • Relatives of an adult with a developmental disability turning 18
  • Family of someone who suffered a severe brain injury or stroke

Documents We Prepare

  • Petition for Appointment of Probate Conservator
  • Capacity Declaration — Conservatorship
  • Duties of Conservator
  • Notice of Hearing
  • Inventory and Appraisal
  • Letters of Conservatorship

The Process

1

Consultation

We review the proposed conservatee's condition and needs.

2

Prepare

Petition, capacity declaration, and notices are drafted.

3

File

Your complete packet is organized for filing with the court.

Frequently Asked Questions About Conservatorship Document Preparation

What's the difference between conservatorship of the person and of the estate?

Conservatorship of the person gives you authority over the conservatee's personal care — medical decisions, living arrangements. Conservatorship of the estate gives you authority over finances — paying bills, managing property, filing taxes. You can request one or both.

Are there alternatives to conservatorship?

Yes. If the person has capacity, they can sign a Durable Power of Attorney and an Advance Healthcare Directive, which may avoid the need for conservatorship. However, once someone has lost capacity, conservatorship is often the only option.

What is required to start a conservatorship?

You'll need a petition for conservatorship, a capacity declaration from a medical professional, a notice of hearing, and several additional court forms. We prepare the full packet for filing — saving you the complexity and cost of hiring an attorney to draft these documents.

Seeking Conservatorship for a Loved One?

Contact a By The People office near you for flat-fee conservatorship document preparation. Free, no-obligation quote — response within 24 hours.

We prepare conservatorship petitions, capacity declarations, and all court filings for conservatorship of the person and/or estate.

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