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Whether through illness, injury, or other means, anyone can require a conservator to become appointed if they become mentally incapacitated. In such cases, if there is no estate planning in place (or insufficient planning) to keep family or other loved one’s out of court, a conservatorship, or conservatorship as it is sometimes called, must be established via a court process in the county probate court.

Obtaining conservatorship can be an extraordinarily challenging and expensive process. It begins with filing a petition in court for conservatorship and requesting the court declare the incapacitated person incompetent. In some cases, these types of filings are made “ex parte”, or in secret, and a conservatorship can be established before family or close friends even know what’s happening. In other cases, such a filing can result in a heated dispute between family members and/or friends, who may claim they’d be better suited for the role. Given this, things can get quite costly very quickly.

Of course, this assumes these matters haven’t already been decided through proper and up-to-date estate planning, including a valid durable power of attorney and advance health care directives, which are the best methods for ensuring this massive responsibility is handled as effectively as possible. Sadly, most people don’t think of the costly possibility of incapacity and therefore leave their families at risk.

If you do have a loved one who needs a conservator, here are some of the things you’ll need to know:

Who can be appointed as conservator?

Unless specified in a valid legal document, any family member or other interested person can petition for conservatorship—even a close friend can do it if they prove they’re best suited for the position. That said, most courts give preference to the ward’s spouse or other close family members. In some cases, the conservator is required to post a bond, which typically requires good credit and some level of deposit to be held in the event of the conservator’s wrongdoing. This bond requirement often disqualifies friends and family, who either don’t have good credit or the resources to post a bond.

If a relative or friend is not willing—or capable—of serving, the court will appoint a professional conservator or public conservator. This is one of the ways that an estate can be drained extremely quickly. If you want to hear more about how this can happen, read this terrifying article about the way public and professional conservators are stealing from our elders.

When are conservators appointed?

A conservator will only be appointed if a court determines there is enough evidence to show a person is mentally incapacitated, such that they can no longer make legal, financial, and/or health-care decisions.

What are a conservator’s responsibilities?

Depending on the extent of the ward’s mental capacity, a court-appointed conservator can be given near complete control over a person’s life and finances. Some of the most common duties include:

  • Paying the ward’s bills
  • Determining where they live
  • Monitoring their residence and living conditions
    Providing consent for medical treatments
  • Deciding how their finances are handled, including how their assets are invested and if any assets should be liquidated
  • Managing real estate and other tangible personal property
  • Keeping detailed records of all their expenditures and other financial transactions
  • Making end-of-life and other palliative-care decisions
  • Reporting to the court about the ward’s status at least annually

The extent of duties the conservator is responsible for is up to the court, and the conservator will not be allowed to act in areas the court has not authorized. Moreover, conservators are required to seek the ward’s preferences whenever possible—though ultimately, the decision about what action to take will be in the conservator’s hands.

The court can also divide out responsibilities to multiple parties. For example, one person may oversee the financial decisions, while another handles living arrangements and health-care decisions. What’s more, the court often requires detailed status reports, such as financial accounting, at regular intervals or whenever important decisions are made, such as the sale of assets.

Are conservators compensated?

Yes, conservators are entitled to reasonable compensation for their services based on the ward’s financial ability to pay. The appointed conservator is paid directly from the ward’s estate. In most cases, the compensation must be approved by the court ahead of time, and the conservator must carefully account for all of their services, the time spent on tasks on behalf of the ward, and any associated out-of-pocket expenses.

Given the huge level of responsibility and loss of control that comes with conservatorship, the best course of action would be to get proper and updated estate planning in place ahead of time to ensure that if you or anyone you love becomes incapacitated, you can stay out of the court process altogether if possible.

Contact us as your neighborhood Personal Family Lawyer® to schedule a Vision Meeting—first for yourself—and then for the people you love before something happens to make it too late to plan. If it’s already too late and you’re reading this article because you need assistance petitioning a court for conservatorship, contact us now to mitigate the risks, hassles, and expense.

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