As part of The Probate Pro’s legal services, we can help those who are of or are in need of a conservator. If you know what a guardianship and guardian are all about, a conservatorship and conservator are relatively similar. Whereas a guardian will make important life decisions based on the best interest of an individual, a conservator will make important financial decisions based on the best interest of an individual. Point being, the conservator will take care of anything related to money. Much like a guardianship though, there’s a process in conservatorship. Darren Findling explains five steps you will need to take in order to become a conservator.

As Darren explained, there are several steps in order to become a conservator. With a physician’s note indicating the need of court protection because the individual is unable to manage their finances, you’ll have evidence that supports the need for a conservatorship. When filing a petition in court, be sure to remember to file where the individual is domiciled. As required by law, you’re required to serve notice to all interested parties. Always be sure to communicate with the Guardian ad Litem. A Guardian ad Litem are what can be best described as the eyes and ears of the court. The Guardian ad Litem acts in the best interest of the individual(s) who is the subject of the conservatorship. Think of them as an impartial, objective witness to what goes on. Providing them with as much information as possible for the probate report is recommended. Of course, the most important thing to know is that you need to be present at court.

All of this is easier said than done though. It can get confusing when applying for something as a conservatorship, but do not be discouraged by this. As mentioned, The Probate Pro provides conservatorship services and we are glad to answer any questions you have and assist you along the way in this process. Give us a call at (877)-YOUR-FIRM and we’ll be glad to help you.