BEING A CONSERVATOR
loved one needs help in handling their bills, records or
just can’t live alone any longer. You volunteer to help, but
are you aware of what that entails?
Who can be a conservator?
person being conserved (the conservatee) may nominate any
qualified individual or the Public Guardian may petition to
be a person’s conservator.
does a conservator do? A conservator*:
- Provides each
conservatee with the best and most independent living
environment possible, within the conservatee’s abilities
- Assures that all
personal care, medical care and services needed to
maintain a save and comfortable living environment are
- Locates, manages and
protects all estate assets, applies for income benefits to
which the conservatee may be entitled and pays all debts,
keeping accurate financial records.
- Represents or arranges
representation for the conservatee in all legal matters.
- Files timely accountings
of income and disbursements with the courts and sends a
copy to the conservatee.
What is a Conservatorship? Santa Clara
County Department of Aging & Adult Services.
For more information on being a conservator, handling the
conservatee and keeping financial records, please call the
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