CA Paralegal Services is dedicated to meeting your needs with a focus on Conservatorship.


Probate is the legal process of administering and distributing the assets and debts of a deceased person, often based on their will or, if there is no will, California’s intestate succession laws. This process ensures that the deceased person’s financial affairs are properly resolved, and their assets are transferred to the intended beneficiaries.
CA Paralegal Services Family Law
CA Paralegal Services Conservatorship

Understanding Probate Conservatorship in California: A Comprehensive Guide

Conservatorship is never where you want to find ourselves with our loved ones. But, when we do, there’s a help that can soften the blow and not cost us everything. Probate conservatorship in California is a legal process that allows a court-appointed individual (the conservator) to manage the affairs of another person (the conservatee) who is unable to make decisions for themselves due to incapacity or impairment. Here’s how we can help.

CA Paralegal Services

Probate Process

Filing a petition

The first step in the probate process is to file a petition with the court in the county where the deceased person lived. This petition requests that the court open probate proceedings and appoint an executor or administrator.

Notice to heirs and creditors

Once the petition is filed, the court will issue a notice to all heirs and creditors of the deceased person, informing them of the probate proceedings.

Inventory and appraisal of assets

The executor or administrator must identify and inventory all of the deceased person’s assets, including real estate, bank accounts, investments, personal property, and other assets. 

Payment of debts and taxes

The executor or administrator must use the assets of the estate to pay off any outstanding debts and taxes owed by the deceased person.

Distribution of assets

Once all debts and taxes have been paid, the remaining assets are distributed to the heirs according to the terms of the will or California law if there is no will.

Closing the estate

After all of the assets have been distributed, the executor or administrator must file a final accounting with the court and request that the estate be closed.

Filing for Probate Conservatorship: A Step-by-Step Process

The process begins with filing a petition for conservatorship in the appropriate court. This petition can be filed by a family member, friend, or other interested party.After filing the petition, notice of the conservatorship proceedings must be given to the conservatee, as well as close relatives and other individuals who may have an interest in the matter.

CA Paralegal Services Services

Notifying Relevant Parties:

The Importance of Proper Notice in Conservatorship Proceedings

The court may (usually) appoint an investigator to evaluate the conservatorship petition and report back to the court. This investigation typically includes assessing the conservatee’s capacity and determining whether a conservatorship is necessary.

The court will schedule a hearing to review the petition and any objections that have been filed. During the hearing, evidence will be presented, and the judge will decide whether to grant the conservatorship.  If the court approves the conservatorship, letters of conservatorship will issue, officially appointing the conservator to act on behalf of the conservatee.

Conservatorship of the Estate

Once letters are issued the conservator is required to prepare an inventory and appraisal of the conservatee’s assets, which must be filed with the court within 90 days of their appointment, we will handle all of this. The conservator is responsible for providing regular reports to the court detailing their actions and expenditures on behalf of the conservatee. These reports typically include information about the conservatee’s financial status and well-being. Sounds confusing… we take care of it. The court will conduct an annual review of the conservatorship to ensure that the conservator is acting in the best interests of the conservatee and that the conservatee’s needs are being met.

The conservatorship will continue until the conservatee either regains capacity or passes away. In some cases, the conservatorship may be terminated early if the conservatee’s condition improves sufficiently.  Once the conservatorship comes to an end, the conservator is required to file a final accounting with the court detailing all financial transactions during the conservatorship. Upon approval of the final accounting, the conservator will be discharged from their duties.


It’s important to note that the process of probate conservatorship can be complex and may vary depending on the specific circumstances of the case. You don’t want to deal with this alone. We are here to help ever step. 


Contact CA Paralegal Services today for probate process

Navigating the intricacies of California conservatorship can be a complex venture. Rest assured that with CA Paralegal Services at your side, you can expect meticulous assistance through every phase of your legal process. Our commitment to exceptional service ensures that the conservatorship is executed with precision and sensitivity to your unique circumstances. Let us help ease the burden during these challenging times. Contact CA Paralegal Services today, where your conservatorship is our utmost priority.

CA Paralegal Services Probate
Verified by MonsterInsights