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AdultsA Conservatorship may be necessary when an individual is unable to manage his/her property and affairs effectively due to: age, physical illness or disability, mental illness or incompetence, chronic use of drugs, chronic intoxication, confinement, detention by a foreign power and disappearance; and the individual has property which will be wasted or dissipated unless property management is provided; or money is needed for support, care and welfare of the individual or those entitled to be supported by the individual; and protection is necessary or desirable to obtain or provide money.
A Protective Order is designed to be used when protection is needed in a particular transaction or situation, involving a single court appearance, and is sought when a conservatorship is not necessary.
Please refer to form PC667, WHAT YOU NEED TO KNOW BEFORE FILING A PETITION TO APPOINT A CONSERVATOR.
When completing the Petition for Appointment of Conservator and/or Protective Order please refer to our instructions "Conservator of an Adult Instructions".
Available resources at our office are the Handbook for Conservators and a Conservatorship/Guardianship Video. Also available online is our "Conservatorship Handbook".
Conservator Guidelines for Recordkeeping
Account of Fiduciary Example