Getting Started with Guardianship & Conservatorship

If you think you may need to obtain a guardianship and/or conservatorship for another individual, our first meeting will include a review of the situation, including a discussion about the individual’s medical history, current living arrangements and reasons you believe a guardianship and/or conservatorship is needed. Information that is required includes contact information for the individual’s physician, his or her family members, and others who may have knowledge of the circumstances, such as social workers or friends. We will also need to know about assets that the person owns, what his or her sources of income are, as well as if he or she has any powers of attorney in place or is a beneficiary of any trust. We also need to know if he or she receives any public assistance benefits, or is a veteran of the US Military.

At our initial meeting, we will explain the guardianship and conservatorship process including the filing of court pleadings and the court proceedings. We know that this can be a very stressful time and we do our best to keep clients advised of what they may be able to expect.