Get Conservatorship Questionnaire 2020-2026

Filling out the Conservatorship Questionnaire is an essential step in establishing conservatorship for a person or estate. This guide will provide you with clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to fill out the Conservatorship Questionnaire online:

1. Press the ‘Get Form’ button to access the Conservatorship Questionnaire. This will allow you to open and fill out the form in your preferred online editor.
2. Begin by entering the date at the top of the form, followed by filling in the name of the conservator. Indicate whether the conservatorship is for the person, the estate, or both, and provide the date letters of conservatorship were issued if applicable.
3. Complete the proposed conservator(s) section by providing their full name, home address, telephone number, date of birth, driver's license number, work address, email address, social security number, and expiration date.
4. Indicate the relationship between the proposed conservator and the conservatee, and detail qualifications to act as conservator.
5. Answer the questions regarding the proposed conservatee's consent, bankruptcy filings, conviction records, restraining orders, and any requirement to register as a sex offender.
6. Provide the name and details of the conservatee, including their home and work addresses, date of birth, and social security number. Note their marital status and any health problems.
7. If applicable, indicate if the proposed conservatee is developmentally disabled and provide contact information for the local regional center.
8. List any relatives of the conservatee, including their names, addresses, and their relationship to the conservatee.
9. If requesting conservatorship of the estate, complete the financial advisor section by providing the advisor's type of service, name, address, and contact information.
10. Fill out sections regarding the conservatee's employment, education, health services over the past year, and any special circumstances that may require a temporary conservator.
11. Complete the financial status section by detailing assets, liabilities, and the proposed conservatee's monthly income and expenses.
12. Indicate any claims by others, existing contracts involving the proposed conservatee, and whether they have made a will.
13. Attach any necessary supporting documents, such as individualized education programs, evaluations recommending conservatorship, and other relevant paperwork.
14. Once all fields are completed, review the information for accuracy. You can then save your changes, download a copy, print the form, or share it as needed.

Take the next step by completing the Conservatorship Questionnaire online to ensure the care and management of your loved one’s affairs.