Conservatorship Legal Information For Attorneys

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Multi-State
Control #:
US-Q1007
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Word; 
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Description

The Conservatorship Questionnaire is a legal form designed to assist attorneys in the process of establishing a conservatorship for individuals who require assistance in managing their personal or financial affairs. This form covers essential information about both the proposed conservator and the conservatee, including personal details, qualifications, and consent. Attorneys can use the form to gather relevant details such as financial status, health conditions, and relationships, which are crucial for court proceedings. The form also includes inquiries to assess potential conflicts, such as any past legal issues involving the proposed conservator, which can affect their eligibility. Legal professionals are encouraged to ensure all sections are thoroughly filled out and to provide supporting documents as needed. This form is particularly useful for attorneys, partners, and paralegals involved in family law or elder law as it simplifies the compilation of necessary information for filing the petition. Clear instructions on how to complete the questionnaire are included, making it accessible even for individuals with limited legal background. By using this questionnaire, legal assistants and attorneys can ensure compliance with court requirements and facilitate a smoother conservatorship process.
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FAQ

As for the cons, conservatorships are time-consuming and expensive. They require filing, attorneys' and investigator fees, as well as regular and ongoing court oversight. Also, court proceedings are public record, which can create privacy issues. Additionally, continued assistance of counsel is required.

A: A conservatorship will not override a durable power of attorney, which is different from a general power of attorney only in that it extends beyond the principal's incapacity. A judge may or may not grant a conservatorship when there is already a power of attorney in place.

The pros are that a conservatorship provides the greatest flexibility in being able to manage the changing needs of the subject person, arranging long term care, housing and being able to contract with providers as needed. As for the cons, conservatorships are time-consuming and expensive.

Costs start at $435. You will also need to pay a fee for an investigation. If the adult who may need a conservatorship can't afford the fees, you can apply for a fee waiver. It takes at least 1 month to get a court date to become a conservator.

To begin the process of seeking a conservatorship, a petition must be drafted. The petition is usually prepared by the proposed conservator, but also may be prepared by: The proposed conservatee (if they have the requisite capacity) A spouse, domestic partner, relative, or friend of the proposed conservatee.

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Conservatorship Legal Information For Attorneys