California Conservatorship Questionnaire

State:
Multi-State
Control #:
US-Q1007
Format:
Word; 
Rich Text
Instant download

Description

This form addresses important considerations that may effect the legal rights and obligations of the parties in a conservatorship matter. This questionnaire enables those seeking legal help to effectively identify and prepare their issues and problems. Thorough advance preparation enhances the attorney’s case evaluation and can significantly reduce costs associated with case preparation.



This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorney-client relationship with a new client. This form helps ensure thorough case preparation and effective evaluation of a new client’s needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.


California Conservatorship Questionnaire is a comprehensive document designed to gather important information that aids in the establishment and management of conservatorships in the state of California. Conservatorship is a legal process where an individual or organization (the conservator) is appointed by the court to manage the personal affairs and/or financial matters of another person (the conservative) who is unable to do so themselves due to physical or mental incapacity. The California Conservatorship Questionnaire serves as a crucial tool that helps attorneys, guardians, and conservators in understanding the unique needs and circumstances of the conservative. This questionnaire covers a wide range of detailed information required to assess the conservative's abilities, assets, medical history, and specific care requirements. Keywords: California Conservatorship Questionnaire, conservatorship, legal process, manage personal affairs, financial matters, physical incapacity, mental incapacity, attorneys, guardians, conservators, conservative, abilities, assets, medical history, care requirements. Different types of California Conservatorship Questionnaires that may exist, depending on the specific purpose and scope, include: 1. General Conservatorship Questionnaire: Used for gathering overall information about the conservative, their assets, and their health condition. 2. Limited Conservatorship Questionnaire: Primarily aimed at individuals with developmental disabilities who require assistance with certain areas of their lives while maintaining independence in others. 3. Conservatorship of the Estate Questionnaire: Focuses specifically on the financial aspects of the conservative, their assets, debts, income, and potential sources of financial support. 4. Conservatorship of the Person Questionnaire: Concentrates on the daily care, living arrangements, medical history, treatment preferences, and any special needs of the conservative. 5. Temporary Conservatorship Questionnaire: Aimed at providing a temporary solution for urgent situations where immediate intervention is required to protect the conservative's well-being. Keywords: General Conservatorship Questionnaire, Limited Conservatorship Questionnaire, Conservatorship of the Estate Questionnaire, Conservatorship of the Person Questionnaire, Temporary Conservatorship Questionnaire. These various types of questionnaires are designed to cater to the specific circumstances and requirements of different conservatorship categories, ensuring a thorough assessment and appropriate management of the conservative's affairs.

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FAQ

What Is The Legal Criteria For A Probate Conservatorship: Established for a person who is unable to meet their needs for physical health, food, clothing or shelter or for persons ?substantially unable to manage their financial resources ?or resist fraud or undue influence. The person must also be a LA county resident.

The paperwork and the court appearances required to put things in order can be overwhelming. In order to get a hearing, one must typically wait 60 days. In emergency situations, you can get a hearing in as little as 5 court days. This is called a temporary conservatorship.

?Conservatorships are only granted by the court for adults with a mental disorder as listed in the ?Diagnostic and Statistical Manual of Mental Disorders (DSM IV) and who are gravely disabled. ?Conservatorships are granted for people with: ?Schizophrenia. ????Bi-Polar disorder (manic depression)

What Is The Legal Criteria For A Probate Conservatorship: Established for a person who is unable to meet their needs for physical health, food, clothing or shelter or for persons ?substantially unable to manage their financial resources ?or resist fraud or undue influence. The person must also be a LA county resident.

Immediately after filing: [ ] All Conservatorships: Give Notice to 2nd degree Relatives (at least 15 days before hearing) and file Proof of Service. [ ] Give Notice to Veterans Administration if VA applies to proposed conservatee (at least 15 days before hearing) and file Proof of Service.

How much does conservatorship cost? The basic filing fee to file temporary letters of conservatorship California is $60 if you don't obtain legal representation. Lawyers usually charge a flat fee for each service they provide, which can reach $1,000 for a Standard conservatorship of person or estate with one filer.

A limited conservator may have up to 7 powers: Fix the conservatee's residence or specific dwelling. Access the conservatee's confidential records and papers. Consent or withhold consent to the conservatee to marry. Exercise the conservatee's right to enter into a contract.

In order to become a conservator in California, you must file a Petition with the court and nominate yourself to the position. Alternatively, another interested party may nominate you to be conservator. Once the Petition is filed, the court may set a hearing on the matter.

Interesting Questions

More info

Are you seeking to place Conservatee in a secured facility? Y N. If Y, give name and address of facility: Does conservatee need/would benefit from dementia ... Is the proposed conservatee a patient in or on leave of absence from a California State Facility? ... Why do you need a conservatorship (give details on daily ...... fill out a Petition for Appointment of Probate Conservator of the Person (Limited Conservatorship) for California limited conservatorships. This ... CONSERVATORSHIP QUESTIONNAIRE. Please complete this form and return to the address listed above. For optimum accuracy, please type or print clearly. GENERAL ... Please fill in the information for each person who will take care of the ... If there are any items in this questionnaire that you do not understand, I will go ... Instructions to Petitioner(s) / Proposed Conservator(s):. This questionnaire MUST be completed and failure to turn it in may result in delays. To obtain temporary (emergency) conservatorship, complete the following conservatorship forms which follow the PINK cover page: #. NAME OF FORM. FORM NO. 1. If you are asking for conservatorship of the person AND the estate, you must have a physician or licensed psychologist fill out a Capacity Declaration - ... ... Is proposed conservatee a patient in or on leave of absence from a California state institution? If so, give name and address of facility ... Step 1 - Gather the information you will need to fill out your forms · Step 2 - Fill out your forms · Step 3 - File your forms · Step 4 - Get a hearing date and ...

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California Conservatorship Questionnaire