Month: March 2023

I often get calls related to notices of probate proceedings or a notice from a Trustee about being a beneficiary in a Trust.  Of course, the sadness and emotional experience of processing a loved one’s death is difficult, but at the same time, a feeling of...

As I mentioned in my last post, a common asset in a conservatorship of the estate is a retirement account that a conservator of the estate must marshal and manage. The conservator of the estate has the authority to continue the retirement, profit-sharing, and employee...

Once a conservator of the estate is appointed and Letters of Conservatorship have been issued, the conservator must marshal the conservatee’s assets.  This means that the conservator of the estate needs to determine what assets the conservatee owns, they need to make...

This post discusses only a general probate conservatorship of the person and does not discuss an LPS conservator’s, a limited conservator’s, or a temporary conservator’s authority to make medical decisions for a conservatee. Generally, a conservatee is presumed to...