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A general conservatorship (sometimes called a probate conservatorship) is established when an adult can no longer manage personal, financial, or medical decisions on their own. The Santa Clara County Superior Court appoints a responsible adult (the conservator) to act on behalf of the conservatee.
Conservatorship for an elderly parent with dementia or Alzheimer’s
Conservatorship for disabled adults who cannot manage daily care
Conservatorship for mentally ill adults in need of protection
Conservatorship as an alternative to fraud or exploitation risks
When no valid power of attorney is in place
Need Emergency temporary conservatorship? —> Temporary Conservatorship
To begin, you must file the following documents in Santa Clara County Probate Court:
Signed voluntarily by the adult while they still have decision-making capacity
Grants authority to an agent for financial or healthcare decisions
Can be revoked at any time if the adult remains competent
Ordered by the court when the adult no longer has legal capacity
Appoints a conservator with ongoing court supervision
Cannot be revoked by the conservatee once approved
Key Point: If a valid power of attorney exists, conservatorship may not be necessary. But when an adult is already incapacitated, the court requires conservatorship instead.
We help clients with general conservatorships throughout:
San Jose • Santa Clara • Sunnyvale • Cupertino • Milpitas • Mountain View • Los Gatos • Morgan Hill • Gilroy
Conservatorship is a legal arrangement where a responsible person is appointed to manage the personal and financial affairs of someone unable to do so.
Establishing conservatorship involves filing a petition in court, attending hearings, and demonstrating the need for oversight.
A conservator manages finances, healthcare decisions, and personal care for the conservatee, always acting in their best interest.
Yes, conservatorship can be challenged by interested parties if there are concerns about the conservator’s suitability.
Our legal team provides legal filing, document preparation, for self represented client.
TrustPoint Disability & Legal Services
Registration: LDA268
Expiration: 03/17/2027
Process serving provided by partner Fingerscan Digital Inc (Reg. PS1904)
