As conservator, you have the right to hire professionals such as lawyers, accountants and investment advisors to help you with your tasks. This handbook focuses on conservatorships for adults under the Probate Code. If an adult suffers from a developmental disability, somewhat different provisions of the Mental Health Code apply. The web page includes reference to certain court forms used in conservatorship proceedings bottom left-hand corner. Not every form is used in every case.
Blank forms are available from the probate court office.
Top of Page 1. A conservator is a person or bank appointed by a probate court after a court hearing, and given power and responsibility to handle some or all of another individual's assets and financial affairs. Once appointed, a conservator takes title to the individual's assets subject to the conservatorship and manages them for the benefit of the individual. An individual's assets include income, stocks, bonds, bank accounts, certificates of deposit, real estate, and all other possessions. An individual's assets together are known as his or her estate .