https://selfhelp.courts.ca.gov/conservatorships
A conservatorship is when a judge appoints another person to act or make decisions for the person who needs help. The person the judge appoints is called the conservator. The person who needs the help is the conservatee. A judge can only appoint a conservator if other less restrictive options won't work.
A conservatorship must be the least restrictive type of assistance needed to help a person with a developmental disability lead a life of their choice. That requirement continues even after a conservator is appointed.
Because people need different levels and types of help there are different types of conservatorships.
General conservatorship: A conservatorship where the conservator has all powers and responsibilities, except ones found unnecessary
Limited conservatorship: A conservatorship where the conservator’s powers are strictly limited to up to 7 specific powers based on the needs of the conservatee
With either type of conservatorship, the conservator may handle just the care of the person or may also manage the person's finances.
If they're responsible for a person's care and protection, it's called a conservatorship of the person.
If they handle finances, it's called conservatorship of the estate.
If someone needs a conservatorship of the person and the estate, a judge could appoint one person to be in charge of both or they could have different people.
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
Give or withhold medical consent on behalf of the conservatee
Exercise or limit the conservatee's right to control social and sexual contacts and relationships
Make decisions about the conservatee's education
In a limited conservatorship, the judge first decides if a person with a developmental disability needs a conservatorship. If the judge decides they do, the judge must consider one by one whether the person needs help in each of the seven areas of life covered by the seven powers. The judge may grant the limited conservator only the powers that are requested and that the court determines necessary.
GC-310 - Petition for Appointment of Probate Conservator
GC-020 - Notice of Hearing-Guardianship or Conservatorship
GC-020 (MA) - Attachment to Notice of Hearing Proof of Service by Mail
GC-079 - Pre-Move Notice of Proposed Change of Personal Residence
GC-312 - Confidential Supplemental Information (Probate Conservatorship)
GC-320 - Citation for Conservatorship and Proof of Service
GC-348 - Duties of Conservator and Acknowledgment of Receipt of Handbook
GC-314 - Confidential Conservator Screening Form (Probate Conservatorship)
GC-340 - Order Appointing Probate Conservator
GC-350 - Letters of Conservatorship
GC-335 - Capacity Declaration-Conservatorship
GC-335A - Dementia Attachment to Capacity Declaration - Conservatorship
MC-025 - ATTACHMENT to Judicial Council Form