Estate PlanninG
Guardianship & Conservatorships

San Ramon Guardianship Attorney

Acting as the guardian of a minor is one of the most important roles a person ever fulfills. Along with taking on that responsibility, you may be trying to navigate stressful and emotionally-charged family dynamics or to simply make room in your daily life for related new duties. You may not have the time and energy to provide proper notice to all relatives of the minor and dutifully complete and file necessary forms with the county probate clerk.

You should have time to focus on being the guardian, not jumping through numerous hoops to establish official guardianship. Getting help to organize and present your case to the court can ease the path for everyone involved, ensuring more time for healing. Benefits our guardianship clients value about working with us:

  • Complete forms and filings that persuade the probate court
  • Allow for more time to focus on your priorities and those of the minor
  • Anticipate and address potential issues
  • Faster time to resolution

The law allows for a minor to be placed in your custody, to have his or her property placed under your control, or both. You don’t have to use an attorney to seek appointment as the guardian, but if your time is limited and getting the right outcome is critical, a skilled guardianship attorney will help.


Conservatorships are court proceedings that allow a person to assume legal guardianship over an adult – the conservatee – who incapable of caring for themselves. For example, a conservatorship might be the result of an adult having a developmental disability or the onset of a neurocognitive disease such as dementia.

Conservatorship proceedings can be costly and time-consuming, especially if there are objections to the appointment of a particular conservator. If you’re concerned about needing to initiate conservatorship proceedings for a loved one, our estate planning services can help. We’ll make sure that you will be able to avoid costly court intervention and provide for their care.

Types of Conservatorships

There are two types of conservatorships: conservatorship of the person and conservatorship of the estate. A conservatorship of the person is when the conservator manages the personal care of the conservatee, overseeing decisions such as food, housing and medical care. A conservatorship of the estate is when the conservator manages the financial affairs of the conservatee.

A limited conservatorship is for developmentally disabled individuals. In this situation, the conservator does not take complete control of the conservatee's personal and financial needs, but focuses on the areas where the conservatee is unable to function on his/her own. The focus of this conservatorship is to foster the conservatee's self-sufficiency and independence as much as possible.

It’s important to note that if someone is petitioning you to be a conservator, you have the right to oppose the petition. Also, a conservatee may always contest the granting of a conservatorship or object to a proposed conservator.

What’s next? Schedule a free phone consultation to discuss your situation. We will take our time to understand your situation and provide thoughtful advice.

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