Conservator of the Estate

Court–monitored, financial oversight.

When you, or a loved one, are no longer able to make financial decisions, the court may appoint a Conservator of the Estate to act on your behalf. As Conservator, we manage and oversee every aspect of your financial estate, or the financial estate of a family member, under court supervision including the management of bank accounts, paying bills, and paying for other expenses as needed by our client.  

As Conservator, it’s our job to always keep our clients’ interests in mind. As we manage client money and property, we seek to include clients in decisions whenever possible. And, as agents of the court, we are required to report to the court regularly and be ready to answer any questions creating additional peace of mind for our clients and their loved ones.

Conservator of the Estate services are available exclusively in California and Colorado.

We understand your needs:

Best Interest of the Client

Because we are managing our client’s money and property, we must make decisions that are best for him or her, as well as any dependents the client has. This means we ignore the interest and needs of other people.

Managing Money and Property

We must manage our client’s money and property carefully. We may pay bills, oversee bank accounts, and pay for things our clients need. This may also include, making investments, paying taxes, collecting rent or unpaid debts.

Record Keeping and Court Reporting

As Conservator, we are required to keep true and complete records of our client’s money and property. This includes keeping track of every transaction, receipt, and keep notes.

You may also be interested in:

Care Management
and Planning

We design and develop personalized care plans for you or your family members, including the planning, coordinating, and supervision of care services and financial responsibilities. Plan options include wellness checks, oversight of caregivers and social workers, public benefits enrollment, household budgeting and bill pay. 

Medical Power of Attorney

We ensure your health care wishes, or the health care wishes of a family member, are communicated if either of you becomes incapacitated during a medical crisis. 

End-of-life care including funeral and burial assistance available. 

Personal Estate Representative

Estate Administration

Upon your passing, we guarantee your last wishes are carried out, according to your Last Will and Testament.

Care Management
and Planning

We design and develop personalized care plans for you or your family members, including the planning, coordinating, and supervision of care services and financial responsibilities. Plan options include wellness checks, oversight of caregivers and social workers, public benefits enrollment, household budgeting and bill pay. 

Medical Power of Attorney

We ensure your health care wishes, or the health care wishes of a family member, are communicated if either of you becomes incapacitated during a medical crisis. 

End-of-life care including funeral and burial assistance available. 

Personal Estate
Representative

Upon your passing, we guarantee your last wishes are carried out, according to your Last Will and Testament.

SCHEDULE A FREE 90-MIN CONSULTATION TODAY!

Learn more about our services and receive updates from The Good Shepherd Fund.