No one likes to think of themselves becoming so ill, disabled, or incapacitated that they are incapable of managing their own financial affairs.  What could be worse?  How about this scenario:  becoming incapacitated and having a California Probate Court appoint a stranger to manage your affairs.  It’s called a Conservatorship, and it can–and does–happen.

A judge may legally appoint a Conservator to manage the affairs of another adult, called the Conservatee.  This situation can occur if there is strong evidence that the Conservatee is incapable of providing for their own needs and/or that they cannot manage their financial affairs.  There can be a Conservator of the Person, a Conservator of the Estate, or a Conservator who is responsible for managing both.

To head off this type of situation, it is best for you to have a complete and up-to-date estate plan in which your assets are protected, and your wishes and advance directives have been explicitly established with powers of attorney and other legal instruments.  I can assist you with this, along with any other estate issues you may anticipate facing in the future, or are dealing with now.

It really is a wise decision to plan for the unthinkable.  If you are ready to move forward, simply contact us at 818.956.9200.

Glendale Location

616 E. Glenoaks Boulevard, Suite 203

Glendale, CA 91207

Sherman Oaks Location

15303 Ventura Boulevard, Suite 900

Sherman Oaks, CA 91403