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Conservators
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Burrey Law Group Represents Conservators

Serving as a conservator means stepping into a role of deep responsibility. You’re not just managing someone’s assets or healthcare. Rather, you act as their legal guardian, often in emotionally complex and high-stakes circumstances.

At Burrey Law Group, we support conservators in fulfilling their duties with care, clarity, and legal confidence. Whether you’ve been formally appointed or are navigating contested conservatorship proceedings, we’re here to help you protect the person in your care—and yourself.

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Legal Support for Complex Roles

Becoming a conservator is a significant legal undertaking with strict rules and serious responsibilities. At Burrey Law Group, we understand the complexities involved, having successfully guided clients through the full spectrum of conservatorship matters – from straightforward, uncontested appointments to highly contested disputes and even high-profile cases demanding exceptional skill and discretion. It’s not just a title—it’s a legal role with significant oversight and real consequences for mistakes. We provide the clear, careful, and personalized support needed to help you navigate every requirement and fulfill your duties confidently.

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The Two Main Types of Conservatorships in California

Conservatorship of the Person – The conservator is responsible for the individual’s daily well-being, including medical care, living arrangements, personal safety, and access to appropriate services and support.

Conservatorship of the Estate – The conservator oversees the conservatee’s financial matters, such as managing assets, paying bills, handling investments, and ensuring property is protected and used appropriately.

Conservatorship Roles

In many cases, one person may serve in both roles—or the responsibilities may be split between family members, professional fiduciaries, or court-appointed individuals.
No matter the structure, all conservators must:

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Report regularly to the court
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Maintain meticulous financial records
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Seek approval for major decisions or expenses
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Act solely in the best interest of the conservatee
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Avoid conflicts of interest or personal gain
We help conservators understand exactly what’s expected of them, prepare the proper filings, and avoid the legal and financial pitfalls that can arise, even when intentions are good. Whether you're a first-time conservator or a seasoned fiduciary, we’re here to make the process less intimidating and more manageable.
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Common Legal Challenges for Conservators

It’s not uncommon for conservators to encounter friction or disputes, even when acting in good faith. We help clients navigate:

  • Family objections or contested appointments
  • Questions about capacity or undue influence
  • Allegations of financial mismanagement or neglect
  • Difficult decisions around medical care or long-term housing
  • Court filings, annual accountings, and compliance issues

Whether you’re seeking court approval, facing pushback from relatives, or simply trying to do the right thing under challenging circumstances, we’re here to guide you.

Illustrative Example

We recently represented a client who sought to become conservator for his brother, who was suffering from a traumatic brain injury and showing signs of significant cognitive decline. Despite his genuine concern, his brother contested the appointment and accused him of overstepping.

We understood the delicate nature of this family matter. Our team guided our client through the entire petition process, meticulously helping him gather comprehensive evidence of his brother’s condition. Through our diligent efforts, we were able to present a clear and compelling case to the court, ensuring the conservatorship was approved. This allowed our client to provide the necessary care and protection his brother needed.

Navigating conservatorship can be complex and emotionally taxing. If you’re considering conservatorship for a loved one, or if you’re facing a contested appointment, we can help ensure the process is handled with care and efficiency.

Note: This scenario is fictional and provided for illustrative purposes only.

In California, a conservator manages the affairs of an adult, while a guardian is appointed for a minor. We assist conservators with both person and estate matters.

Yes—many actions, such as selling property or making large investments, require court authorization. We help ensure you’re in full compliance before moving forward.

Absolutely. Family members may challenge a proposed conservatorship or petition to replace an existing conservator. We represent both sides in contested proceedings.

Conservators are required to file reports, accountings, and periodic updates with the court. We provide ongoing legal counsel to ensure you’re meeting every requirement.

Frequently Asked Questions

Some of your burning questions have been answered.

Get in touch Compassionate Support for a Serious Responsibility

Conservatorship is never easy, but with the right legal team, it can be done well. Whether you need help navigating a new appointment or defending your actions as a conservator, Burrey Law Group is here to guide you with compassion, clarity, and care.

Reach out today for support and legal advocacy you can trust.

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