Estate Conservatorship

Estate Conservatorship

Aging, illness, or special needs are all reasons why a conservator should be appointed. The Superior Courts serving the San Diego area normally take this step upon a request by a loved one. The person appointed as conservator of an estate is responsible for handling the financial matters of an individual who is unable to do so for themselves. The role is involved: paying bills, collecting debts, and managing the finances of the individual, fall to the conservator. Regardless of the situation your family is in, there are times when it may be beneficial to have an objective, licensed professional act as conservator of the estate. CB Fiduciary Services works closely with licensed conservators of the person and the client, providing and promoting as much independence as possible.

In some cases, family members may live too far away to help, or there may be disputes among family members, as to whom should serve in this capacity. Options include finding a close family friend or hiring a person who is licensed, insured and capable of handling these types of situations. CB Fiduciary Services can provide your family with that peace of mind. You can feel confident your loved one’s financial matters are being handled ethically and will be carefully monitored, when petitioning the court to act as a conservator of your loved one’s estate.