What to do when a conservator is not doing their job

Attorney Image By: James Filippi
What to do when a conservator is not doing their job photo

A conservatorship is a court judgment mandated upon an individual when they are found to be unable and incompetent at making sound decisions for themselves. This individual is known as the conservatee.

Because their inability to make rational decisions could impact their lives and those around them, the court appoints another person to take on the role of their “guardian.” This is known as the conservator.

Thus, a conservatorship is a legal relationship between the conservator and the conservatee. But what if the conservator is not doing their job? Get legal help from an estate planning attorney of Filippi Law Firm, P.C., to get help when a conservator is not doing their job as intended.

The Power of the Conservator

Under this setup, the conservator has the power to act on behalf of the conservatee. They will also be presumed to act in the conservatee’s best interests.

Common situations where a conservatorship may be required include cases where an individual falls into a coma or suffers from a degenerative mental disease like Alzheimer’s. It could also simply be that a person is vulnerable and prone to being taken advantage of mentally, physically, or financially.

The conservator’s role primarily manages the conservatee’s daily life and general state of affairs, including their finances. Because it covers practically any aspect of the conservatee’s life, a conservatorship is otherwise known as adult guardianship.

Conservators, therefore, are responsible for managing, preserving, and administering the conservatee’s assets while still under this protective setup. Because of the sensitivity of these matters, it is essential to work with an estate lawyer Rocklin, who is well-versed in estate planning California.
An estate planning attorney California can help the conservator in putting the conservatee’s affairs in order, especially if no planning for estate has been done at all.

How to Handle Failed Conservatorships

A conservatorship may fail or work against the best interests of the conservatee when the conservator cannot do their job well. It could be that they are unable to manage the conservatee’s assets as well as they should, putting it in bad investments or spending it on unnecessary things. It could also be as simple as failing to regularly pay the conservatee’s bills, whether their regular dues or bigger financial obligations like loans.

Unfortunately, this happens a lot more commonly than is preferred. And ultimately, the one suffering the most is the conservatee themselves.

That’s why the concerned party needs to step in and work with an estate attorney Rocklin. With their help, the existing conservatorship can be contested, so the conservatee may either be freed from this legal relationship or be transferred under the care of another, more qualified conservator.

An attorney well-versed in estate planning Rocklin can file the contest before the court. This starts the process of reassessing the necessity of the current conservatorship and if it is, indeed, still working in the best interests of the conservatee.

Seek legal help to correct a failed conservatorship. Get in touch with an estate lawyer Rocklin or an estate planning attorney California from Filippi Law Firm P.C. to get the help you need.

Filippi Law Firm, P.C., provides legal services in estate planning, probate, trust administration, trust litigation, and personal bankruptcy in the greater Sacramento area, with a focus in Rocklin, Roseville, Lincoln, and Granite Bay. Give us a call at (916) 333-7910 or fill out the contact form to get in touch with our office. Consultations are free, and they can be done over the phone, via Zoom, or in person at our office in Rocklin. Prepare for your future and work with the best estate planning attorneys today.

Satisfied Client Stories

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Everyone I dealt with in this office was kind and professional. My attorneys Jim and Tori were exceptionally knowledgeable and helpful to me. Thank you Filippi Law Firm.

Christina E. | Granite Bay, CA
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So very appreciative of all the staff they are all amazing!!!! It took me a few years thinking about getting a trust. Once I met the team I was amazing how much knowledge and comfort they gave me then I was wondered what took me so long you ask? Well I found a 5 star company and employee, trust me I did all your homework and searching for you, don’t wait take the step and move forward, you can call with any questions trust me I had plenty, extremely patient and return calls or emails promptly. I have preferred numberous people to them. They also have male and female attornies. Thank you so kindly to all!

Judith E. | Roseville, CA
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Mr. Filippi and Ms. Votino were prompt and professional. Tori was very respectful of my time which resulted in a quick process and a refund of more than what I expected from my original deposit. The potential plaintiff also received a significant amount less than what they were asking for regarding a real estate transaction. I will definitely use again to update my trust.

Jeri S. | Lincoln, CA
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We used Filippi Law firm for out trust needs. Everyone we worked with was professional, friendly and very thorough. Whether we met in person or virtually we never felt rushed and they took the time to explain everything to us. I would highly recommend them for your trust needs.

Susan L. | Lincoln, CA
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Filippi Law Firm was simply exceptional at revising my trust. It is the second time I’ve revised it and they did it for less than a quarter of what I paid for the first one (and this one was more complicated).
I have no doubt this is my last revision as they were thorough and addressed questions that I had not thought about prior to working with their firm.
I cannot recommend Filippi law firm more highly!
With gratitude,
RT

Renee T. | Loomis, Ca
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I really enjoyed meeting Jim Filippi and his team. Although, we had to hold off on doing our estate planning for now, we will definitely use Filippi Law Firm in the next year or two. Jim impressed me with his presentation, and his character. Jim came across as decent, humble, and honest. These are qualities that are sorely lacking in our society in 2025, much less among lawyers and politicians. I think Jim has carefully built his business or firm over many years and is keen to maintain its excellent reputation, and overall integrity. He is a former policeman and fireman who has not forgotten his working class roots and commitment to public service.

Robert Y. | Roseville, CA

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