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Understanding Conservatorships Checklist

Navigating the complexities of conservatorships can be daunting, especially for those unfamiliar with legal terminology and procedures. At McBrien Armistead Law Group, we aim to provide clarity and guidance to our clients in Lebanon, TN, and Wilson County, TN, regarding this important aspect of legal guardianship.

What is a Conservatorship?

A conservatorship is a legal arrangement in which a court appoints an individual or organization, known as a conservator, to manage the financial and/or personal affairs of someone who is unable to do so themselves due to physical or mental limitations. The person under conservatorship is referred to as the conservatoratee.

Understanding the Meaning of Conservatorship

The primary goal of a conservatorship is to ensure the well-being and protection of the conservatee, who may be an elderly individual, a person with disabilities, or someone incapacitated due to illness or injury. The conservator has a fiduciary duty to act in the conservatee’s best interest, handling their finances, healthcare, and daily living arrangements.

Types of Conservatorships

There are various types of conservatorship, each tailored to specific needs:

General Conservatorship: Typically established for adults who cannot manage their own affairs due to age or disability.
Limited Conservatorship: Designed for adults with developmental disabilities who need assistance but can still perform some tasks independently.
Temporary Conservatorship: Created in emergencies where immediate action is required to protect the conservatee.
LPS Conservatorship: Named after the Lanterman-Petris-Short Act, this is for individuals with severe mental health disorders requiring special care.

Who Qualifies for a Conservatorship?

To qualify for a conservatorship, the proposed conservatee must be unable to manage their personal and financial affairs due to mental or physical impairments. The court will require evidence, such as medical documentation, to establish the need for a conservatorship.

The Process of Obtaining a Conservatorship

Obtaining a conservatorship in Lebanon, TN, or Wilson County, TN involves several steps:

  • Filing a Petition: The process begins with petitioning the local probate court. This petition should include detailed information about the proposed conservatee and the reasons for the conservatorship.
  • Court Investigation: A court investigator will interview the proposed conservatee and gather information from family members, doctors, and others who can provide insight into the individual’s condition.
  • Court Hearing: During the hearing, the judge will review the evidence presented and determine if a conservatorship is necessary. If approved, the judge will appoint a suitable conservator.
  • Conservator Duties: Once appointed, the conservator is responsible for managing the conservatee’s affairs, including financial management, healthcare decisions, and daily living arrangements. Regular reports to the court are required to ensure the conservatee’s well-being.

The time frame for obtaining a conservatorship can vary depending on the complexity of the case and the court’s schedule. However, the process, including filing, investigation, and court hearing, typically takes several weeks to a few months.

Conclusion

At McBrien Armistead Law Group, we understand the emotional and legal challenges of establishing a conservatorship. Our experienced team in Lebanon, TN, and Wilson County, TN, is here to guide you through every step of the process, ensuring the safety and well-being of your loved ones. If you have questions or need assistance with conservatorships, contact us today for a consultation.

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