LDA Legal Solutions prepares limited conservatorship documents for families and caregivers throughout Orange County.

What Is a Limited Conservatorship?

A limited conservatorship is a legal arrangement in which a court-appointed conservator assists an adult with a developmental disability. It is intended to provide support while preserving as much of the conservatee’s independence as possible.

Who Needs a Limited Conservatorship?

A limited conservatorship may be considered when an adult age 18 or older needs assistance with certain personal or financial responsibilities due to a developmental disability, such as:

  • Autism
  • Down syndrome
  • Cerebral palsy
  • Epilepsy
  • Intellectual disability

The court determines the areas in which the conservator will have authority while preserving the conservatee’s independence to the extent possible.

Our Role in the Process

LDA Legal Solutions is not a law firm and does not provide legal advice or representation. Our role is limited to document preparation and procedural information.

What to Expect from Limited Conservatorship Document Preparation

  • An intake and review of the information and existing court documents provided by the client
  • Preparation of the requested petitions, notices, declarations, and supporting documents
  • Documents organized for filing and the court hearing
  • Procedural information about filing, service, and the next steps

Steps to Start a Limited Conservatorship in Orange County

  • Intake and Document Review: We begin by reviewing the information and existing court documents provided by the client.
  • Document Preparation: We prepare the requested limited conservatorship documents.
  • Filing and Service: Once the documents are ready, we provide the applicable procedural instructions.
  • Court Review: The court will review the case, and in some cases, an investigator may speak with both the proposed conservator and the conservatee.
  • Final Approval: Once the court grants the conservatorship, you will receive official documentation confirming your appointment as conservator.

Frequently Asked Questions

The adult appointed by the court to assist with decision-making and provide support.

The individual who requires assistance due to a developmental disability.

The document issued by the court that grants the conservator legal authority to act.

A financial safeguard that may be required to protect the conservatee’s assets.

Get Started

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