| Alan R. Horvath, Attorney at Law |
| Conservator |
A conservator is appointed by the court and answers to the court.
While the court gives preference to a family member as the conservator, such a family member will still have to meet
the standards of performance that the court requires. A conservator of the estate must be bonded, and must provide
the court with an annual accounting of the assets, income, and expense of the estate.
The court expects a conservator to retain professional assistance as needed, and the costs of such assistance are
paid for by the estate. The court also allows the conservator to be reimbursed by the estate for his or her services.
Because the responsibilities of a conservator are not trivial, a family should not assume that the role should always be
performed by a family member. Private Professional Fiduciaries are individuals specifically trained to perform such a
role. The qualifications for such persons are stringently set by law. Qualified individuals are generally available in
urban areas, and less available in rural counties. I am aware of at least one private professional fiduciary presently
serving in Calaveras county.
While the court gives preference to a family member as the conservator, such a family member will still have to meet
the standards of performance that the court requires. A conservator of the estate must be bonded, and must provide
the court with an annual accounting of the assets, income, and expense of the estate.
The court expects a conservator to retain professional assistance as needed, and the costs of such assistance are
paid for by the estate. The court also allows the conservator to be reimbursed by the estate for his or her services.
Because the responsibilities of a conservator are not trivial, a family should not assume that the role should always be
performed by a family member. Private Professional Fiduciaries are individuals specifically trained to perform such a
role. The qualifications for such persons are stringently set by law. Qualified individuals are generally available in
urban areas, and less available in rural counties. I am aware of at least one private professional fiduciary presently
serving in Calaveras county.
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P.O. Box 81
596 Mountain Ranch Rd.
San Andreas, CA 95249
596 Mountain Ranch Rd.
San Andreas, CA 95249
| Phone: 209 754-5291 Fax: 209 754-5293 |
| ahorvathlaw@sbcglobal.net |
| Serving Calaveras, Amador, Tuolumne, and San Joaquin counties, California |