Conservatorship Care Plan Page 4
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4CONSERVATORSHIP OF (Name):
CASE NUMBER
_
CONSERVATEE
14. Do you anticipate any unusual activities related to the management of the
conservatee’s estate during the next year?
No
Yes (explain)
15. Are there any special problems or needs raised by the Court Investigation, the Court,
or others interested? If yes, how have you addressed them?
The undersigned conservator will:
a. Inventory all assets in which the conservatee has any interest.
b. Submit accurate, complete, and timely accountings.
c. Carry out all mandatory usual and general duties of a conservator.
d. Maintain periodic contact with the conservatee’s physician and other health care
providers, if appointed conservator of the person.
e. Maintain periodic contact with the conservatee’s family and friends, if applicable.
f. Be available to the conservatee on a 24 hour basis for emergencies, or arrange for
such coverage by a qualified agent.
g. Maintain accurate records related to the estate.
h. Maintain all estate assets in a separate identifiable manner.
i. Maintain estate cash assets in interest-bearing accounts, except as necessary for every
day administration.
j. Maintain an adequate surety bond as required by law.
k. Update care plan as needed.
l. Refer to the “Conservator’s Handbook.”
File stamp the original Conservatorship Care Plan with the court and mail a copy to the
Probate Investigations Office at: 111 N. Hill Street, Room 208, Los Angeles, CA 90012.
I declare under penalty of perjury under the laws of the State of California that the foregoing is
true and correct, and that I have retained a copy of this case plan for my record.
Dated:
Signature of Conservator
Type or Print Name
PRO-023
Conservatorship Care Plan
PC Section 2352.5 (c)
ADMIN Approved (Rev. 07/08)
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