Felton, CA asked in Estate Planning for California

Q: In santa cruz county how long does a conservator have to generate a final accounting following the death of the ward?

My half brother's mother died in November of 2018 and her financial conservator still has not ended her management of the ward's estate in any respect.

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1 Lawyer Answer
James Edward Berge
James Edward Berge
Answered
  • Estate Planning Lawyer
  • San Jose, CA
  • Licensed in California

A: There is no hard and fast rule. A conservator must file his petition for approval of account when all the information required to be disclosed in the account has been obtained and summarized. A conservator may delay this petition until a probate has been opened in the name of the beneficiary of the conservator's estate, causing further delay. A conservator must continue to act as manager of the conservatorship estate until discharged by the court and an order obtained on distribution of the conservatorship estate.

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