Protecting the Most Vulnerable With Dignity, Advocacy, and Compliance

Court-Compliant Conservatorship Services Across California

When an individual can no longer manage their personal, medical, or financial affairs, a conservatorship may become necessary to protect their well-being and estate.

At Pride Trust Services, we serve as licensed Professional Fiduciaries appointed by the court to act in the best interests of conservatees — providing trusted, ethical, and culturally competent care.

Whether acting as a Conservator of the Person, Conservator of the Estate, or both, we approach every case with compassion, professionalism, and a strict commitment to California Probate Code compliance.

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Our Conservatorship Services Include

Conservatorship of the Person

Protecting personal welfare, healthcare decisions, and quality of life.

  • Coordinate appropriate medical care, therapy, and treatment
  • Manage insurance benefits and advocate for healthcare needs
  • Oversee living arrangements (in-home care, assisted living, skilled nursing facilities)
  • Ensure the conservatee’s dignity, preferences, and best interests are respected
  • Maintain regular contact with the conservatee, family (as appropriate), and care providers
  • Comply with court reporting obligations (Status Reports, Care Plans)

Conservatorship of the Estate

Protecting assets, income, and financial security.

  • Identify, secure, and inventory all assets
  • Open and manage conservatorship accounts
  • Pay bills, debts, taxes, and insurance premiums
  • Develop and maintain a court-approved budget
  • Invest funds prudently according to legal standards
  • Prepare and file detailed financial accountings with the court
  • Manage real estate (rentals, sales, maintenance) as needed
  • Address creditor claims, fraud prevention, and financial abuse risk
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Special Conservatorship Situations We Manage

  • Emergency Temporary Conservatorships (ETC)
  • Limited Conservatorships for individuals with developmental disabilities
  • Contested Conservatorships (neutral fiduciary appointed in high-conflict cases)
  • Successor Conservatorships when a family conservator can no longer serve
  • Out-of-State Coordination for conservatees with multi-state interests

Why Choose Pride Trust Services for Conservatorship?

Licensed Professional Fiduciary

  • Certified LGBTBE® — Culturally Competent Services
  • Experienced with Complex, Contested, and Vulnerable Conservatorships
  • Court-Compliant, Transparent, and Fully Bonded
  • Trusted by California Courts, Attorneys, and Families
  • Compassionate Advocacy that Honors Dignity and Respect
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Our Conservatorship Process

Step 1: Consultation & Case Review
We review the individual’s needs and the legal situation to determine the appropriate type of conservatorship.

Step 2: Court Appointment
We work with attorneys or petitioners to facilitate appointment through California’s probate court system.

Step 3: Asset & Care Management
Upon appointment, we immediately secure financial assets, assess care needs, and establish a court-approved care and budget plan.

Step 4: Ongoing Advocacy and Court Reporting
We act solely in the conservatee’s best interest — maintaining transparency, court compliance, and open communication with approved parties.

Common Questions About Conservatorships

A: Conservator of the Person handles healthcare and living arrangements. Conservator of the Estate manages money, property, and financial decisions. Sometimes one fiduciary manages both; sometimes they are separated.

A: Yes. We maintain respectful collaboration with families, attorneys, and healthcare providers — while always prioritizing the conservatee’s best interests.

A: Conservatorship services are billed hourly and must be reviewed and approved by the court at regular intervals.

A: We facilitate restoration proceedings to terminate the conservatorship if the court agrees the conservatee is capable of managing their affairs again.

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Protecting Vulnerable Loved Ones Starts With the Right Advocate

When families and attorneys need a neutral, professional advocate to protect vulnerable individuals and their assets, they turn to Pride Trust Services.

We deliver court-compliant fiduciary care with compassion, diligence, and respect.

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