Our Fiduciary Services

Guardians and Conservators:

Guardians and Conservators: What are they? 

​A guardian and a conservator are court-appointed MVPs stepping up when someone can’t fend for themselves—one’s for kids, the other’s for adults. 

As my wife serves as the Guardian of Estate and Person of our nieces, we know the challenges and tasks involved of taking care of loved ones whose parents have passed. As parents, we let them lead! We ensure that they have the best life possible, and fill it with happy, positive memories. I hope you like the humorous intro to what these tasks entail below - I really try to make everything as easy and fun as possible to understand. 

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• Guardian: Think of this as the ultimate kid-wrangler for minors (under 18) whose parents can’t take the reins - maybe due to loss or incapacity. They’re in charge of the big stuff: finding a home, picking a school, booking doctor visits—essentially raising the kid like a pro until they hit adulthood.

  • In Action: Your niece loses her folks, so your rockstar uncle becomes her guardian, ensuring she’s got a roof, homework help, and checkups.

  • In Action: You've been taking care of your grandson for quite a while, but unfortunately you cross to the other side, with no other family around. Because you want to shield him from anyone to come out of the woodworks, you create a trust naming someone like me, so that I can ensure they're taken care of until adulthood. 

• Conservator: This is the grown-up gig—for adults who can’t manage their own affairs, like a senior with dementia or someone sidelined by injury. They might handle finances (bills, investments) or personal care (medical decisions, living arrangements)—or both—depending on the court’s playbook.

  • In Action: Grandma’s memory’s fading, so a conservator jumps in to balance her checkbook and find a cozy care home.

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In California, the Probate Code calls the shots, appointing either a trusted person or a California licensed professional fiduciary to be the one to help assist with someone's life.