Conservatorship

There may come a time when you or a loved one is no longer able to manage all of your financial needs and day-to-day activities independently. When that time comes, Jewish Family and Children’s Services is able to provide full-service care through our care management and financial management services. In these cases, the court will appoint Jewish Family and Children’s Services as a conservator to care for individuals who are at significant physical, emotional, and financial risk.

Conservatorship of Person

• Full psychosocial assessment

• Development of care plans

• Communication with family members

• Resource coordination to ensure client's safety

• Regular visits to evaluate care plans and address ongoing problems

• Attention to all personal needs of the client

• Supervision of homecare workers and other personnel

• Management of visits and communication with healthcare providers

• Supervision and oversight, at home, in the hospital, or at a long-term care facility

• Home maintenance management

• On-call professional staff 24 hours a day

Conservatorship of Estate

• Securing assets

• Budgeting expenses and income

• Health insurance and medical-claims management

• Comprehensive financial management, including investments and bank accounts

• Filing income taxes

• Long-term planning

• Evaluation of government benefits

• Management and/or sale of real, personal, and commercial properties

• Managing ongoing debt

• Investigating fraud or undue influence

Conservatorship services are available in the East Bay, San Francisco, the Peninsula, Marin and Sonoma Counties.