Conservatorships

LPS vs Probate

LPS

 

PROBATE

How Initiated

By professional person in charge of faciity or his/her designee

(W&I § 5352)

 

Anyone may petition

(Prob § 1801(a))

Statutory Requirements

Requires mental disorder

(W&I § 5350)

 

Unable to provide for personal needs or manage financial resources

(Prob § 1801(a)

Placement

Placement in locked facility possible

(W&I §5358(a)(c)

 

No such right.

Persons with Dementia may be placed in locked facility

(Prob § 2356.5)

Duration

1 year

Must be renewed annually

(W&I § 5361)

 

Infinite

(Prob § 1860)

Burden of Proof

Requires Grave Disability Beyond a Reasonable Doubt

(Conservatorship of Roulet (1979) 23 C3d 219, 152 CR 424)

 

Clear and Convincing Evidence

(Prob § 1801(c))

Right to a Hearing

Right to Court/Jury Trial on Issue of Grave Disability

(W&I § 5350 (b)(1))

 

Right to Jury Trial on Issue of need for Conservatorship

Judicial decision on Specific capacities

(Prob Code § 1827)

Who May Be Conservator

Subject to list of priorities, unless investigator recommends otherwise

(W&I §5350(b)(1)

(Prob Code § 1812)

 

Subject to list of priorities: spouse, adult child, parent

(Prob § 1812)

Concurrent Existence of Conservatorship of Person and Estate

If probate conservatorship of Estate exists – cannot have concurrent LPS conservatorship of estate

If Probate of person exists – LPS runs concurrently, but is superior to probate of person (W&I § 5350)

 

Probate conservatorship of Estate permitted even if LPS conservatorship of Person exists