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Seeking Appointment as Conservator for Your Loved One

In Oregon, conservatorship is when the court appoints a person or third party to manage the financial affairs of someone unable to effectively do so themselves. The person appointed is called the conservator, and the individual whose assets and property are being managed is called a "protected person." Becoming a conservator requires submitting a petition with the court and providing evidence that the individual in question needs someone to handle their finances for them. The process can be long, daunting, and confusing.

If you are seeking to be appointed conservator of your loved one's financial affairs, reach out to Baxter Harder, LLC for the legal guidance you need. Our Bend attorneys have over 60 years of combined experience and are well-versed in the laws concerning this process. We'll explain each step in understandable terms, describe the rights and duties of a conservator, and guide you throughout.

For help being appointed to protect and manage your loved one's assets, contact us at (541) 238-9210 today to speak with our Bend, OR conservatorship attorneys.

How Do I Become a Conservator?

To be appointed a conservator for an adult who is unable to manage their finances on their own, you must submit a petition with the court. The petition must include the reason conservatorship is needed and present facts that support this claim.

Before deciding whether or not to appoint you as conservator, the court will review all information to determine if the person is incapable of managing their finances. The individual and others can object to your request. If such occurs, the court will hold a hearing to allow all interested parties to present evidence to back their assertions.

If there are no objections to your petition or the court decides that the individual needs to be designated a protected person and you are capable of handling their financial affairs, the judge will grant your request.

At Baxter Harder, LLC, we can help you prepare and submit your petition for conservatorship and guide you through the hearing process.

What Are the Duties of a Conservator?

A conservator has various duties and must ensure they are managing the protected person's finances, property, and assets with integrity and with a focus on the best interests of the individual.

The conservator's legal duties include:

  • Posting a surety bond to secure the conservator's promise to uphold their duties
  • Taking inventory of the protected person's assets and submitting the information to the court
  • Transferring assets to the conservatorship
  • Protecting the assets
  • Filing an annual account with the court, detailing expenses paid or income received on behalf of the protected person
  • Obtaining permission from the court before taking certain actions pertaining to the protected person's assets, property, and finances

Our Bend consevatorship lawyers are here to help you understand the duties of a conservator and are available to answer your questions.

Schedule Your Consultation with Baxter Harder, LLC Today

If your loved one is unable to manage their finances on their own, finding a solution to ensure their funds aren't mismanaged is essential. Our team understands this, which is why we work efficiently to help you through the conservatorship process. From the beginning of the matter until its conclusion, we'll be by your side, providing the sound guidance you need to make informed decisions about how to proceed.

If you would like more information about the conservatorship process, call Bend, OR conservatorship lawyers at (541) 238-9210 or submit an online contact form today.

Benefits of Baxter Harder

Reasons to Choose Us
  • Over 60+ Years of Combined Experience
  • Work With an Experienced Former Deputy District Attorney at the Firm
  • Extensive Trial Experience
  • We Can Handle Complex Cases in Criminal, Civil, & Family Law
  • Highly Personalized Representation
  • Free or Low-Cost Consultations
  • Google's Highest Rated Law Firm East of The Cascades
Protecting Your Best Interest

When you choose our team of experienced lawyers, we will take the time to listen to your needs and remain focused on that as we proceed with your case. We have the knowledge, skills, and resources to provide the quality legal representation  you need.

Award-Winning Representation

  • 10 Best 2022
  • Avvo Clients Choice Award 2023
  • The National Trial Lawyers: Top 100
  • SuperLawyers 2021
  • Lawyers of Distinction
  • 40 Under 40

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