Tips for Preparing A Successful Conservatorship Inventory In Los Angeles
Preparing a Conservatorship Inventory in Los Angeles is a primary task of the conservator of the estate. A conservatorship attorney advises the conservator as to the procedure for preparing the inventory. The conservator actually has the duty to prepare the inventory and file it with the court.
Failing to inventory can result in removal of the conservator of the estate by the court.
Tips for efficiency in conservatorship inventory preparation:
A. Have a folder for inventory;
B. Gather all information you can about the assets of the conservatee in that folder;
C. Have a ledger at the start of the folder, with a summary of the assets;
D. Ask you lawyer about the deadline to file the inventory;
E. Calendar the deadline for filing of the inventory;
F. Keep the folder updated every month;
G. For the first year of the conservatorship, update your lawyer every two months about any assets you discovery.
H. A month before the deadline, call your lawyer and be sure that the inventory data has been given to the court’s referee, and schedule a follow up date.
A successful conservator is backed by a successful conservatorship attorney. We can help you prepare a conservatorship inventory in Los Angeles. Mina Sirkin is a Board Certified Specialist attorney in Probate, Estate Planning and Trust Law. Our goal is to have a successful conservatorship for each of our clients. Contact us at Info@sirkinlaw.com and at 818.340.4479.