Guardianship and Conservatorship

Guardianships and Conservatorships offer a pathway for our loved ones to obtain the medical care and financial management that they need and deserve. A court appointed Guardian is authorized to make medical and personal decisions on behalf of the disabled individual. Similarly, a Conservator is authorized to manage a protected person’s finances.

The following are some of the services that we offer in this area.

It's Okay If You Need Help

We’re glad that you’re using this website to educate yourself about these important issues. While it may seem daunting, the most important step is as simple as a phone call or email.

Petitions for Guardianship and Conservatorship

In Massachusetts, the first step in obtaining a Guardianship and/or Conservatorship is to prepare and file a petition with the Probate and Family Court. Once the petition is filed, there is a notice period, and eventually hearing, where the court will decide whether to make the appointment. The specific process is complex and the stakes are high, so we are here to help.Read More »

Inventories and Accountings

Court appointed Conservators (and sometimes Guardians) must file inventories, financial plans, and accountings with the Probate Court. This is why it is hugely important for a Conservator to keep detailed records of their actions with the protected person’s funds. We can assist in the preparation of these records, and present them to the court for approval.Read More »

Counsel to Guardians and Conservators

Once a person has been appointed as a Guardian or Conservator, they may be confused about their legal rights, duties, and authority. We can help guide them, so that they fulfill their responsibilities, stay out of trouble, and provide the best quality of care for the person under their protection.Read More »

Challenges to Guardianship and Conservatorship

Often times a family member will disagree with the appointment of a Guardian or Conservator, either before or after the Court makes the appointment. In these instances, we can help evaluate the circumstances and challenge the appointment if advantageous. In a Guardianship or Conservatorship situation, the protected person (Respondent) has rights, as do other family members. We can help you understand and exercise your rights.Read More »

The Law Office of David E. Peterson, P.C. is a boutique trusts and estates firm serving the North Shore and Greater Boston communities. Please contact us to learn more about estate planning, estate and trust administration, and prenuptial agreements.