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Conservatorship Program

There may come a time when you or a loved one are no longer able to manage all of your financial needs and day-to-day activities in as independent a way as you used to do. When that time comes, Seniors·At·Home's professionals can provide full-service care, both financial and personal, through our case management and financial management services. In some cases, the court will appoint Jewish Family and Children's Services as a conservator to care for individuals at extreme physical, emotional and financial risk. Fees for services are established by the court.

Conservatorship of Person
Seniors·At·Home's services for Conservatorship of Person are comprised of :

  • Full psycho-social assessment
  • Development of care plans
  • 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 home care workers
  • Arrangements for communication with and visits to medical personnel
  • Supervision and oversight, at home, in the hospital or an institution
  • Home management
  • Communication with family members

Conservatorship of Estate
Seniors·At·Home's services for Conservatorship of Estate are comprised of:

  • Budgeting expenses and income
  • Managing ongoing debt
  • Processing medical claims and preparing employer tax filings
  • Comprehensive financial management relating to stocks and bonds and bank accounts
  • Filing income taxes
  • Investigating fraud or undue influence
  • Long-term planning for post-retirement living
  • Evaluation of government benefits
  • Maintenance and/or sale of real, personal, commercial and business properties

Providing Quality Service
Seniors·At·Home is sensitive to the need for trust where managing money is concerned. We hold your business in the strictest confidence. As a division of Jewish Family and Children's Services, a nonsectarian, nonprofit organization serving the Bay Area since 1850, you can rely on our reputation for providing quality services.

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