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Family Guide to Conservatorship and Involuntary Treatment

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Establishing an LPS Conservatorship in California
(Sometimes called a Murphy Conservatorship)

A Lanterman Petris Short (LPS) Conservatorship is the legal term used in California which gives one adult (conservator) the responsibility for overseeing the comprehensive medical treatment for an adult (conservatee) who has a serious mental illness. A mental health (LPS) conservatorship makes one adult (called the conservator) responsible for a mentally ill adult (called the conservatee). These conservatorships are only for adults with mental illnesses listed in the Diagnostic and Statistical Manual of Mental Disorders (DSM).

The most common illnesses are serious, biological brain disorders, like:

  • Schizophrenia,
  • Bi-Polar Disorder (Manic Depression),
  • Schizo-affective Disorder,
  • Clinical Depression, and
  • Obsessive Compulsive Disorder.

You many use the two forms as an example to compile information for the person who is to be conserved. Have this information ready to give to the hospital as soon as your loved one is hospitalized. Give a copy of their history and their symptoms to the doctor, the public guardian and the hospital social worker. It is best to hand deliver these papers and have the doctor sign them to validate they have received this information. List the history of all the hospitalizations and/or incarcerations and homelessness which have taken place for your loved one. Keep it to one page and present it “like a resume."

Form 1. Mental Health History

Form 2. Symptoms and Characteristics

The following are examples of symptoms:

An LPS Conservatorship is a tool which gives the conservator the power to work with the doctor to achieve treatment for the individual beyond the standard of "stable." It helps the conservator in guiding the treatment team to get your loved one's life back as they knew it to be before they became ill.

An LPS Conservatorship is granted for one year term but can be renewed for another year. It is important to pay attention to the requirement given for renewal from the court and mark it on your calendar.

There are two types of LPS Conservatorship which the court can grant. The first is an LPS Conservatorship of the Person. A qualified psychiatrist initiates a petition to the public guardian's office, which in turns petitions the court for the conservatorship. The second is an LPS Conservatorship of the Estate. The public guardian directly petitions the court for this conservatorship. The doctor is not involved with this matter.

The usual process in seeking an LPS Conservatorship

First, the person who exhibits harm to self or others is placed on a 72 hour hold. This usually occurs by someone calling the police, who intern calls the crisis intervention team. The police make sure the person is contained so as not to harm anyone and the crisis intervention team evaluates the individual and makes a recommendation for a 72 hour hold. A person can be placed on a 72 hour hold by a qualified police officer, psychiatrist or mental health personnel.

In the hospital, the psychiatrist who evaluates the person, may initiate a 14 day hold to continue the treatment for stabilization. A 14 day hold must have a Probable Cause hearing within four working days. The Probable Cause hearing is generally held in the hospital. Many times, families are not aware of this hearing until after it has taken place. It is the psychiatrist who initiates the LPS Conservatorship request with the public guardian. The public guardian will visit and evaluate the patient and make a recommendation to the court to either proceed or dismiss the LPS Conservatorship case.

Only the county's designated conservatorship investigation officer may file the petition. The proceeding cannot be brought by a private citizen. Though practice varies from county to county, the conservatorship petition is usually brought by county counsel or the district attorney on behalf of the investigating officer. The requirements for the petition are generally the same as those under the Probate Code of California.

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What the Family Guide to Conservatorship and Involuntary Treatment Covers

The Family Guide to Conservatorship and Involuntary Treatment explains the legal steps, common forms, and practical information families need when a relative may lack capacity or require court-ordered treatment. It summarizes types of conservatorship and commitment proceedings, typical documentation (medical reports, petitions, declarations), and the roles of petitioners, clinicians, and courts in the United States. The guide also outlines differences between temporary and permanent orders, the interplay with medical consent, and how state rules and court procedures affect timing, notice, and evidence requirements.

Why this Guide Helps Families and Professionals

The guide clarifies procedural steps, required records, and practical considerations to reduce delays and help families prepare complete petitions and supporting evidence under U.S. law.

Why this Guide Helps Families and Professionals

Who Typically Uses This Guide

Practical for relatives, caregivers, and professionals preparing petitions or advising families about incapacity and involuntary treatment.

  • Family members and caregivers seeking to understand petition steps and evidence needed for court applications.
  • Attorneys and guardianship petitioners preparing filings, service documents, and court hearing materials.
  • Healthcare professionals documenting capacity evaluations and providing medical declarations for legal proceedings.

Step-by-Step: Preparing and Filing a Conservatorship or Involuntary Treatment Petition

Follow these core steps to prepare a petition, gather evidence, arrange service, and attend the court hearing in the usual order used by many U.S. jurisdictions.

  • 01
    Gather records: Collect medical reports, capacity evaluations, and relevant communications.
  • 02
    Consult counsel: Talk to an attorney familiar with local guardianship and commitment procedures.
  • 03
    File petition: Submit forms and pay required court fees at the clerk’s office.
  • 04
    Attend hearing: Present evidence, witness testimony, and medical declarations in court.

How to Set Up an Online Workflow for This Guide

Configure a digital checklist and eSignature workflow to collect declarations, scans, and signatures securely before filing with the court.

Field Configuration
Upload format Accept PDF and DOCX; PDFs preserve signatures and redaction.
Authentication Use email and SMS code; stronger methods for sensitive records.
Templates Create reusable petition and declaration templates with conditional fields.
Storage location Save signed records to encrypted cloud or case folder with access controls.

Where to File, Send, and Who Receives Copies

After signatures and notarizations, route documents to the appropriate court clerk, treating clinicians, and interested parties according to local service rules.

  • Court clerk: File the original petition and pay filing fees at the court of proper jurisdiction.
  • Service parties: Serve notice to the proposed conservatee, relatives, and any public guardian as required.
  • Healthcare providers: Provide signed medical declarations and releases to treating clinicians when authorized.
  • Record retention: Keep certified copies for legal and medical records in a secure location.

Key Components Included in a Professional Family Guide

A complete guide organizes legal forms, evidence checklists, communication templates, and instructions for interacting with healthcare providers and the court system.

Legal Petition

Clear petition language identifying parties, relief requested, and statutory grounds tailored to the jurisdiction and case facts.

Medical Evidence

Summarized medical history, capacity assessments, and treating clinician statements that connect clinical findings to legal standards.

Notice and Service

Templates and instructions for properly serving the proposed conservatee and other interested persons under local court rules.

Temporary Orders

Forms and guidance for requesting emergency or temporary protective orders pending a full hearing.

Guardian Duties

Defined powers, reporting obligations, and checklists to help appointed conservators meet fiduciary and care responsibilities.

Appeals and Reviews

Information on post-appointment reviews, modification petitions, and the process for termination or limitation of authority.

Security and Compliance Considerations

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest.
HIPAA: HIPAA-compliant workflows available; BAA required.
Audit trail: Timestamps, IP logs, and action history retained.
Authentication: Multi-factor and advanced signer options supported.
Standards: ESIGN and UETA legal frameworks supported.
Certifications: SOC 2 Type II and ISO 27001 available.

Penalties and Risks of Incomplete or Incorrect Filings

Case delays: Court may continue or postpone hearings.
Dismissal risk: Petition can be dismissed for procedural defects.
Increased costs: Additional attorney and court fees likely.
Evidence gaps: Insufficient medical proof can lead to denial.
Unauthorized action: Improper orders may be overturned on review.
Privacy breaches: Improper handling of health data risks HIPAA exposure.

Common Preparation Mistakes Families Should Avoid

  • Incomplete medical documentation or unsigned clinician declarations that fail to establish incapacity in court.
  • Submitting forms with inconsistent names or dates across records, leading to clerical rejections and processing delays.
  • Relying on handwritten notes instead of formal capacity assessments and missing the specific statutory elements required by the court.
  • Assuming e-signatures, notarizations, or service methods are accepted without confirming local court rules or statutory exceptions.

eSignature Platform Comparison Relevant to This Guide

Common vendor capabilities and starting prices for eSignature services used to collect petitions, medical declarations, and notarizations are summarized below.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by offer Varies by offer Varies by offer Varies by offer
Bulk Send Yes Yes Yes Yes Varied
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently Asked Questions About Filing and Electronic Submission

Answers to common legal and technical questions families face when preparing conservatorship and involuntary treatment materials.


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