Health System: Conservatorship Program (5700P)

Program Outcome Statement

Ensure physical / financial well-being of conservatees and estates.

Program Services

Public Guardian: Financial, Housing and/or Medical Decision Making for Conservatees


The Public Guardian (PG) program has decision-making authority to ensure the physical and financial well-being of approximately 700 residents who have been "conserved," i.e., deemed unable to care for themselves by the Superior Court due to mental illness, dementia, or chronic disease. In accordance with specific court orders, the PG makes financial, housing, and/or medical decisions for conservatees. The PG program is administered under the jurisdiction of the Superior Court and in partnership with Behavioral Health and Recovery Services, County Counsel, the Private Defender, the Court Investigator's Office, the Ombudsman Program, Golden Gate Regional Center, and family members. As Conservator, the PG has a legal responsibility to protect its vulnerable residents who require conservatorship and who do not have anyone appropriate to help them.

Percent of Cases with an Initial Inventory of Assets filed with the Court within 90 Days of Appointment Below Target

Annual County Cost per Conserved Client Exceeding Target

Percent of Conserved Clients who Receive at least One Face-to-Face Visit Every 90 Days per the Probate Local Rules Meeting Target

FY 2017-18 Mid-Year Story Behind Performance

Percent of Cases with an Initial Inventory of Assets Filed with the Court within 90 Days of Appointment

The probate code requires the Public Guardian to file an initial inventory of assets with the court within 90 days of appointment. At mid-year, we were at 88 percent compliance. This result is due to delays in receiving required information from the external sources, which is needed to complete and file inventory records on a timely basis. However, we expect to increase the percent of cases to 95 percent by year-end.

Annual County Cost per Conserved Client

The PG program was able to meet the cost per conserved client target in as revenues and expenses are on budget.

Percent of Conserved Clients who Receive at least One Face-to-Face Visit every 90 Days

The Public Guardian continues to meet this target. However, diminishing affordable placement resources may result in the necessity to place more of our conserved clients outside San Mateo County. This could increase time needed to travel to various placement locations, which could make it a challenge for the Public Guardian to meet this target in the future.

Future Priorities

  • Maintain timely visits with conservatees.
  • Maintain accurate public benefit accounting for conservatees and estates
Author: Gina Wilson, Chief Financial Officer, Health System     Contact Email:     Last Updated: 01-30-2019