In what situation should a petition for instruction be considered?

A petition for instruction is appropriate primarily when significant decisions about property disposal arise. This circumstance can include scenarios such as selling real estate, making substantial investments, or altering the management of substantial assets. In such cases, the fiduciary may seek guidance from the court to ensure that the decisions made align with the best interests of the conservatee and adhere to legal standards.

This process is not suited for situations with no assets to manage, as there would be no substantial decisions requiring court instruction. Similarly, a request for such a petition is not contingent solely on a conservatee's request; the fiduciary can recognize when guidance is necessary without such a request. Finally, treating a petition for instruction as a routine procedure in all cases would undermine its purpose, which is to address specific and significant issues that require judicial oversight and advice.