What is a crucial step in managing property for a conservatee?

A crucial step in managing property for a conservatee is to secure their residence by changing locks and passwords. This action helps protect the conservatee's living environment and assets from potential risks or unauthorized access. Securing the residence ensures that the conservatee remains safe and that their property is not vulnerable to theft, misuse, or unwanted interference. It is a fundamental responsibility of the fiduciary or guardian to maintain the safety and security of the conservatee's living situation, which directly impacts their overall well-being.

Securing the residence is particularly important because it protects the conservatee from external threats and maintains the integrity of their property. This measure should be one of the first tasks undertaken when managing a conservatee's assets, as it establishes a safe environment from which other management tasks can effectively proceed.