GC-310(A-PF) Professional Fiduciary Attachment to Petition for Appointment of Guardian or Conservator

Source: https://www.courts.ca.gov/documents/gc310apf.pdf

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GC-210(A-PF)/GC-310(A-PF)

GUARDIANSHIP OR CONSERVATORSHIP OF (Name): CASE NUMBER:

MINOR OR CONSERVATEE

PROFESSIONAL FIDUCIARY ATTACHMENT TO

PETITION FOR APPOINTMENT OF GUARDIAN OR CONSERVATOR

(A professional fiduciary petitioning for appointment or proposed for appointment on the petition of another must complete page 1 of this form, and the form must be attached to (1) a Petition for Appointment of Guardian of Minor (form GC-210) if the professional is proposed for appointment as guardian of a minor (see paragraph 4d of form GC-210); or (2) a Petition for Appointment of Probate Conservator (form GC-310) if the professional is proposed for appointment as conservator (see paragraph 3c(7) of form GC-310). If the professional fiduciary is licensed and is petitioning for appointment as conservator, he or she must also complete page 2 of this form (see paragraph 3d of form GC-310). The professional fiduciary must date and sign this form on page 2 in all cases.)

(Name of professional fiduciary):

Attachment to form (GC-210 or GC-310):

1. I am a proposed guardian conservator in this matter. I am a professional fiduciary, as defined in
   Business and Professions Code section 6501(f). I am:

   a. Licensed by the Professional Fiduciaries Bureau, license no. (specify): , issued or last renewed on (specify later date of issuance or last renewal): b. Exempt from the license requirements of the Professional Fiduciaries Act as an attorney licensed under. the State Bar Act, State Bar number (specify):

   c. Exempt from the license requirements of the Professional Fiduciaries Act while acting within the scope of practice of my profession as: (1) A Certified Public Accountant licensed by the California State Board of Accountancy, license no. (specify): current expiration date (specify): (2) An enrolled agent authorized to practice before the Internal Revenue Service under federal regulations (31 C.F.R. § 10), expiration date of current enrollment period (specify): (3) My actions as guardian or conservator would be within the scope of practice of my profession by reason of the following facts (explain): The explanation cannot be completed in this space. It is contained in attached pages.

Form Adopted for Mandatory Use Bus & Prof. Code, § 6501 Prob. Code, § 1821 Judicial Council of California PROFESSIONAL FIDUCIARY ATTACHMENT TO GC-210(A-PF)/GC-310(A-PF) www.courtinfo.ca.gov [New July 1, 2009] PETITION FOR APPOINTMENT OF GUARDIAN OR CONSERVATOR (Probate—Guardianships and Conservatorships)

GC-210(A-PF)/GC-310(A-PF)

GUARDIANSHIP OR CONSERVATORSHIP OF (Name): CASE NUMBER:

MINOR OR CONSERVATEE

PROFESSIONAL FIDUCIARY ATTACHMENT TO

PETITION FOR APPOINTMENT OF GUARDIAN OR CONSERVATOR

Attachment to form GC-310

2. I am a petitioner for the appointment of a conservator in this matter. (Select a. or b.):

   a. I was engaged to petition for this appointment by (name): b. The circumstances and manner of my engagement to file the petition for appointment of a conservator are (specify):

   c. Before my engagement in this matter, I had no prior relationship the prior relationship described below with the proposed conservatee, his or her family, or his or her friends (describe):

I declare under of penalty of perjury under the laws of the State of California that the foregoing is true and correct

Date:

(NAME OF PROFESSIONAL FIDUCIARY) (SIGNATURE OF PROFESSIONAL FIDUCIARY)

GC-210(A-PF)/GC-310(A-PF) Page 2 of 2 [New July 1, 2009] PROFESSIONAL FIDUCIARY ATTACHMENT TO PETITION FOR APPOINTMENT OF GUARDIAN OR CONSERVATOR (Probate—Guardianships and Conservatorships)

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