San Diego — Conservatorship Timeline & Checklist PR-179 (Rev: 5/25)

Source: https://www.sdcourt.ca.gov/sites/default/files/sdcourt/generalinformation/forms/probateforms/pr179.pdf

Conservatorship Timeline & Checklist Note: This is an approximate timeline and checklist for the Probate Conservatorship process and is not intended to cover every scenario. It is the proposed conservator’s responsibility to research and determine which tasks apply to each specific circumstance. For more complex situations involving an estate or conservatorships that might be challenged or contested it may be best to seek legal representation. Refer to Duties of Conservator and Acknowledgment of Receipt of Handbook for Conservators (JC Form #GC-348) for more information.

File Capacity Service of Probate Hearing Order & 30, 90, 120- 1-Year Periodic Reports Termination Petition Assesment Parties Notes Date Letters Days After After Reviews

Approximate Deadlines: Brief Description of Required Action:

File Petition for Complete and file Petition for Appointment of Probate Conservator (JC Form #GC-310); Citation for Conservatorship

□ AppointmentProbate Conservatorof (JCScreeningForm #GC-320)Form (JC (Citation);Form #GC-314);ConfidentialDutiesSupplementalof ConservatorInformationand Acknowledgment(JC Form #GC-312);of ReceiptConfidentialof HandbookConservatorfor and required forms Conservators (JC Form #GC-348); Referral Information and List of Relatives (SDSC Form #PR-020).

The proposed conservatee will need to be evaluated and the assessing clinician will need to complete a Confidential
Capacity Assessment Capacity Assessment and Declaration (JC Form #GC-335). This form must be filed prior to the hearing date. □ Additional forms (JC Form #GC-335A and #GC-325) may also be required.

□ AtbeforeleastHearing30-daysDate Limited(Notice) Conservatorshipsto Regional Center``only:andProvidefile proofNoticeof service.of Hearing – Guardianship or Conservatorship (JC Form #GC-020) □ 3-weeksHearing Datebefore Submit350). ForOrderConservatorshipsAppointing Probateof Estate,Conservatorsubmit bond,(JC Formif applicable.#GC-340) and Letters of Conservatorship (JC Form #GC- Personally serve Citation on proposed conservatee and file proof of service. Provide Notice to all relatives listed in □ AtbeforeleastHearing15-daysDate petitionservice. andInterestedfile proofpartiesof service.may includeProvidePublicNoticeGuardian,to any otherPublicinterestedConservator,parties,Veteransas applicable,Administration,and file proofDirectorof of Mental Health. Prior to the hearing date, the proposed conservator should receive copies of the following relevant reports that are filed in the case: Regional Center Report – In Limited Conservatorships, the Regional Center will prepare a report on the proposed □ ReportsHearing DatePrior to conservateeCourt-Appointedand submitAttorneyit to Reportthe court.– The court will appoint an attorney to represent the proposed conservatee. The attorney will meet with the proposed conservatee and may contact other relatives. Court Investigator Report - The court will determine if a court investigation is required prior to the hearing. If one is required, a court investigator will meet with the proposed conservatee and interview parties and relatives. □ WithinHearing2-weeksDate from ReviewResponseProbateto ProbateNotesNoteson theformcourt’s(SDSCwebsite.Form Correct#PR-177).defects. Some defects may be corrected by clarifying on a If there are no defects and/or objections, the Judge will grant the petition. If there are defects or if someone objects, Hearing Date □ there may be a continuance for defects to be cleared and/or objections to be filed. Once the court grants the petition, the Order & Letters that were submitted three-weeks prior to the hearing will be After Hearing Date □ reviewed for accuracy, signed by the Judge, issued by the clerk, and returned to the proposed conservator. □ WithinOrder issued30-days after Servepetition.theFileNoticea copyof Conservatee’swith the Proof Rightsof Mailing(JCcompletedForm #GC-341)on pageon 3.the conservatee and all relatives listed in the Conservatorships of the Estate: File an Inventory & Appraisal (JC Form #DE-160/GC-040). □ WithinHearing90-daysDate after GeneralOrientationConservatorships:Class and file theIf orderedCertificateby oftheCompletioncourt, complete– Conservatorshipthe online ConservatorshipOrientation Classof the(SDSCPersonFormand/or#PR-186)Estate with the court. □ WithinHearing120-daysDate after Conservatorships(JC Form #GC-355of&the#GC-356),Person: Fileas applicable.the Confidential Conservatorship Care Plan – Part 1 and Part 2 □ 1-YearDate after Hearing AllConservateeConservatorships:are beingAmet.reviewConservatorshipsinvestigation willof thebe Estate:conductedFile byan theaccounting.court investigator to ensure the needs of the All Conservatorships: The court investigator will return annually or biennially, as prescribed by the Probate Code and Periodic Reviews / as resources permit. These visits may be unannounced. Conservatorships of the Estate: After the first accounting, □ Accountings further accountings will be required biennially, unless the court orders otherwise.

Conservatorships are terminated by court order or upon the death of the conservatee:
Death of Conservatee All Conservatorships: The Notice of the Conservatee’s Death (JC Form #GC-399) must be completed, filed, and □ served. Conservatorships of the Estate: File the final accounting.

SDSC PR-179 (Rev. 5/25) CONSERVATORSHIP TIMELINE & CHECKLIST Informational Form