Los Angeles local probate form — Conservatorship Investigation (1869-SCLAC-PROI-078)

Source: https://lascpubstorage.blob.core.windows.net/forms/Forms%20Comprehensive%20List/1869-SCLAC-PROI-078.pdf

Conservatorship Investigation

Probate Investigations Stanley Mosk Courthouse 111 N. Hill Street, Room 208 Los Angeles, CA 90012

www.lacourt.ca.gov (213) 830-0855 SCLAC PROI 078 Rev. 04/26 For Optional Use

If a conservatorship is granted by theA Conservatorship is a court proceeding in Court, a PI must conduct periodic reviewwhich a Judge appoints a family member, ON THE DAY OF THE INTERVIEW, investigations, as required by the Californiafriend, or other responsible person (conservator) to care for another adult THE PROPOSED CONSERVATOR Probate Code. (conservatee) who cannot care for SHALL HAVE AVAILABLE FOR For these review investigations, thethemselves and/or their finances. INSPECTION BY THE PROBATE Probate Investigator will personally visit the INVESTIGATOR THE MEDICAL conservatee, and the visits may beProbate Code§1826 requires that a probate investigation be conducted when a RECORDS OF THE PROPOSED unannounced. Petition for Conservatorship is filed with CONSERVATEE. THE MEDICAL The Probate Investigator will investigatethe Court. Before your scheduled hearing RECORDS SHOULD INCLUDE THE whether the conservatorship is stilldate, the Probate Investigator (PI) will PHYSICIAN(S) INFORMATION, necessary, determine if the care and livingschedule a meeting to interview the proposed conservatee in person at their DIAGNOSES, PRESCRIBED situation of the conservatee is appropriate, and determine if the conservator is actingresidence or facility. The interview MEDICATIONS, AND OTHER in the conservatee’s best interests. Thegenerally lasts approximately one hour. MEDICAL ORDERS. Probate Investigator will then prepare a written report with recommendations forThe PI will meet privately with the the Court.proposed conservatee and advise them The Probate Investigator will make a that a petition has been filed and inquire recommendation to the Court regarding the For more information aboutabout whether they support the necessity of the conservatorship and the conservatorships, including other optionsconservatorship and the proposed suitability of the proposed conservator. to help, visit the California Courts’ Self-conservator. The Probate Investigator may make Help Page at: additional recommendations related to the https://selfhelp.courts.ca.gov/helping-The PI will also interview in person or by needs of the proposed conservatee. person-impairment-or-disabilitytelephone the proposed conservator(s) These recommendations will be provided regarding the reasons the conservatorship before your hearing date. For inquiries specific to scheduling of theis necessary. The PI will also assess the Probate Investigation, call 213-830-0855.proposed conservatee’s living situation, A copy of the PI report will be provided to medical and personal care, financial the Court and mailed to the parties entitled Probate Investigation reports are mailed tomanagement, other aspects of their life to receive the report. parties entitled to receive them. Reportsand their relationship with the proposed are also available to the (proposed)conservator. If the parties are not available for the conservatee, (proposed) conservator(s), interview, the Co

are also available to the (proposed)conservator. If the parties are not available for the conservatee, (proposed) conservator(s), interview, the Court may decide to proceed first-degree relatives and spouse orThe Probate Investigator will telephonically with the hearing or to continue the hearing registered partner from the Certificationsinterview relatives, and other persons, until the Probate Investigation can be and Copies of Court Records Office at theand/or agencies knowledgeable about the completed. Stanley Mosk Courthouse, roomconservatee’s situation and/or who serve
112. Attorneys of Record may access ato support or to corroborate information
copy through the Court’s Attorney portal.provided.