San Mateo /divisions/probate/documents-required-when-filing-conservatorship

Source: https://sanmateo.courts.ca.gov/divisions/probate/documents-required-when-filing-conservatorship

Documents Required When Filing A Conservatorship

Initial Petition/Documents

Notice of Hearing for Conservatorship

Petition for Appointment of Probate Conservator (GC-310 & GC-313)

Citation for Conservatorship

Confidential Supplemental Information Form

Confidential Conservator Screening Form (Not required for Private Professionals)

Duties of Conservator (Not required for Private Professionals)

Conservatee's Information & List of Relatives Confidential (Local Form PR-1)

Confidential Declaration on Medical Ability to Attend Hearing (GC-325)

Confidential Capacity Assessment and Declaration (GC-335)

Ex Parte Application For Order Authorizing Completion of Capacity Declaration-HIPAA (if necessary)

Ex Parte Order RE Completion of Capacity Declaration-HIPAA (if necessary)

Ex Parte Order Authorizing Disclosure of (Proposed) Conservatee's Health Info.

If seeking a Dementia Finding:

Form GC313: Attachment Requesting Special Orders Regarding Dementia (Petition for Appointment of Probate Conservator or Exclusive Authority to Give Consent for Medical Treatment)

IMPORTANT: On initial filings only - please provide 4 copies. The clerk will retain the Original and two (2) copies of every document (copies are sent to the Court Investigator and one for your records). Please make sure the documents for the Court are two-hole punched. The original of each document should be on top and copies of that document beneath it.

Upon Appointment

Order Appointing Probate Conservator

Request for Probate Referee

Bond - if it is stated on the Order Appointing Conservator

Letters of Conservatorship

Subsequent Filings - Accounting Documents

Accounting

Notice of Hearing

Confidential Status Report (Required by Local Court Rule; local form PR-19)

Conservatee's Information & List of Relatives Confidential (local form PR-1)

Note: When filing all Subsequent documents on Conservatorships, please provide 3 copies. The clerk will retain the original and one copy. One is for your records.

Temporary Guardianship or Conservatorship

All initial petition documents must be filed with the request for temporary conservatorship or guardianship.

Ex Parte Petitions for Temporary Guardianship or Conservatorship are granted only in Redwood City at The Hall of Justice 400 County Center. The case is reviewed by the Court Investigator's Office between the hours of 1:30 p.m. and 3:00 p.m. prior to presenting the Order to the Judge for approval. Petitioners' are encouraged to make an appointment with their office at (650) 261-5068.

Self-Prep and File

Click for a computer program that can help you fill out all these forms by answering simple questions. It can also help you file your forms electronically (through e-filing) if you choose. Visit our e-filing page for more information.

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