GC-342 Personalized Information for Conservatee—Probate

Source: https://www.courts.ca.gov/documents/gc342.pdf

GC-342 ATTORNEY OR PARTY WITHOUT ATTORNEY STATE BAR NUMBER: FOR COURT USE ONLY NAME: FIRM NAME: STREET ADDRESS: CITY: STATE: ZIP CODE: TELEPHONE NO.: FAX NO.: EMAIL ADDRESS: ATTORNEY FOR (name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF STREET ADDRESS: MAILING ADDRESS: CITY AND ZIP CODE: BRANCH NAME: CONSERVATORSHIP OF THE PERSON ESTATE OF (name): LIMITED CONSERVATEE CASE NUMBER: PERSONALIZED INFORMATION FOR CONSERVATEE—PROBATE

TO THE CONSERVATEE

The court named above has appointed one or more conservators for you. This form gives the name and contact information of your conservator or conservators, describes your conservatorship, gives the name and contact information of the court investigator and describes the investigator's role and duties, and provides a personalized list of the rights that you keep under the conservatorship and the rights that the court has ordered withheld from you.

1. a. The conservator of your person estate is

   (name):

   (address):

   (telephone number): (email address):

   b. The court has appointed a second conservator for you. The conservator of your person estate is

   (name):

   (address):

   (telephone number): (email address):

   c. The court has appointed more than two conservators for you. The name, contact information, and type of each additional conservator are stated on Attachment 1.

2. Your conservatorship is (check all that apply): a. A conservatorship of the person. This means that your conservator has powers and duties to arrange for your health care, make sure you have enough food and clothing, and make sure you live in a safe home.

   b. A conservatorship of the estate. This means that your conservator has powers and duties to manage your money and property for your benefit.

   c. A limited conservatorship. This means that your conservator has only the powers and duties specified in the court's appointment order. The court may have given the limited conservator powers and duties to provide for your personal care, manage your money or property, or both.

Judicial Council of California, courts.ca.gov GC-342, Page 1 of 4 New January 1, 2026, Optional Form Personalized Information for Conservatee—ProbateProb. Code, § 1835.5

GC-342 CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER: OF (name): CONSERVATEE

3. a. The name and contact information of the court investigator who was initially appointed in your conservatorship are: (name):

   (address):

   (telephone number): (email address): If you have questions or concerns about the conservatorship or your conservator's actions before an investigator visits, you can contact the investigator above to ask questions or express your concerns.

   b. The court will appoint a court investigator to monitor and review your conservatorship. It might be a different person from the investigator named above. The investigator will visit you within the next 12 months and explain your conservatorship to you; find out whether you want to change your conservator or end the conservatorship; determine whether you still need a conservatorship or need a conservatorship with different powers and rights; check whether the conservator is managing your living arrangements, personal care, and finances in your best interests; and determine whether you can communicate a desire to vote. After the visit, the investigator will file a report making recommendations to the court.

   c. If you want to ask the court to end or change your conservatorship, you can also contact the court investigator. The investigator will tell the judge in your case. The court may then set a hearing or notify your lawyer. If you don't have a lawyer and do not plan to get one, the court will appoint a lawyer to help you ask the court for the orders you want.

4. a. The court's self-help center has a conservatorship alternatives program. The program can give you information and education about less restrictive alternatives to conservatorship, including supported decision-making agreements.

   b. You can contact the conservatorship alternatives program as shown below:

   (building address):

   (mailing address):

   (telephone number): (email address): The program is open from (time): to (time): on (days):

   GENERAL RIGHTS UNDER A CONSERVATORSHIP

5. Under your conservatorship, you still have the right to: a. Make and communicate your own informed choices to the greatest extent possible. b. Be informed on a regular basis of the decisions your conservator has made for you. c. Remain as independent as possible and live in the least restrictive setting needed to protect your health and safety. d. Make or change your will. e. Enter into reasonable transactions to provide for your basic needs and those of your children and spouse or domestic partner. f. Have a lawyer represent you. g. Ask a judge to review your concerns about the conservatorship or your complaints about the actions of your conservator. h. Ask a judge to change your conservator. i. Ask a judge to end your conservatorship.

New January 1, 2026 GC-342, Page 2 of 4 Personalized Information for Conservatee—Probate

GC-342 CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER: OF (name): CONSERVATEE

YOUR PERSONALIZED LIST OF RIGHTS UNDER THE CONSERVATORSHIP

The court's appointment order grants your conservator powers and modifies your rights as shown below and on the next page. Note: Sometimes, the court will grant your conservator the power to make a decision and not withhold or take away your right to make the same decision. That means you can make that kind of decision alone, and your conservator can make that kind of decision alone only (1) if you do not object or (2) in an emergency.

6. Powers and rights to provide for your personal care and safety (check all that apply):

   Conservator You have You do not have
   Power or right to: has this power this right this right

   a. Decide where you live. b. Make your own health-care decisions. c. Decide who takes care of you. d. Make decisions about your education. e. Have your family and friends visit you. f. Receive telephone calls. g. Receive personal mail. h. Receive personal email and text messages. i. Control who has access to your confidential personal papers. j. Decide whether you reside in a secured-perimeter residential care facility. k. Decide whether you take medication to treat major neurocognitive disorders. l. Decide who you can have social and sexual relationships with. m. Decide whether you get married or form a domestic partnership. n. Register to vote and cast your vote in local, state, and national elections. o. More information about powers or rights related to your personal care and safety (describe below):

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GC-342 CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER: OF (name): CONSERVATEE

7. Powers and rights to manage your income, money, and other property (estate or finances) (check all that apply):

   Conservator You have You do not have Power or right to: has this power this right this right

   a. Directly receive and control your own wages or salary. b. Take possession of and manage your money and property. c. Control who has access to your confidential financial records or papers. d. Make contracts or enter into transactions with your money or property (check one): All contracts and transactions. Only the contracts and transactions described in Attachment 7d. e. Prosecute, defend, compromise, or settle claims by or against you or your estate (check one): All claims and proceeds. Only the claims and proceeds described in Attachment 7e. f. Receive and control an allowance of (amount): $ of your own funds every (time period): for personal expenses.

   g. More information about powers or rights related to managing your money or property (describe below):

Date:

(TYPE OR PRINT NAME OF PERSON COMPLETING THIS FORM) (SIGNATURE OF PERSON COMPLETING THIS FORM)

(ROLE OR TITLE OF PERSON COMPLETING THIS FORM)

New January 1, 2026 GC-342, Page 4 of 4 Personalized Information for Conservatee—Probate

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