Santa Clara /self-help/complete-forms-home/self-help-forms-and-instructions/probate-forms-instructions

Source: https://santaclara.courts.ca.gov/self-help/complete-forms-home/self-help-forms-and-instructions/probate-forms-instructions

Probate Forms & Instructions

Probate Forms & Instructions

Conservatorship Forms

Guardianship Forms

Name and/or Gender Change Forms

CARE Act Petition Forms

Each form packet has an instruction sheet and a sample packet to guide you page-by-page through the forms. If you are not sure which packet is best suited to your issues, please contact the Self-Help Center. Once you have completed the forms, you may scan and email them to the Self-Help Center for review at SHCDocReview@scscourt.org.

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Related Links

Self-Help Probate

Probate Division

Local Forms

State Forms

State Self-Help Website

Centro de Ayuda de las Cortes

Conservatorship Forms

Requesting a General Conservatorship Instructions

A General Conservatorship should be used for an adult who is unable to care for themselves for a reason other than a developmental disability (for example, dementia).

A conservator of the person cares for and protects a person when the judge decides that the person (called the "conservatee") can’t do it.

If you believe you have an emergency and need an expedited temporary conservatorship, please contact the Self-Help Center.

If you need a conservatorship of the estate, please seek legal advice from a private attorney. Please see our “Do-It-Yourself Resources” for help finding low to no cost legal advice.

Requesting a General Conservatorship Instructions

State Self-Help Guide for Conservatorships

State Self-Help Guide for Conservatorships

Requesting a Limited Conservatorship

A limited conservatorship is a type of probate conservatorship for adults who are developmentally disabled. Developmentally disabled people can usually do many things a conservatee cannot do. So, the Court limits their conservator's powers.

We highly recommend using Odyssey Guide & File or LawHelp Interactive to complete the Limited Conservatorship forms as the form packet is quite extensive to complete by hand.

We assist with Limited Conservatorships through a workshop.

State Step-by-Step Guide for Limited Conservatorships

State & Local Conservatorship Forms

Local Forms:

PB-4002 Referral for Court Investigator – Conservatorship

State Conservatorship Forms

Guardianship Forms

Requesting a General Guardianship Instructions

We highly recommend using Odyssey Guide & File or LawHelp Interactive to complete the Guardianship forms as the form packet is quite extensive to complete by hand.

A Guardianship may be filed when a child is living with an adult who is not a parent, and the adult needs the legal authority to make decisions on behalf of the child. In a Probate Guardianship, the guardian has full legal and physical custody of the child.

If you need a Guardianship of the Estate, please contact a private attorney for legal advice. Please see our “Do-It-Yourself Resources” for help finding low to no cost legal advice.

We assist with asking for a Probate Guardianship through a virtual workshop.

Requesting a General Guardianship Instructions

Requesting a Temporary & General Guardianship Instructions

If you believe you have an emergency and need an expedited temporary guardianship, please contact the Self-Help Center.

Requesting a Temporary & General Guardianship Instructions

Requesting Visitation in a Guardianship Case Instructions

If there is a guardianship in place, a parent or other relative may file a request for visitation with the minor child.

There is no fee for the child’s parent to file this request, however there is a fee for all other relatives.

Requesting Visitation in a Guardianship Case Instructions

Requesting to Terminate a Guardianship Case Instructions

The following people can ask the Court to end the guardianship:

The child, if they are 12 years old or older

The parent(s) of the child

The guardian

Requesting to Terminate a Guardianship Instructions

State Self-Help Guide for Guardianships

State Self-Help Guide for Guardianships

State & Local Guardianship Forms

Local Forms:

PB-4003-2 - Confidential Document Cover Sheet (Guardianship)

PB-4003-2a - Confidential Document Cover Sheet (Guardianship - CSF)

PB-4005 - Referral for Court Investigator & Questionnaire – Guardianship

PB-4011 - Visitation Order

PB-4013 - Petition for Visitation

PB-4014 - Authorization for Release of Information

State Guardianship Forms

Name and/or Gender Change Forms

Name Change Petition for Adult Instructions

If you are an adult, you may file a name change with the court.

Name Change Petition for Adult Instructions

Name and/or Gender Change for Adult Instructions

If you are an adult, you may file a name and/or gender change with the court.

Name and Gender Change for Adult Instructions

Name Change Petition for Minor Instructions

If you are a minor, your parent or guardian must file the name and/or gender change with the court for you.

Name Change Petition for Minor Instructions

Name and/or Gender Change for Minor Instructions

If you are a minor, your parent or guardian must file the name and/or gender change with the court for you.

Name and/or Gender Change for Minor Instructions

State Self-Help Guide & Forms for Name Change

State Self-Help Guide & Forms for Name Change

State Self-Help Guide & Forms for Gender Change

State Self-Help Guide & Forms for Gender Change

Local Forms

PB-4010 - CLETS Background Information for Name Change Form

PB-4000 - Listing of Newspapers of General Circulation

Local Forms

CARE Act Petition Forms

CARE Act Petition Instructions

The Community Assistance, Recovery, and Empowerment (CARE) Act authorizes specified adult persons to petition a civil court to create a voluntary CARE agreement or a court-ordered CARE plan that can include treatment, housing support, and other services for persons with schizophrenia or other psychotic disorders.

CARE Act Petition Instructions

State CARE Act Self-Help

Also, see the Court's CARE Act Information and Resources page.

State CARE Act Self-Help

State Forms

CARE-100 - Petition to Begin CARE Act Proceedings

CARE-101 - Mental Health Declaration—CARE Act Proceedings

CARE-105 - Order for CARE Act Report

All State Forms