Orange — Temporary Conservatorship

Source: https://www.occourts.org/system/files/selfhelp/shc-pb-13.pdf

SUPERIOR COURT OF CALIFORNIA Self-Help Services COUNTY OF ORANGE www.occourts.org/self-help

TEMPORARY CONSERVATORSHIP

SELF-HELP FORM PACKET

Attention

New Probate Court and In-Person Location: Costa Mesa Justice Complex 3390 Harbor Boulevard Costa Mesa, CA 92626

SHC-PB-13 (Rev. 09/12/2025)

Self-Help Services can review your completed forms before you file them with the Court. To request review of your completed forms:

1. Complete the attached forms in black ink.
2. Scan your completed forms and save as a single PDF file.
3. Go to www.occourts.org/self-help (click the blue button labeled Click Here to Contact Self-Help Services), attach the PDF, and complete the online request form. Make sure to select PROBATE as the case type on the form.

www.occourts.org/self-help

Rev. 09/12/2025 TEMPORARY CONSERVATORSHIP OVERVIEW COMMON WORDS A Conservatorship is a court process where a Judge appoints a Conservator Conservator: An adult who to care for a Conservatee. There are two types of Conservatorships— wants to be responsible for Temporary Conservatorship (“TC”) and Permanent Conservatorship (“PC”). caring for an adult who cannot care for themselves. The TC can ensure the care, protection, and support of the Conservatee between the initial filing of paperwork for PC and the PC hearing day, which Conservatee: An adult who is currently being scheduled for 2-3 months after filing. The TC hearing will cannot care for themselves due be scheduled approximately 5-10 Court Days after filing. to a disability. The person filing the Conservatorship, known as Petitioner, may ask for PC Conservatorship of the only or TC and PC. If both are chosen from the start, both must be filed Person: Conservator wants together. Petitioner cannot only file the TC to start the case. Court permission to care for TC may be of the Person, Estate, or both. and protect the Conservatee’s physical and medical needs. PROCEDURE Conservatorship of the Complete Your Forms Estate: Conservator wants All TC Forms you need are included in this packet. Court permission to manage and protect the Conservatee’s GC-020: Notice of Hearing finances. Informs people and agencies with the right to know what has been filed, the hearing date, time, and location. GC-111: Petition for Appointment of Temporary Conservator Asks the Court to give the Conservator immediate rights over the Conservatee and explains why it is necessary before the PC hearing. GC-141: Order Appointing Temporary Conservator Document signed by Judge officially appointing a Conservator and the expiration date. GC-150: Letters of Temporary Conservatorship Proof for the Conservator to show others that a Conservatorship exists over the Conservatee temporarily.

Note: If you are reading this packet on an internet enabled device, court forms in BOLD can be clicked on to open and view electronically. You may also answer the questions on Page 3. Your answers will be automatically added to the correct areas of the forms.

Not all areas of the Forms will be completed. You must still review each page and make sure that all questions that apply to your case are answered.

Pg. 1

dssdf Make sure that your answers to questions asking for an explanation are detailed and describe the need for the TC in detail. A Judge will decide to grant or deny your TC based on your written responses. After you submit your TC forms, you will not have the opportunity to provide more details. ROADMAP

If the Judge agrees that TC is necessary, they will sign Form GC-141- Orders and Form GC-150-Letters. It the Judge does not agree, remember that you still must prepare for the PC hearing.

Document Review

The Self-Help Probate Team offers a free document review service for Self- Forms Represented litigants. As part of this service, an attorney or paralegal will review your documents for completion before filing. Our staff cannot provide you with legal advice or strategy during this review. To have your completed documents reviewed, please attach them to your help request here: tinyurl.com/ocselfhelp Document Review

File Your Forms

You must file your TC documents along with your PC documents if you are filing your case for the first time. If you have already filed PC documents, you may only file TC documents. File

You may file your documents by choosing one of the following options:

• E-Filing: https://www.occourts.org/online-
services/efiling/efiling-probate.html
• In Person:
o Costa Mesa Justice Complex, 3390 Harbor Boulevard, Service
Costa Mesa, CA 92626
• DropBox: Costa Mesa Justice Complex, 3390 Harbor Boulevard,
Costa Mesa, CA 92626
• Mail: Costa Mesa Justice Complex, ATTN: Probate Filing Clerk,
3390 Harbor Boulevard, Costa Mesa, CA 92626

After Filing Temporary Hearing

Have an adult, not involved with the case, serve all required people
and agencies with notice of the TC.
o Service includes: Copy of completed GC-020 Page 1, and
the very top of Page 2 (case name and case number),
Remote Hearing Attachment, and copy of filed GC-111. Prepare for the
After service is completed, the adult that helped you do so, must Permanent Hearing
sign GC-020, Page 2, for those served by mail, and GC-020 (P)-
Proof of Personal Service, for those served in person.
Send us your completed documents to us for review.
File the completed GC-020, Pages 1 and 2 and GC-020P (if
applicable), and Remote Hearing Attachment. Permanent Hearing
If you have not received notice of the Judge’s decision on your TC
3-5 Court Days after the date of hearing, please reach out to us.
Begin preparing for your PC hearing date.

Pg. 2

TEMPORARY CONSERVATORSHIP PETITION A. CONSERVATOR INFORMATION Conservator Defined: Person asking to have control over another person. Name: Street Address: City: State: Zip Code: Telephone Number: E-Mail Address:

B. CONSERVATEE INFORMATION

Conservatee Defined: Person who needs someone else to care for them. Name: Street Address: City: State: Zip Code: Telephone Number:

C. TEMPORARY CONSERVATORSHIP TYPE

What type of Temporary Conservatorship do you want: Person—Conservator provides for the Conservatee’s needs associated with daily life Estate—Conservator handles the Conservatee’s financial matters

Pg. 3

GC-020

ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY

TELEPHONE NO.: FAX NO. (Optional):

E-MAIL ADDRESS (Optional):

ATTORNEY FOR (Name): In Pro Per

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE

STREET ADDRESS: 3390 Harbor Boulevard
MAILING ADDRESS: 3390 Harbor Boulevard
CITY AND ZIP CODE: Costa Mesa 92626

BRANCH NAME: Costa Mesa Justice Complex

GUARDIANSHIP CONSERVATORSHIP OF THE PERSON ESTATE

OF (Name):

MINOR (PROPOSED) CONSERVATEE

CASE NUMBER:
NOTICE OF HEARING—GUARDIANSHIP OR CONSERVATORSHIP

This notice is required by law.
This notice does not require you to appear in court, but you may attend the hearing if you wish.

1. NOTICE is given that (name): (representative capacity, if any): has filed (specify): Petition for Appointment of Temporary Conservator

2. You may refer to documents on file in this proceeding for more information. (Some documents filed with the court are confidential. Under some circumstances you or your attorney may be able to see or receive copies of confidential documents if you file papers in the proceeding or apply to the court.)

3. The petition includes an application for the independent exercise of powers by a guardian or conservator under
   Probate Code section 2108 Probate Code section 2590.
   Powers requested are specified below specified in Attachment 3.

4. A HEARING on the matter will be held as follows:

   a. Date: Time: Dept.: Room:

   b. Address of court same as noted above is (specify): See Attachment 4b

   Assistive listening systems, computer-assisted real-time captioning, or sign language interpreter services are available upon request if at least 5 days notice is provided. Contact the clerk's office for Request for Accommodations by Persons with Disabilities and Order (form MC-410). (Civil Code section 54.8.)

Form Adopted for Mandatory Use NOTICE OF HEARING—GUARDIANSHIP OR CONSERVATORSHIP Probate1460–1469,Code,1511,§§ 1264,1822 Judicial Council of California GC-020 [Rev. July 1, 2005] (Probate—Guardianships and Conservatorships) www.courtinfo.ca.gov

GUARDIANSHIP CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER:

OF (Name):

MINOR (PROPOSED) CONSERVATEE

NOTE: *

A copy of this Notice of Hearing—Guardianship or Conservatorship ("Notice") must be "served" on—delivered to—each person who has the right under the law to be notified of the date, time, place, and purpose of a court hearing in a guardianship or conservatorship. Copies of this Notice may be served by mail in most situations. In a guardianship, however, copies of this Notice must sometimes be personally served on certain persons; and copies of this Notice may be personally served instead of served by mail in both guardianships and conservatorships. The petitioner (the person who requested the court hearing) may not personally perform either service by mail or personal service, but must show the court that copies of this Notice have been served in a way the law allows. The petitioner does this by arranging for someone else to perform the service and complete and sign a proof of service, which the petitioner then files with the original Notice. This page contains a proof of service that may be used only to show service by mail. To show personal service, each person who performs the service must complete and sign a proof of personal service, and each signed copy of that proof of service must be attached to this Notice when it is filed with the court.. You may use form GC-020(P) to show personal service of this Notice.

• (This Note replaces the clerk's certificate of posting on prior versions of this form. If notice by posting is desired, attach a copy of form GC-020(C), Clerk's Certificate of Posting Notice of Hearing—Guardianship or Conservatorship. (See Prob. Code, § 2543(c).)

  PROOF OF SERVICE BY MAIL

1. I am over the age of 18 and not a party to this cause. I am a resident of or employed in the county where the mailing occurred.

2. My residence or business address is (specify):

3. I served the foregoing Notice of Hearing—Guardianship or Conservatorship on each person named below by enclosing a copy in

an envelope addressed as shown below AND a. depositing the sealed envelope with the United States Postal Service on the date and at the place shown in item 4 with the postage fully prepaid. b. placing the envelope for collection and mailing on the date and at the place shown in item 4 following our ordinary business practices. I am readily familiar with this business's practice for collecting and processing correspondence for mailing. On the same day that correspondence is placed for collection and mailing, it is deposited in the ordinary course of business with the United States Postal Service in a sealed envelope with postage fully prepaid.

4. a. Date mailed: b. Place mailed (city, state):

5. I served with the Notice of Hearing—Guardianship or Conservatorship a copy of the petition or other document referred to in

   the Notice.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date:

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

NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED
Name of person served Address (number, street, city, state, and zip code)

Continued on an attachment. (You may use form DE-120(MA)/GC-020(MA) to show additional persons served.)

GC-020 [Rev. July 1, 2005] NOTICE OF HEARING—GUARDIANSHIP OR CONSERVATORSHIP Page 2 of 2 (Probate—Guardianships and Conservatorships)

To keep other people from seeing what you entered on your form, please press the Clear This Form button at the end of the form when finished.

MC-025

SHORT TITLE: CASE NUMBER: Conservatorship of: ATTACHMENT (Number): 4b

(This Attachment may be used with any Judicial Council form.)

The court is providing the convenience to appear for hearing by video using the court•s designated video platform. This is a no cost service to the public. Go to the Court•s website at The Superior Court of California - County of Orange (occourts.org) to appear remotely for Probate hearings and for remote hearing instructions. If you have difficulty connecting or are unable to connect to your remote hearing, call 657-622-8452 for assistance. If you prefer to appear in-person, you can appear in the department on the day/time set for your hearing.

(If the item that this Attachment concerns is made under penalty of perjury, all statements in this Page 1 of 1 Attachment are made under penalty of perjury.) (Add pages as required)

Form Approved for Optional Use ATTACHMENT www.courtinfo.ca.gov Judicial Council of California MC-025 [Rev. July 1, 2009] to Judicial Council Form

For your protection and privacy, please press the Clear This Form button after you have printed the form. Save This Form Print This Form Clear This Form

GC-111 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY

TELEPHONE NO.: FAX NO. (Optional):

E-MAIL ADDRESS (Optional): ATTORNEY FOR (Name): In Pro Per SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex TEMPORARY CONSERVATORSHIP OF CASE NUMBER: (Name): CONSERVATEE

PETITION FOR APPOINTMENT OF TEMPORARY CONSERVATOR HEARING DATE:

Person Estate Person and Estate DEPT.: TIME:

1. Petitioner (name each): requests that

   a. (Name): (Address and telephone number): be appointed temporary conservator of the PERSON of the proposed conservatee and Letters issue upon qualification.

   b. (Name): (Address and telephone number): be appointed temporary conservator of the ESTATE of the proposed conservatee and Letters issue upon qualification.

   c. (1) bond not be required because petition is for a temporary conservatorship of the person only. (2) bond not be required for the reasons stated in attachment 1c. (3) $ bond be fixed. It will be furnished by an admitted surety insurer or as otherwise provided by law. (Specify reasons in attachment 1c if the amount is different from maximum required by Probate Code section 2320 and Cal. Rules of Court, rule 7.207(c).) (4) $ in deposits in a blocked account be allowed. Receipts will be filed. (Specify institution and location):

   d. a request for an exception to notice of the hearing on this petition for good cause is filed with this petition. e. the powers specified in Attachment 1e be granted in addition to the powers provided by law. f. other orders be granted (specify in attachment 1f).

2. The proposed conservatee is (name):

Current address: Current telephone no.:

3. The proposed conservatee requires a temporary conservator to provide for temporary care, maintenance, and support protect property from loss or injury because (facts are specified in attachment 3 as follows):

Form Adopted for Mandatory Use PETITION FOR APPOINTMENT OF Probate Code, § 2250; Judicial Council of California GC-111 [New July 1, 2008] TEMPORARY CONSERVATOR Cal. Rules of Court,www.courtinfo.ca.govrules 7.101, 7.1062 (Probate—Guardianships and Conservatorships)

GC-111 TEMPORARY CONSERVATORSHIP OF CASE NUMBER: (Name): CONSERVATEE

4. Temporary conservatorship is required a. pending the hearing on the petition for appointment of a general conservator. b. pending the appeal under Probate Code section 1301. c. during the suspension of powers of the conservator.

5. Character and estimated value of the property of the estate (complete if a temporary conservatorship of the estate or the person and estate is requested):

   a. Personal property: $ b. Annual gross income from all sources, including real and personal property, wages, pensions, and public benefits: $ c. Additional amount for cost of recovery on the bond, calculated as required under Cal. Rules of Court, rule 7.207(c): $

   d. Total: $

6. Petitioner requests authority to change the proposed conservatee's residence during the temporary conservatorship

   a. Petitioner proposes to change the residence of the proposed conservatee to (address):

   The proposed conservatee will suffer irreparable harm if his or her residence is not changed as requested and no means
   less restrictive of the proposed conservatee's liberty will suffice to prevent the harm because (reasons are
   specified in attachment 6a as follows):

   b. The proposed conservatee must be removed from the State of California to permit the performance of the following nonpsychiatric medical treatment essential to the proposed conservatee's physical survival. The proposed conservatee consents to this medical treatment. (Facts and place of treatment are specified in attachment 6b as follows):

7. Petitioner is a professional fiduciary

   a. Petitioner holds license no. (specify): from the Professional Fiduciaries Bureau of the Department of Consumer Affairs issued or last renewed on (specify later date of initial issuance or renewal): . b. Petitioner was requested to file this petition by (name): . c. The circumstances leading to petitioner's engagement to file this petition are described in attachment 7c.

   d. Petitioner had: (1) No relationship to the proposed conservatee, his or her family, or his or her friends before engagement to file this petition.

(2) A relationship to the proposed conservatee, his or her family, or his or her friends before engagement to file this petition. That relationship is described in attachment 7d. the Petition for Appointment of Probate Conservator (form GC-310) filed with this petition or an attachment to that petition (specify attachment to general petition):

GC-111 [New July 1, 2008] PETITION FOR APPOINTMENT OF Page 2 of 3 TEMPORARY CONSERVATOR (Probate—Guardianships and Conservatorships)

GC-111 TEMPORARY CONSERVATORSHIP OF CASE NUMBER: (Name): CONSERVATEE

8. Petitioner's contact with persons named in Petition for Appointment of Probate Conservator a. Petitioner is the proposed conservatee. (If this item is selected, go to item 9.) b. Petitioner is not the proposed conservatee. All persons other than the proposed conservatee named in the Petition for Appointment of Probate Conservator filed with this petition: (1) Have been found and contacted. All will be given notice of the hearing on this petition. (2) Have not been found or have not been contacted. Efforts to find the persons who have not been found and the reasons why any person cannot be contacted are described in one or more declarations under penalty of perjury attached to this petition as attachment 8b. (Attachment 8b is not a request for a good cause exception to notice. See Prob. Code, § 2250(e) and rule 7.1062 of the Cal. Rules of Court.) c. Petitioner is not the proposed conservatee. Facts showing the preferences of the proposed conservatee concerning the appointment of any temporary conservator, and the appointment of the temporary conservator proposed in this petition, or why it was not feasible to ascertain those preferences, are specified in one or more declarations attached to this petition as attachment 8c.

9. Petitioner is informed and believes that the proposed conservatee a. will attend the hearing. b. is able but unwilling to attend the hearing, does not wish to contest the establishment of a conservatorship, does not object to the proposed conservator, and does not prefer that another person act as conservator. c. is unable to attend the hearing because of medical inability. An affidavit or certificate of a licensed medical practitioner or an accredited religious practitioner is affixed as attachment 9c. d. is not the petitioner, is out of state, and will not attend the hearing.

10. Filed with this petition is a proposed Order Appointing Court Investigator (form GC-330).

11. All attachments to this form are incorporated by this reference as though placed here in this form. There are pages attached to this form.

Date:

(SIGNATURE OF ATTORNEY*)

• (Signature of all petitioners also required (Prob. Code, § 1020).)

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date:

(TYPE OR PRINT NAME) (SIGNATURE OF PETITIONER)

(TYPE OR PRINT NAME) (SIGNATURE OF PETITIONER)

GC-111 [New July 1, 2008] PETITION FOR APPOINTMENT OF Page 3 of 3 TEMPORARY CONSERVATOR (Probate—Guardianships and Conservatorships)

GC-141 ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar number, and address): FOR COURT USE ONLY

TELEPHONE NO.: FAX NO. (Optional):

E-MAIL ADDRESS (Optional):

ATTORNEY FOR (Name): In Pro Per

SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex TEMPORARY CONSERVATORSHIP OF THE PERSON ESTATE OF (Name): CONSERVATEE

CASE NUMBER:

ORDER APPOINTING TEMPORARY CONSERVATOR

WARNING: THIS APPOINTMENT IS NOT EFFECTIVE UNTIL LETTERS HAVE ISSUED.

1. The petition for appointment of a temporary conservator came on for hearing as follows (check boxes c–j to indicate personal presence): a. Judicial officer (name): b. Hearing date: Time: Dept.: Room: c. Petitioner (name): d. Attorney for petitioner (name): e. Conservatee (name): f. Attorney for conservatee (name): g. Conservatee’s spouse or registered domestic partner, and relatives (names and relationships):

   h. Attorneys for persons listed in item g (names and persons represented):

   i. Public Guardian (name): j. Attorney for Public Guardian (name): THE COURT FINDS

2. a. Notice of time and place of hearing has been given as required by law. . b. Notice of time and place of hearing has been modified or dispensed with under Order on Ex Parte Application for Good Cause Exception to Notice on Petition for Appointment of Temporary Conservator filed on (date):

3. It is necessary that a temporary conservator be appointed to provide for temporary care, maintenance, and support
   protect property from loss or injury

   a. pending the hearing on the petition for appointment of a general conservator. b. pending an appeal under Probate Code section 1301. c. during the suspension of powers of the conservator.

4. To prevent irreparable harm, the residence of the conservatee must be changed. No means less restrictive of the conservatee's liberty will prevent irreparable harm.

Form Adopted for Mandatory Use ORDER APPOINTING TEMPORARY CONSERVATOR Probate Code, §§ 2250–2254 Judicial Council of California GC-141 [New January 1, 2009] (Probate—Guardianships and Conservatorships)

GC-141

TEMPORARY CONSERVATORSHIP OF CASE NUMBER: (Name): CONSERVATEE

5. The conservatee must be removed from the State of California to permit the performance of nonpsychiatric medical treatment essential to the conservatee's physical survival. The conservatee consents to this medical treatment.

6. The conservatee need not attend the hearing.

THE COURT ORDERS 7. a. (Name): (Address): (Telephone):

is appointed temporary conservator of the PERSON of (name):
and Letters shall issue upon qualification.
b. (Name):
(Address): (Telephone):

is appointed temporary conservator of the ESTATE of (name):
and Letters shall issue upon qualification.

8. a. Bond is not required. b. Bond is fixed at: $ to be furnished by an authorized surety company or as otherwise provided by law. c. Deposits of: $ are ordered to be placed in a blocked account at (specify institution and location):

   and receipts shall be filed. No withdrawals shall be made without a court order. Additional orders in attachment 8c.

   d. The temporary conservator is not authorized to take possession of money or any other property without a specific court order.

9. The temporary conservator is authorized to change the residence of the conservatee to (address):

10. The temporary conservator is authorized to remove the conservatee from the State of California to the following address to permit the performance of nonpsychiatric medical treatment essential to the conservatee’s physical survival (address):

11. The conservatee need not attend the hearing.

12. In addition to the powers granted by law, the temporary conservator is granted other powers. These powers are specified
    in attachment 12 below (specify):

13. Other orders as specified in attachment 13 are granted.

14. Unless modified by further order of the court, this order expires on (date):

15. Number of boxes checked in items 7–14:

16. Number of pages attached:

Date: JUDICIAL OFFICER

SIGNATURE FOLLOWS LAST ATTACHMENT

GC-141 [New January 1, 2009] ORDER APPOINTING TEMPORARY CONSERVATOR Page 2 of 2 (Probate—Guardianships and Conservatorships)

GC-150 ATTORNEY OR PARTY WITHOUT ATTORNEY (name, address, and State Bar number): After recording, return to:

TEL NO.: FAX NO. (optional):

E-MAIL ADDRESS (optional): ATTORNEY FOR (name): In Pro Per SUPERIOR COURT OF CALIFORNIA, COUNTY OF ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex FOR RECORDER'S USE ONLY

TEMPORARY GUARDIANSHIP CONSERVATORSHIP CASE NUMBER: OF (name): MINOR CONSERVATEE LETTERS OF TEMPORARY GUARDIANSHIP CONSERVATORSHIP FOR COURT USE ONLY Person Estate

LETTERS

1. (Name): is appointed temporary guardian conservator of the person estate of (name):

2. Other powers that have been granted or restrictions imposed on the temporary
   guardian conservator are specified in Attachment 2.
   specified below:

3. These Letters shall expire a. on (date): or upon earlier issuance of Letters to a general guardian or conservator.

   b. on other date (specify):

4. The temporary guardian conservator is not authorized to take possession of money or any other property
   without a specific court order.

5. Number of pages attached:

WITNESS, clerk of the court, with seal of the court affixed.

(SEAL) Date:

Clerk, by , Deputy

This form may be recorded as notice of the establishment of a temporary conservatorship of the estate as provided in Probate Code section 1875.

Form Adopted for Mandatory Use LETTERS OF TEMPORARY GUARDIANSHIP OR Probate Code, §§ 2250 et seq., 2890–2893; Judicial Council of California Code of Civil Procedure, § 2015.6 GC-150 [Rev. January 1, 2015] CONSERVATORSHIP www.courts.ca.gov (Probate—Guardianships and Conservatorships)

GC-150 TEMPORARY GUARDIANSHIP CONSERVATORSHIP CASE NUMBER: OF (name): MINOR CONSERVATEE

NOTICE TO INSTITUTIONS AND FINANCIAL INSTITUTIONS (Probate Code sections 2890–2893) When these Letters of Temporary Guardianship or Letters of Temporary Conservatorship (Letters) are delivered to you as an employee or other representative of an institution or financial institution (described below) in order for the temporary guardian or temporary conservator of the estate (1) to take possession or control of an asset of the minor or conservatee named above held by your institution (including changing title, withdrawing all or any portion of the asset, or transferring all or any portion of the asset) or (2) to open or change the name of an account or a safe-deposit box in your financial institution to reflect the guardianship or conservatorship, you must fill out Judicial Council form GC-050 (for an institution) or form GC-051 (for a financial institution). An officer authorized by your institution or financial institution must date and sign the form, and you must file the completed form with the court. There is no filing fee for filing the form. You may either arrange for personal delivery of the form or mail it to the court for filing at the address given for the court on page 1 of these Letters. The temporary guardian or temporary conservator should deliver a blank copy of the appropriate form to you with these Letters, but it is your institution’s or financial institution’s responsibility to complete the correct form, have an authorized officer sign it, and file the completed form with the court. If the correct form is not delivered with these Letters or is unavailable for any other reason, blank copies of the forms may be obtained from the court. The forms may also be accessed from the judicial branch’s public Web site free of charge. The Internet address (URL) is www.courts.ca.gov/forms/. Select the form group Probate—Guardianships and Conservatorships and scroll down to form GC-050 for an institution or form GC-051 for a financial institution. The forms may be printed out as blank forms and filled in by typewriter, or may be filled out online and printed out ready for signature and filing. An institution under California Probate Code section 2890(c) is an insurance company, insurance broker, insurance agent, investment company, investment bank, securities broker-dealer, investment advisor, financial planner, financial advisor, or any other person who takes, holds, or controls an asset subject to a conservatorship or guardianship other than a financial institution. Institutions must file a Notice of Taking Possession or Control of an Asset of Minor or Conservatee (form GC-050) for an asset of the minor or conservatee held by the institution. A single form may be filed for all affected assets held by the institution. A financial institution under California Probate Code section 2892(b) is a bank, trust (including a Totten trust account but excluding other trust arrangements described in Probate Code section 82(b)), savings and loan association, savings bank, industrial bank, or credit union. Financial institutions must file a Notice of Opening or Changing a Guardianship or Conservatorship Account or Safe- Deposit Box (form GC-051) for an account or a safe deposit box held by the financial institution. A single form may be filed for all affected accounts or safe deposit boxes held by the financial institution.

LETTERS OF TEMPORARY GUARDIANSHIP CONSERVATORSHIP
AFFIRMATION

I solemnly affirm that I will perform according to law the duties of temporary guardian. conservator.

Executed on (date): , at (place):

(TYPE OR PRINT NAME) (SIGNATURE OF APPOINTEE)

CERTIFICATION

I certify that this document, including any attachments, is a correct copy of the original on file in my office and that the Letters issued to the person appointed above have not been revoked, annulled, or set aside and are still in full force and effect.

(SEAL) Date:

Clerk, by , Deputy

GC-150 [Rev. January 1, 2015] LETTERS OF TEMPORARY GUARDIANSHIP OR CONSERVATORSHIP Page 2 of 2 (Probate—Guardianships and Conservatorships)