Orange — Limited Conservatorship

Source: https://www.occourts.org/system/files/selfhelp/shc-pb-03.pdf

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

LIMITED 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-03 (Rev. 1/01/2026)

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 button labeled Contact Self-Help), 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

GC-310 ATTORNEY OR PARTY WITHOUT ATTORNEY STATE BAR NO.: FOR COURT USE ONLY NAME:

FIRM NAME:

STREET ADDRESS:

CITY: STATE: ZIP CODE:

TELEPHONE NO.: FAX NO.:

E-MAIL ADDRESS:

ATTORNEY FOR (name):

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

CONSERVATORSHIP OF (name): (PROPOSED) CONSERVATEE PETITION FOR APPOINTMENT OF SUCCESSOR CASE NUMBER: PROBATE CONSERVATOR OF THE PERSON ESTATE HEARING DATE AND TIME: DEPT.: Limited Conservatorship

1. Petitioner (name): requests that a. (Name): (Telephone):

   (Address):

   be appointed successor conservator limited conservator of the PERSON of the (proposed) conservatee and Letters issue upon qualification. b. (Name): (Telephone): (Address):

   be appointed successor conservator limited conservator of the ESTATE of the (proposed) conservatee and Letters issue upon qualification. c. (1) bond not be required because the proposed successor conservator is a corporate fiduciary or an exempt government agency. for the reasons stated in Attachment 1c. (2) bond be fixed at: $ to be furnished by an authorized surety company or as otherwise provided by law. (Specify reasons in Attachment 1c if the amount is different from the minimum required by Probate Code section 2320.) (3) $ in deposits in a blocked account be allowed. Receipts will be filed. (Specify institution and location):

   d. orders authorizing independent exercise of powers under Probate Code section 2590 be granted. Granting the proposed successor conservator of the estate powers to be exercised independently under Probate Code section 2590 would be to the advantage and benefit and in the best interest of the conservatorship estate. (Specify orders, powers, and reasons in Attachment 1d.) e. orders relating to the capacity of the (proposed) conservatee under Probate Code section 1873 or 1901 be granted. (Specify orders, facts, and reasons in Attachment 1e.) f. orders relating to the powers and duties of the proposed successor conservator of the person under Probate Code sections 2351–2358 be granted. (Specify orders, facts, and reasons in Attachment 1f.) g. the (proposed) conservatee be adjudged to lack the capacity to give informed consent for medical treatment or healing by prayer and that the proposed successor conservator of the person be granted the powers specified in Probate Code section 2355. (Complete item 9 on page 6.)

Do NOT use this form for a temporary conservatorship.

Form Adopted for Mandatory Use Probate Code, §§ 1820, 1821, Judicial Council of California GC-310 [Rev. January 1, 2019] PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR www.courts.ca.gov2680–2682 (Probate—Guardianships and Conservatorships)

GC-310 CONSERVATORSHIP OF CASE NUMBER: (name): (PROPOSED) CONSERVATEE

1. h. (for limited conservatorship only) orders relating to the powers and duties of the proposed limited successor* conservator of the person under Probate Code section 2351.5 be granted. (Specify orders, powers, and duties in Attachment 1h and complete item 1j.) i. (for limited conservatorship only) orders relating to the powers and duties of the proposed limited successor* conservator of the estate under Probate Code section 1830(b) be granted. (Specify orders, powers, and duties in Attachment 1i and complete item 1j.) j. (for limited conservatorship only) orders limiting the civil and legal rights of the (proposed) limited conservatee be granted. (Specify limitations in Attachment 1j.)

   k. orders authorizing placement or treatment for a major neurocognitive disorder (such as dementia) as specified in the Attachment Requesting Special Orders Regarding a Major Neurocognitive Disorder (form GC-313) under Probate Code section 2356.5 be granted. A Capacity Declaration—Conservatorship (form GC-335) and Major Neurocognitive Disorder Attachment to Capacity Declaration—Conservatorship (form GC-335A), executed by a licensed physician or by a licensed psychologist acting within the scope of his or her license with at least two years experience diagnosing major neurocognitive disorders (including dementia), are filed herewith. will be filed before the hearing. (appointment of successor conservator only) will not be filed because an order relating to placement or treatment for a major neurocognitive disorder (such as dementia) was filed on (date): . That order has neither expired by its terms nor been revoked.

   l. other orders be granted. (Specify in Attachment 1l.)

2. (Proposed) conservatee is (name): (Telephone): (Current address):

3. a. Jurisdictional facts (initial appointment only) The proposed conservatee has no conservator in California and is a (1) resident of California and (a) a resident of this county. (b) not a resident of this county, but commencement of the conservatorship in this county is in the best interests of the proposed conservatee for the reasons specified in Attachment 3a. (2) nonresident of California but (a) is temporarily living in this county, or (b) has property in this county, or (c) commencement of the conservatorship in this county is in the best interest of the proposed conservatee for the reasons specified in Attachment 3a.

   b. Petitioner (answer items (1) and (2) and check all other items that apply) (1) is is not a creditor or an agent of a creditor of the (proposed) conservatee. (2) is is not a debtor or an agent of a debtor of the (proposed) conservatee. (3) is the proposed successor conservator. (4) is the (proposed) conservatee. (If this item is not checked, you must also complete item 3f.) (5) is the spouse of the (proposed) conservatee. (You must also complete item 6.) (6) is the domestic partner or former domestic partner of the (proposed) conservatee. (You must also complete item 7.) (7) is a relative of the (proposed) conservatee as (specify relationship): (8) is an interested person or friend of the (proposed) conservatee. (9) is a state or local public entity, officer, or employee. (10) is the guardian of the proposed conservatee. (11) is a bank is another entity authorized to conduct the business of a trust company. (12) is a professional fiduciary within the meaning of Business and Professions Code section 6501(f) who is licensed by the Professional Fiduciaries Bureau of the Department of Consumer Affairs. Petitioner's license number is provided in item 1 on page 1 of the attached Professional Fiduciary Attachment. (Use form GC-210(A-PF)/GC-310(A-PF) for this attachment. You must also complete item 2 on page 2 of that form and item 3d below.)

• See item 5b on page 4.

GC-310 [Rev. January 1, 2019] Page 2 of 8 PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR (Probate—Guardianships and Conservatorships)

GC-310 CONSERVATORSHIP OF CASE NUMBER: (name): (PROPOSED) CONSERVATEE

3. c. Proposed successor conservator is (check all that apply)

   (1) a nominee. (Affix nomination as Attachment 3c(1).)
   (2) the spouse of the (proposed) conservatee. (You must also complete item 6.)
   (3) the domestic partner or former domestic partner of the (proposed) conservatee. (You must also complete item 7.)
   (4) a relative of the (proposed) conservatee as (specify relationship):
   (5) a bank. another entity authorized to conduct the business of a trust company.
   (6) a nonprofit charitable corporation that meets the requirements of Probate Code section 2104.
   (7) a professional fiduciary, as defined in Business and Professions Code section 6501(f). His or her statement
   concerning licensure or exemption is provided in item 1 on page 1 of the attached Professional Fiduciary
   Attachment. (Use form GC-210(A-PF)/GC-310(A-PF) for this attachment.)
   (8) other (specify):

   d. Engagement and prior relationship with petitioning professional fiduciary (complete this item if petitioner is licensed by the Professional Fiduciaries Bureau.) (1) Statements of who engaged petitioner, or how petitioner was engaged to file this petition, and a description of any prior relationship petitioner had with the (proposed) conservatee or his or her family or friends, are provided in item 2 on page 2 of the attached Professional Fiduciary Attachment. (Use form GC-210(A-PF)/GC-310(A-PF) for this attachment.) (2) A petition for appointment of a temporary conservator is filed with this petition. That petition contains statements of who engaged petitioner, how petitioner was engaged to file this petition, and a description of any prior relationship petitioner had with the (proposed) conservatee or his or her family and friends.

   e. Character and estimated value of the property of the estate (complete items (1) or (2) and (3), (4), and (5)): (1) (For appointment of successor conservator only, if complete Inventory and Appraisal filed by predecessor): Personal property: $ , per Inventory and Appraisal filed in this proceeding on (specify dates of filing of all inventories and appraisals): (2) Estimated value of personal property: $ (3) Annual gross income from (a) real property: $ (b) personal property: $ (c) pensions: $ (d) wages: $ (e) public assistance benefits: $ (f) other: $ (4) Total of (1) or (2) and (3): $ (5) Real property: $ (a) per Inventory and Appraisal identified in item (1). (b) estimated value.

   f. Due diligence (complete this item if the (proposed) conservatee is not a petitioner): (1) Efforts to find the (proposed) conservatee's relatives or reasons why it is not feasible to contact any of them are described on Attachment 3f(1). (2) Statements of the (proposed) conservatee's preferences concerning the appointment of any (successor) conservator and the appointment of the proposed (successor) conservator or reasons why it is not feasible to ascertain those preferences are contained on Attachment 3f(2).

GC-310 [Rev. January 1, 2019] Page 3 of 8 PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR (Probate—Guardianships and Conservatorships)

GC-310 CONSERVATORSHIP OF CASE NUMBER: (name): (PROPOSED) CONSERVATEE

3. g. So far as known to petitioner, a conservatorship or equivalent proceeding concerning the proposed conservatee

   has not has been filed in another jurisdiction, including a court of a federally-recognized Indian tribe with
   jurisdiction (see Prob. Code, § 2031(b)).
   (If you answered "has," identify the jurisdiction and state the date the case was filed):

4. (Proposed) conservatee

   a. is is not a patient in or on leave of absence from a state institution under the jurisdiction of the California Department of State Hospitals or the California Department of Developmental Services (specify state institution):

   b. is receiving or entitled to receive is neither receiving nor entitled to receive benefits from the U.S. Department of Veterans Affairs (estimate amount of monthly benefit payable): c. is is not , so far as is known to petitioner, a member of a federally recognized Indian tribe. (If you answered "is," complete items (1)–(4)): (1) Name of tribe: (2) Location of tribe (if the tribe is located in more than one state, the state that is the tribe's principal location): (3) The proposed conservatee does does not reside on tribal land.* (4) So far as known to petitioner, the proposed conservatee owns does not own property on tribal land.

5. a. Proposed conservatee (initial appointment of conservator only) (1) is an adult. (2) will be an adult on the effective date of the order (date): (3) is a married minor. (4) is a minor whose marriage has been dissolved. b. Vacancy in office of conservator (appointment of successor conservator only. A petition for appointment of a limited conservator after the death of a predecessor is a petition for initial appointment. (Prob. Code, § 1860.5(a)(1).) There is a vacancy in the office of conservator of the person estate for the reasons specified in Attachment 5b. specified below.

• “Tribal land” is land that is, with respect to a specific Indian tribe and the members of that tribe, “Indian country,” as defined in 18 U.S.C. § 1151.

GC-310 [Rev. January 1, 2019] Page 4 of 8 PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR (Probate—Guardianships and Conservatorships)

GC-310 CONSERVATORSHIP OF CASE NUMBER: (name): (PROPOSED) CONSERVATEE

5. c. (Proposed) conservatee requires a conservator and is (1) unable to properly provide for his or her personal needs for physical health, food, clothing, or shelter. Supporting facts are specified in Attachment 5c(1) as follows: (2) substantially unable to manage his or her financial resources or to resist fraud or undue influence. Supporting facts are specified in Attachment 5c(2) as follows:

GC-310 [Rev. January 1, 2019] PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR Page 5 of 8 (Probate—Guardianships and Conservatorships)

GC-310 CONSERVATORSHIP OF CASE NUMBER: (name): (PROPOSED) CONSERVATEE

5. d. (Proposed) conservatee voluntarily requests the appointment of a successor conservator. (Specify facts showing good cause in Attachment 5(d).) e. Confidential Supplemental Information (form GC-312) is filed with this petition. (Initial appointment of conservator only. All petitioners must file this form except banks and other entities authorized to do business as a trust company.) f. (Proposed) conservatee does does not have a developmental disability as defined in Probate Code section

   1420. Petitioner is aware of the requirements of Probate Code section 1827.5. (Specify the nature and degree of the alleged disability in Attachment 5f).

6. Petitioner or proposed successor conservator is the spouse of the (proposed) conservatee.
   (If this statement is true, you must answer a or b.)

   a. The (proposed) conservatee's spouse is not a party to any action or proceeding against the (proposed) conservatee for legal separation, dissolution of marriage, annulment, or adjudication of nullity of their marriage. b. Although the (proposed) conservatee's spouse is a party to an action or proceeding against the (proposed) conservatee for legal separation, dissolution, annulment, or adjudication of nullity of their marriage, or has obtained a judgment in one of these proceedings, it is in the best interest of the (proposed) conservatee that: (1) a successor conservator be appointed. (2) the spouse be appointed as the successor conservator. (If you checked item 6b(1) or (2) or both, specify the facts and reasons in Attachment 6b.)

7. Petitioner or proposed successor conservator is the domestic partner or former domestic partner of
   the (proposed) conservatee. (If this statement is true, you must answer a or b.)

   a. The domestic partner of the (proposed) conservatee has not terminated and does not intend to terminate the domestic partnership. b. Although the domestic partner or former domestic partner of the (proposed) conservatee intends to terminate or has terminated the domestic partnership, it is in the best interest of the (proposed) conservatee that (1) a successor conservator be appointed. (2) the domestic partner or former domestic partner be appointed as the successor conservator. (If you checked item 7b(1) or (2) or both, specify the facts and reasons in Attachment 7b.)

8. (Proposed) conservatee (check all that apply) a. will attend the hearing AND is the petitioner is not the petitioner AND has has not nominated the proposed successor conservator. b. (initial appointment of conservator only) is able but unwilling to attend the hearing AND does does not wish to contest the establishment of a conservatorship, does does not object to the proposed conservator, AND does does not prefer that another person act as conservator. c. (initial appointment of conservator only): is unable to attend the hearing because of medical inability. A Capacity Declaration—Conservatorship (form GC-335), executed by a licensed medical practitioner or an accredited religious practitioner is filed with this petition. will be filed before the hearing. d. (initial appointment of conservator only) is not the petitioner, is out of state, and will not attend the hearing. e. (appointment of successor conservator only) will not attend the hearing.

9. Medical treatment of (proposed) conservatee

   a. There is no form of medical treatment for which the (proposed) conservatee has the capacity to give an informed consent.

   b. A Capacity Declaration—Conservatorship (form GC-335) executed by a licensed physician or by a licensed psychologist acting within the scope of his or her licensure, stating that the (proposed) conservatee lacks the capacity to give informed consent for any form of medical treatment and giving reasons and the factual basis for this conclusion, is filed with this petition. will be filed before the hearing. will not be filed for the reason stated in c. c. (appointment of successor conservator only) The conservatee's incapacity to consent to any form of medical treatment was determined by order filed in this matter on (date): That order has neither expired by its terms nor been revoked. d. (Proposed) conservatee is is not an adherent of a religion that relies on prayer alone for healing, as defined in Probate Code section 2355(b).

GC-310 [Rev. January 1, 2019] PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR Page 6 of 8 (Probate—Guardianships and Conservatorships)

GC-310 CONSERVATORSHIP OF CASE NUMBER: (name): (PROPOSED) CONSERVATEE

10. Temporary conservatorship Filed with this petition is a Petition for Appointment of Temporary Conservator (form GC-111).

11. (Proposed) conservatee's relatives

The names, residence addresses, and relationships of the spouse or registered domestic partner and the second-degree relatives of the (proposed) conservatee (his or her parents, grandparents, children, grandchildren, and brothers and sisters), so far as known to petitioner, are a. listed below. b. not known, or no longer living, so the (proposed) conservatee's deemed relatives under Probate Code section 1821(b) (1)–(4) are listed below.

Name and relationship to conservatee Residence address

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16)

Continued on Attachment 11.

GC-310 [Rev. January 1, 2019] PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR Page 7 of 8 (Probate—Guardianships and Conservatorships)

GC-310 CONSERVATORSHIP OF CASE NUMBER: (name): (PROPOSED) CONSERVATEE

12. Confidential conservator screening form
    Submitted with this petition is a Confidential Conservator Screening Form (form GC-314) completed and signed by the
    proposed successor conservator. (Required for all proposed conservators except banks and trust companies.)

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

14. Number of pages attached:

Date:

(TYPE OR PRINT NAME OF ATTORNEY FOR PETITIONER) (SIGNATURE OF ATTORNEY FOR PETITIONER)

(All petitioners must also sign (Prob. Code, § 1020; Cal. Rules of Court, rule 7.103).)

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 PETITIONER) (SIGNATURE OF PETITIONER)

(TYPE OR PRINT NAME OF PETITIONER) (SIGNATURE OF PETITIONER)

GC-310 [Rev. January 1, 2019] PETITION FOR APPOINTMENT OF PROBATE CONSERVATOR Page 8 of 8 (Probate—Guardianships and Conservatorships)

MC-025 SHORT TITLE: CASE NUMBER:

ATTACHMENT (Number): 1(h)

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

I hereby request the Limited Conservator or Co-Conservators have the following powers and duties over the person:

1. To fix residence or specific dwelling of the limited conservatee.
2. Access to the confidential records and papers of the limited conservatee.
3. To consent or withhold consent to the marriage of, or the entrance into a registered domestic partnership by, the limited conservatee.
4. The right of the limited conservatee to contract.
5. The power of the limited conservatee to give or withhold medical consent.
6. The limited conservatee's right to control his or her own social and sexual contacts and relationships.
7. Decisions concerning the education of the limited conservatee.

(If the item that this Attachment concerns is made under penalty of perjury, all statements in this Page of 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

MC-025 SHORT TITLE: CASE NUMBER:

ATTACHMENT (Number): 1(j)

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

I hereby request the following civil an legal rights of the Limited Conservatee be limited:

1. To fix residence or specific dwelling of the limited conservatee.
2. Access to the confidential records and papers of the limited conservatee.
3. To consent or withhold consent to the marriage of, or the entrance into a registered domestic partnership by, the limited conservatee.
4. The right of the limited conservatee to contract.
5. The power of the limited conservatee to give or withhold medical consent.
6. The limited conservatee's right to control his or her own social and sexual contacts and relationships.
7. Decisions concerning the education of the limited conservatee.

(If the item that this Attachment concerns is made under penalty of perjury, all statements in this Page of 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

CONFIDENTIAL (DO NOT ATTACH TO PETITION) GC-312 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 ORANGE STREET ADDRESS: 3390 Harbor Boulevard MAILING ADDRESS: 3390 Harbor Boulevard CITY AND ZIP CODE: Costa Mesa 92626 BRANCH NAME: Costa Mesa Justice Complex CONSERVATORSHIP OF (name):

PROPOSED CONSERVATEE
CONFIDENTIAL SUPPLEMENTAL INFORMATION CASE NUMBER:
Limited Conservatorship of the Person Estate

HEARING DATE:

1. a. Proposed conservatee (name):

   b. Date of birth: c. Age: DEPT.: TIME: d. Social security number:

2. I, the person completing this form, am the (check each that applies) petitioner proposed conservator in this proceeding.

3. ABILITY TO PROVIDE PROPERLY FOR PERSONAL NEEDS* The following facts and circumstances supplement and support the petition's assertions that the proposed conservatee is unable to provide properly for personal needs for physical health, food, clothing, or shelter (specify in detail, expanding on the reasons in the petition; give specific examples from the proposed conservatee's daily life showing significant, ongoing behavior patterns):

   a. Physical health (give examples showing the proposed conservatee's inability to move and exercise, maintain personal hygiene, make and attend routine medical appointments, take medication as prescribed, etc.):

   Continued in Attachment 3a.

   b. Food (give examples showing the proposed conservatee's inability to eat or drink, prepare food, shop for food, etc.):

   Continued in Attachment 3b.

   c. Clothing (give examples showing the proposed conservatee's inability to get dressed, do laundry, shop for clothing, etc.):

   Continued in Attachment 3c.

   d. Shelter (give examples showing the proposed conservatee's inability to pay rent or mortgage, pay utility bills, keep house, etc.):

   Continued in Attachment 3d.

• If any part of item 3 does not apply to the proposed conservatorship, skip it, check box 3 in item 10, and explain why it does not apply.

Form Adopted for Mandatory Use Probate Code, §§1800, Judicial Council of California CONFIDENTIAL SUPPLEMENTAL INFORMATION 1800.3, 1801, 1821 GC-312 [Rev. January 1, 2024] (Probate Conservatorship) www.courts.ca.gov

CONFIDENTIAL GC-312 CONSERVATORSHIP OF (name): CASE NUMBER:

PROPOSED CONSERVATEE

4. ABILITY TO MANAGE OWN FINANCIAL RESOURCES* The following facts and circumstances supplement and support the petition's assertions that the proposed conservatee is substantially unable to manage that person's own financial resources or to resist fraud or undue influence (specify in detail, expanding on the reasons in the petition; give specific examples from the proposed conservatee's daily life showing significant, ongoing behavior patterns):

   a. Financial resources (give examples of the proposed conservatee's substantial inability to manage money or property):

   Continued in Attachment 4a.

   b. Fraud or undue influence (give examples of the proposed conservatee's substantial inability to resist fraud or undue influence):

   Continued in Attachment 4b.

• If any part of item 4 does not apply to the proposed conservatorship, skip it, check box 4 in item 10, and explain why it does not apply.

5. RESIDENCE (A "residence" is the place a person would tend to describe as "home," for example, an owned or rented single-family house or an apartment in a multiunit building, or an assisted-living, board-and-care, skilled-nursing, or other long-term care facility.) a. The proposed conservatee's residence is a (nature of residence; see above for examples):

   b. The proposed conservatee's residence is located at (street address, city, state):

   c. The proposed conservatee is currently located at the residence in item 5b other (street address, city, state):

   d. The proposed conservatee's current location is a (nature of current location; see above for examples):

   e. Ability to live in residence The proposed conservatee is (1) living in the residence, and (a) is able to continue living there unless circumstances change. (b) will need to be moved after a conservator is appointed (give specific reasons in item 5f). (c) other (specify and give reasons in item 5f). (2) not living in the residence, and (a) will be able to return home by (date): (explain in item 5f). (b) will not return to live there (give specific reasons in item 5f). (c) other (specify and give reasons in item 5f).

   f. Specific reasons supporting the determination in item 5e about the proposed conservatee's ability to live in the residence:

   Continued in Attachment 5f.

GC-312 [Rev. January 1, 2024] Page 2 of 4 CONFIDENTIAL SUPPLEMENTAL INFORMATION (Probate Conservatorship)

CONFIDENTIAL GC-312 CONSERVATORSHIP OF (name): CASE NUMBER:

PROPOSED CONSERVATEE

6. ALTERNATIVES TO CONSERVATORSHIP I have considered the following alternatives to conservatorship. For each alternative below, either (1) I have attempted that alternative for the length of time and in the manner described and have determined for the reasons explained below that it is unsuitable or does not meet the proposed conservatee's needs; or (2) I have not attempted that alternative and have determined for the reasons explained below that it is unsuitable or does not meet the proposed conservatee's needs and therefore should not be attempted.

   a. A supported decisionmaking agreement, as defined in Welfare and Institutions Code section 21001

   Continued in Attachment 6a.

   b. Designation of a health care surrogate under Probate Code section 4711

   Continued in Attachment 6b.

   c. An advance health care directive under Probate Code section 4600 et seq.

   Continued in Attachment 6c.

   d. A power of attorney (general or limited, durable or nondurable) under Probate Code section 4000 et seq.

   Continued in Attachment 6d.

   e. A trust, as defined in Probate Code section 82

   Continued in Attachment 6e.

   f. Other alternatives considered or attempted

   Continued in Attachment 6f.

GC-312 [Rev. January 1, 2024] Page 3 of 4 CONFIDENTIAL SUPPLEMENTAL INFORMATION (Probate Conservatorship)

CONFIDENTIAL GC-312 CONSERVATORSHIP OF (name): CASE NUMBER:

PROPOSED CONSERVATEE

7. HEALTH OR SOCIAL SERVICES PROVIDED (complete all that apply): a. In the year immediately before the petition was filed, the proposed conservatee received the following health services, for example, doctor's visits, medical testing, hospitalizations, surgeries, administration of medication, wound care, or therapy. (describe the services and the circumstances in which they were provided; if none were provided, state "none"): Continued in Attachment 7a.

   b. In the year immediately before the petition was filed, the proposed conservatee received the following social services, for example, companionship, assistance with personal hygiene, housekeeping, shopping, cooking, or assistance managing finances. (describe the services and the circumstances in which they were provided; if none were provided, state "none"): Continued in Attachment 7b.

   c. I do not know, and cannot reasonably find out, what, if any, health services social services were provided to the proposed conservatee in the year immediately before the petition was filed.

8. KNOWLEDGE AND PREFERENCES The proposed conservatee (check all that apply) a. knows about does not know about the proposed conservatorship. I don't know. b. agrees with does not agree with the proposed conservatorship. I don't know. Not applicable.

9. SOURCE OF INFORMATION The facts, circumstances, and conclusions stated on this form are based, (check all that apply) a. in item 3, on my own personal knowledge an affidavit (declaration) by another person, attached as Attachment 3. b. in item 4, on my own personal knowledge an affidavit (declaration) by another person, attached as Attachment 4. c. in item 5, on my own personal knowledge an affidavit (declaration) by another person, attached as Attachment 5. d. in item 6, on my own personal knowledge an affidavit (declaration) by another person, attached as Attachment 6. e. in item 7, on my own personal knowledge an affidavit (declaration) by another person, attached as Attachment 7. f. in item 8, on my own personal knowledge an affidavit (declaration) by another person, attached as Attachment 8.

10. ITEMS THAT DO NOT APPLY The following items on this form, or parts of those items, do not apply to the proposed conservatorship. (for each item checked, explain why that item or part of an item does not apply): 3 4

    Continued on Attachment 10.

11. Number of pages attached:

    DECLARATION

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)

GC-312 [Rev. January 1, 2024] Page 4 of 4 CONFIDENTIAL SUPPLEMENTAL INFORMATION (Probate Conservatorship)

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CONFIDENTIAL (DO NOT ATTACH TO PETITION) GC-314

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):

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

CONSERVATORSHIP OF CASE NUMBER: (Name):

PROPOSED CONSERVATEE
CONFIDENTIAL CONSERVATOR SCREENING FORM HEARING DATE AND TIME: DEPT.:

Conservatorship of Person Estate Limited Conservatorship

The proposed conservator must complete and sign this form. The person requesting appointment of a conservator must submit the completed and signed form to the court with the conservatorship petition. This form must remain confidential.

How This Form Will Be Used

This form is confidential and will not be a part of the public file in this case. Each proposed conservator must complete and sign a separate copy of this form under rule 7.1050 of the California Rules of Court. The information provided in this form will be used by the court and by the persons and agencies designated by the court to assist the court in determining whether to appoint the proposed conservator as conservator. The proposed conservator must respond to each item.

1. a. Proposed conservator (name): b. Date of birth: c. Social security number: d. Driver's license number: State: e. Telephone numbers: Home: Work: Other:

2. a. I am related to the proposed conservatee as (specify relationship): b. I have personally known the proposed conservatee for: years, months.

3. I was I was not nominated as conservator of the person estate of the proposed conservatee,

   by the proposed conservatee. the spouse or registered domestic partner of the proposed conservatee. a parent of the proposed conservatee. (If you checked "I was," provide documentation in Attachment 3.)

4. a. I am the spouse of the proposed conservatee. I have I have not filed for legal separation, dissolution of marriage, annulment, or adjudication of nullity of the marriage. (If you checked "I have," explain in Attachment 4.) b. I am not the spouse of the proposed conservatee.

5. a. I am the registered domestic partner of the proposed conservatee. I do not I do intend to terminate my domestic partnership with the proposed conservatee. (If you checked "I do," explain in Attachment 5.) b. I am a former domestic partner of the proposed conservatee. My domestic partnership with the proposed conservatee was terminated on (date): . (Explain circumstances in Attachment 5.) c. I am neither a current nor former domestic partner of the proposed conservatee.

6. a. I do I do not owe money or have a financial obligation to the proposed conservatee. (If you checked "I do," explain in Attachment 6.) b. The proposed conservatee does does not owe money or have a financial obligation to me. (If you checked "does," explain in Attachment 6.) c. I am I am not an agent for a creditor of the proposed conservatee. If you checked "I am," explain in Attachment 6.) Page 1 of 2

Form Adopted for Mandatory Use Probate Code, §§ 1810, 1811, Judicial Council of California CONFIDENTIAL CONSERVATOR SCREENING FORM 2104, 2346; GC-314 [Rev. July 1, 2009] (Probate—Guardianships and Conservatorships) Cal. Ruleswww.courtinfo.ca.govof Court, rule 7.1050

CONFIDENTIAL GC-314 CONSERVATORSHIP OF (Name): CASE NUMBER:

PROPOSED CONSERVATEE

7. I have I have not filed for bankruptcy protection within the last 10 years. (If you checked "I have," explain in
   Attachment 7.)

8. I have I have not been convicted of a felony or had a felony expunged from my record. (If you checked "I have,"
   explain in Attachment 8.)

9. I have I have not been charged with, arrested for, or convicted of embezzlement, theft, or any other crime
   involving the taking of property. (If you checked "I have," explain in Attachment 9.)

10. I have I have not been charged with, arrested for, or convicted of a crime involving fraud, conspiracy, or
    misrepresentation of information. (If you checked "I have," explain in Attachment 10.)

11. I have I have not been charged with, arrested for, or convicted of any form of elder abuse or neglect.
    (If you checked "I have," explain in Attachment 11.)

12. I have I have not had a restraining order or protective order filed against me in the last 10 years.
    (If you checked "I have," explain in Attachment 12.)

13. I am I am not required to register as a sex offender under California Penal Code section 290.
    (If you checked "I am," explain in Attachment 13.)

14. I have I have not previously been appointed conservator, executor, or fiduciary in another proceeding.
    (If you checked "I have," explain in Attachment 14.)

15. I have I have not been removed or resigned as a conservator, guardian, executor, or fiduciary in any other case.
    (If you checked "I have," explain in Attachment 15.)

16. I have or may have I do not have an adverse interest that the court may consider to be a risk to, or to have an
    effect on, my ability to faithfully perform the duties of conservator. (If you checked "I have or
    may have," explain in Attachment 16.)

17. I am I am not a private professional fiduciary, as defined in Business and Professions Code section 6501(f).
    (If you checked "I am," respond to item 18. If you checked "I am not," go to item 19.)

18. I am I am not currently licensed by the Professional Fiduciaries Bureau of the Department of Consumer
    Affairs. My license status and information is stated in item 1 on page. 1 of the Professional
    Fiduciary Attachment signed by me and attached to the petition that proposes my appointment
    as conservator in this matter. (Complete and sign the Professional Fiduciary Attachment and
    attach it to the petition, or deliver it to the petitioner for attachment, before the petition is filed.
    See item 3c(7) of the petition. Use form GC-210(A-PF)/GC-310(A-PF) for this attachment.)

19. I am I am not a responsible corporate officer authorized to act for (name of corporation):

    a California nonprofit charitable corporation that meets the requirements for appointment as
    conservator of the proposed conservatee under Probate Code section 2104. I certify that the
    corporation's articles of incorporation specifically authorize it to accept appointments as
    conservator. (If you checked "I am," explain the circumstances of the corporation's care of,
    counseling of, or financial assistance to the proposed conservatee in Attachment 19.)

20. Do you, or does any other person living in your home, have a social worker or parole or probation officer assigned to him or her? Yes No (If you checked "Yes," explain in Attachment 20 and provide the name, address, and telephone number of each social worker, parole officer, or probation officer.) DECLARATION

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 PROPOSED CONSERVATOR) (SIGNATURE OF PROPOSED CONSERVATOR)*

*Each proposed conservator must fill out and file a separate screening form.

GC-314 [Rev. July 1, 2009] CONFIDENTIAL CONSERVATOR SCREENING FORM Page 2 of 2 (Probate—Guardianships and Conservatorships)

GC-320 ATTORNEY OR PARTY WITHOUT ATTORNEY: STATE BAR NO.: FOR COURT USE ONLY NAME:

FIRM NAME:

STREET ADDRESS:

CITY: STATE: ZIP CODE:

TELEPHONE NO.: FAX NO.:

E-MAIL ADDRESS:

ATTORNEY FOR (name): 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 of (name): PROPOSED CONSERVATEE CITATION FOR CONSERVATORSHIP CASE NUMBER: Limited Conservatorship

THE PEOPLE OF THE STATE OF CALIFORNIA, To (name):

1. You are hereby cited and required to appear at a hearing in this court on

   a. Date: Time: Dept.: Room:

   b. Address of court: same as noted above other (specify):

   and to give any legal reason why, according to the verified petition filed with this court, you should not be found to be unable to provide for your personal needs unable to manage your financial resources and by reason thereof, why the following person should not be appointed conservator limited conservator of your person estate (name):

2. A conservatorship of the person may be created for a person who is unable properly to provide for his or her personal needs for physical health, food, clothing, or shelter. A conservatorship of the property (estate) may be created for a person who is unable to resist fraud or undue influence, or who is substantially unable to manage his or her own financial resources. "Substantial inability" may not be proved solely by isolated incidents of negligence or improvidence.

3. At the hearing a conservator may be appointed for your person estate. The appointment may affect or transfer to the conservator your right to contract, to manage and control your property, to give informed consent for medical treatment, to fix your place of residence, and to marry.

4. You may be disqualified from voting if you are found to be incapable of communicating, with or without reasonable accommodations, a desire to participate in the voting process. You will not be disqualified from voting on the basis that you do, or would need to do, any of the following to complete an affidavit of voter registration: a. Sign the affidavit of voter registration with a mark or a cross, pursuant to Section 2150(b) of the Elections Code; b. Sign the affidavit of voter registration by means of a signature stamp pursuant to Section 354.5 of the Elections Code; c. Complete the affidavit of voter registration with the assistance of another person pursuant to Section 2150(d) of the Elections Code; or d. Complete the affidavit of voter registration with reasonable accommodations.

5. The judge or the court investigator will explain to you the nature, purpose, and effect of the proceedings and answer questions concerning the explanation.

   CONTINUED ON PAGE 2. THE CLERK'S SEAL IS ALSO ON THAT PAGE.

Form Adopted for Mandatory Use CITATION FOR CONSERVATORSHIP Probate Code, § 1823Judicial Council of California GC-320 www.courts.ca.gov [Rev. July 1, 2016] (Probate—Guardianships and Conservatorships)

GC-320 CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER: of (name): PROPOSED CONSERVATEE

6. You have the right to appear at the hearing and oppose the petition. You have the right to hire an attorney of your choice to represent you. The court will appoint an attorney to represent you if you are unable to retain one. You must pay the cost of that attorney if you are able. You have the right to a jury trial if you wish.

7. (For limited conservatorship only) In addition to the rights stated in item 6 above, you have the right to oppose the petition in part by objecting to any or all of the requested duties or powers of the limited conservator.

Date: Clerk, by , Deputy

(SEAL)

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.)

GC-320 [Rev. July 1, 2016] CITATION FOR CONSERVATORSHIP Page 2 of 3 (Probate—Guardianships and Conservatorships)

GC-320 CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER: of (name): PROPOSED CONSERVATEE

PROOF OF SERVICE

1. At the time of service I was at least 18 years of age and not a party to this proceeding. I served copies of the Citation for Conservatorship and the Petition for Appointment of Probate Conservator (form GC-310) as follows:

2. a. Person cited (name):

   b. Person served: (1) person in item 2a (2) other (specify name and title or relationship to the person named in item 2a):

   c. Address (specify):

3. I served the person named in item 2 a. by personally delivering the copies (1) on (date): (2) at (time): b. by mailing the copies to the person served, addressed as shown in item 2c, by first-class mail, postage prepaid, (1) on (date): (2) from (city): (3) with two copies of the Notice and Acknowledgment of Receipt—Civil and a postage-paid return envelope addressed to me. (Attach completed Notice and Acknowledgment of Receipt—Civil (form POS-015).) (4) to an address outside California with return receipt requested. (Attach completed return receipt.)

c. other (specify other manner of service, and the authorizing code section and order of the court):

4. a. Person serving (name, address, and telephone number):

   b. Fee for service: $ c. Not a registered California process server. d. Exempt from registration under Business and Professions Code section 22350(b). e. Registered California process server. (1) Employee or independent contractor. (2) Registration no. (specify): (3) County (specify): (4) Expiration (date):

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

6. I am a California sheriff or marshal and I certify that the foregoing is true and correct.

Date:

(SIGNATURE OF PERSON SERVING)

GC-320 [Rev. July 1, 2016] CITATION FOR CONSERVATORSHIP Page 3 of 3 (Probate—Guardianships and Conservatorships)

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):

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):

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):

   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)

DE-120(MA)/GC-020(MA)

ESTATE GUARDIANSHIP CONSERVATORSHIP MATTER OF CASE NUMBER:

(Name):

ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL

(This Attachment is for use with forms DE-120 and GC-020.)

NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED

No. Name of person served Address (number, street, city, state, and zip code)

Page ___ of ___

Form Approved for Optional Use Judicial Council of California ATTACHMENT TO NOTICE OF HEARING PROOF OF SERVICE BY MAIL www.courtinfo.ca.gov DE-120(MA)/GC-020(MA) (Probate—Decedents' Estates and Guardianships and Conservatorships) [New July 1, 2005]

GC-348

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):

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 CONSERVATORSHIP OF THE PERSON ESTATE OF (Name): CONSERVATEE DUTIES OF CONSERVATOR CASE NUMBER: and Acknowledgment of Receipt of Handbook for Conservators

DUTIES OF CONSERVATOR

When you are appointed by the court as a conservator, you become responsible to the court and assume certain duties and obligations. All of your actions as conservator are subject to review by the court. You should clearly understand the information on this form. You will find additional information in the Judicial Council's Handbook for Conservators, receipt of which, in addition to a copy of this form, you are required by law to acknowledge.

I. THE CONSERVATEE'S RIGHTS Conservatees do not lose all rights or all voice in important decisions affecting their lives. All conservatees have the right to be treated with understanding and respect, the right to have their wishes considered, and the right to be well cared for by their conservators. Conservatees generally keep the right to (1) control their own wages or salary from employment, (2) make or change a will, (3) marry, (4) receive personal mail, (5) be represented by a lawyer, (6) ask a judge to change conservators, (7) ask a judge to end the conservatorship, (8) vote, unless a judge decides they are not capable of exercising this right, (9) control personal spending money if a judge has authorized an allowance, and (10) make their own medical decisions, unless a judge has taken away that right and given it exclusively to their conservators.

II. CONSULT WITH YOUR ATTORNEY Your attorney will advise you on your duties, the limits of your authority, the conservatee’s rights, your dealings with the court, all other topics discussed in this form, and many other matters. He or she will tell you when you must ask for prior court approval to take an action, when you may do so (and why it might be a good idea), and when prior court approval is not required. All legal questions should be discussed with your attorney, not the court staff, which is not permitted to give legal advice. Your attorney will also help prepare your inventories, accountings, petitions, and all other documents to be filed with the court; and will see that the persons entitled to be notified of your actions are given proper notice. He or she will also advise you about legal limits on estate investments, leases and sales of estate assets, loans, lawsuits against others involving the conservatee or his or her property, and many other matters, and can prepare or review documents needed in these matters. You should communicate frequently and cooperate fully with your attorney at all times. When in doubt, contact your attorney. Other questions may be answered by calling on local community resources. (To find these resources, see the Handbook for Conservators and the local supplement distributed by the court.) III. CONSERVATOR OF THE PERSON If the court appoints you as conservator of the person, you are responsible for the conservatee’s care and protection. You must decide, within certain limits, where the conservatee will live; and you must arrange for the conservatee’s health care, meals, clothing, personal care, housekeeping, transportation, and recreation. A. DETERMINE THE APPROPRIATE LEVEL OF CARE FOR THE CONSERVATEE You must determine the conservatee’s appropriate level of care. Your determination must be in writing, signed under penalty of perjury, must be filed with the court within 60 days of the date of the court’s order appointing you as conservator, and must include: Page 1 of 7

Form Adopted for Mandatory Judicial Council of California Use DUTIES OF CONSERVATOR Probatewww.courts.ca.govCode, § 1834 GC-348 [Rev. January 1, 2011] and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

GC-348

CONSERVATORSHIP OF (Name): CASE NUMBER:

CONSERVATEE

III. A. 1. An evaluation of the level of care existing when the petition for your appointment as a conservator was filed and the measures that would be necessary to keep the conservatee in his or her personal residence. (Note: The conservatee’s personal residence is the residence the conservatee understood or believed to be his or her permanent residence on (1) the date the petition for appointment of a conservator was filed in this matter, or (2) on the last earlier date the conservatee could form or communicate an understanding or belief about a permanent residence, whether or not he or she was living there when the appointment petition was filed. See Cal. Rules of Court, rule 7.1063(b).)

2. A plan to return the conservatee to his or her personal residence or an explanation of the limitations or restrictions on a return of the conservatee to that residence in the foreseeable future if the conservatee was not living there when the petition for appointment of a conservator was filed.
3. A reevaluation after a material (important) change in circumstances affecting the conservatee’s needs for placement and care after your initial determination.
4. If the conservatee is a limited conservatee who is developmentally disabled, special rules may apply to the determination of his or her level of care and residential placement. See item VI below.

B. DECIDE WHERE THE CONSERVATEE WILL LIVE 1. You must decide where the conservatee will live. You may choose a residence in California without prior approval of the court, but you must choose the least restrictive appropriate residence that is available and necessary to meet the conservatee’s needs and that is in his or her best interests. 2. You must file a written notice of any change of the conservatee’s residence with the court within 30 days of the move, and you must mail copies of the notice to the conservatee’s attorney, the conservatee’s spouse or registered domestic partner, and the conservatee’s relatives who were mailed copies of the petition for your appointment as conservator, unless the court excuses you from the mailing to prevent harm to the conservatee. (There is a court form you must use for this notice and another form you may use to prove that you have mailed it. The forms are the Post-Move Notice of Change of Residence of Conservatee or Ward (form GC-080) and the Attachment to Post-Move Notice, etc. (form GC-080(MA). These forms refer to a “post-move notice” because the notice may be filed and mailed after the date of the move.) 3. The law presumes that the conservatee’s personal residence (see item IIIA) is the conservatee’s least restrictive appropriate residence. There must be a reason supported by sufficient evidence to justify a change of residence from the conservatee’s personal residence (including a move from a care facility or other temporary placement to a residence that is not the conservatee’s personal residence). 4. If you want to move the conservatee from his or her personal residence, in addition to the post-move notice described in item 2, you must mail a notice of your intent to change the conservatee’s residence to the conservatee, the conservatee’s attorney, if any, and to each other person or entity entitled to notice of the hearing on the petition for your appointment as conservator; and then you must file with the court proof that the notice was mailed. Unless there is an emergency requiring a shorter period of notice, this notice must be mailed at least 15 days before the date of the proposed move. (There is a court form you must use for this notice and another form you may use to prove that you have mailed it. The forms are the Pre-Move Notice of Proposed Change of Personal Residence of Conservatee or Ward (form GC-079) and the Attachment to Pre-Move Notice, etc. (form GC-079(MA). These forms refer to a “pre-move notice” because the notice must be mailed before the move.) 5. If you want to establish the conservatee’s residence outside California, you must petition the court for permission before the move. Notice of the court hearing on this petition, together with a copy of the petition, must be mailed to the conservatee and the other persons and entities that were entitled to notice of the hearing on the petition for your appointment as conservator. There is a court form for this petition, the Petition to Fix Residence Outside the State of California (form GC-085). Notice of the hearing and proof of its mailing is given on another court form, the Notice of Hearing—Guardianship or Conservatorship (form GC-020). 6. You may not place the conservatee involuntarily in a mental health treatment facility unless he or she has been determined to be gravely disabled as the result of a mental disorder or impairment by chronic alcoholism, you have been appointed as conservator under the Lanterman-Petris-Short Act (Welf. & Inst. Code, § 5350 et seq.), and then only if the court has authorized the placement. If the court has authorized you to place the conservatee in a secured-perimeter residential care facility or a locked and secured nursing facility because he or she suffers from dementia, you must be sure that the placement is the least restrictive placement appropriate to the conservatee’s needs.

GC-348 [Rev. January 1, 2011] DUTIES OF CONSERVATOR Page 2 of 7 and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

GC-348 CONSERVATORSHIP OF (Name): CASE NUMBER:

CONSERVATEE

III. C. PROVIDE MEDICAL CARE FOR THE CONSERVATEE You are responsible for making sure that the conservatee’s health care needs are met. But there are special rules you must follow to meet these needs. Two of the most important rules are as follows: 1. Unless the court has given you exclusive authority to consent to the conservatee’s medical treatment because the court has determined that the conservatee has lost the capacity to make sound medical decisions, your consent or refusal to consent to such treatment is not sufficient if the conservatee disagrees (except in certain emergency situations). If you do have exclusive medical consent authority, you should be sure that all medical treatment and medications are appropriate. 2. If the conservatee has dementia and has lost the capacity to give an informed consent to the administration of medications for its treatment and care, you must be given specific authority by the court to consent to the administration of these medications. If you do have this authority, you should be sure that the medications are appropriate. D. WORK WITH THE PERSON(S) RESPONSIBLE FOR MANAGING THE CONSERVATEE'S PROPERTY If other persons are handling the conservatee’s property, such as his or her estate conservator, the conservatee’s spouse or registered domestic partner in possession of the couple’s marital or partnership property, or the trustee of a trust created for the management of the conservatee’s property and for his or her support, you must work together to be sure that the conservatee can afford the care you arrange. Purchases you make for the conservatee must be approved by the person(s) responsible for managing the conservatee’s assets or you may not be reimbursed or your reimbursement may be delayed.

IV. CONSERVATOR OF THE ESTATE The conservatee’s property or assets and income are known as the conservatee’s “estate.” If the court appoints you as conservator of the estate, you will manage the conservatee's finances, protect the conservatee’s income and property or assets, make an inventory of the conservatee’s property or assets, make sure the conservatee’s bills are paid, invest the conservatee’s money, see that the conservatee receives all the income and benefits to which he or she is entitled, ensure that the conservatee’s tax returns are filed on time and all taxes paid, keep accurate financial records, and regularly report the conservatee’s financial condition to the court. (Note: Property or assets and income in a trust for the conservatee's support and maintenance are usually not considered as part of the conservatee’s estate, particularly if the trust was created and funded before the appointment of a conservator. Unless the conservatee’s spouse or registered domestic partner consents to its inclusion in the conservatee’s estate, the community property of the conservatee and his or her spouse or registered domestic partner under the management and control of the spouse or partner is also not part of the conservatee’s estate.) A. MANAGING THE ESTATE 1. Prudent management for the benefit of the conservatee; prudent investments You must manage the estate’s property or assets and income for the benefit of the conservatee and with the care of a prudent person dealing with someone else’s property. You must not make unreasonably risky investments of money or property of the estate. 2. Prior court approval required for fees, borrowing, loans, and gifts You must ask and receive the court’s permission, after full disclosure of all relevant facts, before you may pay from the conservatee’s estate fees to yourself for your services as conservator and to your attorney for his or her services to you; borrow money for or loan money from the conservatee's estate (to yourself or anyone else); or make gifts of estate assets or property. 3. Keep estate money and property separate from your or anyone else’s money or property You must keep the money and property of the conservatee’s estate separate from your money or property or from the money or property of any other person. Never deposit estate funds in your personal bank account or otherwise mix them with your or anyone else’s funds, even for brief periods. Title to individual stocks, bonds, or other securities; securities broker accounts; mutual funds; and accounts with banks and other financial institutions must show that these assets are property of the conservatorship estate and not your or anyone else’s property. 4. Interest-bearing accounts and other investments Except for a checking account intended for payment of ordinary expenses, estate bank accounts must earn interest. You may deposit estate funds in one or more insured accounts in financial institutions, but you should not put more than the FDIC insurance limit, currently $250,000, in any single institution. You have authority to make some investments without court approval. Other investments may be made only after court approval has been obtained. Consult with an attorney before making any investments, even those you have authority to make without court approval.

GC-348 [Rev. January 1, 2011] DUTIES OF CONSERVATOR Page 3 of 7 and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

GC-348 CONSERVATORSHIP OF (Name): CASE NUMBER:

CONSERVATEE IV. A. 5. Claims against others on behalf of the conservatee Pursue claims against others on behalf of the conservatee’s estate when it is in the best interests of the conservatee or his or her estate to do so. The court may require you to be represented by a lawyer to proceed with litigation on behalf of the conservatee’s estate. Consider requesting prior court authority to pursue or compromise large or complex claims, particularly those that might require litigation and the assistance of legal counsel and those that might result in an award of attorney fees for the other party against the conservatee’s estate if you are unsuccessful. You may sign a contingent fee agreement with legal counsel on behalf of the conservatee’s estate if such agreements are customary for the type of case involved, but the court must approve the agreement before it is enforceable. You may ask for court approval of a contingent fee agreement before signing it and before legal counsel performs any services under it. 6. Defend against claims against the conservatee’s estate Defend against actions or claims against the conservatee or his or her estate when it is in the best interest of the conservatee or the estate to do so. The court may require you to be represented by a lawyer for your defense of a lawsuit against the conservatee’s estate. You may request court approval or instructions concerning the defense or compromise of such a lawsuit. 7. Public and insurance benefits You must learn about and collect all public and insurance benefits for which the conservatee is eligible. 8. Evaluate the conservatee’s ability to manage cash and other assets You should evaluate the conservatee’s ability to manage cash or other assets and take appropriate action, including asking for prior court approval when necessary or appropriate, to enable the conservatee to do so to the level of his or her ability. 9. Locate the conservatee's estate planning documents You should undertake, as soon as possible after your appointment and qualification as conservator, to locate and take reasonable steps to ensure the safety of the conservatee's estate planning documents, including wills and codicils, living trusts, powers of attorney for health care and finances, life insurance policies, and pension records. 10. Preserve property mentioned in the conservatee's estate planning documents Make reasonable efforts to identify, locate, and preserve property mentioned in the conservatee’s estate planning documents. 11. Guard against inappropriate disclosure of the conservatee’s financial information Subject to your duty of full disclosure to the court and persons entitled under the law to receive it, you must closely guard against unnecessary or inappropriate disclosure of the conservatee's financial information. 12. Conservatee's tangible personal property If you plan to dispose of any of the conservatee’s tangible personal property, inform the conservatee’s family members in advance and give them an opportunity to acquire the property, with approval or confirmation of the court.

13. Factors to consider when deciding whether to dispose of any of the conservatee’s property In deciding whether it is in the best interest of the conservatee to dispose of property of his or her estate, consider the following factors, among others, as appropriate in the circumstances: (A) The likely benefit or improvement of the conservatee’s life that disposing of the property would bring; (B) The likelihood that the conservatee would need or benefit from the property in the future; (C) The previously expressed or current desires of the conservatee concerning the property, unless accommodating those desires would violate your fiduciary duty to the conservatee or impose an unreasonable expense on the estate;

(D) The provisions of the conservatee’s estate plan concerning the property; (E) The tax consequences of disposing of the property; (F) The impact of disposition on the conservatee’s eligibility for public benefits; (G) The condition of the entire estate; (H) The likelihood that the property will deteriorate or be subject to waste if kept in the estate; and (I) The benefit versus the cost or liability of maintaining the property in the estate.

GC-348 [Rev. January 1, 2011] DUTIES OF CONSERVATOR Page 4 of 7 and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

GC-348

CONSERVATORSHIP OF (Name): CASE NUMBER:

CONSERVATEE

IV. A. 14. Property, casualty, and liability insurance Determine the appropriate kinds and adequate levels of property, casualty, and liability insurance covering the property, assets, risks, and potential liabilities of the conservatee and his or her estate. Maintain the insurance in force during the entire period of the administration (except for assets after they are sold). 15. Communicate with conservator of the person and trustee You should communicate as necessary and appropriate with the conservator of the conservatee’s person, if any, and with the trustee of any trust of which the conservatee is a beneficiary. 16. Other limitations or restrictions There are many limitations or restrictions on your authority to deal with estate assets not mentioned here. If you do not obtain the court’s permission when it is required before taking an action, you may be removed as conservator or you may be required to reimburse the estate from your own personal funds, or both.

B. INVENTORY OF ESTATE PROPERTY 1. Locate and take possession of the estate's property and prepare an inventory You must identify, locate, take possession of, and protect all the conservatee’s property, assets, and income that will be or become part of the conservatorship estate. You must change the record title or ownership of most property and assets of the estate to reflect the conservatorship. You must record a copy of your Letters of Conservatorship (form GC-350) with the county recorder in each county where the conservatee owns real property. You must then prepare an inventory, or a list, of all of the real and personal property of the estate. There are court forms that must be used for the inventory. These consist of a two-page cover sheet, Inventory and Appraisal (form DE-160/GC-040) and one or more pages to be attached to the cover sheet containing the list of property, Inventory and Appraisal Attachment (form DE-161/GC-041). The property is separated into two categories, cash and cash-equivalent items, listed on Attachment 1; and all other types of real and personal property, listed on Attachment 2. 2. Determine the value of the estate’s property

You must arrange to have a probate referee appointed by the court appraise, or determine the fair market value of, the noncash property of the estate shown in Attachment 2 of your inventory unless the referee’s appointment is waived by the court. You, rather than the referee, may appraise the value of the cash and cash-equivalent items of property listed in Attachment 1, such as bank accounts. 3. File and mail copies of the inventory and appraisal and notice of how to object

Within 90 days after your appointment as conservator, unless the court gives you more time, you must file with the court your inventory containing the appraisals of estate property, signed by you and, if the probate referee has appraised assets, by the referee. You must also mail copies of the completed inventory and appraisal to the conservatee, the conservatee’s attorney, if any, and the conservatee’s spouse or registered domestic partner, parents, and children, and must give them written notice of how to file an objection to the inventory and appraisal. There is a court form that must be used for this notice, the Notice of Filing of Inventory and Appraisal and How to Object to the Inventory or the Appraised Value of Property (form GC-042).

C. RECORD KEEPING AND ACCOUNTING 1. Keep records and prepare accountings You must keep complete and accurate records of each financial transaction affecting the estate, including all receipts of income, changes in assets or property held in the estate, and expenditures. The checkbook for the conservatorship checking account is your indispensable tool for keeping records of income and expenditures. You should also save original bills or invoices paid, records of property sale transactions, receipts for money spent, and bank or other institutions’ statements showing income received and money spent. You must prepare periodic accountings of all money and property you have received, what you have spent, the date of each transaction, and its purpose. Your accountings must describe in detail what you have left after you pay the estate’s expenses. There are court forms you may, or in some situations must, use for your accountings. You will have to file original statements from banks and other institutions with your accountings.

GC-348 [Rev. January 1, 2011] DUTIES OF CONSERVATOR Page 5 of 7 and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

GC-348

CONSERVATORSHIP OF (Name): CASE NUMBER:

CONSERVATEE

IV. C. 2. Court review of your accountings and records You must file with the court a report with each of your accountings that shows the current circumstances of the conservatee and the estate, along with a petition requesting that the court review and approve the accounting. Your first accounting is due one year after your appointment, and later accountings must be filed at least every two years after that. The court may order you to file more frequent accountings. You must save your receipts and other original records because the court may ask to review them. If you do not file your accountings as required, the court will order you to do so. You may be removed as conservator if you fail to properly prepare and file your accountings or comply with the court’s orders.

V. DUTY TO DISCLOSE CHANGES IN MARITAL OR DOMESTIC PARTNERSHIP STATUS If you are the spouse of the conservatee, you must disclose to the court, and give notice to interested persons under the Probate Code, of the filing of any action or proceeding against the conservatee for (1) legal separation, (2) dissolution of marriage, or (3) adjudication of nullity of the marriage. If you are or were the registered domestic partner of the conservatee, you must disclose to the court any termination of the domestic partnership. The disclosure must be made within 10 days of the initial filing of the action or proceeding or termination of the partnership by filing a notice with the court. If you are not the spouse or registered domestic partner or former partner of the conservatee and one of these events occurs, the conservatee’s spouse or former registered domestic partner must disclose the event to you within the same 10-day period.

VI. LIMITED CONSERVATOR (for the developmentally disabled only)

A. AUTHORITY SPECIFIED IN YOUR LETTERS OF CONSERVATORSHIP AND APPOINTMENT ORDER If the court appoints you as limited conservator, you will have authority to take care of only those aspects of the conservatee's life and financial affairs specified in your Letters of Conservatorship and the court's order appointing you. The conservatee retains all other legal and civil rights. Although most of the information provided in this form also applies to limited conservatorships (especially the duties of the conservator of the person), you should clarify with your attorney exactly which information applies in your case.

B. DUTY TO HELP LIMITED CONSERVATEE DEVELOP SELF-RELIANCE You must secure treatment, services, and opportunities that will assist the limited conservatee to develop maximum self-reliance and independence. This assistance may include training, education, medical and psychological services, social opportunities, vocational opportunities, and other appropriate help. C. DETERMINATION OF LEVEL OF CARE FOR CERTAIN LIMITED CONSERVATEES The level of care determination described in item IIIA does not apply to a limited conservatee who receives services from a regional center for the developmentally disabled and for whom the Director of Developmental Services or the regional center is acting as conservator. Determination of the services provided for and residential placement of these limited conservatees are to be identified, delivered, and evaluated consistent with the individual program plan process described in Welfare and Institutions Code sections 4640–4659. (See Prob. Code, § 2352.5(e).)

VII. TEMPORARY CONSERVATOR

If the court appoints you as temporary conservator, you will generally have the same duties and authority as general conservators, except the conservatorship will end on the date specified in your Letters of Temporary Conservatorship. Most of the information in this form also applies to temporary conservatorships, but you must consult your attorney about which duties you will not perform because of the short duration of the temporary conservatorship appointment. A temporary conservator should avoid making long-term decisions or changes that could safely wait until a general conservator is appointed. As temporary conservator, you may not move a conservatee from his or her home, unless there is an emergency, or sell or give away the conservatee's home or any other assets without prior court approval.

Sign the Acknowledgment of Receipt on page 7.

GC-348 [Rev. January 1, 2011] DUTIES OF CONSERVATOR Page 6 of 7 and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

GC-348 CONSERVATORSHIP OF (Name): CASE NUMBER:

CONSERVATEE

VIII. JUDICIAL COUNCIL FORMS This form identifies a number of Judicial Council forms used for court filings in conservatorship proceedings. This form, the petition for your appointment as conservator, and the order that appoints you as conservator are examples of Judicial Council forms. Judicial Council forms are either mandatory or optional. If a mandatory form applies to a situation or proposed action, it must be used. Optional forms may be used, at the option of the person preparing and filing the form or, in some situations, at the option of the court. Each form is identified on the bottom left side of its first page as optional or mandatory. Judicial Council forms are not available for every situation where a document may or must be filed with the court, but the forms address the most common and important matters that occur during a conservatorship. The Handbook for Conservators has additional information about Judicial Council conservatorship forms. Your attorney will select and prepare the appropriate Judicial Council forms. However, if you do not have an attorney, you can prepare them yourself. All Judicial Council forms are posted on the California courts’ public website, www.courts.ca.gov. Select “Forms” at the top of the site's home page, then select the form group in the drop-down menu in the middle of the page. All conservatorship forms are collected in the Probate—Guardianships and Conservatorships form group. They are designated with the prefix “GC,” followed by a three-digit number. Forms shown in the drop-down list with an asterisk are mandatory forms. The forms are posted on the website in both unfillable and fillable versions, as PDF files. The unfillable versions are designed to be completed by typewriter or, in some cases, by hand. Fillable forms may be filled out online, then printed out ready for signing and filing with the court, and they may also be saved to your computer and completed in more than one sitting. Go to the “Forms and Information” page at the Web site’s Self-Help Center for more information on accessing the forms.

ACKNOWLEDGMENT OF RECEIPT of Duties of Conservator and Handbook for Conservators (Probate Code, § 1834)

I acknowledge that I have received this statement of the duties and liabilities of the office of conservator, the Duties of Conservator (form GC-348), and the Handbook for Conservators adopted by the Judicial Council.

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 (PROPOSED) CONSERVATOR

Date:

(TYPE OR PRINT NAME) (SIGNATURE OF (PROPOSED) CONSERVATOR

Date:

(TYPE OR PRINT NAME) (SIGNATURE OF (PROPOSED) CONSERVATOR

NOTICE

This statement of duties and liabilities is a summary and is not a complete statement of the law. Your conduct as a conservator is governed by the law itself and not by this summary or by the Judicial Council's Handbook for Conservators. When in doubt, consult your attorney.

GC-348 [Rev. January 1, 2011] DUTIES OF CONSERVATOR Page 7 of 7 and Acknowledgment of Receipt of Handbook for Conservators (Probate—Guardianships and Conservatorships)

GC-340 ATTORNEY OR PARTY WITHOUT ATTORNEY: STATE BAR NO.: FOR COURT USE ONLY NAME:

FIRM NAME:

STREET ADDRESS:

CITY: STATE: ZIP CODE:

TELEPHONE NO.: FAX NO.:

E-MAIL ADDRESS:

ATTORNEY FOR (name):

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 CONSERVATORSHIP OF (name): CONSERVATEE ORDER APPOINTING SUCCESSOR CASE NUMBER: PROBATE CONSERVATOR OF THE PERSON ESTATE Limited Conservatorship

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

1. The petition for appointment of successor conservator came on for hearing as follows (check boxes c, d, e, and f or g to indicate personal presence): a. Judicial officer (name): b. Hearing date: Time: Dept.: Room:

   c. Petitioner (name): d. Attorney for petitioner (name): e. Attorney for person cited the conservatee on petition to appoint successor conservator: (Name): (Telephone): (Address):

f. Person cited was present. unable to attend. able but unwilling to attend. out of state. g. The conservatee on petition to appoint successor conservator was present. not present. THE COURT FINDS 2. All notices required by law have been given. 3. Granting the conservatorship is the least restrictive alternative needed for the protection of the conservatee. 4. (Name): a. is unable properly to provide for his or her personal needs for physical health, food, clothing, or shelter. b. is substantially unable to manage his or her financial resources or to resist fraud or undue influence. c. has voluntarily requested appointment of a conservator and good cause has been shown for the appointment. 5. The conservatee a. is an adult. b. will be an adult on the effective date of this order. c. is a married minor. d. is a minor whose marriage has been dissolved. 6. There is no form of medical treatment for which the conservatee has the capacity to give an informed consent. The conservatee is an adherent of a religion defined in Probate Code section 2355(b). 7. Granting the successor conservator powers to be exercised independently under Probate Code section 2590 is to the advantage and benefit and in the best interest of the conservatorship estate. 8. The conservatee cannot communicate, with or without reasonable accommodations, a desire to participate in the voting process.

Do NOT use this form for a temporary conservatorship. Page 1 of 3

Form Adopted for Mandatory Use ORDER APPOINTING PROBATE CONSERVATOR Probate Code, §§ 1830, 2688Judicial Council of California www.courts.ca.gov GC-340 [Rev. January 15, 2016] (Probate—Guardianships and Conservatorships)

GC-340 CONSERVATORSHIP OF CASE NUMBER: (name): CONSERVATEE

9. The conservatee has dementia as defined in Probate Code section 2356.5, and the court finds all other facts required to make the orders specified in item 28.

10. Attorney (name): has been appointed by the court as legal
    counsel to represent the conservatee in these proceedings. The cost for representation is: $
    The conservatee has the ability to pay all none a portion of this sum (specify): $

11. The conservatee need not attend the hearing.

12. The appointed court investigator is (name): (Address and telephone):

13. (For limited conservatorship only) The limited conservatee is developmentally disabled as defined in Probate Code section 1420.

14. The successor conservator is a professional fiduciary as defined by Business and Professions Code section
    6501(f).

15. The successor conservator holds a valid, unexpired, unsuspended license as a professional fiduciary issued by
    the Professional Fiduciaries Bureau of the California Department of Consumer Affairs under chapter 6 (commencing with
    section 6500) of division 3 of the Business and Professions Code.
    License no.: Issuance or last renewal date: Expiration date:

16. (Either a, b, or c must be checked): a. The successor conservator is not the spouse of the conservatee. b. The successor conservator is the spouse of the conservatee and is not a party to an action or proceeding against the conservatee for legal separation, dissolution, annulment, or adjudication of nullity of their marriage. c. The successor conservator is the spouse of the conservatee and is a party to an action or proceeding against the conservatee for legal separation, dissolution, annulment, or adjudication of nullity of their marriage. It is in the best interest of the conservatee to appoint the spouse as successor conservator.

17. (Either a, b, or c must be checked):

    a. The successor conservator is not the domestic partner or former domestic partner of the conservatee. b. The successor conservator is the domestic partner of the conservatee and has neither terminated nor intends to terminate their domestic partnership. c. The successor conservator is the domestic partner or former domestic partner of the conservatee and intends to terminate or has terminated their domestic partnership. It is in the best interest of the conservatee to appoint the domestic partner or former domestic partner as successor conservator.

THE COURT ORDERS 18. a. (Name): (Telephone): (Address):

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

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

19. The conservatee need not attend the hearing.

20. 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 20c.

GC-340 [Rev. January 15, 2016] ORDER APPOINTING PROBATE CONSERVATOR Page 2 of 3 (Probate—Guardianships and Conservatorships)

GC-340 CONSERVATORSHIP OF CASE NUMBER: (name): CONSERVATEE

20. (cont.) d. The successor conservator is not authorized to take possession of money or any other property without a specific court order.

21. For legal services rendered, conservatee conservatee's estate shall pay the sum of: $

    to (name): forthwith as follows (specify terms, including any combination of payors): Continued in attachment 21.

22. The conservatee is disqualified from voting.

23. The conservatee lacks the capacity to give informed consent for medical treatment and the successor
    conservator of the person is granted the powers specified in Probate Code section 2355.
    The treatment shall be performed by an accredited practitioner of a religion as defined in Probate Code
    section 2355(b).

24. The successor conservator of the estate is granted authorization under Probate Code section 2590 to exercise
    independently the powers specified in attachment 24 subject to the conditions provided.

25. Orders relating to the capacity of the conservatee under Probate Code sections 1873 or 1901 as specified in attachment 25 are granted.

26. Orders relating to the powers and duties of the successor conservator of the person under Probate Code
    sections 2351–2358 as specified in attachment 26 are granted. (Do not include orders under Probate Code section 2356.5
    relating to dementia.)

27. Orders relating to the conditions imposed under Probate Code section 2402 on the successor conservator
    of the estate as specified in attachment 27 are granted.

28. a. The successor conservator of the person is granted authority to place the conservatee in a care or
    nursing facility described in Probate Code section 2356.5(b).
    b. The successor conservator of the person is granted authority to authorize the administration of
    medications appropriate for the care and treatment of dementia described in Probate Code section 2356.5(c).

29. Other orders as specified in attachment 29 are granted.

30. The probate referee appointed is (name and address):

31. (For limited conservatorship only) Orders relating to the powers and duties of the successor
    limited conservator of the person under Probate Code section 2351.5 as specified in attachment 31 are granted.

32. (For limited conservatorship only) Orders relating to the powers and duties of the successor
    limited conservator of the estate under Probate Code section 1830(b) as specified in attachment 32 are granted.

33. (For limited conservatorship only) Orders limiting the civil and legal rights of the limited conservatee as specified in attachment 33 are granted.

34. This order is effective on the date signed date minor attains majority (specify):

35. Number of boxes checked in items 18–34:

36. Number of pages attached:

Date:

JUDICIAL OFFICER

SIGNATURE FOLLOWS LAST ATTACHMENT

GC-340 [Rev. January 15, 2016] ORDER APPOINTING PROBATE CONSERVATOR Page 3 of 3 (Probate—Guardianships and Conservatorships)

MC-025 SHORT TITLE: CASE NUMBER:

ATTACHMENT (Number): 31

(This Attachment may be used with any Judicial Council form.) Attachment 31 to Order Appointing Probate Conservator of the Person - Limited Conservatorship (GC-340):

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(If the item that this Attachment concerns is made under penalty of perjury, all statements in this Page of 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

MC-025 SHORT TITLE: CASE NUMBER:

ATTACHMENT (Number): 33

(This Attachment may be used with any Judicial Council form.) Attachment 3331to Order Appointing Probate Conservator of the Person - Limited Conservatorship (GC-340):

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(If the item that this Attachment concerns is made under penalty of perjury, all statements in this Page of 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

GC-350 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):

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 CONSERVATORSHIP OF (name): CASE NUMBER:

CONSERVATEE
LETTERS OF CONSERVATORSHIP
FOR COURT USE ONLY
Person Estate Limited Conservatorship

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

2. (For conservatorship that was on December 31, 1980, a guardianship of an adult or of
   the person of a married minor) (Name):
   was appointed the guardian of the person estate by order dated
   (specify): and is now the conservator of the person
   estate of (name):

3. Other powers have been granted or conditions imposed as follows:

   a. Exclusive authority to give consent for and to require the conservatee to receive medical treatment that the conservator in good faith based on medical advice determines to be necessary even if the conservatee objects, subject to the limitations stated in Probate Code section 2356. (1) This treatment shall be performed by an accredited practitioner of the religion whose tenets and practices call for reliance on prayer alone for healing of which the conservatee was an adherent prior to the establishment of the conservatorship. (2) (If court order limits duration) This medical authority terminates on (date): . b. Authority to place the conservatee in a care or nursing facility described in Probate Code section 2356.5(b). c. Authority to authorize the administration of medications appropriate for the care and treatment of dementia described in Probate Code section 2356.5(c). d. Powers to be exercised independently under Probate Code section 2590 are specified in Attachment 3d (specify powers, restrictions, conditions, and limitations). e. Conditions relating to the care and custody of property under Probate Code section 2402 are specified in Attachment 3e. f. Conditions relating to the care, treatment, education, and welfare of the conservatee under Probate Code section 2358 are specified in Attachment 3f. g. (For limited conservatorship only) Powers of the limited conservator of the person under Probate Code section 2351.5 are specified in Attachment 3g. h. (For limited conservatorship only) Powers of the limited conservator of the estate under Probate Code section 1830(b) are specified in Attachment 3h. i. Other powers granted or conditions imposed are specified in Attachment 3i.

(SEAL) 4. The 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. Date:

Clerk, by , Deputy Page 1 of 2

This form may be recorded as notice of the establishment of a conservatorship of the estate as provided in Probate Code § 1875. Form Adopted for Mandatory Use LETTERS OF CONSERVATORSHIP Probate Code, §§ 1834,Judicial Council of California 2890–2893; GC-350 [Rev. July 1, 2015] (Probate—Guardianships and Conservatorships) Code of Civil Procedure, § 2015.6 www.courts.ca.gov

GC-350 CONSERVATORSHIP OF (name): CASE NUMBER:

CONSERVATEE

NOTICE TO INSTITUTIONS AND FINANCIAL INSTITUTIONS (Probate Code sections 2890–2893)

When these Letters of Conservatorship (Letters) are delivered to you as an employee or other representative of an institution or financial institution (described below) in order for the conservator of the estate (1) to take possession or control of an asset of the 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 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 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, agent, or broker; an investment company; an investment bank; a securities broker-dealer; an investment advisor; a financial planner; a 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 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, a trust, a savings and loan association, a savings bank, an industrial bank, or a 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 CONSERVATORSHIP

AFFIRMATION

I solemnly affirm that I will perform according to law the duties of conservator limited 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-350 [Rev. July 1, 2015] LETTERS OF CONSERVATORSHIP Page 2 of 2 (Probate—Guardianships and Conservatorships)

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MC-025

SHORT TITLE: CASE NUMBER:

ATTACHMENT (Number): 3(g)

(This Attachment may be used with any Judicial Council form.) Attachment 3g to Letters of Conservatorship (GC-350):

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(If the item that this Attachment concerns is made under penalty of perjury, all statements in this Page of 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

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GC-341 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): /,0,7(' CONSERVATEE

CASE NUMBER:

NOTICE OF CONSERVATEE'S RIGHTS—PROBATE

When a court appoints a conservator, it grants the conservator powers to make decisions and manage the personal care, finances, or both of a person, called the conservatee, who cannot do those things for themselves. The conservator has legal duties to take proper care of the conservatee and the conservatee’s finances and to act in the conservatee's best interest. But the conservatee does not automatically lose the right to make all decisions about their personal care or finances.

A conservatee has the right to be treated with compassion and respect, to have the conservator ask about their wishes and follow those wishes unless doing so would violate the conservator's duties, and to have the conservator inform them regularly of decisions about their affairs. All conservatees keep their basic human rights.

A conservatee has the right to ask the conservator questions about the conservator's actions and decisions. If the conservatee is not satisfied with the conservator's answers, they may contact their lawyer or, if they no longer have a lawyer, the court investigator with their concerns and complaints. The investigator's name and contact information are printed on the order of appointment that this form is attached to.

If a conservatee cannot resolve a disagreement with the conservator after working with their lawyer or the investigator, the conservatee may ask the court to review the conservator's decision or action and tell the conservator what to do. If the conservatee no longer has a lawyer and does not plan to hire one, the court will appoint one. The conservatee may also ask the court to remove the conservator or to terminate (end) the conservatorship.

Even if the conservatee never contacts the court, the court investigator will periodically visit the conservatee, check on their welfare, ask about their wishes, and remind them of their rights.

A CONSERVATEE'S RIGHTS

1. After appointment of a conservator, every conservatee has the right to:

   Receive, from the conservator, a copy of the order of appointment and pages 1 and 2 of this form;

   Be represented by a lawyer and have the court appoint a lawyer for them;

   Ask a judge to change the conservator;

   Ask a judge to end the conservatorship;

   Make or change their will; and

Enter into transactions, to the extent reasonable, to provide for their basic needs and those of their spouse and minor children or for the basic living expenses of their registered domestic partner.

(Conservatee's rights continued on next page)

Judicial Council of California, courts.ca.gov GC-341, Page 1 of 4 Rev. January 1, 2026, Mandatory Form Notice of Conservatee's Rights—Probate Prob. Code, §§ 1830, 2113

GC-341 CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER: OF (name): CONSERVATEE

A CONSERVATEE'S RIGHTS (continued)

2. Unless the court has limited or taken away the right, a conservatee also keeps the right to:

   Give or withhold informed consent to medical treatment, including treatment with medication;

   Give or withhold informed consent to medication for treatment of a major neurocognitive disorder;

   Withhold consent to placement in a residential facility with a secured perimeter;

   Receive visits from family and friends;

   Receive personal mail, email, and phone calls;

   Control whom to have social and sexual relationships with;

   Get married or enter into a registered domestic partnership;

   Register to vote and cast a vote in local, state, and national elections; and

   Directly receive and control their own wages or salary.

3. A conservatee may engage in certain activities only if the court has made an order expressly allowing them. These activities may include:

   Deciding where to live;

   Making their own educational decisions;

   Receiving and controlling an allowance for personal expenses; and

   Entering into specific transactions or types of transactions as appropriate in the circumstances and subject to limits and conditions in the court order.

4. If the court has appointed a limited conservator, the limited conservatee keeps the right to take an action or make a decision unless the court has expressly given the limited conservator the power to take that action or make that decision and has also taken the right away from the conservatee. In particular, a limited conservatee keeps the following rights that a conservatee loses by default:

   Making decisions about where to live;

   Making their own educational decisions; and

   Entering into contracts or transactions that obligate their estate.

   TO THE CONSERVATEE

Within 30 days of their appointment, your conservator will send you a copy of the appointment order and pages 1–2 of this form. In addition, the court will give you information about your conservatorship on Personalized Information for Conservatee—Probate (form GC-342) or a similar local form. That form will describe your conservatorship; give the name and contact information of your conservator; give the role, duties, name, and contact information of the court investigator; and list the specific rights you keep in the conservatorship and the rights the court has ordered taken away from you. The form will also list any activities the court specifically ordered the conservator to allow you to engage in. The court will give you updated personalized information once a year as long as your conservatorship lasts.

(Proof of mailing on page 3 and instructions for mailing on page 4)

Rev. January 1, 2026 GC-341, Page 2 of 4 Notice of Conservatee's Rights—Probate

GC-341 CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER: OF (name): CONSERVATEE

PROOF OF DELIVERY BY MAIL

1. I am 18 years of age or older. I am the appointed conservator of the conservatee named above, the conservator's attorney, or an employee of the conservator's attorney. I am a resident of or employed in the county where the mailing occurred.

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

3. I mailed this Notice of Conservatee's Rights—Probate to each person named below, attached to a conformed copy of the order appointing a conservator (form GC-340) or a limited conservator (form GC-339) filed on (date): and showing the filing date and the judicial officer's signature, by enclosing it in an envelope addressed as shown below and (check one): a. depositing the sealed envelope on the date and at the place shown in item 4 with the United States Postal Service 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):

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 THE NOTICE AND ORDER WERE MAILED

Name and relationship
to conservatee Address (number, street, city, state, and zip code)

Conservatee

Attorney for conservatee

Spouse or registered domestic partner

Relationship:

Relationship:

Relationship:

Relationship:

Continued on an attachment. (You may use form GC-341(MA) to show additional names and addresses.)

Rev. January 1, 2026 GC-341, Page 3 of 4 Notice of Conservatee's Rights—Probate

GC-341 CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER: OF (name): CONSERVATEE

INSTRUCTIONS FOR MAILING COPIES OF NOTICE OF CONSERVATEE'S RIGHTS—PROBATE WITH THE ORDER APPOINTING A CONSERVATOR OR A LIMITED CONSERVATOR

1. What to mail: The conservator, the conservator's attorney of record, or the attorney's employee must mail a copy of this Notice of Conservatee's Rights—Probate, attached to a copy of the court order appointing a conservator or a limited conservator showing the judicial officer's signature and the filing date, to each person described in item 2 below.

2. Who must receive the mailing: The following persons must receive copies of this Notice of Conservatee's Rights—Probate with the appointment order.

   a. The conservatee;

   b. The conservatee's attorney;

   c. The conservatee's spouse or registered domestic partner and the following relatives within the second degree: (1) Parents; (2) Children 12 years of age or older (see item e below if there are children under the age of 12); (3) Grandparents; (4) Grandchildren 12 years of age or older (see item e below if there are grandchildren under the age of 12); and (5) Siblings, including half-siblings.

   d. If the conservator does not know of any spouse or registered domestic partner or second-degree relative of the conservatee, copies of this Notice and the appointment order must be mailed to any of the following persons known to the conservator: (1) The spouse or registered domestic partner of a predeceased parent of the conservatee; (2) Children of a predeceased spouse or predeceased registered domestic partner of the conservatee 12 years of age or older (see item e below if there are children under the age of 12); (3) Siblings of the conservatee's parents (that is, the conservatee's aunts and uncles), if any, or, if none, to their natural and adoptive children 12 years of age or older (see item e below if there are children under the age of 12); and (4) The natural and adoptive children of the conservatee's siblings 12 years of age or older (see item e below if there are children under the age of 12).

   e. If a person described above is under the age of 12, copies of this Notice and the appointment order must be mailed to a parent, guardian, or other person having legal custody of the person entitled to notice with whom the person entitled to notice resides.

3. When the mailing must be completed: The mailing described in item 1 must be completed on or before the 30th day following the filing date of the order appointing a conservator or a limited conservator.

4. Fill out Proof of Delivery by Mail: The conservator or the attorney of record must fill out the Proof of Delivery by Mail on page 3, including the correct addresses of the persons to receive the mailing, described in item 2, above, before making the copies to be mailed. If the Proof of Delivery by Mail does not have enough space for the names and addresses of all persons who will receive the mailing, the names and addresses not shown on the Proof of Delivery by Mail must be shown on one or more additional pages attached to this form. (Attachment to Notice of Conservatee's Rights—Probate (form GC-341(MA)) may be used for this purpose.) After the mailing described in item 5 below, the conservator or the attorney must date and sign the Proof of Delivery by Mail.

5. How to mail: The conservator, the conservator's attorney of record, or an employee of the attorney must do the following:

   a. Place copies of this Notice of Conservatee's Rights—Probate and conformed copies of the order appointing a conservator or a limited conservator in sealed envelopes addressed to each person named on the Proof of Delivery by Mail or attached additional pages at the address shown for that person with postage fully prepaid.

   b. Deposit (mail) the sealed envelopes with the United States Postal Service on the date and from the place (city and state) shown in item 4 of the Proof of Delivery by Mail on page 3.

6. Filing this form: The conservator or the attorney of record must file with the court the original Notice of Conservatee's Rights— Probate with a signed and dated Proof of Delivery by Mail and all attached additional address pages. Do not attach a copy of the order appointing a conservator or a limited conservator when filing the original Notice of Conservatee's Rights—Probate.

Rev. January 1, 2026 GC-341, Page 4 of 4 Notice of Conservatee's Rights—Probate

GC-341(MA) CONSERVATORSHIP OF THE PERSON ESTATE CASE NUMBER: OF (name): CONSERVATEE

ATTACHMENT TO NOTICE OF CONSERVATEE'S RIGHTS—PROBATE

(This attachment is for use with form GC-341.)

NAME AND ADDRESS OF EACH PERSON TO WHOM NOTICE WAS MAILED

Name and relationship
to conservatee Address (number, street, city, state, and zip code)

Relationship:

Relationship:

Relationship:

Relationship:

Relationship:

Relationship:

Relationship:

Relationship:

Relationship:

Relationship:

Relationship:

Relationship:

Relationship:

Relationship:

Judicial Council of California, courts.ca.gov Attachment to GC-341(MA), Page of Rev. January 1, 2026, Optional Form Prob. Code, § 1830 Notice of Conservatee's Rights—Probate