Initial Petition/Documents

• Notice of Hearing for Conservatorship

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

• Citation for Conservatorship

• Confidential Supplemental Information Form

• Confidential Conservator Screening Form (Not required for Private Professionals)

• Duties of Conservator (Not required for Private Professionals)

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

• Capacity Declaration- Form GC335A Dementia Attachment to Capacity Declaration-Conservatorship

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

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

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

• If seeking a Dementia Finding:

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

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

Upon Appointment

• Order Appointing Probate Conservator

• Request for Probate Referee

• Bond - if it is stated on the Order Appointing Conservator

• Letters of Conservatorship

Subsequent Filings - Accounting Documents

• Accounting

• Notice of Hearing

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

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

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

Self-Prep and File

Conservator Classes

Conservator of Person:
You are invited to a ZoomGov meeting.
When: September 8, 2022 09:00 AM Pacific Time (US and Canada) )
Register in advance for this meeting:
https://sanmateocourt.zoomgov.com/meeting/register/vJIsfuGqpjgiHORKEerBeI0J6miJlKXlxtA
After registering, you will receive a confirmation email containing information about joining the meeting.
Please click here for the Conservatorship of the Person Class materials.

Conservatorship of the Estate
You are invited to a ZoomGov meeting.
When: September 8, 2022 01:00 PM Pacific Time (US and Canada)
Register in advance for this meeting:
https://sanmateocourt.zoomgov.com/meeting/register/vJIsdOigqjsuHvlRuo-QyzamgZPHb_Ku9-g
After registering, you will receive a confirmation email containing information about joining the meeting.
Please click here for the Conservatorship of the Estate Class materials.