Documents Required When Filing A Conservatorship

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.

Temporary Guardianship or Conservatorship

All initial petition documents must be filed with the request for temporary conservatorship or guardianship.

Ex Parte Petitions for Temporary Guardianship or Conservatorship are granted only in Redwood City at The Hall of Justice 400 County Center. The case is reviewed by the Court Investigator's Office between the hours of 1:30 p.m. and 3:00 p.m. prior to presenting the Order to the Judge for approval. Petitioners' are encouraged to make an appointment with their office at (650) 261-5068.