Petition for Appointment of Probate Conservator

Drives the entire petition: general probate conservatorship of an adult who lost capacity (typically dementia, brain injury, severe mental illness) follows Probate Code sections 1820-1827; limited conservatorship of a developmentally disabled adult follows section 1801 and the Lanterman Act. Limited conservatees retain more rights; the conservator only gets the specific Probate Code section 2351.5 powers the petitioner requested at GC-310 item 1.h (Attachment 1h) that the court actually grants on the resulting GC-350 order.

• Petitioners filing for an adult child with autism or Down syndrome sometimes pick general probate by mistake; that path strips more rights than necessary and the regional center will object.
• Petitioners filing for a parent with dementia sometimes pick limited; limited conservatorship is only available for adults whose disability originated before age 18.

Person-only is for daily-care decisions when the conservatee has no significant assets (only Social Security, no real estate, no savings). Estate-only is for the money side when someone else handles personal care. Both is the most common pro se path: the same conservator handles both daily care and finances.

• Pick general probate (PC 1820-1827) for adults with mental decline; pick limited (PC 1801(d)) for adults with developmental disabilities.
• Filers pick general for a developmentally disabled adult; that locks them out of the rights-protective limited path.

Is this an initial appointment or a successor appointment?. Initial appointment means no conservator has ever been appointed for this person. Successor appointment means a conservator was previously appointed and that person has resigned, died, been removed, or is otherwise no longer serving (Probate Code section 2683). Successor petitions cite the prior conservator's name and the basis for replacement; on this form, the successor checkboxes in the title and in items 1.a / 1.b indicate this is a successor petition.

• Person, estate, or both. 'Person' covers daily care decisions; 'estate' covers financial decisions.
• Most cases are 'both' (person + estate); pure-person or pure-estate is unusual.

State bar number (leave blank if pro se). Only fill if you are an attorney filing on behalf of someone else. Pro se filers leave blank.

• Attorney's California state bar number; pro se filers leave blank.
• Use the bar number, not the firm's tax ID or address.

Your full name (or attorney name). Your full legal name. This is the petitioner (the person asking the court to appoint a conservator), not the proposed conservatee.

• Name of the person preparing the petition (attorney for represented parties; petitioner for pro se).
• Pro se petitioners enter their own name; the form caption block is 'Attorney or Party Without Attorney'.

Firm name (leave blank if pro se).

• Firm name for represented filers; pro se leaves blank.

Street address.

• Mailing street address for filer.

City.

• City.

State. Two-letter state abbreviation (e.g., CA).

• Two-letter state abbreviation (CA for in-state filers).

ZIP code.

• 5-digit ZIP.

Phone.

• 10 digits with area code.

Fax (optional).

• Pro se filers leave blank; almost no self-represented person has a fax number.

Email (optional).

• Email filer checks regularly.

Attorney for. If pro se, type 'Self-Represented' or 'In Pro Per' (or 'Petitioner in Pro Per').

• If pro se, write 'Petitioner in pro per' or leave blank.
• If attorney, write the represented party's role (e.g., 'Petitioner', 'Respondent').

Probate Code section 2201 requires you to file in the superior court of the county where the proposed conservatee resides. If the conservatee was recently moved to a facility in a different county, the prior county of residence may still control; verify with the local probate clerk.

• Petitioners file in the petitioner's county instead of the conservatee's county; the court transfers or dismisses for improper venue.

Court street address.

• Probate division courthouse street address; not the central administrative building unless the probate calendar is heard there.
• Many counties have specialized probate courthouses (e.g., LA Superior Court at Stanley Mosk).

Court mailing address.

• Court mailing address; same as street if no separate mailing address.

Court city and ZIP.

• City + state + ZIP for the courthouse.

Court branch. Many counties have a dedicated probate division (often a separate courthouse from civil). Check the court's website for the probate filing location.

• Branch name if the county has multiple courthouses; leave blank if only one location.
• E.g., 'Stanley Mosk Courthouse' for LA central; 'Lamoreaux Justice Center' for Orange County probate.

Full legal name of the proposed conservatee. The form prints this in the case caption and in items 1 and 2. Match the spelling on government ID exactly (driver's license, passport, Social Security card).

• Petitioners use a nickname or a married/maiden surname that does not match the conservatee's current ID; the citation server will reject service if the name does not match.

A new conservatorship is a new probate action. The clerk assigns the case number at filing, so leave blank on the original petition.

• Leave blank for first-time petitions; the clerk stamps the case number when filing.
• If filing a successor or amended petition, use the existing case number.

Title checkbox: SUCCESSOR (only if appointment_type=successor). Check the SUCCESSOR box in the form title only if this is a successor petition (replacing a prior conservator). Pre-populated from the case-basics answer.

• Check yes if you are seeking appointment as a SUCCESSOR conservator (replacing a current conservator).
• Most petitions are initial; leave unchecked unless filing successor.

Title checkbox: PERSON (scope includes person). Check if the petition includes conservatorship of the person. Pre-populated from scope.

• Check if seeking conservatorship of the person (decisions about residence, medical care, daily life).
• Often combined with title_estate for a 'person and estate' petition.

Title checkbox: ESTATE (scope includes estate). Check if the petition includes conservatorship of the estate. Pre-populated from scope.

• Check if seeking conservatorship of the estate (financial decisions, asset management).
• Often combined with title_person.

Title checkbox: Limited Conservatorship (only if kind=limited). Check if this is a limited conservatorship under Probate Code section 1801(d) (developmentally disabled adult). Pre-populated from kind.

• Check if seeking LIMITED conservatorship under PC 1801(d) (developmentally disabled adults).
• Limited conservatorship preserves more rights for the conservatee than general conservatorship.

Hearing date and time (leave blank; clerk fills). The clerk fills this in when the petition is filed. Leave blank.

• Leave blank; the clerk schedules the hearing date and stamps it on the form.
• Pre-fill the date only if your local rules require parties to obtain a hearing date before filing.

Hearing department (leave blank; clerk fills). The clerk fills this in when the petition is filed. Leave blank.

• Leave blank; the clerk assigns the department.
• Pre-fill only if your county requires self-scheduling.

The petitioner is the person asking the court to appoint a conservator. Probate Code section 1820 lists who may petition: the proposed conservatee, a relative, a friend, a creditor, an interested public agency, or any other interested person. The petitioner often, but not always, ends up being the proposed conservator named in item 1.a or 1.b.

• Full legal name of the person filing the petition (the proposed conservator, or someone seeking to have a conservator appointed).
• Petitioner does not have to be the proposed conservator; they can be a relative, friend, or county agency.

Required if scope includes person. The full name of the person to be appointed conservator of the person. Probate Code section 1812 sets the order of preference: spouse / domestic partner first, then adult child, then parent, then sibling, then any other interested person. The court can pick someone else for good cause.

• Full legal name of the person you propose to be appointed conservator of the PERSON.
• If you (the petitioner) want to be appointed, list yourself here.

Item 1.a: Proposed conservator of the person, phone.

• Phone for proposed conservator of the person.

Item 1.a: Proposed conservator of the person, address. Full mailing address: street, city, state, ZIP. Goes on one line.

• Address for proposed conservator of the person.
• Used by the court investigator under PC 1826 to schedule the investigation.

Item 1.a checkbox: be appointed SUCCESSOR (if successor petition). Check if this is a successor petition for the person side. Pre-populated from appointment_type.

• Check if this is a SUCCESSOR appointment of conservator of the person.

Item 1.a checkbox: be appointed CONSERVATOR (general). Check for general probate conservatorship of the person. Pre-populated from kind=general_probate AND scope includes person.

• Check if appointment is a general conservator (PC 1820); not the proper checkbox for limited conservator.

Item 1.a checkbox: be appointed LIMITED CONSERVATOR (limited). Check for limited conservatorship of the person (developmentally disabled adult). Pre-populated from kind=limited AND scope includes person.

• Check if appointment is a LIMITED conservator (PC 1801(d)); developmentally disabled adults only.

Required if scope includes estate. The full name of the person to be appointed conservator of the estate. Same person can serve as conservator of both person and estate (most common), or two different people can serve.

• Full legal name of the proposed conservator of the ESTATE.
• Often the same person as conservator of the person, but can be different (e.g., professional fiduciary for estate, family member for person).

Item 1.b: Proposed conservator of the estate, phone.

• Phone for proposed conservator of the estate.

Item 1.b: Proposed conservator of the estate, address.

• Address for proposed conservator of the estate.

Item 1.b checkbox: be appointed SUCCESSOR (if successor petition).

• Check if SUCCESSOR appointment.

Item 1.b checkbox: be appointed CONSERVATOR (general).

• Check if general conservator (PC 1820).

Item 1.b checkbox: be appointed LIMITED CONSERVATOR (limited).

• Check if LIMITED conservator (PC 1801(d)).

Bond protects the conservatee's assets if the estate conservator mishandles them. Probate Code section 2320 sets the minimum at value of personal property plus one year of estimated income. (1) corporate fiduciary or attachment-stated reasons; (2) fixed amount you propose; (3) blocked account avoids bond by locking the money at a bank.

• Pro se petitioners pick (1) without explaining the basis; the court rejects without reasons in Attachment 1c.
• Petitioners propose a bond amount lower than the section 2320 minimum and the court increases it sua sponte.

Item 1.c.(1) sub-checkbox: corporate fiduciary or exempt government agency. Check if the proposed conservator is a corporate fiduciary (a licensed professional fiduciary) or an exempt government agency (e.g., the public guardian). Only relevant if bond_choice=not_required.

• Check only if the proposed conservator is a corporate fiduciary (bank, trust company); they are exempt from bond under PC 2320(a).
• Most family-member conservators DO need bond unless waived for cause.

Item 1.c.(1) sub-checkbox: reasons in Attachment 1c. Check if you are spelling out the no-bond reasons in a separate Attachment 1c. Only relevant if bond_choice=not_required.

• Check only if attaching a bond-waiver request supported by specific reasons (low-value estate, blocked account, bond-waiver under PC 2321).
• Most petitions need bond; do not check this lightly.

Item 1.c.(1) inline successor checkbox. Check if this is a successor petition (corporate fiduciary clause refers to 'the proposed [successor] conservator'). Pre-populated from appointment_type=successor.

• Check if the bond statement applies to a successor conservator.

Item 1.c.(2) bond amount in dollars. Dollar amount you propose for the bond. Probate Code section 2320(b) sets the minimum: the value of personal property plus one year of estimated income, plus a contingency. The court can require more or less. Only relevant if bond_choice=fixed_amount.

• Numeric dollar amount; required if you are proposing a fixed bond.
• Bond is typically 1.5x the estate's annual income plus the value of personal property under PC 2320(b).

Item 1.c.(3) blocked-account deposit amount in dollars. Dollar amount to be deposited in a blocked account. Use this when the conservatee's assets are mostly cash that can be locked at a bank, eliminating the need for a bond. Only relevant if bond_choice=blocked_account.

• Amount to be blocked if the estate uses a blocked account in lieu of bond under PC 2328.
• Blocked-account approach saves bond costs; the funds are unavailable to the conservator without further court order.

Item 1.c.(3) blocked-account institution and location. Name of the bank or other institution and the city/state where the account will be held (e.g., 'Wells Fargo Bank, San Francisco, CA').

• Bank or trust company holding the blocked account; must be FDIC-insured or trust-company licensed.

Item 1.d: Request independent exercise of powers under Probate Code section 2590. Check if you want the conservator of the estate to be able to act on routine matters (sell securities, lease property, hire counsel, settle small claims) without going back to court for each decision. Probate Code section 2590 lists the powers; you must specify which ones in Attachment 1d and explain why granting them is in the conservatee's best interest. Most pro se filers leave this blank and ask for specific powers later as needed.

• Check if requesting independent powers under PC 2590-2591 (sale of real property, contracts over a year, exchanges, etc.).
• Independent powers expand the conservator's authority but require specific findings; not granted automatically.

Item 1.d inline successor checkbox. Check if this is a successor petition. Pre-populated from appointment_type=successor.

• Check if successor.

Item 1.e: Request orders relating to the capacity of the conservatee under Probate Code section 1873 or 1901. Check if you want a court finding limiting the conservatee's capacity to enter contracts (section 1873, voidable contracts) or transfer property (section 1901). Most general probate cases do not need this; the conservatorship itself is a public record and most parties do due diligence on it. Limited conservatorship cases use item 6 instead.

• Check if requesting orders about the conservatee's capacity (e.g., capacity to contract, capacity to consent to medical treatment).

Item 1.f: Request orders relating to the powers of the conservator of the person under Probate Code sections 2351-2358. Check if you want explicit court orders about the powers of the conservator of the person. Default conservator powers under Probate Code sections 2351-2358 cover daily care, residence, and routine medical decisions. You typically check this only if you want a non-default arrangement (e.g., placement in a secured perimeter facility, which requires a separate finding under section 2356).

• Check if requesting specific powers for conservator of the person (residence, medical, education).

Item 1.f inline successor checkbox.

• Check if successor.

Probate Code section 2355 finding: conservatee lacks capacity to consent to medical treatment, so the conservator of the person can consent on their behalf. The most common medical-decisions request in dementia cases. Requires GC-335 Capacity Declaration signed by a licensed physician or licensed psychologist (NOT just any medical practitioner like in item 8.c). If checked here, item 9 on page 6 must also be completed.

• Check if requesting medical-capacity findings under PC 2355 (dementia patients).
• Required for nursing-home placement and antipsychotic medication consent for dementia conservatees.

Item 1.g inline successor checkbox.

• Check if successor.

Item 1.h: Limited conservator of the PERSON powers under PC 2351.5 (limited conservatorship only). Limited conservatorship only. Check if you want the court to grant powers to the limited conservator of the person under Probate Code section 2351.5 (the seven specific powers a limited conservator can be granted: residence, access to confidential records, marriage consent, contracts, medical consent, education, social/sexual contacts). Spell out which powers in Attachment 1h. Also complete item 1j and item 6 on page 6.

• Check if requesting specific powers under LIMITED conservatorship of the person (PC 1801(d)).
• Limited conservatorship requires specific findings of which powers are needed; not all 7 categories are automatic.

Item 1.h inline successor checkbox.

• Check if successor.

Item 1.i: Limited conservator of the ESTATE powers under PC 1830(b) (limited conservatorship only). Limited conservatorship only. Check if you want the court to grant powers to the limited conservator of the estate under Probate Code section 1830(b). Spell out which powers in Attachment 1i and complete item 1j.

• Check if requesting specific powers under LIMITED conservatorship of the estate.

Item 1.i inline successor checkbox.

• Check if successor.

Item 1.j: Orders limiting civil and legal rights of the limited conservatee (limited conservatorship only). Limited conservatorship only. Check if you are asking the court to limit specific civil/legal rights (right to enter contracts, marry, vote, drive, etc.). Spell out exactly which rights in Attachment 1j. The presumption in California is that a limited conservatee retains all rights except those specifically limited by the court (Probate Code section 1828).

• Check if requesting limits on the conservatee's civil rights (vote, marriage, contract); these are constitutionally significant.
• Each limit must be supported by specific evidence; do not check broadly.

Item 1.k: Orders authorizing placement or treatment for major neurocognitive disorder (dementia) under PC 2356.5. Check if you want the court to grant special dementia-related orders (placement in a secured perimeter facility, administration of dementia medications). Probate Code section 2356.5 requires a Capacity Declaration (GC-335) plus a Major Neurocognitive Disorder Attachment (GC-335A) signed by a licensed physician or licensed psychologist with at least two years of experience diagnosing dementia. Use form GC-313 (Attachment Requesting Special Orders Regarding Major Neurocognitive Disorder) to specify which orders.

• Check if requesting dementia-specific orders under PC 2355 (placement, antipsychotic medication).
• Required for nursing-home placement of dementia conservatees.

Item 1.k Capacity Declaration filing status (only if 1.k is checked). Only fill if you checked 1.k. Tell the court when GC-335 + GC-335A are/will be filed. The 'will not be filed' option is only available for successor petitions where a prior dementia order is still in effect.

• Status of capacity filings (concurrently filed, prior filing, attached).

Item 1.k: Date of prior dementia order (only for successor + prior order). Date of the prior court order regarding placement or treatment for major neurocognitive disorder, if you selected the successor / prior-order option above. Format: MM/DD/YYYY.

• Date of any prior dementia-orders ruling; required if seeking modification.

Item 1.l: Other orders (specify in Attachment 1l). Check only if you are asking for orders not covered by items 1.a through 1.k. Spell them out in Attachment 1l. Most pro se petitions do not need this.

• Free text for other orders requested; describe specifically.
• Generic 'other orders as the court deems necessary' is not helpful; list specific relief.

Item 2: Proposed conservatee's name (repeat from caption). The proposed conservatee's full legal name. Type it the same way as in the caption above.

• Full legal name of the proposed conservatee (the person to be conserved).
• Match the spelling on identification documents.

Item 2: Proposed conservatee's telephone. Phone number where the conservatee can be reached. If they live in a care facility, the facility's main number is acceptable; the citation server will use this to coordinate access.

• Conservatee phone, if any. Some conservatees have no phone of their own; that is acceptable.

Where the conservatee currently lives. The citation (GC-320) is personally served at this address by a non-party adult at least 15 days before the hearing. If in a care facility, give the facility's full address; if living with a relative, give that address. If the conservatee moves before the hearing, the citation must be re-served at the new address.

• Conservatee's current address; if in a hospital or facility, list that address.
• Required for service of citation under PC 1824.

Required for initial appointments. Establishes that the conservatee has no current conservator in California and that this county is proper venue under Probate Code section 2201. Skipped for successor appointments because venue carries over.

• Item 3.a checkbox; check if the conservatee resides outside California or there is a special venue issue.

Picks one of five venue paths (Probate Code section 2201). Most pro se cases pick (1)(a): California resident, resident of this county. The other paths apply to non-county residents and non-California residents.

• Conservatee's domicile / residence determines venue (PC 2201). Pick CA if conservatee lives in California.

Required disclosure under Probate Code section 1821. A creditor (or creditor's agent) of the conservatee can be appointed but the court applies extra scrutiny because of the conflict of interest.

• Check if petitioner is a creditor of the proposed conservatee.
• Creditors can petition under PC 1820; the standing is independent of relationship.

Required disclosure under Probate Code section 1821. A debtor of the conservatee (or debtor's agent) has a conflict of interest similar to a creditor.

• Check if petitioner is a debtor of the proposed conservatee.

Item 3.b.(3): Petitioner is the proposed conservator. Check if the petitioner is also the person they are asking to be appointed as conservator (most common pro se case: an adult child files for their parent and asks to be appointed themselves).

• Check if the petitioner is the same person as the proposed conservator.

Item 3.b.(3) inline successor.

• Check if successor.

Item 3.b.(4): Petitioner IS the (proposed) conservatee. Check only if the proposed conservatee is filing this petition for themselves (rare but allowed; an adult who knows they are losing capacity may petition for their own conservatorship). If unchecked, item 3.f (due diligence) becomes mandatory.

• Check if the petitioner is the proposed conservatee themselves (voluntary conservatorship under PC 1820(a)(1)).

Item 3.b.(5): Petitioner is the spouse of the conservatee. Check if the petitioner is married to the proposed conservatee. If checked, item 6 on page 6 must be completed (community property issues).

• Check if petitioner is the conservatee's spouse.

Item 3.b.(6): Petitioner is the domestic partner or former domestic partner. Check if the petitioner is the registered domestic partner (or former registered domestic partner) of the proposed conservatee. If checked, item 7 on page 6 must be completed.

• Check if petitioner is the conservatee's registered domestic partner.

Item 3.b.(7): Petitioner is a relative of the conservatee. Check if the petitioner is related to the proposed conservatee by blood or adoption (parent, child, sibling, grandparent, grandchild, aunt/uncle, niece/nephew, cousin). Specify the relationship below.

• Check if petitioner is a relative of the conservatee.

Item 3.b.(7): Specify the relationship. How is the petitioner related to the conservatee? Examples: 'daughter', 'son', 'brother', 'mother', 'niece'.

• Specific relationship (e.g., 'son', 'sister', 'grandson', 'aunt').

Item 3.b.(8): Petitioner is an interested person or friend. Check if the petitioner is not a relative but is a close friend or other interested person (neighbor, longtime caregiver, religious community member). The court will look closely at this category to make sure the petitioner is acting in the conservatee's interest.

• Check if petitioner is a friend (non-relative) of the conservatee.

Item 3.b.(9): Petitioner is a state or local public entity, officer, or employee. Check if the petitioner is a public guardian, county adult protective services worker, or other public official acting in their official capacity.

• Check if petitioner is a public-entity petitioner (Public Guardian, Adult Protective Services).
• Public guardians have automatic standing and bond exemption.

Item 3.b.(10): Petitioner is the guardian of the proposed conservatee. Check if the petitioner was the guardian of the conservatee while the conservatee was a minor (this is a transition from a guardianship to a conservatorship now that the conservatee has turned 18, common in limited conservatorship cases for developmentally disabled adults).

• Check if petitioner is the conservatee's existing guardian (e.g., former minor's guardian transitioning to conservatorship at age 18).

Item 3.b.(11): Petitioner is a bank.

• Check if petitioner is a bank.

Item 3.b.(11): Petitioner is another entity authorized to conduct trust company business.

• Check if petitioner is a trust company.

Item 3.b.(12): Petitioner is a professional fiduciary licensed by the Professional Fiduciaries Bureau. Check only if the petitioner is a California-licensed professional fiduciary under Business and Professions Code section 6501(f). If checked, you must also attach form GC-210(A-PF)/GC-310(A-PF) and complete item 3.d.

• Check if petitioner is a professional fiduciary licensed under Business & Professions Code section 6500.
• Professional fiduciaries have specialized requirements; consult counsel for non-PF petitioners.

Item 3.c inline successor.

• Check if successor.

Item 3.c.(1): Proposed conservator is a nominee (Attachment 3c(1)). Check if the proposed conservator was nominated by the conservatee (in a power of attorney, in a written nomination, or in another writing). Attach the nomination as Attachment 3c(1). Probate Code section 1810 gives nominee preference.

• Check if proposed conservator was nominated by the conservatee in a written instrument (e.g., advance directive, durable power of attorney).

Item 3.c.(2): Proposed conservator is the spouse of the conservatee.

• Check if proposed conservator is the conservatee's spouse.

Item 3.c.(3): Proposed conservator is the domestic partner or former domestic partner.

• Check if proposed conservator is the conservatee's domestic partner.

Item 3.c.(4): Proposed conservator is a relative.

• Check if proposed conservator is a relative.

Item 3.c.(4): Specify the relationship.

• Specific relationship of proposed conservator to conservatee.

Item 3.c.(5): Proposed conservator is a bank.

• Check if proposed conservator is a bank.

Item 3.c.(5): Proposed conservator is another entity authorized to conduct trust business.

• Check if proposed conservator is a trust company.

Item 3.c.(6): Proposed conservator is a nonprofit charitable corporation under PC 2104.

• Check if proposed conservator is a nonprofit corporation under PC 2104.

Item 3.c.(7): Proposed conservator is a professional fiduciary under BPC 6501(f).

• Check if proposed conservator is a professional fiduciary licensed under Business & Professions Code 6500.

Item 3.c.(8): Proposed conservator is other (specify).

• Check if proposed conservator is none of the above.

Item 3.c.(8): Specify if 'other'. Describe the proposed conservator's relationship to the conservatee if no other category fits.

• Describe the proposed conservator's status if 'other'.

Item 3.d: Engagement and prior relationship (only if petitioner is a licensed professional fiduciary). Skip unless the petitioner is a California-licensed professional fiduciary. If so, check this and pick (1) or (2) below.

• Item 3.d covers character and background of the proposed conservator; required disclosure.

Item 3.d.(1): Engagement statements are on page 2 of the Professional Fiduciary Attachment.

• Check if you are providing additional character / background information in an attachment.

Item 3.d.(2): A temporary conservator petition (with the engagement statements) is filed with this petition.

• Check if a separate temporary-conservator petition (GC-110) is being filed concurrently.

Item 3.e.(1): Successor only, complete Inventory and Appraisal already filed by predecessor. Check ONLY for a successor petition where the predecessor conservator already filed a complete Inventory and Appraisal. Otherwise check 3.e.(2).

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(1): Personal property value (from filed Inventory and Appraisal).

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(1): Dates of filing of all Inventories and Appraisals. List the date(s) the predecessor conservator filed each Inventory and Appraisal. Format: comma-separated dates.

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(2): Estimated value of personal property. Check this for the more common case: estimate the conservatee's personal property value yourself. Personal property = bank accounts, vehicles, household goods, retirement accounts, stocks, life insurance cash value (NOT real estate).

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Estimated value of the conservatee's personal property: bank accounts, vehicles, household goods, retirement accounts, stocks, life insurance cash value. Drives the bond minimum under Probate Code section 2320.

• Total value of conservatee's personal property; affects bond amount under PC 2320.
• Use realistic appraisal; include vehicles, jewelry, household items, accounts.

Item 3.e.(3)(a): Annual gross income from real property. Annual rental income, lease payments, etc. from any real property the conservatee owns.

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(3)(b): Annual gross income from personal property. Annual interest, dividends, capital gains from bank accounts, stocks, bonds, etc.

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(3)(c): Annual gross income from pensions. Annual pension income, IRA/401k distributions, retirement annuity payments.

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(3)(d): Annual gross wages.

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(3)(e): Annual public assistance benefits. Annual SSI, SSDI, Social Security retirement, VA benefits, In-Home Supportive Services payments, etc.

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(3)(f): Other annual gross income. Any income source not in (a)-(e). Describe the source in Attachment 3e if needed.

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(4): Total of (1) or (2) plus (3). Sum: personal property value + total annual gross income from all categories. The total drives the bond minimum under Probate Code section 2320.

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(5): Real property value. Estimated value of any real estate the conservatee owns (the home, rental property, vacation property, raw land). Real property is NOT included in the bond minimum, but the court still wants to know it exists.

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Item 3.e.(5) source of real property value.

• Underestimating estate value to dodge bond; the court re-checks at the inventory and may require a higher bond after the fact, delaying access to estate funds.

Probate Code section 1821(b) requires the petition to describe (1) efforts to find the conservatee's relatives within the second degree, and (2) the conservatee's stated preferences about who should be appointed. Required unless the conservatee is the petitioner. Attachment 3f(1) and Attachment 3f(2) carry the substance.

• Item 3.f deals with intestate / testate status of the conservatee's affairs.

Item 3.g: Has any other conservatorship or equivalent proceeding been filed?. The petition must disclose any conservatorship or equivalent proceeding (e.g., a guardianship in another state, or a tribal-court proceeding) concerning the proposed conservatee in any other jurisdiction. The Probate Code chapter 8 UAGPPJA framework (sections 1980+) governs how California courts coordinate with other jurisdictions. Most pro se cases answer 'has not'.

• Yes if there is any other pending proceeding involving the conservatee (guardianship, dependency, criminal, family law).

Item 3.g: Identify the other jurisdiction and the date the case was filed (only if 'has'). Name of the court (state or tribal), the case number if known, and the date the case was filed.

• Court / jurisdiction of the other proceeding.

Item 4.a: Is the conservatee a patient in or on leave from a California state institution (DSH or DDS)?. DSH = California Department of State Hospitals (Atascadero, Coalinga, Metropolitan, Napa, Patton). DDS = California Department of Developmental Services (Canyon Springs, Fairview, Lanterman, Porterville, Sonoma). Most conservatees are NOT in a DSH or DDS facility. Probate Code section 1822 requires the petition to disclose this status because additional notice rules apply.

• Not disclosing VA benefits; if the conservatee is a veteran, the VA fiduciary process can override or supplement this conservatorship.

Item 4.a: Specify the state institution (only if 'is').

• Not disclosing VA benefits; if the conservatee is a veteran, the VA fiduciary process can override or supplement this conservatorship.

Item 4.b: Is the conservatee receiving or entitled to VA benefits?. If the conservatee is a veteran or surviving spouse receiving VA benefits, the federal VA Fiduciary Program may already be involved. The court coordinates with the VA fiduciary; a state-court conservator does not displace a federal VA fiduciary without VA approval.

• Not disclosing VA benefits; if the conservatee is a veteran, the VA fiduciary process can override or supplement this conservatorship.

Item 4.b: Estimated monthly VA benefit (only if 'is receiving').

• Not disclosing VA benefits; if the conservatee is a veteran, the VA fiduciary process can override or supplement this conservatorship.

Item 4.c: Is the conservatee a member of a federally recognized Indian tribe?. If yes, items (1)-(4) below must be completed. The Indian Child Welfare Act does not directly apply to adult conservatorships, but tribal-court jurisdiction may, and many tribes have their own conservatorship rules. Consult with the tribe and the local court self-help center before filing if the conservatee is enrolled or eligible for enrollment.

• Not disclosing VA benefits; if the conservatee is a veteran, the VA fiduciary process can override or supplement this conservatorship.

Item 4.c.(1): Name of tribe.

• Not disclosing VA benefits; if the conservatee is a veteran, the VA fiduciary process can override or supplement this conservatorship.

Item 4.c.(2): Location of tribe (state, or principal-location state if multi-state).

• Not disclosing VA benefits; if the conservatee is a veteran, the VA fiduciary process can override or supplement this conservatorship.

Item 4.c.(3): Does the proposed conservatee reside on tribal land?. Tribal land is land that is 'Indian country' as defined in 18 USC 1151. If the conservatee resides on tribal land, the tribal court may have concurrent or exclusive jurisdiction.

• Not disclosing VA benefits; if the conservatee is a veteran, the VA fiduciary process can override or supplement this conservatorship.

Item 4.c.(4): Does the proposed conservatee own property on tribal land?.

• Not disclosing VA benefits; if the conservatee is a veteran, the VA fiduciary process can override or supplement this conservatorship.

Item 5.a: Initial appointment of conservator only (skip if successor). Pre-populated when appointment_type=initial.

• Item 5.a addresses age status of the conservatee.
• Conservatorship for adults (18+); for minors use guardianship (Form GC-210).

Item 5.a age status of the proposed conservatee. Adult conservatorship is the standard case. (2)/(3)/(4) cover edge cases where the proposed conservatee is a minor: (2) 17-year-old who turns 18 before the order takes effect, (3) married minor (emancipated under Family Code section 7002(a)), (4) minor whose marriage was dissolved.

• Conservatee's age status: 18+, 17.5-18 (transition cases), or other.

Item 5.a.(2): Effective date when conservatee will turn 18 (only if 'will be adult').

• Date conservatorship is to take effect; usually the date Letters issue.
• For transition cases (minor's guardianship → adult conservatorship), the effective date is the conservatee's 18th birthday.

Item 5.b: Vacancy in office of conservator (successor only; not for limited-conservator post-death cases). Pre-populated when appointment_type=successor. Probate Code section 1860.5(a)(1) treats a limited-conservatorship petition after the death of the predecessor as an INITIAL petition, not a successor petition; pick the initial path in case_basics if that fits.

• Item 5.b addresses vacancy in conservatorship (death / resignation / removal of prior conservator).

Item 5.b vacancy: of the person, the estate, or both?. Check whichever side(s) of the conservatorship the vacancy applies to. Often both, but a sole-purpose appointment can leave one side intact.

• Vacancy in person, estate, or both.

Item 5.b: Where are the reasons for the vacancy stated?.

• Where to find the reasons for the vacancy (in this petition, in attachment, or in prior order).

Item 5.b: Reasons for the vacancy (free text). Brief explanation of why a successor is needed: the prior conservator died on (date), resigned on (date), was removed by the court on (date), is incapacitated, etc.

• Specific facts: prior conservator died on [date], resigned on [date], was removed by court order on [date].
• Generic 'no longer serving' is insufficient.

Probate Code section 1801(a) standard for conservatorship of the person: the conservatee, despite reasonable assistance, cannot provide for personal needs (health, food, clothing, shelter). The heart of a person-side petition. The judge wants concrete dates and incidents, not generalizations.

• Petitioners write conclusory facts like 'mom is confused' instead of dated incidents; the court continues the hearing for a more specific declaration.

Item 5.c.(1): Where are supporting facts stated?. Most pro se petitions write supporting facts directly on the form (option 'as follows'). Use the Attachment option only if you need more space than the form allows.

• Conclusory statements ("she has dementia") without specifics; the court needs functional impairments (e.g. cannot manage medications, cannot pay bills, wandered from home) under PC 1801(b).

Concrete observed facts that meet the section 1801(a) standard. Examples: a parent with dementia who has wandered, left the stove on, cannot dress themselves; an adult with severe mental illness who cannot manage medications or food; a stroke survivor who cannot communicate medical decisions. Dates and specific incidents matter.

• Item 5.c.1: facts supporting need for conservator of the PERSON. The HEART of the petition.
• Specific facts beat generalizations: 'conservatee cannot manage medications, cannot prepare meals, has wandered from home and been returned by police 3 times in the last 6 months' beats 'conservatee cannot care for self'.
• Cite dates, incidents, witnesses, medical evaluations.

Probate Code section 1801(b) standard for conservatorship of the estate: the conservatee, despite reasonable assistance, is substantially unable to manage finances or to resist fraud or undue influence. Section 1801(b) further provides that 'substantial inability may not be proved solely by isolated incidents of negligence or improvidence', so the petition cannot rest on bad-judgment anecdotes alone.

• Check if requesting conservator of the ESTATE; if checked, supporting facts are required in 5.c.2.

Item 5.c.(2): Where are supporting facts stated?.

• Conclusory statements ("she has dementia") without specifics; the court needs functional impairments (e.g. cannot manage medications, cannot pay bills, wandered from home) under PC 1801(b).

Concrete observed facts that meet the section 1801(b) standard. Examples: a parent with dementia sending money to phone scammers; a stroke survivor who cannot read bank statements; an adult with cognitive impairment who has signed away rights to scam companies.

• Facts supporting need for conservator of the ESTATE.
• Specific facts: 'conservatee has not paid utility bills since [date]; has been victim of phone scams totaling $20,000; signed a lease he did not understand'.
• Generic 'cannot manage finances' is insufficient.

Item 5.d: Conservatee voluntarily requests appointment of a successor (rare). Check only if the conservatee is alive, has capacity to ask for a successor, and is voluntarily petitioning to replace the current conservator. Specify good cause in Attachment 5(d).

• Check if conservatee voluntarily petitions for own conservatorship under PC 1820(a)(1).
• Voluntary conservatorship still requires court findings of need.

Item 5.d inline successor.

• Check if successor.

GC-312 Confidential Supplemental Information is mandatory for every initial conservatorship petition (PC 1821(a)(4), with the confidentiality rule at (a)(5)) except when the petitioner is a bank or trust company. It is filed under seal because it includes the conservatee's medical condition and other private information.

• Check if Confidential Supplemental Information (GC-312) has been filed; required for petitions involving family member conservators in some counties.

Item 5.f: Does the conservatee have a developmental disability under PC 1420?. Probate Code section 1420 defines developmental disability as a substantial handicap originating before age 18 (intellectual disability, cerebral palsy, epilepsy, autism, or related conditions). If yes, the petition must specify the nature and degree in Attachment 5f, and PC section 1827.5 requires the petitioner to disclose awareness of limited-conservatorship as the appropriate alternative. If you picked kind=limited in case_basics, this is yes.

• Required for LIMITED conservatorship petitions under PC 1801(d); cite specific developmental disability findings (intellectual disability, autism spectrum, cerebral palsy, epilepsy if linked, etc.).
• Regional Center evaluation required.

Item 6: Petitioner or proposed conservator is the spouse of the conservatee. Check if the petitioner OR the proposed conservator is the conservatee's spouse. Pre-populated from item 3.b.(5) or item 3.c.(2). If checked, you must answer 6.a or 6.b.

• Item 6 addresses dissolution / annulment of marriage involving conservatee.

Item 6 inline successor.

• Check if successor.

Item 6: Is the spouse a party to a dissolution / legal separation / annulment / nullity proceeding?. If the spouses are NOT in any dissolution / separation / annulment / nullity case, pick 6.a. If they ARE in such a case (or judgment has entered), pick 6.b and answer the follow-up below. Probate Code section 1813 requires this disclosure to flag potential conflicts of interest in spouse-conservator cases.

• Status of any dissolution / annulment proceeding.

Item 6.b.(1): A conservator (anyone, not the spouse) be appointed.

• Check if a conservator is appointed in the dissolution proceeding.

Item 6.b.(1) inline successor.

• Check if successor.

Item 6.b.(2): The spouse be appointed as the conservator.

• Check if spouse is appointed conservator.

Item 6.b.(2) inline successor.

• Check if successor.

Item 7: Petitioner or proposed conservator is the domestic partner or former domestic partner. Check if the petitioner OR proposed conservator is the conservatee's registered domestic partner (current or former). Pre-populated from item 3.b.(6) or item 3.c.(3).

• Item 7 addresses termination of marriage / domestic partnership.

Item 7 inline successor.

• Check if successor.

Item 7: Is the domestic partnership being or has been terminated?.

• Status of any termination proceeding.

Item 7.b.(1): A conservator (anyone, not the domestic partner) be appointed.

• Check if a conservator is appointed in the termination proceeding.

Item 7.b.(1) inline successor.

• Check if successor.

Item 7.b.(2): The domestic partner be appointed as the conservator.

• Check if domestic partner is appointed conservator.

Item 7.b.(2) inline successor.

• Check if successor.

Item 8.a: Conservatee will attend the hearing. Probate Code section 1825 gives the conservatee the right to attend the hearing. Most pro se cases check 8.a unless the conservatee has medical or out-of-state issues that prevent attendance. The conservatee can be required to attend (PC 1825).

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.a: Is the conservatee the petitioner?.

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.a: Has the conservatee nominated the proposed conservator?.

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.a inline successor.

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.b: Conservatee is able but unwilling to attend (initial appointment only). Check only if the conservatee can attend but does not want to. The court still considers the conservatee's preferences as expressed below.

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.b: Does the conservatee wish to contest the establishment?.

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.b: Does the conservatee object to the proposed conservator?.

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.b: Does the conservatee prefer that another person act as conservator?.

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.c: Conservatee is unable to attend because of medical inability (initial appointment only). Most dementia cases use this option. Requires GC-335 Capacity Declaration signed by a licensed medical practitioner or accredited religious practitioner.

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.c: GC-335 Capacity Declaration filing status.

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.d: Conservatee is not the petitioner, is out of state, and will not attend (initial appointment only).

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

Item 8.e: Conservatee will not attend the hearing (successor appointment only).

• Marking conservatee as unable to attend without a doctor's declaration; the conservatee's right to attend is constitutionally protected and the court is strict.

If item 1.g is checked (medical-treatment incapacity finding under PC 2355), this Item 9 must also be checked, with GC-335 Capacity Declaration filed. Note: PC 2355 specifically requires a licensed physician OR a licensed psychologist (acting within the scope of their license), NOT a general medical practitioner. Item 8.c uses a different, broader standard.

• Item 9 addresses medical-incapacity findings under PC 2355 (dementia).

Item 9.b: GC-335 Capacity Declaration (physician or psychologist) filing status. Pick when GC-335 will be filed. The 'will not be filed' option is only for successor cases where a prior order is still in effect.

• Asking for PC 2355 medical-treatment authority without a physician's declaration of incapacity; the court will not grant the power without medical evidence.

Item 9.c: Successor only - prior order is still in effect. Check if the conservatee's incapacity to consent to medical treatment was determined by an order in this matter that has not expired or been revoked.

• Asking for PC 2355 medical-treatment authority without a physician's declaration of incapacity; the court will not grant the power without medical evidence.

Item 9.c: Date of the prior order.

• Asking for PC 2355 medical-treatment authority without a physician's declaration of incapacity; the court will not grant the power without medical evidence.

Item 9.d: Is the conservatee an adherent of a religion that relies on prayer alone for healing (PC 2355(b))?. Probate Code section 2355(b) limits a conservator's medical-consent authority for adherents of certain religions (e.g., Christian Science) to forms of treatment by accredited religious practitioner. Most cases answer 'is not'.

• Asking for PC 2355 medical-treatment authority without a physician's declaration of incapacity; the court will not grant the power without medical evidence.

Item 10: A Petition for Appointment of Temporary Conservator (GC-111) is filed with this petition. Check only if you are also filing GC-111 to ask for a temporary conservator. Temporary conservatorship is for emergencies (the conservatee is in immediate danger before the regular hearing date). Probate Code sections 2250-2253. Most pro se cases do NOT need this; the regular hearing in 30-60 days is fast enough.

• Check if a temporary conservator (GC-110) has been appointed.
• Temporary conservatorship is short-term (typically 30 days); the regular conservatorship petition continues.

Probate Code section 1822 requires mailed notice of the hearing to the conservatee's spouse / registered domestic partner, parents, grandparents, children, grandchildren, and brothers and sisters. Item 11 lists those people. If they are all dead or unknown, PC 1821(b)(1)-(4) lets you list the conservatee's nearest known relatives instead.

• Item 11 lists the conservatee's relatives within the second degree (PC 1822 mailed-notice list).
• Critical for due process; missing relatives can void the appointment.
• Use full legal names and current addresses.

First relative entry. The list drives mailed notice; every relative listed gets a copy of GC-340 Notice of Hearing at least 15 days before the hearing. Format: 'Name (relationship)'.

• Format: 'Full Name, Relationship' (e.g., 'Jane Doe, mother', 'John Smith, brother').
• Required for all relatives within second degree under PC 1822.

Relative 1: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 2: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 2: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 3: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 3: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 4: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 4: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 5: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 5: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 6: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 6: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 7: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 7: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 8: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 8: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 9: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 9: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 10: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 10: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 11: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 11: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 12: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 12: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 13: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 13: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 14: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 14: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 15: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 15: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 16: Name and relationship.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Relative 16: Residence address.

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

Item 11: More than 16 relatives - continued on Attachment 11. Check if the conservatee has more than 16 second-degree relatives. Continue the list on a separate Attachment 11 (use MC-025 as the cover sheet).

• Omitting relatives the petitioner does not get along with; PC 1822 mailed notice is mandatory and missing a relative voids the order.

GC-314 Confidential Conservator Screening Form is mandatory for every proposed conservator other than a bank or trust company. The court uses it to flag conflicts of interest, criminal history, prior fiduciary problems, and bankruptcy. Filed under seal.

• Check if Confidential Conservator Screening Form (GC-314) is being filed; required for proposed conservators under PC 1834.

Item 12 inline successor.

• Check if successor.

GC-330 Order Appointing Court Investigator is required for every initial petition under Probate Code section 1826. The court investigator is a court employee who interviews the conservatee, the petitioner, the proposed conservator, and the conservatee's relatives, then reports back. Some counties have a standing-order practice; ask the probate clerk if your county requires the petitioner to file GC-330.

• Check if requesting a court investigator under PC 1826; the court investigator interviews the proposed conservatee, reviews the petition, and reports to the court.

Item 14: Number of pages attached. Total pages of attachments (Attachment 1c, 1d, 1e, 1f, 1g, 1h, 1i, 1j, 1l, 3a, 3c(1), 3f(1), 3f(2), 5b, 5c(1), 5c(2), 5d, 5f, 6b, 7b, 11, etc.). Count all attachment pages, including any MC-025 cover sheets.

• Numeric count of pages attached; common attachments are MC-025 continuation, GC-312 confidential supplemental info, GC-314 conservator screening, medical evaluations.

Date next to attorney signature line (only if filing through an attorney). Date the attorney signs. Skip if pro se. The attorney's actual signature goes by hand on the printed form (wet ink).

• Date attorney signs (MM/DD/YYYY); pro se filers leave blank.

Type or print name of attorney for petitioner. Type or print attorney's name. Skip if pro se.

• Attorney's printed name; pro se filers leave blank.

Date the petitioner signs. Probate Code section 1020 plus California Rules of Court rule 7.103 require the petition to be signed under penalty of perjury. The signature must be wet ink (not typed); the typed name on the form is the print-name, not the signature.

• Date petitioner signs (MM/DD/YYYY); should match the filing date.

Type or print the petitioner's full legal name. The petitioner physically signs the printed form at the line directly below this typed name. Wet-ink signature only.

• Petitioner 1 printed name; signed under penalty of perjury per CCP 2015.5.

Type or print name of second petitioner (only if multiple petitioners). Only if there are multiple petitioners (e.g., two adult children co-petitioning for a parent). All petitioners must sign separately.

• Petitioner 2 printed name if there is a co-petitioner.