Initial Petition/Documents

• Notice of Hearing for Conservatorship
• Petition for Appointment of Probate Conservator
• 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 Court Form)
• 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 - the clerk will retain the Original and two (2) copies of every document (copies are sent to the Court Investigator). 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 Court Form)
• Conservatee's Information & List of Relatives *Confidential* (Local Court Form)
• Order Appointing Court Investigator

Note: When filing all Subsequent documents on Conservatorships, the clerk will retain the original and one copy.

TEMPORARY GUARDIANSHIP OR CONSERVATORSHIP

All general 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) 363-4351.

Due to the reduced hours of the clerk's office, all ex-parte petitions and related documents for temporary guardianship or conservatorship filed after 1:30 p.m., will be filed in the Probate Investigator's Office on the 8th floor of the Hall of Justice prior to appearing in the Probate ex parte courtroom.