Equal Access

Materials for Providers of Legal Self-Help Service

Conservatorship

This section contains instructional materials developed by self-help center for the people they serve. The materials are developed for specific courts and are examples only.

For materials that are appropriate for statewide use, please see the California Courts Self Help Center.

Self-Help Information Sheet--Probate Conservatorship (July 2017) (prepared by the Superior Court of California, County of Orange)

Conservatorship Pamphlet (44 KB) (prepared by the Superior Court of California, County of Ventura )

Information for Conservatorship Clinic Participant (45 KB) (prepared by the Superior Court of California, County of San Diego )

What is a Limited Conservatorship? (76 KB) (prepared by the Superior Court of California, County of San Diego )
Also available in Spanish.

Conservatorship Brochure (Rev. 8/2004) (prepared by the Superior Court of California, County of San Diego )

Manual for Conservators. (Jan. 2008). Developed by the AOC’s California Center for Judicial Education and Research (CJER).

Checklists, Tips and Info for Conservators to Care for Conservatees. Includes tips for selecting care facility, clothing tips, record of medications, social activity log, etc. (Jan. 2008). Developed by the AOC’s California Center for Judicial Education and Research (CJER).

Resources for Senior Services (Jan. 2008). Developed by the AOC’s California Center for Judicial Education and Research (CJER).

With Heart: Understanding Conservatorship. Prepared by the Alameda County Bar Association in collaboration with several entities and attorneys (1992). Please note that some of the references and/or graphics of court pleadings and forms may be outdated given the date of production of this video. However, the information provided remains relevant and accurate.

Limited Conservatorship of the Person - PowerPoint (July 2014). Presentation for limited conservatorships in Los Angeles for the process of signing all the required documents.  Also available in Spanish. (Prepared by Bet Tzedek to use in clinics at Los Angeles Superior Court/Self-Help Resource Centers.)

Self-Help Manual for Limited Conservatorship of the Person (40 KB) (prepared by the Superior Court of California, County of San Diego )
Also available in Spanish.

Duties of the Conservator and Conservatorship Forms Powerpoint Presentations (3/2012). Additional Conservatorship Clinic Web Links.  (Prepared by the Fresno County Public Law Library.)

How to Give notice in a conservatorship (Rev. 5/2007) (prepared by the Superior Court of California, County of San Diego )

How to Serve a Citation in a conservatorship (Rev. 5/2007) (prepared by the Superior Court of California, County of San Diego )

Questionnaire for Conservatorship cases (Rev. 5/2007) (prepared by the Superior Court of California, County of San Diego )

How to Get a Conservatorship Over a Person with Developmental Disabilities? (Rev. 1/2007)(Prepared by the Santa Clara Superior Court Self Service Center .)

Worksheets for determining Conservatee’s Needs (Jan. 2008). Developed by the AOC’s California Center for Judicial Education and Research (CJER).

Petition to Terminate a Conservatorship (Rev. 3/08) (prepared by the Ventura Courts Self-Help Legal Access Center )

Petition to Transfer Venue (34 KB) (prepared by the Ventura Courts Self-Help Legal Access Center )

Order Transferring Venue (Rev. 12/2008) (prepared by the Ventura Courts Self-Help Legal Access Center )

Objection to Petition for Appointment of Conservator (Rev. 6/07) (prepared by Superior Court of California, County of Ventura )

Template for Declaration Re. Notice of Hearing on Temporary Conservatorship (Jan. 2008). Developed by the AOC’s California Center for Judicial Education and Research (CJER).

Template for Declaration in Support of Order Dispensing Notice (Jan. 2008). Developed by the AOC’s California Center for Judicial Education and Research (CJER).

Order Terminating Conservatorship (Rev. 1/08) (prepared by the Ventura Courts Self-Help Legal Access Center )

Conservatorship General Plan/Status Report (Rev. 8/07) (prepared by the Ventura Courts Self-Help Legal Access Center )

Motion for Order Dispensing with Accounting (Rev. 5/08) (prepared by the Ventura Courts Self-Help Legal Access Center )

Order Dispensing with Accounting (Rev. 1/08) (prepared by the Ventura Courts Self-Help Legal Access Center )

Conservatorship: 60-Day Level of Care Determination (Rev. 6/08) (prepared by the Ventura Courts Self-Help Legal Access Center )

Attachment to Petition for Appointment of Limited Conservatorship (Rev. 11/08) (Prepared by the Ventura Courts Self-Help Legal Access Center )

Attachment to Letters of Conservatorship (Limited) (Rev. 12/2008) (prepared by the Superior Court of California, County of Ventura )

Attachment to Order Appointing Limited Conservator (Rev. 11/08) (prepared by the Ventura Courts Self-Help Legal Access Center )