Self-Help Form Packets
Probate Form Packets
Use this packet to ask the court to have custody of a minor, manage a minor’s property, or both.
Download full packet here: SHC-PB-01 Guardianship - Step 1: Start Your Case
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| GC-020 | Notice of Hearing—Guardianship or Conservatorship | Tell all necessary people that there is going to be a hearing. This form must be completed, filed and served whenever a hearing is requested. |
| DE-120(MA) | Attachment to Notice of Hearing Proof of Service by Mail | Gives more space to list people who had a Notice of Hearing delivered to (served on) them by mail. This can be attached to either Notice of Hearing—Guardianship or Conservatorship (GC-020) or Notice of Hearing-Decedent’s Estate or Trust (DE-120). |
| GC-020(P) | Proof of Personal Service of Notice of Hearing—Guardianship or Conservatorship | Tells the court who was served in person with the Notice of Hearing. This form is attached to form GC-020 before filing. |
| GC-207-INFO | Comparison of Guardians With Other Nonparent Caregivers | The three charts in this form compare the rights and duties, available services and supports, and court processes in juvenile court and probate guardianship cases. |
| MC-025 | Attachment | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| GC-210(P) | Petition for Appointment of Guardian of the Person | Ask the court to appoint a guardian of the person of a minor child. You may use this form or form GC-210. You must use form GC-210 if you want the court to appoint someone to act as guardian of the child's estate or of both the person and the estate. |
| GC-210 | Petition for Appointment of Guardian of Minor | Ask the court to appoint a person to act as permanent guardian for a child, or over a child's estate. or to act as both guardian of the child and the child's estate. |
| GC-210(CA) | Guardianship Petition—Child Information Attachment | Tell the court if you are a professional fiduciary and are asking the court for appointment as guardian or conservator. This form must be attached to form GC-210 or form GC-310. |
| ICWA-010(A) | Indian Child Inquiry Attachment | Tell the court what you have done to gather information about whether the child involved in the case has Indian ancestry. |
| GC-212 | Confidential Guardian Screening Form | Tell the court about personal information if you are a proposed guardian. The information you tell the court will remain confidential. |
| FL-105 | Declaration Under Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA) | Give the court important information about the children you have with your spouse or domestic partner. The court considers this information before making child custody and visitation orders. |
| GC-211 | Consent of Proposed Guardian, Nomination of Guardian, and Consent to Appointment of Guardian and Waiver of Notice | Tell the court about a person you want to nominate to act as guardian, or tell the court that you have been nominated and that you agree to act as guardian, or that you agree with someone else being appointed to act as guardian. |
| GC-248 | Duties of Guardian | Explains the duties and responsibilities of a person appointed as guardian of a person or an estate and must be signed to prove the guardian received a copy. |
Use this packet is for a temporary guardianship of a minor while a guardianship case is pending.
Download full packet here: SHC-PB-02 Temporary Guardianship
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| GC-110(P) | Petition for Appointment of Temporary Guardian of the Person | Ask the court to appoint a temporary guardianship of a minor. This form does not ask for appointment of temporary guardianship of the minor's estate and is limited to guardianship of the child's person. |
| MC-025 | Attachment | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| GC-020 | Notice of Hearing—Guardianship or Conservatorship | Tell all necessary people that there is going to be a hearing. This form must be completed, filed and served whenever a hearing is requested. |
| GC-140 | Order Appointing Temporary Guardian | States the court's decision to appoint a person to act as temporary guardian. |
| GC-150 | Letters of Temporary Guardianship or Conservatorship | Legal documents that show that a temporary guardian or conservator has been appointed by the court and can take actions on behalf of the ward or conservatee. |
Use this packet is for requesting a limited conservatorship for an adult with a developmental disability.
Download full packet here: SHC-PB-03 Limited Conservatorship
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| GC-310 | Petition for Appointment of Probate Conservator | Ask the court to appoint a conservator of the person or the estate. This form can also be used to ask the court to appoint a new person to be the conservator in an existing case. |
| MC-025 | Attachment 1(h) to Petition for Appointment of Probate Conservator | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| MC-025 | Attachment 1(j) to Petition for Appointment of Probate Conservator | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| GC-312 | Confidential Supplemental Information | Tell the court confidential information about the conservatee. |
| GC-314 | Confidential Conservator Screening Form | Give the court information about the person who wants to act as the Conservator. This form is confidential and will not be included in the public file. |
| GC-320 | Citation for Conservatorship | Tell the person who is named as the conservatee that there is a case filed and that there will be a hearing so the court can hear both sides of the case and make orders. |
| GC-020 | Notice of Hearing—Guardianship or Conservatorship | Tell all necessary people that there is going to be a hearing. This form must be completed, filed and served whenever a hearing is requested. |
| DE-120(MA) | Attachment to Notice of Hearing Proof of Service by Mail | Gives more space to list people who had a Notice of Hearing delivered to (served on) them by mail. This can be attached to either Notice of Hearing—Guardianship or Conservatorship (GC-020) or Notice of Hearing-Decedent’s Estate or Trust (DE-120). |
| GC-348 | Duties of Conservator and Acknowledgment of Receipt of Handbook for Conservators | Gives the proposed conservator information about their duties as a conservator and prove to the court that the proposed Conservator received this information. |
| GC-340 | Order Appointing Probate Conservator | States the court's decision to appoint a conservator. |
| MC-025 | Attachment 31 to Order Appointing Probate Conservator | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| MC-025 | Attachment 33 to Order Appointing Probate Conservator | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| GC-350 | Letters of Conservatorship | State the court's decision to officially appoint a conservator. The conservator can use this form to prove they are the conservator to others. |
| MC-025 | Attachment 3(g) to Letters of Conservatorship | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| GC-341 | Notice of Conservatee’s Rights—Probate | Tell the conservatee about their rights and show the court that the information was served on all necessary people. |
| GC-341(MA) | Attachment to Notice of Conservatee’s Rights—Probate | Tell the court about additional people who were served by mail with the Notice of Conservatee's Rights. This form must be attached to form GC-341. |
Use this packet to ask the court to renew an LPS conservatorship.
Download full packet here: SHC-PB-05 LPS Conservatorship Reappointment Procedure
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| L-0984a | Petition for Reappointment of Conservator | To ask the court to renew the conservator's legal powers over an indiviudal who remains gravely disabled under a Lanterman-Petris-Short (LPS) conservatorship for one additional year. |
| L-0984b | Declaration of Physician or Qualified Licensed Psychologist | Provides the court with a medical or psychological evaluation of whether a person remains “gravely disabled” because of a mental disorder. |
| L-0984c | Notice of Hearing on Petition for Reappointment of Conservator | Legal notice telling the conservatee, their relatives, and their lawyer that the court has scheduled a hearing to decide whether the conservatorship should be renewed. |
| L-0984d | Declaration of Service | Tell the court when, where, and how required documents were delivered. |
| L-0984e | Order Reappointing Conservator | The official ruling signed by the judge reappointing the conservator after the court decides that the conservatorship should continue. |
Use this packet to ask the court to appoint somone to care for an adult who cannot care for themselves or manage their finances.
Download full packet here: SHC-PB-06 Probate Conservatorship
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| GC-310 | Petition for Appointment of Probate Conservator | Ask the court to appoint a conservator of the person or the estate. This form can also be used to ask the court to appoint a new person to be the conservator in an existing case. |
| MC-025 | Attachment 3f(1) to Petition for Appointment of Probate Conservator | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| MC-025 | Attachment 3f(2) to Petition for Appointment of Probate Conservator | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| GC-313 | Attachment Requesting Special Orders Regarding a Major Neurocognitive Disorder | Ask the court to make orders regarding conservatees with dementia. This form must be attached to either form GC-310 or form GC-380. |
| GC-335 | Confidential Capacity Assessment and Declaration—Probate Conservatorship | This form is to be completed by a Physician, Psychologist or Religious Healing Practitioner to tell the court about the mental capacity of a potential conservatee. |
| GC-335A | Everyday Activities Attachment | This form is to be completed by a Physician, Psychologist or Religious Healing Practitioner to tell the court about the mental capacity of a potential conservatee who is suffering from dementia. This form must be attached to form GC-335. |
| GC-312 | Confidential Supplemental Information (Probate Conservatorship) | Tell the court confidential information about the conservatee. |
| GC-314 | Confidential Conservator Screening Form | Give the court information about the person who wants to act as the Conservator. This form is confidential and will not be included in the public file. |
| GC-320 | Citation for Conservatorship | Tell the person who is named as the conservatee that there is a case filed and that there will be a hearing so the court can hear both sides of the case and make orders. |
| GC-020 | Notice of Hearing—Guardianship or Conservatorship | Tell all necessary people that there is going to be a hearing. This form must be completed, filed and served whenever a hearing is requested. |
| GC-348 | Duties of Conservator and Acknowledgment of Receipt of Handbook for Conservators | Gives the proposed conservator information about their duties as a conservator and prove to the court that the proposed Conservator received this information. |
Use this packet to ask the court to approve a court settlement for a minor or disabled person.
Download full packet here: SHC-PB-07 Minor's Compromise
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| MC-350 | Petition for Approval of Compromise of Claim or Action or Disposition of Proceeds of Judgment for Minor or Person with a Disability | If you are acting on behalf of a minor (a person under 18 years old) or a person with a disability about a court case or other claim for money for that person, ask the court to approve any settlement of that case or claim. Also ask the court to approve how money the court orders to be paid to the minor or person with a disability will be used. |
| MC-350(A-12b(5)) | Additional Medical Service Providers Attachment | Gives you more room in filling out form MC-350 to list medical service providers who need to be paid for their services to the minor or person with a disability you are acting for. This is always attached to form MC-350. |
| MC-351 | Order Approving Compromise of Claim or Action or Disposition of Proceeds of Judgment for Minor or Person with a Disability | States the court’s decision (order) approving the settlement of a case or claim for money on behalf of a minor (a person under 18 years old) or a person with a disability or how money the court orders to be paid to the minor or person with a disability will be used. |
| MC-355 | Order to Deposit Funds in Blocked Account | States the court’s decision (order) to deposit funds into a blocked account (a bank or other account requiring a court order to deposit or withdraw funds). |
| MC-356 | Acknowledgment of Receipt of Order and Funds for Deposit in Blocked Account | A bank or other financial institution uses this to acknowledge they have received a court order to deposit funds into a blocked account (form MC-355). |
| MC-410 | Disability Accommodation Request | Ask the court for an accommodation for a disability while you are in court. Is also used to state the court’s decision (order) on your request for an accommodation. |
Use this packet for a minor to ask the court for legal emancipation.
Download full packet here: SHC-PB-11 Emancipation of a Minor
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| EM-100-INFO | Emancipation Pamphlet | Explains how to become emancipated and other options you may have. |
| EM-100 | Petition for Declaration of Emancipation of Minor, Order Prescribing Notice, Declaration of Emancipation, and Order Denying Petition | Ask the court to legally live separate and apart from your parents or legal guardian, and make your own decisions as a person who is between the age of 14 and 18 (emancipated). Generally, you have to show a judge that your parent(s) or legal guardian agrees and that you can financially support yourself in a legal way. |
| EM-109 | Notice of Hearing—Emancipation of Minor | Tells you when and where your court date is. Your parent(s) or legal guardian also sign this to tell the judge they agree with your emancipation. |
| EM-115 | Emancipation of Minor Income and Expense Declaration | Gives the court information about your finances to decide if you're able to support yourself. |
| EM-130 | Declaration of Emancipation of Minor After Hearing | States the judge's decision on your request to be emancipated. |
| EM-140 | Emancipated Minor's Application to California Department of Motor Vehicles | Ask the California Department of Motor Vehicles (DMV) to include information that a judge declared you emancipated on your DMV I.D. or Driver's License. |
Use this packet to ask the court to waive fees in a guardianship or conservatorship case.
Download full packet here: SHC-PB-12 Fee Waiver for Guardianships and Conservatorships
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| FW-001-GC | Request to Waive Court Fees (Ward or Conservatee) | Ask the court to let you file papers and receive services without paying court fees and costs in a guardianship or conservatorship case because the ward or conservatee, or one or both of the ward's parents, or the conservatee's spouse or domestic partner receive public benefits, live in a low-income household, or the household does not have enough income to pay for their basic needs and the court fees. |
| FW-002-GC | Request to Waive Additional Court Fees (Superior Court) (Ward or Conservatee) | If you already have a fee waiver order in a guardianship or conservatorship case, use this to ask the court to waive other court fees and costs that are not included in that order. |
| FW-003-GC | Order on Court Fee Waiver (Superior Court) (Ward or Conservatee) | States the court's decision about your request to file papers or receive services without paying courts fees and costs. |
Use this packet is for a temporary conservatorship while a conservatorship case is pending.
Download full packet here: SHC-PB-13 Temporary Conservatorship
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| GC-020 | Notice of Hearing—Guardianship or Conservatorship | Tell all necessary people that there is going to be a hearing. This form must be completed, filed and served whenever a hearing is requested. |
| MC-025 Attachment 4b | Attachment 4b | This form provides information about the option to appear for your Probate hearing remotely. |
| GC-111 | Petition for Appointment of Temporary Conservator | Ask the court to appoint a temporary conservator for a person, that person's estate, or to be conservator for both the person and their estate. |
| GC-141 | Order Appointing Temporary Conservator | States the court's decision to appoint a person to act as temporary conservator. |
| GC-150 | Letters of Temporary Conservatorship | Legal documents that show that a temporary guardian or conservator has been appointed by the court and can take actions on behalf of the ward or conservatee. |
Use this packet to start a case seeking orders for managing a person's property and debts after they die.
Download full packet here: SHC-PB-14 Decedent's Estate - Formal Probate
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| DE-111 | Petition for Probate | Ask the court to start the process for distributing a deceased person’s property, paying debts owed by the deceased person, and settling the financial affairs of the deceased person. |
| DE-121 | Notice of Petition to Administer Estate | If you file a Petition for Probate (a request to start the process for distributing a deceased person’s property, paying debts owed by the deceased person, and settling the financial affairs of the deceased person), tell all interested persons that the petition has been filed and about the date, time, and place of a hearing on the petition. Also explains what a person receiving the notice should do if they do not agree with the petition. |
| MC-025 | Attachment 6b to DE-121—Remote Hearing Instructions | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| DE-121(MA) | Attachment to Notice of Petition to Administer Estate—Proof of Service by Mail | Gives more space to list people who had a Notice of Petition to Administer Estate (DE-121) delivered to (served on) them by mail. This can be attached to Notice of Petition to Administer Estate (DE-121). |
| DE-142 | Waiver of Bond by Heir or Beneficiary | You may waive the requirement of a bond by signing this form and delivering it to the petitioner for appointment of a personal representative or to the petitioner's attorney. Your waiver cannot be withdrawn after the court appoints the personal representative without requiring a bond. However, if you sign a waiver of bond, you may later petition the court to require a bond. |
| L-0758 | Declaration in Support of Bond Waiver | Provide facts supporting a request to excuse a probate bond requirement. |
| L-1116 | Newspapers of General Circulation (Adjudicated) | Lists newspapers approved by the court to publish legal notices in Orange County. |
| DE-140 | Order for Probate | States the courts decision (order) appointing the personal representative of an estate (the executor of the deceased person’s will or the administrator appointed by the court to manage the estate of a deceased person who did not have a will) and listing powers and responsibilities of the representative. |
| DE-150 | Letters | Persons who are appointed as personal representatives of estates use this to prove to others that they need to work with to carry out their duties that they have been officially appointed by the court. |
| DE-147 | Duties and Liabilities of Personal Representative | Explains the duties of a personal representative of an estate (the executor of the deceased person’s will or the administrator appointed by the court to manage the estate of a deceased person who did not have a will) and what can happen if a personal representative does not fulfill those duties. People who have asked the court to be appointed as a personal representative also use this to tell the court they have received a copy of Duties and Liabilities of Personal Representative (DE-147). |
| DE-147S | Confidential Statement of Birth Date and Driver’s License Number | People who have asked a court to be appointed as a personal representative of an estate use this to confidentially give a court that requires it their birth date and driver’s license number. |
| L-1450 | Agreement to Appear and Comply (Probate) | Records a person's agreement to appear in court as directed. |
| L-0042 | Application and Order Appointing Probate Referee | No Match |
| DE-160 | Inventory and Appraisal | Tells the court what property is owned by the estate and approximately how much it is worth. |
| DE-161 | Inventory and Appraisal Attachment | Gives more space to tell the court about more property owned by the estate and approximately how much it is worth. Can be attached to Inventory and Appraisal (DE-160). |
| Pleading Paper (Probate) | Pleading Paper | Provides the required legal-document format for preparing written probate documents that do not have a standard court form, such as the Final Accounting, Petition for Final Distribution, and receipts confirming the distribution of estate property. |
| DE-157 | Notice of Administration to Creditors | Tells those to whom a deceased person owes money or other property (creditors) who has been appointed as the personal representative of the deceased person’s estate and that the representative has started managing the estate. Also provides creditors with information about how and when to make a claim against the estate and what may happen if they do not file a claim on time. |
| L-0836 | Request for Expedited Hearing on Petition for Final Distribution | Ask the court to schedule an earlier hearing on a petition to distribute and close an estate. |
| DE-295 | Ex Parte Petition for Final Discharge and Order | A personal representative of the estate, conservator, or guardian uses this to tell the court that all property in an estate, guardianship of the estate, or conservatorship case has been distributed, transferred or sold according to the court's prior orders and to ask the court to order, without holding a hearing, that the person is no longer (is discharged from being) the personal representative of the estate, conservator, or guardian. Can also be used by the court to state its decision (order) approving the discharge of the personal representative of the estate, conservator, or guardian. |
Use this packet to collect property belonging to someone who has died without going through probate court. The property must be worth less than the qualifying amount.
Download full packet here: SHC-PB-15 Decedent's Estate- Small Estate Affidavit
Use this packet to prepare for the court hearing after a minor guardianship case has been started.
Download full packet here: SHC-PB-16 Guardianship- Step 2: Preparing for Your Hearing
Forms included in this packet are listed below.
| Form Number | Form Title | Description |
|---|---|---|
| GC-020 | Notice of Hearing—Guardianship or Conservatorship | Tell all necessary people that there is going to be a hearing. This form must be completed, filed and served whenever a hearing is requested. |
| DE-120 | Attachment to Notice of Hearing Proof of Service by Mail | If you file a paper in court relating to an estate or a trust, tell all interested persons about the date, time, and place of a hearing relating to that paper. |
| GC-020(P) | Proof of Personal Service of Notice of Hearing—Guardianship or Conservatorship | Tells the court who was served in person with the Notice of Hearing. This form is attached to form GC-020 before filing. |
| GC-207-INFO | Comparison of Guardians With Other Nonparent Caregivers | The three charts in this form compare the rights and duties, available services and supports, and court processes in juvenile court and probate guardianship cases. |
| MC-025 | Attachment 4b to GC-020—Remote Hearing Instructions | Gives you more space to complete any Judicial Council form. This is always attached to another form or court paper before it can be filed in court. |
| L-0759 | Declaration of Due Diligence and Request to Dispense With Notice | Document the efforts made to locate and notify required people in a guardianship case. |
| L-0211 | Request for Release of Confidential Report | Ask the court for permission to obtain a confidential report filed in a probate or mental-health matter. |
| L-1332 | Response to Probate Notes | Provide information or documents addressing issues identified in the probate examiner's notes. |