How to file conservatorship in San Francisco County, San Francisco County conservatorship process, San Francisco County Superior Court conservatorship, San Francisco County conservatorship forms, conservatorship petition in San Francisco County

How to File Conservatorship in San Francisco County

⚖ IMPORTANT NOTICE: This article provides general information only. Probate & More is a California Registered Legal Document Assistant (LDA). We prepare legal documents but cannot provide legal advice. For advice about your specific situation, please consult a licensed California probate attorney.

Last Updated: September 8, 2026

In this Article:

A complete guide to the San Francisco County conservatorship process — the Civic Center Courthouse, mandatory GC-325 form, Thursday-only hearings in Department 204, mandatory eFiling, tentative rulings, the General Plan requirement, biennial accounting, and how Probate & More can help.

Introduction to Conservatorship in San Francisco County

San Francisco County is both a city and a county — the only consolidated city-county in California — and its Superior Court reflects that density with a Probate Division that operates on a tight, structured schedule unlike most counties in the state. When you need to file conservatorship in San Francisco County through the San Francisco County Superior Court conservatorship process for a family member who can no longer manage their own care or finances, all filings and hearings go to a single address: the Civic Center Courthouse at 400 McAllister Street.

What distinguishes the San Francisco County conservatorship process from neighboring counties begins at the petition stage. Every GC-310 Petition for Appointment of Probate Conservator filed in San Francisco must be accompanied by GC-325 — the Confidential Declaration on Medical Ability to Attend Hearing. This form is newer, mandatory, and specific to San Francisco. Missing it means your petition will not be accepted.

Once filed, the court assigns your case to a Thursday morning hearing in Department 204 — the only day the court schedules conservatorship appointment hearings. Before the hearing, the court posts tentative rulings online and provides them by phone one to three days before your hearing, giving you a narrow but defined window to correct deficiencies. As of July 1, 2024, eFiling is mandatory for all conservatorship cases in San Francisco County.

This guide covers every step of the San Francisco County conservatorship process — from preparing your conservatorship petition in San Francisco County through the Thursday hearing schedule, tentative rulings, General Plan requirements, biennial accounting, and costs. Before you begin, our California Conservatorship Guide provides a helpful statewide overview of what to expect.

Need help preparing your conservatorship documents?

Probate & More helps San Francisco families prepare conservatorship court documents and offers affordable document preparation support backed by over 50 years of experience.

Types of Conservatorship in San Francisco County

Conservatorship of the Person

Grants authority over the conservatee’s living situation, medical decisions, and daily personal care. Financial decisions fall outside this appointment unless the court separately grants estate authority.

Conservatorship of the Estate

Grants authority over financial affairs — managing income, paying obligations, protecting assets, and filing taxes. In San Francisco, if the conservatee has real property, the conservatorship must be recorded with the Recorder of the City and County of San Francisco.

Person & Estate Combined

When a conservatee needs court supervision across both personal care and financial matters, the judge may grant a single conservator authority in both areas. The petition must make a clear showing that both types of protection are genuinely required.

A Limited Conservatorship is only available for adults with developmental disabilities. The court issues a tailored order specifying only the powers the conservatee actually needs — preserving every remaining legal right. When the proposed conservatee is a Regional Center client, the Regional Center becomes part of the process.

An LPS Conservatorship addresses adults who are gravely disabled due to a mental disorder. In San Francisco, LPS matters are heard on Thursdays at 9 a.m. in Department 622 — closed hearings that follow a completely separate legal track from general probate conservatorships. Only designated agencies can initiate an LPS referral. This guide covers general probate conservatorships only.

Is the San Francisco County Conservatorship Process the Right Option?

Importantly, San Francisco County judges evaluate every conservatorship petition carefully before granting it. California law treats conservatorship as a measure of last resort — one that removes important legal rights from an adult. Before filing, document why each less restrictive alternative is no longer sufficient for your loved one’s situation.

Less Restrictive Alternatives to Consider

Alternatives to explore before filing:

  • Durable Power of Attorney — A document signed while the person still had legal capacity, authorizing a trusted person to manage their financial affairs. This tool is unavailable once capacity has been lost — it cannot be created after the fact.

  • Advance Health Care Directive — Designates an agent to make medical decisions when the person is unable to do so. Covers healthcare decisions only — it does not reach finances, housing arrangements, or broader daily care supervision.

  • Revocable Living Trust — When properly established and funded before capacity was lost, allows a successor trustee to step in and manage assets without court involvement. Advance planning is essential for this approach to work.

  • Representative Payee — A Social Security Administration arrangement that authorizes someone to manage government benefit payments. Limited to benefit income only — it cannot address personal care or broader estate management needs.

However, when these alternatives are no longer available, have proven inadequate, or when the proposed conservatee faces active financial exploitation or a medical crisis demanding immediate court authority — the San Francisco County conservatorship process becomes the appropriate path forward. Your petition should clearly document why each alternative falls short.

San Francisco County Superior Court Probate Division Overview

For that reason, every San Francisco County Superior Court conservatorship petition goes to the Probate Division of the Superior Court of California, County of San Francisco — the division responsible for guardianships, decedent estates, trusts, and related proceedings. Probate examiners review every filing before the Thursday hearing and publish tentative rulings identifying any deficiencies.

★ San Francisco Unique: GC-325 Is Mandatory with Petiton
Every GC-310 Petition for Appointment of Probate Conservator must be accompanied by Form Confidential Declaration on Medical Ability to Attend Hearing — GC-325 — Probate Conservatorship. Without it, the clerk will not accept your petition. This is a San Francisco-enforced requirement.
★ San Francisco Unique: Thursday Hearings Only — Department 204
Department 204 hears conservatorship appointment matters only on Thursdays at 9 a.m. — appearance required. Department 204 hears other probate matters Monday through Wednesday. Department 622 separately hears mental health conservatorship matters on Thursdays at 9 a.m. (closed hearings).
★ San Francisco Unique: Tentative Rulings 1–3 Days Before Hearing
The court posts tentative rulings online at sf.courts.ca.gov or by calling (415) 551-4000 one to three days before the scheduled Thursday hearing. The court generally posts motion rulings by 3 p.m. the court day before. Every deficiency must be resolved before hearing day.
★ San Francisco Unique: Mandatory eFiling Since July 1, 2024
All parties must file probate conservatorship and guardianship cases through an approved Electronic Filing Service Provider. Self-represented petitioners may also file in person at Room 103 in limited circumstances.
★ San Francisco Unique: Remote Appearances via Zoom
Department 204 remote appearances are available via Zoom. Meeting ID: 160 225 4765 | Password: 514879.

Probate Division Facts

Court: Superior Court of California, County of San Francisco

Courthouse: Civic Center Courthouse

Address: 400 McAllister Street, Dept. 204, San Francisco, CA 94102-4514

Filing Windows: Room 103, Windows 23, 24 & 25

Filing Phone: (415) 551-3892

Clerk Hours: Mon–Fri 8:30 a.m.–4:00 p.m.
Closed noon–1:00 p.m.
Dropbox: noon–1:00 p.m.

Courtroom Clerk: (415) 551-3702

Investigators: (415) 551-3657

Supervisor, Clerk’s Office: (415) 551-3673

Tentative Rulings Phone ★: (415) 551-4000

Hearing Day ★: Thursdays only — 9 a.m., Dept. 204

eFiling ★: Mandatory since July 1, 2024

Zoom ★: Meeting ID 160 225 4765 | PW: 514879

GC-325 Required ★: Must accompany every GC-310

Court Website: sf.courts.ca.gov

Where to File a Conservatorship in San Francisco County

★ San Francisco County: One Location for All Filings and Hearings
In practice, all probate conservatorship petitions are filed and all hearings are held at the Civic Center Courthouse — 400 McAllister Street. San Francisco County uses a single courthouse for all probate and conservatorship matters.

Civic Center Courthouse — Probate Division

400 McAllister Street, San Francisco, CA 94102-4514
Filing Windows: Room 103, Windows 23, 24, and 25
Phone: (415) 551-3892
Clerk Hours: Monday–Friday 8:30 a.m.–4:00 p.m. | Closed noon–1:00 p.m.
Dropbox: Available noon–1:00 p.m.
Pre-Granted Orders: Room 103, Windows 23/24/25 after 9:30 a.m. on or after hearing day

As a result, petitioners must submit petitions through an approved Electronic Filing Service Provider (mandatory eFiling since July 1, 2024). In-person filing at Room 103 remains available for self-represented petitioners. Verify current fees at sf.courts.ca.gov before filing. Fee waiver information is available at courts.ca.gov. To see every California county we serve, visit our Conservatorship by County in California guide.

Filing Methods & Resources

eFiling (Mandatory): All parties must file through an approved Electronic Filing Service Provider (EFSP) since July 1, 2024.

EFSP List: sf.courts.ca.gov/online-services/e-filing

eFiling FAQs: sf.courts.ca.gov/online-services/e-filing/e-filing-faqs

In-Person Backup: Room 103, Windows 23/24/25 (self-represented petitioners only)

By Mail: 400 McAllister Street, San Francisco, CA 94102

Fee Schedule:  sf.courts.ca.gov

Fee Waiver:  courts.ca.gov

Case Portal: sf.courts.ca.gov/online-services/case-information

Self-Help ACCESS Center: Civic Center Courthouse — legal information and referrals for self-represented petitioners

Local Forms: sf.courts.ca.gov/forms-fees/local-forms

How to File Conservatorship in San Francisco County — Step by Step

First, work through these steps in order. San Francisco’s probate examiners review every petition before the Thursday hearing — an incomplete form or missed service deadline will appear in your tentative ruling and must be addressed before hearing day.

Steps 1–5: Petition, Filing, and Notice

STEP 1
Gather and Complete Your Petition Packet
Compile all required GC-series forms and San Francisco local forms. Every field must be complete and accurate — the probate examiner assigned to your case reviews your entire submission before the Thursday hearing.
STEP 1 NOTE — SAN FRANCISCO REQUIRED
Include Form GC-325 With Your GC-310
Form GC-325 (Confidential Declaration on Medical Ability to Attend Hearing) must accompany every GC-310 petition. The clerk will not accept your petition without it. Download it at courts.ca.gov.
STEP 2
File Through Mandatory eFiling or In Person
Submit your complete petition packet through an approved Electronic Filing Service Provider (mandatory since July 1, 2024) or in person at Room 103, Windows 23/24/25. Pay the required filing fee. The clerk assigns your case number and a Thursday hearing date in Department 204.
STEP 3
Record Your Case Number and All Deadlines
Next, with your petition accepted, note your case number, Thursday hearing date, and every service and notice deadline. Each deadline runs backward from the hearing date. Missing a notice deadline is one of the most common reasons tentative rulings flag deficiencies.
STEP 4
Serve the Citation on the Proposed Conservatee
Afterward, once the court issues Citation GC-320, a person with no interest in the case must personally hand-deliver it to the proposed conservatee. File your completed proof of service at Room 103 as soon as personal service is confirmed.
STEP 5
Mail Notice to Required Relatives
In addition, every required relative — the proposed conservatee’s spouse or domestic partner, parents, siblings, and adult children — must receive written notice of the hearing within the court’s mandated period. File a separate proof of service for each mailing.

Steps 6–10: Investigation Through Appointment

STEP 6
Cooperate with the Court Investigator
Meanwhile, filing your petition triggers a mandatory Court Investigator assignment. The investigator will schedule separate interviews with the proposed conservatee and with you. Respond promptly. Organize your contact list, medical documentation, and care plan details before the interview. The investigator submits an independent report directly to the judge.
STEP 7 — SAN FRANCISCO UNIQUE
Check Your Tentative Rulings
Next, beginning one to three days before your Thursday hearing, check tentative rulings online at sf.courts.ca.gov or by calling (415) 551-4000. Every deficiency noted must be addressed before hearing day. Contact the assigned examiner directly by phone.
STEP 8
Appear at Your Thursday Hearing — Department 204
Then, come to Department 204 at 9 a.m. on your assigned Thursday with a complete copy set of every document on file. Remote appearance via Zoom is available (Meeting ID: 160 225 4765, Password: 514879). An uncontested petition with all tentative ruling issues resolved gives the judge what is needed to sign the Order Appointing Conservator.
STEP 9
File GC-348 and Post Bond
After appointment, file the Duties of Conservator & Acknowledgment (GC-348). If estate powers were granted, post any required surety bond before Letters of Conservatorship (GC-350) are issued. Secure certified copies of your Letters immediately.
STEP 10 — SAN FRANCISCO POST-APPOINTMENT REQUIREMENTS
File General Plan, Record Real Property, Begin Accounting
Finally, file the General Plan (PRB-PCN-002). If the conservatee has real property, record evidence of the conservatorship with the Recorder of the City and County of San Francisco. File Inventory & Appraisal within 90 days if estate powers granted. File biennial accounting beginning one year after appointment.

Temporary and Ex Parte Conservatorship in San Francisco County

In some cases, genuine emergencies — active financial exploitation, a sudden medical crisis, or imminent physical danger — may qualify for temporary conservatorship through an ex parte application in San Francisco County. Ex parte relief is reserved for situations where the regular Thursday hearing schedule cannot adequately protect the proposed conservatee in time.

★ San Francisco Ex Parte Procedure
Ex parte appearances are scheduled at 10 a.m. and 10:30 a.m. Monday, Tuesday, Wednesday, and Friday in Department 202. Drop-off ex parte petitions (non-appearance) must be left as a courtesy copy with the probate clerk in Room 103. If expedited review is needed for demonstrable urgency, attach the blue cover sheet — Request for Expedited Review by Probate Court.

Key Ex Parte Rules in San Francisco County:

  • The underlying general petition must be filed at the same time as or ahead of the temporary application.
  • Your application must clearly document the specific emergency and explain why the Thursday hearing calendar cannot protect the proposed conservatee in time.
  • All parties entitled to notice must receive advance notice before the ex parte hearing, unless the court finds good cause to waive that requirement.
  • Bring your petition, proposed order, and all supporting exhibits to Room 103 in a single, complete submission.
  • Temporary powers end automatically once the court convenes the first hearing on the full conservatorship petition.

Probate & More can assist with document preparation for both the temporary application and the underlying general petition when a genuine emergency exists.

San Francisco County Conservatorship Forms — Required Checklist

For filing purposes, every San Francisco County conservatorship forms checklist covers two categories: statewide Judicial Council GC-series forms and San Francisco local forms. Reviewing both lists before filing helps you avoid tentative ruling deficiencies that must be corrected before your Thursday hearing.

Judicial Council Forms (GC Series)

  • Start with the Petition for Appointment of Probate Conservator — GC-310
  • Include Confidential Supplemental Information — GC-312
  • Obtain the Physician’s Statement of Capacity — GC-313
  • Complete the Confidential Conservator Screening Form — GC-314
  • Use the Notice of Hearing (ex parte / temporary) — GC-020 when applicable
  • Arrange service of the Citation for Conservatorship — GC-320
  • Confidential Declaration on Medical Ability to Attend Hearing — GC-325 ★ MANDATORY IN SF — must accompany every GC-310
  • Add the Confidential Capacity Assessment — GC-335 when required
  • Prepare the Proposed Order Appointing Conservator — GC-340
  • After appointment, file Duties of Conservator & Acknowledgment of Receipt of Handbook for Conservators — GC-348
  • Request Letters of Conservatorship — GC-350
  • DE-160/GC-040 — Inventory and Appraisal (if estate powers — due within 90 days)
  • FW-001 — Request to Waive Court Fees (if applicable)

San Francisco County Local Forms

  • Contact Information Form — PRB-PCN-001
  • General Plan for Personal and Financial Needs of Conservatee — PRB-PCN-002 ★ required post-appointment
  • Proof of Payment of Assessment Fee — PRB-PCN-004
  • Status Report on Conservatee — PRB-PCN-005
  • Request for Expedited Review by Probate Court (blue cover sheet — ex parte with urgent need)
  • Bond — required when estate powers are granted
  • Real property recording — if conservatee has real property, record evidence with Recorder of City and County of San Francisco

Local forms available at sf.courts.ca.gov/forms-fees/local-forms/conservatorship-forms

Before we begin preparing your San Francisco County conservatorship documents, Probate & More reviews your submitted information to verify completeness. For a complete list of counties we serve, visit our Conservatorship by County in California guide.

What Happens After Filing Conservatorship in San Francisco

After filing, your conservatorship petition in San Francisco County sets several tracks in motion simultaneously. Staying current with each — and particularly the tentative rulings window of one to three days before your Thursday hearing — is what carries your case to a successful appointment.

Filing Confirmation

After the Civic Center Courthouse accepts your petition, the clerk assigns a case number and a Thursday hearing date in Department 204. Note every service and notice deadline at once — each runs backward from the hearing date.

Service and Notification — Arrange personal service of Citation GC-320 on the proposed conservatee as soon as the court issues it. Send written notice to all required relatives at the same time. File each proof of service as soon as you complete it — do not hold them until the hearing is near.

Court Investigation — Meanwhile, the Court Investigator will contact you to schedule separate interviews with the proposed conservatee and with you. Respond promptly. Organize your contact list, medical records, and care plan details before the interview. The investigator submits an independent report directly to the judge.

Tentative Rulings — 1 to 3 Days Before Thursday Hearing

Beginning one to three days before your hearing, check tentative rulings online at sf.courts.ca.gov or by calling (415) 551-4000. Therefore, you must address every deficiency before the hearing. Contact the examiner directly by phone and the examiner who is assigned to your case will be identified through that department line or through your case documents.

Thursday Hearing in Department 204 — Come prepared with a complete copy set of every document on file. Zoom remote appearances are available. An uncontested petition with all tentative ruling issues resolved gives the judge what is needed to sign the Order Appointing Conservator.

Post-Appointment Requirements — File GC-348, post any required bond, and obtain certified copies of Letters of Conservatorship (GC-350). File the General Plan (PRB-PCN-002). If the conservatee has real property, record the conservatorship with the San Francisco Recorder. File the Inventory and Appraisal within 90 days if estate powers were granted. File biennial accounting beginning one year after appointment.

Track your case through the SF Courts portal: sf.courts.ca.gov

Electronic Filing in San Francisco County

★ San Francisco: Mandatory eFiling Since July 1, 2024
As of July 1, 2024, San Francisco expanded mandatory eFiling to all probate conservatorship and guardianship cases. All parties must file through an approved Electronic Filing Service Provider (EFSP). Self-represented petitioners may also file in person at Room 103 in limited circumstances.

Key eFiling Standards

For San Francisco County probate eFiling:

✓ All documents submitted in PDF format through an approved EFSP
✓ Proposed orders submitted as a separate PDF in the same eFiling transaction
✓ Verify approved EFSPs at sf.courts.ca.gov/online-services/e-filing
✓ eFiling FAQs at sf.courts.ca.gov/online-services/e-filing/e-filing-faqs

In-Person and Mail Filing

All in-person filings go to Room 103, Windows 23/24/25, Civic Center Courthouse:

✓ In-person: 400 McAllister Street, San Francisco, CA 94102
✓ Hours: Monday–Friday 8:30 a.m.–4:00 p.m. | Closed noon–1:00 p.m.
✓ Dropbox available during noon–1:00 p.m. closure
✓ Documents must arrive in time for examiner review before Thursday hearing

Post-Appointment Requirements Unique to San Francisco County

In addition, San Francisco County has specific post-appointment obligations that go beyond statewide requirements. Understanding these before you file helps you plan ahead and avoid compliance issues at periodic court reviews.

General Plan — PRB-PCN-002

First, after appointment, every conservator must file the General Plan for Personal and Financial Needs of Conservatee using San Francisco Local Form PRB-PCN-002. The General Plan documents your specific plan for providing ongoing care, supervision, and financial management for the conservatee. San Francisco enforces this requirement as part of its post-appointment review process.

Real Property Recording

Next, if the conservatee has any real property, the conservator must record evidence of the conservatorship with the Recorder of the City and County of San Francisco. This step is specific to San Francisco and must not be overlooked when an estate conservatorship involves real estate holdings.

Inventory and Appraisal — 90-Day Deadline

In addition, if the court grants estate powers, the conservator must file an Inventory and Appraisal (DE-160/GC-040) within 90 days of appointment. A probate referee reviews and appraises the estate assets. This is a firm deadline with no automatic extensions.

Biennial Accounting

Then, one year after appointment, the conservator must file a formal accounting of all assets, income, and expenditures. After that first accounting, a new accounting is due every two years. In turn, a probate examiner reviews each accounting in detail. A court investigator also periodically interviews the conservatee independently to verify the conservator is acting properly.

Self-Help ACCESS Center

Finally, San Francisco Superior Court’s Self-Help ACCESS Center is located at the Civic Center Courthouse and can provide legal information and referrals to help self-represented petitioners navigate conservatorship procedures. The ACCESS Center does not provide legal representation.

Post-Appointment Checklist

✓ File GC-348
Duties of Conservator & Acknowledgment.

✓ Post bond
Post bond if estate powers are granted.

✓ Obtain certified Letters
Obtain certified copies of Letters of Conservatorship, GC-350.

✓ File General Plan ★
Submit the General Plan, PRB-PCN-002.

✓ Record real property ★
Record real property with the San Francisco Recorder, if applicable.

✓ File Inventory & Appraisal ★
Submit the Inventory & Appraisal within 90 days if estate powers were granted.

✓ File Status Reports
Submit Status Reports as required, using PRB-PCN-005.

✓ File first accounting ★
Prepare the first accounting one year after appointment.

✓ File biennial accountings ★
Afterward, submit an accounting every two years.

✓ Cooperate with investigator reviews
Cooperate with periodic Court Investigator reviews.

★ Court-monitored deadlines or required filings

Important Contacts:


Court Investigators:
(415) 551-3657

Probate Examiner: Contact by phone at (415) 551-3650 or email

Court Investigator Expectations in San Francisco County

Initially, every general conservatorship petition filed in San Francisco County triggers a mandatory Court Investigator assignment. After assignment, the investigator conducts an independent evaluation and delivers a written report directly to the judge before the Thursday hearing. That report carries meaningful weight in the outcome of your case.

What the Investigator Evaluates

During the investigation, the investigator meets privately with the proposed conservatee to determine whether they understand the proceedings and whether they object. In addition, the investigator evaluates the proposed conservator’s suitability — looking at any conflicts of interest, reliability concerns, and relevant personal history. The Probate Investigators office can be reached at (415) 551-3657.

Periodic Monitoring

Afterward, beyond the initial report, the Court Investigator’s office continues periodic monitoring after appointment to verify that the conservatee’s needs are being met and, where estate powers are involved, that finances are handled properly. In San Francisco, the first formal accounting review occurs one year after appointment, then continues every two years thereafter.

Interview Prep Checklist

✓ Contact List
Names and phone numbers for all family members, treating physicians, caregivers, and facility staff.

✓ Medical Documentation
Current diagnoses, active medications, recent hospitalizations, and a clear description of how limitations prevent independent living or financial management.

✓ Care Plan
Your specific plan for the conservatee’s supervision, medical oversight, and day-to-day support going forward.

✓ Facility Coordination
If the conservatee is in a care facility, notify staff in advance so the investigator can meet privately without scheduling obstacles.

San Francisco Tip:  Be direct and specific. Concrete examples of why less restrictive alternatives are no longer adequate will support an accurate investigator report.

Tentative Rulings and Common Delays in San Francisco County

★ San Francisco: Tentative Rulings Available 1–3 Days Before Thursday Hearing
For example, access rulings online at sf.courts.ca.gov or call (415) 551-4000. Motion rulings posted by 3 p.m. the court day before. Contact the examiner’s office directly by phone at 415-551-3650 or email. Every deficiency must be resolved before hearing day.

How to Access Tentative Rulings

  • By phone: (415) 551-4000
  • Available one to three days before your scheduled Thursday hearing
  • Motion rulings generally posted by 3 p.m. the court day before the motion date
  • Contact examiner’s office directly by phone or email.
  • Pre-Granted Orders available at Room 103, Windows 23/24/25 after 9:30 a.m. on or after the day of the hearing

Common Issues That Trigger Tentative Ruling Deficiencies

  • Missing GC-325 — Confidential Declaration on Medical Ability to Attend Hearing not included with GC-310
  • Physician’s Statement (GC-313) missing, expired, or lacking required diagnostic detail
  • Confidential Conservator Screening Form (GC-314) absent or incomplete
  • Citation not personally served within the required timeframe
  • Proofs of service missing, unsigned, or incorrectly completed
  • Required relatives not notified or notice filed after the deadline
  • Proposed order (GC-340) does not match petition or omits required findings
  • Bond not posted or bond amount insufficient for the estate value
  • Care Plan absent or insufficiently detailed for person conservatorships
  • SF local forms missing — particularly General Plan (PRB-PCN-002) or Contact Information Form (PRB-PCN-001)
  • Petition does not adequately document why less restrictive alternatives are insufficient

Tentative Rulings Reference

Available:
1–3 days before the Thursday hearing
Named Examiners:
Sean Bang SBang@sftc.org
Aero Feth AFeth@sftc.org
Aeyoung Kim AKim@sftc.org
Edward Miyauchi EMiyauchi@sftc.org
Helen Trowbridge HTrowbridge@sftc.org

Pre-Granted Orders:
Room 103, Windows 23, 24, and 25 after 9:30 a.m.
Filing Location:
400 McAllister Street, San Francisco, CA 94102
Filing Phone:
(415) 551-3892
Courtroom Clerk:
(415) 551-3702
Investigators:
(415) 551-3657

Hearing & Remote Appearance:

Hearing: Thursdays at 9:00 a.m., Department 204
Remote Appearance: Zoom ID 160 225 4765 | Password 514879

Timeline for Conservatorship in San Francisco County

For reference, the table below outlines the key stages of the San Francisco County conservatorship process in the order they typically occur. Service, investigation, and examiner review all run simultaneously after filing.

STAGE WHAT HAPPENS
Prepare petition Complete all GC-series forms and SF local forms. Include mandatory GC-325 with your GC-310 petition.
File at Civic Center ★ File through mandatory eFiling EFSP or in person at Room 103. Clerk assigns case number and Thursday hearing date in Dept. 204.
Service & notification Personally serve GC-320 Citation. Mail notice to required relatives. File all proofs of service promptly.
Court investigation Court Investigator contacts you to schedule interviews. Respond promptly. Have documentation, care plan, and contact list ready.
Check tentative rulings ★ Online at sf.courts.ca.gov or call (415) 551-4000 — 1 to 3 days before Thursday hearing. Resolve every deficiency noted.
Thursday hearing ★ 9 a.m., Dept. 204, Civic Center Courthouse. Zoom remote appearance available. Order signed if uncontested and rulings clear.
File GC-348 & post bond File Duties of Conservator & Acknowledgment. Post any required bond. Obtain certified copies of Letters of Conservatorship (GC-350).
File General Plan ★ File General Plan for Personal and Financial Needs of Conservatee (SF Form PRB-PCN-002).
Record real property ★ If conservatee has real property, record evidence of conservatorship with Recorder of City and County of San Francisco.
Inventory & Appraisal ★ File DE-160/GC-040 within 90 days of appointment if estate powers granted. Firm deadline — no automatic extensions.
Biennial accounting ★ File first accounting one year after appointment, then every two years. Reviewed in detail by probate examiner.

Overall, from filing to the first Thursday hearing, the San Francisco County conservatorship process typically takes several months. A thorough, complete petition — including mandatory GC-325 — filed through the mandatory eFiling system gives you the strongest foundation for a smooth proceeding.

Cost of Conservatorship in San Francisco County

What you spend to file conservatorship in San Francisco County depends on the type of conservatorship, whether estate powers are requested, and whether you retain an attorney, work with a California Registered LDA, or handle the paperwork on your own.

Court Filing Fees

First, fees are set by the California court system and revised periodically. Verify the current schedule at sf.courts.ca.gov before filing. Additional fees apply for supplemental petitions, accountings, and subsequent filings. Qualifying petitioners may apply for a fee waiver at courts.ca.gov.

Court Investigator Assessment Fees
In addition, San Francisco charges a separate assessment fee for the Court Investigator’s initial report and each periodic review. When the conservatee holds sufficient liquid assets, these fees come from the estate. Fee waivers may be available for qualifying petitioners using SF Local Form PRB-PCN-004 (Proof of Payment of Assessment Fee).

Bond Premiums

When applicable, a surety bond is required to protect the conservatee’s financial assets. Annual bond premiums are calculated based on the total liquid assets and annual income in the estate and remain an ongoing cost throughout the conservatorship.

Biennial Accounting Costs
Finally, San Francisco requires a formal accounting one year after appointment, then every two years thereafter. A probate examiner reviews these accountings in detail and may require a probate referee for asset appraisal, adding a referee fee to the cost of the accounting.

LDA Document Preparation vs. Attorney Fees

Full attorney representation for a San Francisco County conservatorship varies based on case complexity and whether the matter is contested. Working with a California Registered LDA costs considerably less and covers all required document preparation. An LDA prepares your documents and guides you through procedural requirements — but does not provide legal advice, appear in court, or represent you in any legal capacity. For contested or legally complex situations, consulting a licensed California probate attorney is the appropriate step.

How Probate & More Helps With Conservatorship in San Francisco County

In addition, Probate & More is a California Registered Legal Document Assistant (LDA). We prepare conservatorship documents for families throughout San Francisco County and across all 58 California counties. For a full overview of our conservatorship document preparation services, visit our California Conservatorship Services page.

Document Preparation

✓ All required GC-series conservatorship forms including mandatory GC-325
✓ San Francisco local forms: PRB-PCN-001, PRB-PCN-002, PRB-PCN-004, PRB-PCN-005
✓ Care Plan preparation for conservatorship of the person
✓ General Plan for Personal and Financial Needs of Conservatee
✓ Proposed Order and Letters of Conservatorship
✓ Confidential Supplemental Information (GC-312)
✓ Confidential Conservator Screening Form (GC-314)

Filing & Process Guidance

✓ Civic Center Courthouse filing confirmation — Room 103, Windows 23/24/25
✓ Mandatory eFiling coordination with approved Electronic Filing Service Providers
✓ Service and notification requirement guidance
✓ Tentative rulings monitoring — 1 to 3 days before Thursday hearing
✓ Court Investigator preparation — what to have ready
✓ Post-appointment: General Plan, real property recording, biennial accounting schedule
✓ Bond referrals for conservators requiring estate bonds
✓ Service throughout all 58 California counties

Frequently Asked Questions About Conservatorship in San Francisco County

No. In fact, California law permits self-represented petitioners to file conservatorship in San Francisco County without an attorney. The San Francisco County Superior Court conservatorship division has specific local requirements — mandatory GC-325, Thursday-only hearings, mandatory eFiling, and San Francisco local forms — that require careful preparation. Probate & More helps self-represented petitioners prepare complete, court-ready document packets for the Civic Center Courthouse.

GC-325 is the Confidential Declaration on Medical Ability to Attend Hearing — Probate Conservatorship. San Francisco County requires it to accompany every GC-310 Petition for Appointment of Probate Conservator. The clerk will not accept your petition without it. This is a San Francisco-enforced requirement. Download it at courts.ca.gov.

Conservatorship appointment hearings are held on Thursdays only at 9 a.m. in Department 204, Civic Center Courthouse, 400 McAllister Street — appearance required. Remote appearances via Zoom are available (Meeting ID: 160 225 4765, Password: 514879). Other general probate matters are heard Monday through Wednesday at 9 a.m. in Department 204. Mental health conservatorship hearings are held on Thursdays at 9 a.m. in Department 622 (closed hearings).

Tentative rulings are available online at sf.courts.ca.gov/online-services/tentative-rulings or by calling (415) 551-4000, generally one to three days before the scheduled Thursday hearing. Motion rulings are typically posted by 3 p.m. the court day before. Review your rulings as soon as they are posted and address every deficiency before your hearing. You can contact the named probate examiner directly by email — current examiner names and addresses are listed on the court’s probate page sf.courts.ca.gov/divisions/probate-court.

E-Filing and Post-Appointment Requirements

Yes. As of July 1, 2024, Mandatory eFiling was expanded to all probate conservatorship and guardianship cases. All parties must file through an approved Electronic Filing Service Provider. In-person filing at Room 103, Windows 23/24/25 remains available for self-represented petitioners in limited circumstances. Verify the list of approved EFSPs at sf.courts.ca.gov/online-services/e-filing/e-filing-service-providers.

The General Plan for Personal and Financial Needs of Conservatee (San Francisco Local Form PRB-PCN-002) must be filed after appointment. It documents your plan for providing ongoing care, supervision, and financial management for the conservatee. San Francisco enforces this requirement as part of its post-appointment review process.

One year after appointment, the conservator must file a formal accounting of all assets, income, and expenditures with the court. After that first accounting, a new accounting is due every two years. Each accounting is reviewed in detail by a probate examiner. A court investigator also periodically interviews the conservatee independently to verify the conservator is acting properly.

Yes. Specifically, Probate & More prepares all required Judicial Council forms — including GC-325 — and applicable San Francisco County local forms for your conservatorship petition. We confirm your filing location, guide you through the Civic Center Courthouse mandatory eFiling process, monitor tentative rulings starting one to three days before your Thursday hearing, and help you understand the post-appointment requirements including the General Plan and biennial accounting schedule. As a California Registered LDA, you remain the self-represented petitioner directing the work — we handle document preparation only and do not advise on legal matters, appear at hearings, or act in any representative capacity. Learn more at our California Conservatorship Services page.

Ready to File Conservatorship in San Francisco County?

Overall, San Francisco County’s conservatorship process has requirements found nowhere else in California — mandatory Form GC-325 that must accompany every petition, Thursday-only hearing dates in Department 204, mandatory eFiling for all conservatorship cases since July 1, 2024, tentative rulings available just one to three days before the hearing, and post-appointment obligations including a General Plan, real property recording with the San Francisco Recorder, and biennial accounting beginning one year after appointment.

For that reason, Probate & More prepares your San Francisco County conservatorship documents with these specific local requirements built in from the beginning — complete petition packet including GC-325, all San Francisco local forms, mandatory eFiling guidance, tentative ruling monitoring, and post-appointment requirement tracking through every stage of the process.

Smart. Simple. Affordable. Legal Help Without the Lawyers.

This article is for general informational purposes only and does not constitute legal advice.

We are a California Registered Legal Document Assistant (LDA). We prepare legal documents — we do not practice law.

For legal advice specific to your situation, please consult a licensed California probate attorney.