How to File Conservatorship in San Mateo County
Last Updated: May 23, 2026
In this Article:
Filing a conservatorship in San Mateo County requires careful preparation, the right local forms, and a clear understanding of what the San Mateo Superior Court conservatorship process requires at every stage.
Introduction to Filing Conservatorship in San Mateo County
When a loved one can no longer manage their own care or finances, knowing how to file conservatorship in San Mateo County gives your family a clear path forward. The San Mateo County Superior Court conservatorship process follows California Probate Code and adds several county-specific requirements that every petitioner must understand before submitting any documents.
San Mateo County operates a focused Probate Division with a single supervising probate judge, a dedicated court investigator’s office, and local forms that go beyond the standard Judicial Council set. Families who prepare their petition packet correctly — and who understand the court’s copy and service requirements — move through the San Mateo County conservatorship process with fewer delays and greater confidence.
You do not need an attorney to file a conservatorship petition in San Mateo County. Probate & More is a California Registered Legal Document Assistant — we prepare conservatorship documents for families throughout San Mateo County and all 58 California counties. We are not a law firm and do not give legal advice.
QUICK FILING FACTS
Division: Probate
Judge: Hon. Lisa A. Novak
Department: Dept. 13 / Courtroom 2C
Filing Location: Hall of Justice, 400 County Center, Redwood City
Clerk Hours: Mon–Fri 8:30 a.m.–1:00 p.m.
Appointments: Required for in-person visits
eFiling: Available through approved EFSPs
Investigator: Required in all general conservatorships
Orientation: Required before appointment
Fee Schedule: sanmateo.courts.ca.gov
Need help preparing Conservatorship documents?
Probate & More helps California families prepare conservatorship petitions for filing in San Mateo County, with affordable document preparation support backed by over 50 years of experience.
Three Types of Conservatorship in California
California law recognizes three conservatorship types available through San Mateo Superior Court. The right choice depends entirely on the conservatee’s individual needs and circumstances.
CONSERVATORSHIP OF THE PERSON
The conservator makes decisions about the conservatee’s living arrangements, daily personal care, medical treatment, and physical wellbeing. This type addresses situations where someone cannot manage their own health or safety without assistance.
CONSERVATORSHIP OF THE ESTATE
The conservator manages the conservatee’s finances, collecting income, paying bills, managing property, and protecting assets. Being appointed conservator of the person does not automatically extend authority to the estate.
PERSON & ESTATE COMBINED
A dual appointment gives the conservator full authority over both personal care and financial matters. You must request both types in the same petition if you need this combined authority from the court.
Limited Conservatorship: This type applies only to adults with developmental disabilities. A limited conservatorship grants only specific powers identified by the court. San Mateo County’s court connects petitioners for limited conservatorship with the Golden Gate Regional Center, which must receive notice of the petition. The Regional Center is located at 3130 La Selva Street, Suite 202, San Mateo, CA 94403.
Is Conservatorship the Right Option?
Before preparing any San Mateo County conservatorship forms, confirm that a conservatorship is truly necessary. California courts require petitioners to show that no less restrictive alternative exists. The court will not grant a petition if another option adequately addresses the person’s needs.
Consider these alternatives first. A durable power of attorney lets a person designate someone to handle finances or medical decisions while capacity still exists. An advance health care directive addresses future medical decisions. A revocable living trust can manage assets without any court involvement. The Social Security Administration’s Representative Payee program handles benefits for those who receive only government income.
When the person still has capacity to sign legal documents, one of these alternatives may be the better path. However, when capacity no longer exists or the person actively refuses the care they urgently need, a conservatorship petition in San Mateo County becomes the appropriate legal step to protect them.
ALTERNATIVES TO CONSIDER
✓ Durable Power of Attorney
✓ Advance Health Care Directive
✓ Revocable Living Trust
✓ Representative Payee (SSA)
✓ Voluntary placement agreements
If none of these work and capacity is gone, a conservatorship may be the necessary next step.
San Mateo Superior Court — Probate Division Overview
The San Mateo Superior Court Probate Division handles all conservatorship cases for San Mateo County residents. One supervising probate judge, Hon. Lisa A. Novak, presides over all general conservatorship matters in Department 13, Courtroom 2C at the Hall of Justice in Redwood City.
The San Mateo County Superior Court conservatorship system is notably more compact than neighboring Bay Area courts. Because one judge hears all conservatorship matters, the division applies consistent standards and the court investigator’s office develops a thorough, close-reading approach to every petition that comes through. Petitions that arrive complete and well-organized move through this system most efficiently.
The Probate Division also offers an ADR (Alternative Dispute Resolution) program for contested probate matters. If relatives disagree about the conservatorship, the Probate ADR Program may help resolve the dispute without a full evidentiary hearing.
PROBATE DIVISION CONTACTS
Judge: Hon. Lisa A. Novak
Department: 13 / Courtroom 2C
Dept. Phone: (650) 261-5113
Dept. Email: Dept13@sanmateocourt.org
Probate Email: probate@sanmateocourt.org
Investigator: (650) 261-5068
Investigator Email: PCI@sanmateocourt.org
Clerk Phone: (650) 261-5100
Where to File Conservatorship in San Mateo County
All San Mateo County conservatorship petitions — including both initial filings and all subsequent documents — go to the Probate Division Clerk’s Office at the Hall of Justice in Redwood City. There is no branch court option for conservatorship filings.
The clerk’s office operates by appointment only for in-person visits. Schedule your appointment at sanmateo.courts.ca.gov before arriving. Electronic filing through an approved eFiling service provider is available and does not require an in-person clerk visit.
For dementia powers petitions specifically, bring the original plus three copies as well — the clerk delivers two copies to the Court Investigator’s office for those matters.
FILING LOCATION
Hall of Justice
400 County Center
Redwood City, CA 94063
Clerk Hours:
Mon–Fri: 8:30 a.m.–1:00 p.m.
By appointment only
Directions:
How to File Conservatorship in San Mateo County — Step by Step
Each step below must be completed in sequence. After filing, several tracks — service, investigation, and orientation — run at the same time. Plan for this overlap so that all requirements are ready well before your hearing date.
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STEP 1 Prepare the Petition Packet Gather and complete all required Judicial Council forms and San Mateo County local forms. Your physician or licensed psychologist must complete the Confidential Capacity Assessment (GC-335). Accuracy matters, the court investigator reviews every document before the hearing. |
STEP 2 Schedule a Clerk Appointment and File Schedule an in-person appointment at sanmateo.courts.ca.gov, or file electronically through an approved eFiling provider. Bring the original plus three copies of every document. Pay the required filing fee. If financially eligible, submit FW-001-GC for a fee waiver based on the conservatee’s income. |
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STEP 3 Receive Your Case Number and Hearing Date After the clerk accepts your filing, your Notice of Hearing (GC-020) receives a court date. Record this date carefully and do not miss it. San Mateo County sets hearing dates based on its own calendar, you cannot request an earlier date. |
STEP 4 Personally Serve the Citation Someone 18 or older who is not a party to the case must personally hand-deliver the Citation for Conservatorship (GC-320) to the proposed conservatee. This requirement cannot be skipped or substituted with mail service for the Citation itself. |
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STEP 5 Mail Notice to Required Relatives At least 15 days before the court date, mail the Petition (GC-310) and Notice of Hearing (GC-020) to: spouse or domestic partner, parents, adult children, brothers and sisters, grandparents, and adult grandchildren. If a relative cannot be located, file a Request to Dispense with Notice and blank GC-021. |
STEP 6 File All Proofs of Service For personal service of the Citation, the server completes GC-020(P). For mail service to relatives, the server completes the Proof of Service by Mail on page 2 of the GC-020. File all proofs of service with the clerk before your hearing date, missing proofs are a common cause of continuances. |
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STEP 7 Watch the With Heart Video and Read the Handbook Before the hearing, every proposed conservator must watch the 20-minute With Heart: Understanding Conservatorship video and read the Handbook for Conservators. The court will not proceed with appointment until confirming completion. See the Conservatorship Orientation section for full details. |
STEP 8 Meet with the Court Investigator After filing, the San Mateo County Probate Court Investigator’s office contacts you and the proposed conservatee. The investigator interviews both parties, reviews medical records, and prepares a confidential report for the judge. Respond promptly to all investigator requests, delays here extend your timeline. |
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STEP 9 Appear at Your Hearing Bring your proposed Order Appointing Probate Conservator (GC-340) and prepared Letters of Conservatorship (GC-350) to the hearing. Arrive on time. The date, time, and courtroom appear on your GC-020. If the judge approves the petition, the GC-340 is signed at the hearing. |
STEP 10 File the Order and Receive Letters of Conservatorship Immediately after the hearing, take the signed GC-340 and your prepared GC-350 to the clerk’s office. Both must be filed before your appointment carries any legal authority. Request at least one certified copy of the Letters for each bank, care facility, or physician with regular contact with the conservatee. |
How to File Conservatorship in San Mateo County — Step by Step
Each step below must be completed in sequence. After filing, several tracks — service, investigation, and orientation — run at the same time. Plan for this overlap so that all requirements are ready well before your hearing date.
STEP 1
Prepare the Petition Packet
Gather and complete all required Judicial Council forms and San Mateo County local forms. Your physician or licensed psychologist must complete the Confidential Capacity Assessment (GC-335).
STEP 2
Schedule a Clerk Appointment and File
Schedule an appointment or eFile. Bring originals and copies. Pay filing fees or submit a fee waiver.
STEP 3
Receive Case Number and Hearing Date
The clerk assigns your case number and hearing date after filing.
STEP 4
Personally Serve the Citation
A non-party adult must personally serve the Citation (GC-320).
STEP 5
Mail Notice to Relatives
Mail required notice to all relatives at least 15 days before the hearing.
STEP 6
File Proofs of Service
Submit all proof of service forms before your hearing.
STEP 7
Complete Required Education
Watch the With Heart video and review the handbook.
STEP 8
Meet the Court Investigator
The investigator interviews all parties and reports to the judge.
STEP 9
Attend the Hearing
Bring your prepared order and Letters. Be ready to answer questions.
STEP 10
File Order and Obtain Letters
File signed documents and obtain certified Letters of Conservatorship.
Ex Parte Applications and Temporary Conservatorships
A temporary conservatorship protects someone during a genuine emergency that cannot wait the weeks required for a general conservatorship hearing. San Mateo County has specific rules governing urgent requests — rules that changed significantly in December 2022.
Current San Mateo County Temporary Conservatorship Rules
As of December 12, 2022, San Mateo County strictly interprets ex parte criteria for temporary conservatorships. The court now treats many temporary conservatorship requests as 5-day noticed hearings rather than same-day ex parte reviews. For these 5-day hearings, you must serve the proposed conservatee and relatives at least 5 days before the scheduled hearing date. Requests that the court believes could appropriately be heard at a 5-day noticed hearing are denied if presented as ex parte.
For genuine emergencies where a 5-day wait would cause serious harm, true ex parte review remains available — but you must clearly meet the ex parte requirements under California Rules of Court 3.1200–3.1207 and San Mateo Local Rule 4.76.
Ex Parte Notice Requirements
For cases reviewed on an ex parte basis, give notice by 10:00 a.m. the court day before submission — by phone, fax, or in person — to the proposed conservatee, spouse or domestic partner, parents, adult children, siblings, grandparents, and adult grandchildren. For each person notified, file Local Form PR-9 (Declaration Re. Notice of Ex Parte Application) explaining when and how you provided notice.
A temporary conservatorship in San Mateo County requires filing the general conservatorship petition at the same time. Additional forms include: GC-111, GC-150, GC-112, GC-115, GC-141, and Local Form PR-9.
San Mateo County Conservatorship Forms and Local Forms
San Mateo County conservatorship forms fall into two categories: Judicial Council forms used statewide, and San Mateo County local forms required in addition to the standard set. Both are mandatory — submitting only one category leaves your petition incomplete.
JUDICIAL COUNCIL FORMS — Required for Initial Petition
| FORM | DESCRIPTION |
|---|---|
| GC-310 | Petition for Appointment of Probate Conservator |
| GC-312 | Confidential Supplemental Information |
| GC-313 | Physician’s Dementia Attachment — required only when seeking dementia powers or secured placement authorization |
| GC-314 | Confidential Conservator Screening Form (not required for private professional fiduciaries) |
| GC-020 | Notice of Hearing — the clerk writes your court date on this form after filing |
| GC-320 | Citation for Conservatorship — personally served on the proposed conservatee |
| GC-325 | Confidential Declaration on Medical Ability to Attend Hearing |
| GC-335 | Confidential Capacity Assessment — completed by a physician or licensed psychologist, not the petitioner |
| GC-336 | Ex Parte Order Authorizing Disclosure of Conservatee’s Health Information to Court Investigator |
| GC-340 | Order Appointing Probate Conservator (proposed — prepare and bring to the hearing) |
| GC-348 | Duties of Conservator & Acknowledgment of Receipt of Handbook for Conservators (not required for private professional fiduciaries) |
| GC-350 | Letters of Conservatorship (prepared — bring to the hearing; filed immediately after appointment) |
| FW-001-GC | Request to Waive Court Fees — based on the conservatee’s income, not the petitioner’s |
SAN MATEO COUNTY LOCAL FORMS
| FORM | DESCRIPTION |
|---|---|
| PR-1 | Conservatee’s Information & List of Relatives — Confidential (required with every conservatorship submission, initial and subsequent) |
| PR-9 | Declaration Re. Notice of Ex Parte Application (required for temporary conservatorship matters only) |
| PR-19 | Confidential Status Report (required when filing subsequent accounting documents) |
| PR-22 | Confidential General Plan — filed within 90 days of appointment; addresses issues identified at the appointment hearing |
Local forms are available at sanmateo.courts.ca.gov/forms-filing/local-forms. Judicial Council forms are at courts.ca.gov/forms.htm.
What Happens After Filing Your San Mateo Conservatorship Petition
Once you submit the conservatorship petition in San Mateo County, several processes begin simultaneously before your hearing date arrives. Understanding this overlap helps you manage your time and avoid last-minute surprises.
First, the court’s administration assigns your case to the Probate Division. The clerk delivers copies of your petition to the Court Investigator’s office, which then contacts you and the proposed conservatee to begin the investigation. You do not need to initiate that contact yourself — the investigator reaches out after receiving the petition copy.
At the same time, you carry out your service obligations — personally serving the Citation (GC-320) on the proposed conservatee and mailing required notice to relatives. Both the service track and the investigation track run in parallel and neither waits for the other. Plan your service deadlines early so you have room to correct any problems before the hearing.
Beyond that, you must complete the With Heart orientation video and read the Handbook for Conservators. Give yourself adequate time — the court expects appointees to genuinely understand the conservator role, not simply fulfill a checkbox.
Meanwhile, check the tentative rulings posted for your case at sanmateo.courts.ca.gov/online-services/tentative-rulings/probate-department-tentative-rulings. Any issues flagged before the hearing need prompt attention to avoid a continuance.
Electronic Filing in San Mateo County
San Mateo County Superior Court offers eFiling for conservatorship matters through approved Electronic Filing Service Providers (EFSPs). Both self-represented petitioners and attorneys may file electronically. eFiling does not require an in-person clerk visit and may be more convenient for families who are managing a loved one’s care at the same time as the legal process.
When you file electronically, the copy preparation steps differ from in-person filing. Review the court’s eFiling guidance at sanmateo.courts.ca.gov/online-services/e-filing before submitting your first document. The court also offers a Self-Prep and File program — an online tool that walks you through form completion and can connect directly to the eFiling system for those who qualify.
In-person filing at the clerk’s window remains available for petitioners who prefer that approach. However, because the clerk’s office operates by appointment only, schedule your visit in advance at sanmateo.courts.ca.gov/general-information/person-appointment before traveling to Redwood City.
Conservatorship Orientation — With Heart Video
San Mateo County requires every proposed conservator to watch a 20-minute educational video titled With Heart: Understanding Conservatorship and to read the Handbook for Conservators. This step is non-negotiable — the court will not proceed to appointment without confirming you have completed both.
The video walks through your duties and responsibilities as a conservator. After watching, you confirm completion as part of the court process. The Handbook for Conservators provides detailed guidance on what the role entails day-to-day.
Complete both the video and the Handbook well before your hearing date. The With Heart video is available at youtube.com/watch?v=A-SX6YkFsP4. The Handbook for Conservators is available at courts.ca.gov/documents/handbook.pdf.
San Mateo County also periodically offers a Conservator of Person class for those already appointed as conservator. The class is separate from the pre-appointment orientation requirement and is open to conservators who already have a case number. Check the San Mateo County conservatorship page for upcoming class dates and registration information.
ORIENTATION CHECKLIST
☐ Watch With Heart video (20 min)
youtube.com/watch
☐ Read Handbook for Conservators
courts.ca.gov/handbook.pdf
☐ Confirm completion with court
The court will not issue your appointment until both steps are verified.
Court Investigation in San Mateo County
The San Mateo County Probate Court Investigator’s office plays a central role in every general conservatorship case. After your petition is filed, the investigator initiates contact — you do not need to reach out first, though you are welcome to call if you have questions.
During the investigation, the court investigator meets personally with the proposed conservatee to explain how a conservatorship will affect their legal rights. The investigator explains the right to object to the conservatorship, to have independent legal counsel, to request a different conservator, and to request a jury trial. If the investigator believes the proposed conservatee cannot understand the proceeding, the court may appoint an independent attorney to represent them.
The investigator also interviews you as the proposed conservator, reviews your GC-310 petition and GC-312 Confidential Supplemental Information, and may review the proposed conservatee’s medical records. Relatives and others with knowledge of the proposed conservatee’s situation may also be contacted.
After completing this review, the investigator writes a confidential report for the judge. This report includes findings, recommendations, and any concerns. It carries meaningful weight in the judge’s decision at the hearing. Cooperate fully and respond promptly to every investigator request.
After the first year of conservatorship, the investigator revisits the case to confirm the conservator is fulfilling their duties and the conservatee’s wellbeing is maintained. Following that initial check, the court schedules reviews every two years, or more often when concerns arise.
Reach the Court Investigator’s office at (650) 261-5068 or by email at PCI@sanmateocourt.org. For temporary conservatorship matters, make an appointment before presenting your papers — walk-ins during the review window between 1:30 p.m. and 3:00 p.m. are strongly discouraged.
Probate Notes and Common Delays in San Mateo County
After filing, check the San Mateo County Superior Court tentative rulings page regularly for any issues the court has flagged on your case. The Probate Division posts tentative rulings before each hearing, and resolving noted concerns before your hearing date is critical to avoiding a continuance.
Check tentative rulings at: sanmateo.courts.ca.gov/online-services/tentative-rulings/probate-department-tentative-rulings
Common reasons a San Mateo County conservatorship hearing is continued include:
- Missing or deficient proofs of service
- Failure to complete the With Heart video and Handbook for Conservators
- Incomplete or incorrectly completed petition forms
- Missing San Mateo County local forms, especially Local Form PR-1
- Failure to bring proposed GC-340 and GC-350 to the hearing
- Concerns or issues identified in the court investigator’s report
For continuances in general probate matters, email probate@sanmateocourt.org as early as possible before the hearing. Confirm the continuance procedure with the clerk’s office for your specific conservatorship matter.
CASE ACCESS & RULINGS
Case Records:
web.sanmateocourt.org/midx
Tentative Rulings:
Probate Tentative Rulings
Probate Email:
probate@sanmateocourt.org
Investigator Email:
PCI@sanmateocourt.org
Conservatorship Timeline in San Mateo County
The table below outlines the key stages of the San Mateo County conservatorship process in the order they typically occur. Note that several tracks run simultaneously after the initial filing date.
| STAGE | WHAT HAPPENS |
|---|---|
| Filing | Petition submitted with original + 3 copies. Filing fee paid. Case number and hearing date assigned. |
| Copy Distribution | Clerk retains original + 2 copies. One copy goes to Court Investigator’s office. One copy returned to you stamped “endorsed-filed.” |
| Service & Notification | Personally serve GC-320 Citation on proposed conservatee. Mail notice to required relatives at least 15 days before hearing. File proofs of service. |
| Orientation ★ | Watch With Heart video (20 min). Read Handbook for Conservators. Confirm completion. Required before appointment issues. |
| Court Investigation | Investigator interviews proposed conservatee and petitioner. Reviews petition and medical records. Prepares confidential report for the judge. |
| Tentative Rulings | Check court website before hearing. Resolve any noted issues promptly to avoid continuance. |
| Hearing Day | Appear at Hall of Justice, Dept. 13 / Courtroom 2C. Bring GC-340 and GC-350. Judge reviews petition and investigator’s report. Order signed if approved. |
| Order & Letters | Sign GC-340 and GC-350 at hearing. File both documents at clerk’s office immediately after. Appointment effective only upon filing. |
| Ongoing Duties | File PR-22 General Plan within 90 days. Submit accountings if estate powers granted. Court reviews at 1 year, then every 2 years. |
From initial filing to first hearing, the San Mateo County conservatorship process typically takes several months. The exact timeframe depends on the court’s scheduling calendar. Petitions that arrive complete and well-organized face the fewest delays.
Cost of Conservatorship in San Mateo County
Total costs for a San Mateo County conservatorship depend on whether estate assets are involved, whether a bond is required, and whether you prepare documents independently or with professional assistance.
Court filing fees: Filing fees for conservatorship petitions in San Mateo County follow the California Judicial Council fee schedule. Check the current fee schedule at sanmateo.courts.ca.gov/forms-filing/fee-schedule. Petitioners who cannot afford the filing fee may apply for a waiver using Form FW-001-GC, based on the conservatee’s income.
Court investigation assessment: San Mateo County charges $850.00 for the cost of the court investigator’s review. The judge may order this fee deferred, reduced for hardship, or paid from the conservatorship estate depending on the circumstances of the case.
Bond: When the court orders a bond for conservatorship of the estate, you must purchase a surety bond before Letters of Conservatorship issue. Bond amounts depend on the value of the estate assets at the time of the hearing.
Document preparation: Probate & More prepares all required Judicial Council forms and San Mateo County local forms at a fraction of the cost of attorney representation. Contact us for current service pricing and to discuss your specific situation.
How Probate & More Can Help
The San Mateo County conservatorship process involves strict deadlines, specific local forms, a mandatory orientation requirement, and a court investigation that reviews every document you submit. Getting your petition prepared correctly from the start puts you in the strongest possible position at your hearing.
Probate & More prepares all required Judicial Council forms and San Mateo County local forms — including PR-1, PR-22, and all other county-specific requirements. We walk you through the With Heart orientation requirement, explain the copy and service rules, and help you understand what to expect at each stage of the San Mateo County conservatorship process.
We serve families throughout San Mateo County and all 58 California counties. Beyond that, we explain how to reach the court investigator’s office, how to read the tentative rulings page, and what to bring to your hearing. Our goal is to ensure your petition arrives complete and court-ready the first time.
Learn more about our California conservatorship document preparation services or visit our blog for guides on conservatorship in other California counties.
Frequently Asked Questions About San Mateo Conservatorship
Q. Do I need an attorney to file conservatorship in San Mateo County?
A. No. California law allows you to file conservatorship without an attorney. Many families choose to work with a registered Legal Document Assistant to prepare court forms correctly and avoid delays. San Mateo County has specific filing expectations, so accuracy matters.
Q. Where do I file a conservatorship petition in San Mateo County?
A. You file your conservatorship petition with the San Mateo County Superior Court. Most conservatorship matters are handled at the Hall of Justice in Redwood City. Always confirm the correct filing location and department before submitting your paperwork.
Q. What is the San Mateo County conservatorship process timeline?
A. Most conservatorship cases in San Mateo County take about 8 to 12 weeks from filing to hearing. The timeline can vary depending on court scheduling, investigator availability, and whether your documents are complete. Missing forms or errors can cause delays.
Q. What local forms does San Mateo County require for conservatorship?
A. San Mateo County requires standard California Judicial Council forms such as GC-310, GC-312, and GC-313. The court may also require additional local forms or attachments depending on the case. Always review current court requirements before filing.
Q. How does the San Mateo County court investigator process work?
A. After you file your petition, a court investigator contacts the proposed conservatee and may interview family members. The investigator reviews the situation and prepares a report for the judge. This step helps the court determine whether a conservatorship is necessary and appropriate.
Q. What is the With Heart video requirement in San Mateo County?
A. San Mateo County requires conservators to watch the “With Heart” educational video before the hearing. This video explains the responsibilities of a conservator and the importance of protecting the conservatee’s rights. You may need to confirm completion before the court grants your petition.
Q. Can Probate & More prepare my San Mateo County conservatorship documents?
A. Yes. Probate & More prepares San Mateo County conservatorship documents for self-represented clients. We help ensure your forms are complete, court-ready, and aligned with local filing expectations. We do not provide legal advice, but we support you through the document preparation process.
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Start Your San Mateo County Conservatorship Today
The San Mateo County conservatorship process involves specific deadlines, county local forms, a mandatory orientation, and a court investigation that reviews your complete petition before the hearing. Having your documents prepared correctly from the start protects your family and keeps the process moving.
Probate & More serves families throughout San Mateo County and all 58 California counties. As a California Registered Legal Document Assistant (LDA), we prepare conservatorship petition documents under your direction as the self-represented petitioner. We are not a law firm, do not give legal advice, do not appear in court, and do not represent you legally. Our role is to prepare your documents — accurately, clearly, and cost-effectively.
Contact Probate & More today to begin your San Mateo County conservatorship petition.
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.
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