Skip to content
Probate & More LogoProbate & More Logo

Tel: 916-243-0311

Step 1 of 18

5%

EZ Guardianship Virtual Worksheet

Welcome to our EZ Start Guardianship worksheet. This online worksheet helps you provide the information our office needs to prepare your guardianship documents.

The worksheet will guide you step by step through the questions we need answered. You can complete it on a mobile phone, tablet, laptop, or desktop computer, so you can get started when it is convenient for you.

If you have trouble using this form, please contact us for help. Click the round phone icon, call us at 916-243-0311, or email matters@probateandmore.com .

Not ready to start yet?
Select “I am not ready to proceed, but would like a phone call” and submit the form. We will reach out as soon as possible to answer your questions.

Your Contact Information

Please provide some basic contact information. If you are not going to be a Petitioner in this case, that's OK. You'll have a chance to enter that information later.
Your Name(Required)
Admin Contract
Review Types of Guardianship
Please make a selection for more detailed information about the different types of guardianship.
Please make sure you have selected the correct non-court authorization or power of attorney form. Most clients choose the short-term durable power of attorney so that has been automatically selected for you.

To review pricing for our guardianship services, click here .

What is a Guardianship Power of Attorney? Parents can sign a letter of Guardianship Authorization that gives a family member or friend permission to care for and make medical and educational decisions for the child while the child is under their care. This letter of authorization acts like a power of attorney but does not give the caregiver any kind of official legal custody of the child. It also does not terminate or suspend a parent's legal rights. The letter of authorization provides recognition of a person's caregiver status to doctors, schools and other institutions of the informal arrangement. The authorization allows them to enroll the child in school, consent to necessary medical care and even apply for Medi-Cal or qualified benefits from the Social Security Administration.
What is a Guardianship Caregiver's Authorization? Under Family Code Sections 6550-6552, this form can be unilaterally signed by the person who has care and custody of the child. This form can be used in lieu of, or in addition to the Guardian Authorization Power of Attorney form. Schools and medical facilities are required by law to accept the Caregiver’s Authorization Affidavit, however only certain relatives are qualified to use this form. If the child will remain living in California, the person taking care of the child can complete and sign a Caregiver's Authorization Affidavit. Important terms and conditions of using this form are:

1) If the person caring for the child is a relative of the child, this form allows the relative caregiver to enroll the child in school. It also gives the relative caregiver the same rights as a guardian to get medical care, including mental health treatment, for the child. A list of the relatives that are qualified under this law are listed on the back of the affidavit.
2) If the person taking care of the child is NOT a relative, this form still lets the caregiver enroll the child in school, but they have limited authorization to make medical care decisions involving school (such as immunizations or physical exams required to enroll the child in school).
3) The Caregiver's Authorization Affidavit does not have to be signed by the parents, but the parents can cancel the affidavit at any time.
4) The affidavit is only valid during the time the child is living with the caregiver. The caregiver is required to tell the school and health care provider if the child is no longer living with them.
What is a Court Guardianship? There are many things that would be prohibited with an informal guardianship that would otherwise be allowed if a person had legal guardianship. An informal guardianship usually does not allow a person to place the minor child on their medical insurance policy. A non-parent caregiver cannot consent to a disability assessment or sign a child’s special education plan if the parent is still available to make the decision. Although an informal caregiver can enroll a child in school, the letter of authorization and affidavit does not specifically authorize the informal caregiver to enroll a child in daycare or pre-school. The informal authorization may also prevent the caregiver from consenting to extracurricular school activities, although this varies from school to school.

Obtaining legal guardianship can be a two-part process depending on the urgency and need of the guardianship order. Temporary legal guardianship and permanent legal guardianship are similar in that they both allow a person to make important decisions about the well-being of a minor. Both processes must have court approval. Temporary legal guardianship can be granted by the court on shortened notice in emergency situations to get a temporary order pending a full hearing on the formal legal guardianship proceedings. In order to file for a temporary emergency guardianship order, a petition for appointment of legal guardianship must have already been filed in the case. The filing of a temporary guardianship and permanent legal guardianship are typically filed at the same time.
Ready to get started?(Required)

We see you aren't ready to tackle our EZ Start interview. That's OK. If you have questions before you start, give us a call at 805-628-5825.

You can also enter your email, then hit the Submit button at the bottom of your screen and someone will reach out to you to answer your questions.

Guardianship Services Requested

Please choose type type of guardianship documents you are looking to prepare.
Select your Guardianship Type(Required)
Please make your selection of the type of Guardianship documents you would like prepared.
Please select which California county where the Custodial parents reside or where they will SIGN this informal guardianship form
Address(Required)
Please provide your address details

Information for Paperwork

The next sections of the interview will allow you to provide specific information regarding your matter that will be reflected on your legal documents. Please take your time to carefully read each section to make sure you do not overlook a needed answer or option that should be checked.

Guardianship Authorization or Power of Attorney

Guardianship Power of Attorney: A guardianship power of attorney is one of the alternatives to guardianship that gives another person (the attorney-in-fact) legal powers and authorization to make decisions for a minor. More importantly, this document can put specific limitations and boundaries on the actions of the attorney-in-fact. For example, the guardianship power of attorney document can allow the attorney-in-fact to make health care, educational, and other decisions on behalf of their children on a temporary basis.

Caregiver Authorization: This type of authorization affidavit allows a relative of the child to enroll him/her in school without that person being legally appointed by a court as the child’s legal guardian. For example, the person also can make medical decisions for the child. As one of the alternatives to guardianship, a child’s non-relatives can also sign an affidavit, but their right to make decisions for the child’s medical care will be restricted. For instance, non-relatives are only authorized to make medical care decisions that are school related. Keep in mind, the Caregiver’s Authorization Affidavit is not a court document and can be canceled by either parent at any time. Furthermore, the caregiver must promptly notify the school if he/she is no longer acting in such a role.
Name(s) of Custodial Parent(s) or Legal Guardian(s)
Check the + to add additional names
First Name
Middle Name or N/A
Last Name
Address
Relationship to Child
 
Name(s) of Proposed Informal Guardian(s)
Check the + to add additional names
First Name
Middle Name or N/A
Last Name
Address
Telephone #
Relationship to Child
 
Minor Children Involved
Check the + to add additional children.
Full Name of Minor
Date of Birth
 
Effective Date(Required)
When will this informal guardianship become effective?
Please provide the specific date or occurrence that will trigger this guardianship
Termination of Guardianship(Required)
Please indicate when this informal guardianship will terminate/end
Please provide the specific date or occurrence that will trigger termination of this guardianship
Ability to Travel with Minor Children(Required)
Please identify the travel restrictions you would like to place on the informal guardian

Please provide the details regarding the restrictions you have checked above.
Guardian's Restrictions Re Healthcare of Minor(Required)
Please identify any restrictions regarding the healthcare of minor you wish to include.
Please describe the restrictions you wish to put in place.
If there are any documents you wish to provide to our office, you can upload them here. Documents with multiple pages should be uploaded in one pdf file. This system will not accept gif, png or jpg files.
Drop files here or
Accepted file types: pdf, Max. file size: 256 MB.

    Court Appointed Guardianship

    Type of Court Guardianship(Required)
    Interpreter(Required)
    Will you or anyone else in the home require an interpreter?
    Number of Proposed Guardians
    Please note: An additional fee will apply for more that one guardian. In addition, we only assist with co-guardians that are married to each other.

    Information Re Proposed Guardian of Person or Estate

    Information for Guardian of Person or Estate
    Please note if there is more than one guardian, you will have opportunity to provide the information for the 2nd guardian later on in this interview.

    Proposed Guardian's Residence

    Does Proposed Guardian Own or Rent their Residence?(Required)
    Please enter a number from 1 to 10.
    Will Minor have their own room?
    Name of person with whom minor will share room

    Personal Information About Proposed Guardian

    Identify Current and ALL Previous Address for Past 3 Years
    Street Address
    City/State/Zip
    Period of Residency (Example 1/1/98-2/4/00)
     
    Guns and Weapons
    Do you have any guns or other weapons stored on the property?
    Please provide details about why type of weapons you have and where and how they are stored.
    Have you ever been arrested for an offense other than a minor traffic violation?
    Please provide the details, giving date, place and other information
    How would you rate your present health status?
    Do you have any medical problems, have you ever been treated for a physical impairment, or are you taking any mediation?(Required)
    Please include details about any medical problems or physical impairments you have been treated for or currently have, and identify any medications you are taking and what condition the medication is treating.
    Please indicate last grade you completed and identify any special training you have had.
    Current and/or Former Marriages(Required)
    Please check one of the following
    Information re Former Marriages
    Please complete the following for each marriage.
    Name of Former Spouse
    Date of Marriage
    Place of Marriage
    Marriage Ended by (divorce/death)
    Date of divorce/death
     
    Guardian's children(Required)
    Does proposed guardian have their own children?
    Your Children
    Please provide the following information regarding your children from a former marriage or a current marriage.
    Name of Child
    Current Age
    Child is From (indicate fomer marriage or current marriage)
     
    What is the name and address of your employer? If you are not employed, enter N/A
    Other Sources of Income
    Do you have other sources of income?
    Identify ALL members living in your household
    Name
    Relationship
    Date/Place of Birth
    School/Occupation
    Grade Level
    Developmental Disabilities? No/Yes
     

    Information re Spouse AND/OR Proposed Co-Guardian

    Co-Guardian(Required)
    Does Spouse Own or Rent their Residence?
    Identify Current and ALL Previous Address of Spouse for Past 3 Years
    Street Address
    City/State/Zip
    Period of Residency
     
    Has Spouse ever been arrested for an offense other than a minor traffic violation?(Required)
    Please provide the details, giving date, place and other information
    Rating Your Spouse's Medical Condition
    Please rate your spouse's current medical condition.
    Does your Spouse have any medical problems, been treated for a physical impairment or are they or taking any mediations?(Required)
    Please include details about any medical problems or physical impairments your spouse has been treated for or currently has; and identify any medications your spouse is taking and what condition the medication is treating.
    Please indicate last grade your spouse completed and identify any special training your spouse has had.
    Spouse's Former Marriages(Required)
    Please check one of the following
    Information re Spouse's Former Marriages
    Please complete the following for each former marriage of your spouse
    Former Wife/Husband's Name
    Date of Marriage
    Place of Marriage
    Marriage Ended by (divorce/death)
    Date of divorce/death
     
    Spouse's children(Required)
    Does your spouse have their own children?
    Spouse's Children
    Please provide the following information regarding your spouse's children from a former marriage or current marriage.
    Name of Child
    Current Age
    Child is From (indicate fomer marriage or current marriage)
     
    What is the name and address of your spouse's employer? If your spouse is not employed, enter N/A
    Spouse's Other Sources of Income
    Does your spouse have other sources of income?

    Powers of Guardianship Requested

    Additional Orders and/or Powers requested
    Please check all that apply
    Benefits the Minor Receives or Will Be Receiving
    Additional Statements Re Request for Waiver of Accounting
    Please check all statement you would like to include in your request to waive accountings.
    Powers Requested Under Probate Code Section 2950
    Please check all that apply. Most Guardianships of Estates do not require these powers.
    Powers Requested Under Probate Code Sections 2351-2358(Required)
    If you choose to add any of these special powers, we strongly recommend you seek legal advice prior to completing this interview.
    Please identify all persons of interest you feel you should not have to provide notice to(Required)
    Name
    Relationship to Minor
    Why Notice Cannot or Should not Be Given (can't locate, contrary to justice, etc)
     
    Explain why you feel giving notice would be contrary to the interest of justice

    Minors Under Guardianship

    We can prepare Guardianship documents for multiple children in the same family under one Guardianship case number if the minor children have the SAME mother and father. An additional reduced fee is applicable for each additional minor.
    Information Regarding Minors(Required)
    Please provide the following information for each minor you are requesting guardianship of. Click + to add additional names.
    Full Name
    Relationship (if any)
    Sex
    Age
    Birth Date
    Birth City/State
    School
    Teacher
    Grade
     
    Social Worker for Minor
    Does any minor have a Social Worker?
    Social Worker Details
    Provide Name of Child and Name of their Social Worker
    Child's Name
    Name of Social Worker
     
    Childcare Provider(Required)
    Do any of the above-mentioned children have or need a childcare provider?
    Information re Childcare Provider(Required)
    Please provide the following information regarding the childcare providers for the children identified above.
    Child's Name
    Name of Childcare Provider
    Provider's Address
    Provider's Phone
     
    School Information
    Please provide the requested information for the Schools indentified in your answer above
    Name of School
    School Address
    School Phone #
     
    Doctors and Medical Problems/Special Needs
    Please provide the following information for all children identified in your answer above
    Name of Child
    Special Needs or Medical Problems
    Current Doctor
    Doctor's Telephone
    Date Last Appt
     
    Please explain your future plans for the minor children.
    Please explain who has physical and legal custody of each minor involved in this action. Provide the name and address of the person and explain whether they have legal custody, physical or both.

    If the proposed guardian has custody, please provide information about how and when the proposed guardian got physical custody.
    Current Custody and/or Visitation Orders
    Is there a custody or visitation order for the minor?
    Please provide the date of the order, case number and County when the proceeding took place.
    Information re Minor
    Check all that apply
    Please specify name of Institution that is supervised by the California Department of Developmental Services or the California Department of Mental Health
    You indicate the Minor has been involved in an adoption, juvenile court, marriage dissolution, domestic relations, custody or other similar court case. Please provide information about 1) the type of court case, 2) the court district, county and state, 3) case number, and 4) disposition of case

    Indian Ancestry - Child Information Attachment

    Indian Child Inquiry
    Check the BEST answer that applies
    Information re Indian Inquiry(Required)
    You have made an investigation into the child's Indian heritage. In this regard, please check all that apply.
    You indicate you have been unable to communicate with the child's parents, legal guardian or Indian Custody. Please explain why and what efforts you made.
    Please specify name of Indian Tribe to which the child is or may be a member of or eligible for membership in.
    Please specify name of Indian Band
    Please specify name of Indian Tribe to which the child's parent, grandparent or other lineal ancester is or was a member of
    Please specify name of Indian Band

    Suitability for Guardianship

    Check all that apply

    Minor's Relatives

    List the names and addresses of the child's relatives and other persons shown below. California law requires certain relatives of the minor child to be notified.

    Information about Father

    Does Minor's Father agree with this guardianship?(Required)

    Information about Mother

    Does Minor's Mother agree with this guardianship?(Required)
    Birth Parents' Plans for Children(Required)
    Have the birth parents made you aware of their plans for the children?
    Birth Parents' Unfit
    Do you believe that either parent is unfit to have custody?
    Please explain your answer
    Please explain your answer

    Grandparents, Brothers and Sisters

    Paternal grandfather or grandmother refers to minor's grandparents on father's side
    Maternal grandfather or grandmother refers to minor's grandparents on mother's side

    If any party is deceased, indicate that in the address column.
    Brothers and Sisters
    Please include full brothers and sisters AND half-brothers and half-sisters, indicating relationship in first column
    Relationship
    Full Name
    Complete Address
     
    Do any of the relatives identified above object to the guardianship?(Required)
    Please provide details about what relatives you believe may object to this guardianship and why
    Petitioner's Relationship to Person Requesting Guardianship(Required)
    Proposed Guardian is:
    What is the guardian's relationship to the minor?
    Other Important Information
    Please check all that apply in this case.
    Petitioner is not Related to Minor
    Complete this section if this petition is filed by a person who is not related to a minor and this is not a petition for appointment of guardian of estate only.

    ESTIMATED VALUE OF ESTATE

    The following will allow you to provide the character and estimated values of the property of the estate based on the itemization on the previous page.
    Minor's Bank Accounts
    Please check one:
    Title to Real Property, Stocks, Bonds, etc.(Required)
    Is the minor's name on deed to real property, stocks or bonds?

    Bond Requirement for Guardianship of Estates

    Depending on the amount and character of the child's property, the court may require a bond or, alternatively, the guardian may chose to deposit all of minor's monies in a blocked account. As guardian of the estate, you must follow the direction of the court and the procedures required to deposit funds in this type of account. The use of a blocked account is a safeguard and may save the estate the cost of a bond.
    Bond(Required)
    Probate Code 8480:(a) Except as otherwise provided by statute, every person appointed as personal representative shall, before letters are issued, give a bond approved by the court. If two or more persons are appointed, the court may require either a separate bond from each or a joint and several bond. If a joint bond is furnished, the liability on the bond is joint and several.
    (b) The bond shall be for the benefit of interested persons and shall be conditioned on the personal representative’s faithful execution of the duties of the office according to law.
    (c) If the person appointed as personal representative fails to give the required bond, letters shall not be issued. If the person appointed as personal representative fails to give a new, additional, or supplemental bond, or to substitute a sufficient surety, under court order, the person may be removed from office.

    Probate Code 8482: The court in its discretion may fix the amount of the bond, but the amount of the bond shall be not more than the sum of:

    (1) The estimated value of the personal property.
    (2) The probable annual gross income of the estate.
    (3) If independent administration is granted as to real property, the estimated value of the decedent’s interest in the real property.
    (b) Notwithstanding subdivision (a), if the bond is given by an admitted surety insurer, the court may establish a fixed minimum amount for the bond, based on the minimum premium required by the admitted surety insurer.
    (c) If the bond is given by personal sureties, the amount of the bond shall be twice the amount fixed by the court under subdivision (a).
    (d) Before confirming a sale of real property the court shall require such additional bond as may be proper, not exceeding the maximum requirements of this section, treating the expected proceeds of the sale as personal property.

    With regards to a bond, it is requested that a bond:

    You have requested that bond be fixed per Probate Code Section 8482. Please specify fixed amount requested.
    You have requested that monies are to be deposited into a blocked account. Please specify amount to be deposited.
    Other Important Information
    Please check all that apply

    Declaration Under Uniform Child Custody Jurisdiction and Enforcement Act

    Previous 5 Years Residences of Children(Required)
    Please provide information regarding the addresses of the minor child(ren) for the past five years. Starting from most recent, Click the + sign to enter other previous address covering the previous 5 years.
    From/To Dates Ex: 1/2007-6/2012
    Street Address, City and State Where Resided
    Name of Persons lived With
    Relationship
     

    Confidential Guardianship Questionnaire

    Please complete the following. If you answer YES to any question, you will be required to provide a more detailed explanation.
    Sex Offender(Required)
    required to register as a sex offender under California Penal Code Section 290.
    Convictions(Required)
    been charged with, arrested for, or convicted of a crime deemed to be a felony or a misdemeanor
    Check one:
    Restraining Orders(Required)
    had a restraining order or protective order filed against me in the last 10 years
    Mental Health Services(Required)
    receiving services from a psychiatrist, psychologist or therapist for a mental health-related issue.
    Social Worker or Probation Officer for Household Members(Required)
    Do you are any other person living in your home, have a social worker or parole or probation officer assigned to him or her?
    Please provide the name and address of each Social Worker, Parole Officer or Probation officer and identify what household member to whom they are assigned
    Child Abuse Matters(Required)
    Have you, or any other person living in your home, been charged with, arrested for, or convicted of any form of child abuse, neglect or molestation?
    Alleged Child Abuse Matters(Required)
    Are you aware of any reports alleging any form of child abuse, neglect, or molestation made to any agency charged with protecting children (e.g., Child Protection Services) or any other law enforcement agency regarding you or any other person living in your home?
    Illegal Substances and Alcohol Abuse(Required)
    Have you, or has any other person living in your home, habitually used any legal substances or abused alcohol?
    Charges Associated With Illegal Substances and Alcohol Abuse(Required)
    Have you, or has any other person living in your home, been charged with, arrested for or convicted of a crime involving illegal substances or alcohol?
    Mental Illness(Required)
    Do you or any other person living in your home suffer from mental illness?
    Physical Disabilities(Required)
    Do you suffer from any physical disability that would impair your ability to perform the duties of guardian?
    Adverse Interests(Required)
    Do you have an adverse interest that the court may consider to be a risk to, or to have an effect on, your ability to faithfully perform the duties of guardian?
    Previous Guardianships, Conservatorships, etc.(Required)
    Have you previously been appointed guardian, conservatorship, executor or fiduciary in any other proceeding?
    Previous Removal as Guardian, Conservator, etc.(Required)
    Have you ever been removed as a guardian, conservatorship, executor or fiduciary in any other proceeding?
    Private Professional Fiduciary(Required)
    Are you a private professional fiduciary as defined in Business and Professions Code Section 6501(f)?
    Licensed Professional Fiduciary(Required)
    Are you licensed by the Professional Fiduciaries Bureau of Department of Consumer Affairs?
    Corporate Officer(Required)
    Are you an authorized officer of a California nonprofit charitable corporation that meets the requirements for appointment as guardian of the proposed ward under Probate Code Section 2104.
    Bankruptcy(Required)
    Have you filed for bankruptcy within the last ten (10 years?

    Confidential Guardian Questionnaire For Co-Guardian

    Co-Guardian / Sex Offender(Required)
    required to register as a sex offender under California Penal Code Section 290.
    Co-Guardian Convictions(Required)
    been charged with, arrested for, or convicted of a crime deemed to be a felony or a misdemeanor
    Check one:
    Co-Guardian / Restraining Orders(Required)
    had a restraining order or protective order filed against me in the last 10 years
    Co-Guardian / Mental Health Services(Required)
    receiving services from a psychiatrist, psychologist or therapist for a mental health-related issue.
    Co-Guardian / Social Worker or Probation Officer for Household Members(Required)
    Do you are any other person living in your home, have a social worker or parole or probation officer assigned to him or her?
    Please provide the name and address of each Social Worker, Parole Officer or Probation officer and identify what household member to whom they are assigned
    Co-Guardian / Child Abuse Matters(Required)
    Have you, or any other person living in your home, been charged with, arrested for, or convicted of any form of child abuse, neglect or molestation?
    Co-Guardian / Alleged Child Abuse Matters(Required)
    Are you aware of any reports alleging any form of child abuse, neglect, or molestation made to any agency charged with protecting children (e.g., Child Protection Services) or any other law enforcement agency regarding you or any other person living in your home?
    Co-Guardian / Illegal Substances and Alcohol Abuse(Required)
    Have you, or has any other person living in your home, habitually used any legal substances or abused alcohol?
    Co-Guardian / Charges Associated With Illegal Substances and Alcohol Abuse(Required)
    Have you, or has any other person living in your home, been charged with, arrested for or convicted of a crime involving illegal substances or alcohol?
    Co-Guardian / Mental Illness(Required)
    Do you or any other person living in your home suffer from mental illness?
    Co-Guardian / Physical Disabilities(Required)
    Do you suffer from any physical disability that would impair your ability to perform the duties of guardian?
    Co-Guardian / Adverse Interests(Required)
    Do you have an adverse interest that the court may consider to be a risk to, or to have an effect on, your ability to faithfully perform the duties of guardian?
    Co-Guardian / Previous Guardianships, Conservatorships, etc.(Required)
    Have you previously been appointed guardian, conservatorship, executor or fiduciary in any other proceeding?
    Co-Guardian / Previous Removal as Guardian, Conservator, etc.(Required)
    Have you ever been removed as a guardian, conservatorship, executor or fiduciary in any other proceeding?
    Co-Guardian / Private Professional Fiduciary(Required)
    Are you a private professional fiduciary as defined in Business and Professions Code Section 6501(f)?
    Co-Guardian / Licensed Professional Fiduciary(Required)
    Are you licensed by the Professional Fiduciaries Bureau of Department of Consumer Affairs?
    Co-Guardian / Corporate Officer(Required)
    Are you an authorized officer of a California nonprofit charitable corporation that meets the requirements for appointment as guardian of the proposed ward under Probate Code Section 2104.
    Co-Guardian / Bankruptcy(Required)
    Have you filed for bankruptcy within the last ten (10 years?
    Please provide any other information you want to share regarding the paperwork we will be preparing.

    Final Review

    You are almost done. Please review your entries below. If there are any changes or revisions required, you can use the PREVIOUS button to return the the appropriate section to revise your answers.
    {all_fields}
    $0.00
    Ex Parte Petition
    In California guardianship, an ex parte emergency petition is a request for a court order to appoint a temporary guardian or take other urgent action for a minor without the usual advance notice to all parties. It is used in emergencies where a child's health, safety, or welfare is in immediate danger, such as from abuse, neglect, or a parent's inability to provide care. The court may grant such orders when waiting for the standard legal process would result in irreparable harm.

    RUSH PREPARATION

    Please Select Preparation Time for Court Guardianship(Required)
    (For court guardianship proceedings)
    Please Select Preparation Time for NonCourt Guardianship(Required)
    (For non-court guardianship proceedings)

    Total Fees

    Based on your selection of standard and extra services, this is what our services will cost.
    Enter it here to apply to these services. Don't have a Coupon Code? Call us at 916-243-0311 to see what special we currently may be offering!
    please wait

    Let's Wrap this Up!

    Congratulations! You’ve made it through the toughest part and successfully completed your interview! If you're ready to move forward and let us prepare your documents, just click the NEXT button. Or, if you need more time, simply click "Save and Finish Later" and come back to your saved information anytime within the next 30 days. It’s that easy!

    Understanding the Mandatory Notices and Contract

    Starting January 1, 2000, California passed a law that allowed non-attorneys to help people prepare common legal documents for the first time in history. Attorneys were not happy about this law and worked hard to make it as "restrictive" as possible, hoping it would fail and prevent consumers from accessing affordable legal services. Thanks to the efforts of CALDA, the California Association of Legal Document Assistants, the law remained in place, allowing legal document assistants in California to provide professional and affordable legal document preparation services.

    The notices and contract we use are required by California law. All legal document assistants must provide these notices and use the mandatory contract set by the California Department of Consumer Affairs. While these notices and contracts may seem "restrictive" at first, Probate & More has been able to provide high-quality, professional legal document preparation services by creatively using legal software and materials approved by attorneys, all while staying within the law.

    NOTICE TO CONSUMER

    DO NOT SIGN ANYTHING BEFORE YOU READ THIS PAGE

    • Probate & More is not an attorney.
    • Probate & More is not a law firm.
    • Probate & More cannot represent you in court.
    • Probate & More cannot advise you about your legal rights or the law.
    • Probate & More cannot select legal forms for you.
    • Probate & More is registered in Sacramento County, and our Registration Number is {LDA#:333} as displayed on our website and can be confirmed through the Sacramento County Clerk's Office.
    • Probate & More’s registration is up-to-date and is consecutively renewed every 2 years.
    • To confirm that Probate & More is registered, you may contact the Sacramento County Clerk's office at (916) 874-1645.

    (This form contract was prepared by the Department of Consumer Affairs and is required to be executed by all parties and before any legal paperwork can be prepared by a California registered legal document assistant, pursuant to Business and Professions Code Section 6410 which became in effect January 1, 2000)

    LEGAL DOCUMENT ASSISTANT
    CONTRACT FOR SELF-HELP SERVICES

    This is a contract between PROBATE & MORE and you, {Your Name (First):3.3} {Your Name (Last):3.6} for the self-help services described in Part I below. I am the “legal document assistant,” and you are the “client.”

    IMPORTANT NOTICES

    1. You should read and understand this entire contract before you sign it. You should understand the kinds of services that I can and cannot perform for you (see Part I below).
     
    2. I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of law.
     
    3. The county clerk has not evaluated or approved my knowledge or experience, nor the quality of my work.
     
    4. I cannot keep your original documents if you request that I return them to you. I cannot keep your original documents if you and I do not sign this contract or if this contract terminates (ends) for any reason. I cannot keep your original documents after all of the contract services have been provided (see Part I below). It is a violation of California law if I keep your original documents under any of these circumstances.
     
    5. It is a violation of California law if I make any false or misleading statement to you.
     
    6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal agency.
     
    7. As required by law, I have filed a bond or made a cash deposit and have registered as a legal document assistant in each county where I will perform services on your behalf.

    I - SELF-HELP SERVICES

    Kinds of services that I can perform for you: I can perform the following self-help services for you in connection with a legal matter in which you are representing yourself: I can type or otherwise complete, as you specifically direct, legal documents that you have selected. I can provide you general published factual information that was written or approved by an attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and documents as you specifically direct.

    I cannot provide for you any other services. The above-mentioned services are the only kinds of services that I may perform for you. If you need additional services, then you require the services of an attorney.

    Kinds of services that I cannot perform for you: I cannot provide you any self-help service unless you are representing yourself in a legal matter and the self-help service relates to that legal matter.
     
    I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you any advice, explanation, opinion or recommendation regarding selection of forms.
     
    I will provide you all the following services:
     
    Description of Document Preparation Services:
     
    Typing documents and forms, at client’s specific direction, consistent with self-help brochure or other informational materials that have been written or approved by an attorney; and perform other associated administrative tasks as follows:
     
    {Select your Guardianship Type:299:value} {Number of Proposed Guardians:301:value} {Numbers of Minors Requesting Guardianship Over:302:value} {Ex Parte Petition:292:value} {Please Select Preparation Time for Court Guardianship:294:value} {Please Select Preparation Time for NonCourt Guardianship:295:value}

    Fee packages include reasonable allowances for routine communication by email. Cases are worked on in the order of generated activity. Timely client cooperation during all aspects of the case is required. Unreasonable delays as the result of client's inaction or multiple failures by client to respond to communications will result in the file being closed and fees forfeited.

    NOTICE: Court forms are updated periodically (1 or 2 times per year) by the Judicial Council of California. A form updated after form preparation may result in a small reprocessing fee. Proceedings extending beyond the normal processing time due to inactivity or delays by client may also require additional service fees.

    You are paying me only for those services listed above and no others. It is unlawful for me to make any guarantee or promise to you unless it is written in this contract and unless I have a factual basis for making the guarantee or promise.
     
    II - FEES AND EXPENSES
     
    You agree to pay me the following fees, costs and expenses:
     
    FEES: (payable on execution of contract by cash, check or credit card)
    a Flat Fee in the total amount of {Total:305}* for document preparation services to be paid as follows: Due on Contract execution.

    Fees: Fees are for document preparation only and include reasonable communication by email and facilitating court filing of paperwork. Add-on services such as incoming phone calls, special appointments, reprocessing of documents, expedited services and costs (see below) are not part of our flat fees. Any additional fees incurred will be required to be paid as incurred or prior to the conclusion of the case. Fees are non-refundable unless subject to the cancellation provisions of this contract.

    Costs: Estimated costs are difficult to predict and are NOT included in our document preparation fees. Costs may include recording fees, court filing fees, notary fees, postage, efiling service fees, probate referee fees, postage, scanning services, photocopying and other non-preparation costs that may be associated with your legal proceeding.

    *If contract is cancelled during cancellation period, (see III below) services for which we are entitled to compensation shall be calculated as follows: Pre-cancellation appointment and telephone time and/or other work performed prior to receipt of cancellation charged at the hourly per staff rate of $100/hour (legal assistant) in addition to a fee of $100.00 for opening file. If documents are substantially completed during the 24-hour period following execution, no refund will be due.  

    NOTICE TO CLIENT: All or the majority of the above-referenced documents may be substantially prepared at your appointment or within the first 24 hours after the receipt of your signed contract (see cancellation/refund clause.) Please make inquiry as to the expected time for completion based on our current case load.

    III - CANCELLATION
     
    You may cancel this contract for any reason within 24 hours after we both have signed it. If you cancel the contract, I must immediately refund any fees which you have paid me. The only fees that I may keep are fees for services which I have actually, necessarily and reasonably performed on your behalf during the 24-hour period. I cannot keep any fees for services performed during the 24-hour period unless you knew that I would perform those services and you agreed in this contract that I would perform them.
     
    To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice by first-class mail with the correct postage and send it to me at my address (see Part V below). Cancellation takes effect on the date of the postmark on the notice. You can also cancel this contract by delivering a written notice of cancellation to my address within the 24-hour period.
     
    You may also cancel this contract at any time if I:

    • Fail to give you a copy of this contract before providing any services to you, or
    • Fail to specify in the contract the services which I will perform and the costs of those
    services, or
     • Fail to give you a copy of the contract in English and in any other language that you understand and that was principally used in any oral sales presentation or negotiation leading to execution of the contract.

    If you cancel this contract for any of these reasons, I must immediately refund in full any fees which you have paid me.
     
    You may also cancel this contract at any time if you have legal cause.
     
    IV - ATTORNEY’S FEES AND COSTS
     
    In the event of suit or damages arising from this contract or to enforce any of its provisions, the court may award the prevailing party his or her reasonable attorney’s fees and costs.The venue for any disputes about this contract is the county where you live in California.

    V - DESCRIPTION OF THE PARTIES

    Full Name of Legal Document Preparer: PROBATE & MORE INC
    Business Name: PROBATE & MORE
    Street address of Business: (corporate) 2108 N ST #12055
    City, State, Zip Sacramento, CA, 95816
    Telephone Number: 805-628-5825
    Fax Number (if any): 805-628-5825
    Registration # in County where services will be provided: LDA #{LDA#:332}. (Sacramento)
     
    Date of Expiration: {LDA Expiration:333}
    County: Sacramento
    Name of Client: {Your Name (First):3.3} {Your Name (Last):3.6}
    Street address: {Address (Street Address):12.1} {Address (Address Line 2):12.2}
    City, State, Zip: {Address (City):12.3}, {Address (State / Province):12.4} {Address (ZIP / Postal Code):12.5}
    Your Telephone Number: {Your Telephone Number:5}
    Your IP Address: 18.97.14.89
    Your Email: {Your Email:4}

    Title or brief description of the legal matter in which the client is representing himself or herself, if applicable: Guardianship of Minor of {Information Regarding Minors:132:column=Full Name of Minor}{Minor Children Involved:26:column=Full Name}
     
    VI - SIGNATURES
     
    Executed at Sacramento County, California.    Date:  10/16/2026

    Probate & More Inc and {Your Name (First):3.3} {Your Name (Last):3.6}

    (Signature will be captured electronically below)

    Notices to Client

    You may obtain information from the local bar association or a legal aid or legal services office regarding free or low-cost representation by a lawyer. You may contact the local police, sheriff, district attorney or legal aid or legal services office if you believe that you are the victim of fraud, unauthorized practice of law or other injury.

    THIS CONTRACT IS NOT VALID OR BINDING UNTIL THE LEGAL DOCUMENT ASSISTANT HAS GIVEN ALL CLIENT PARTIES A FULLY EXECUTED COPY OF IT, INCLUDING AN ACCURATE TRANSLATION OF IT IN ANY LANGUAGE OTHER THAN ENGLISH THAT THE CLIENT UNDERSTANDS AND THAT WAS PRINCIPALLY USED IN ANY ORAL SALES PRESENTATION OR NEGOTIATION LEADING TO EXECUTION OF THE CONTRACT.
     
    NOTE: Authority cited: Section 6410, Business and Professions Code. Reference: Sections 6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code.

    Date Executed: 10/16/2026

    California Mandatory Contract Terms of Service(Required)

    Please read the entire Contract before accepting. A fully signed copy of this Contract will be emailed to you.

    I have fully read the mandatory contract and understand that my IP address is being recorded to help verify my signature on this contract. The parties agree to transact electronically. This contract will be deemed executed by Probate & More when the client electronically submits it through this online platform. The client’s electronic signature and submission completes execution by all parties.

    Please sign using your computer mouse below(Required)
    • Your Name
    • Your Name
    • Your Name

    Thank you for your interest in our services. Please submit your details and one of our experienced staff will reach out to you by phone. For faster service, please feel free to call us right now at 916-243-0311. We look forward to speaking with you!!

    Click to go back to "START OF INTERVIEW"

    We're Ready to Get Started - Final Step!

    {pricing_fields}
    Credit Card(Required)
    MasterCard
    Visa
    Supported Credit Cards: MasterCard, Visa
    Expiration Date
     
    Cardholder's Address(Required)
    Please enter the email where you would like the receipt confirmation sent.
    Signature for Credit Card Authorization(Required)
    • Your Name
    • Your Name
    • Your Name

    ADMIN FIELDS

    Conservatorship Estate of:{Full name of Conservatee (Last):505.6}, {Full name of Conservatee (First):505.3}

    Copyright 2025 | Probate & More | All Rights Reserved |Disclaimer | Privacy
    Sacramento LDA Registration #2025-007

    Page load link
    Go to Top