San Diego, CA 92101
Hours of Operation: Tuesday & Thursday 9:00 AM to 3:00 PM
***Clinics are closed on court holidays. Check court holidays here
Parking is a challenge. Be prepared to pay for metered parking, pay to park in a lot, or park in a free space farther away and walk to the Courthouse. The clinic provides free assistance with information on the Conservatorship process and court forms only to clinic participants not represented by attorneys to Petition the Court for Conservatorship of the Person. We also provide information regarding alternatives to Conservatorship. No appointments are provided and services are offered on a walk-in basis. We do not provide legal advice nor representation to clinic participants in court.
- Completing the paperwork for limited and general conservatorships of the person.
- Completing the paperwork for some conservatorships of the estate. (We may be able to assist with small estates, when the estate is valued at less than $15,000 exclusive of the conservatee’s residence and the conservatee’s income is less than $2,000 a month exclusive of public benefits).
- Completing the paperwork for a temporary conservatorship.
- Exploring alternatives to conservatorship and referrals for Estate Planning (wills, trusts, powers of attorney, etc.)
- Filing objections to a conservatorship petition.
- Petitioning to terminate a conservatorship.
- Petitioning to remove a conservator.
- Completing the paperwork to add a co-conservator or appoint a successor conservator.
For an overview of Conservatorship on YouTube, see the following link: Probate Conservatorship of the Person Basics (MCLE) - YouTube
If a conservatorship is appropriate for your situation, we can assist you in the following ways:
Provide a sample and instructions for completing the conservatorship paperwork.
- Check and correct your paperwork before you file.
- Provide guidance with serving Citation to the conservatee and Notice to the appropriate parties.
- Check for defects in your petition after it is reviewed by the probate examiners.
- Correct defects in your filing noted by the probate examiners.
- Prepare you for your hearing.
- Prepare or update your Order and Letters of Conservatorship.
- Provide guidance on sending the Notice of Conservatee Rights and completing the Level of Care Plan after your petition is approved.
- Answer questions you have about the conservatorship process.
If a conservatorship is appropriate for your situation, you should be prepared to visit the Conservatorship Clinic several times. Petitioning for a conservatorship is a multi-step process. You may come to the Clinic as many times as you need to. Here is our recommended visit schedule.
- Visit 1: Obtain the sample, attachments, and conservatorship information.
- On your own: Complete the conservatorship forms by following the sample. Have a doctor complete the “Capacity Declaration.”
- Visit 2: Have your completed paperwork checked by Clinic staff/volunteers and have any questions answered. Receive “Ready to File” instructions.
- On your own: Finalize your forms and prepare them for filing. File them with the clerk.
- Visit 3: This visit should be the same day or within a week of filing your forms. Receive instructions on “How to Serve Notice” and “How to Serve Citation.”
- On your own: Have someone serve Notice and Citation.
- Visit 4: This visit should be when you file your Proofs of Service. Check for defects in you petition and correct any defects. Receive instructions on “How to Make a Court Appearance.” Receive instructions on “Submitting the Proposed Orders and Letters.”
- On your own: Prepare your proposed Order and Letters and submit them to the clerk. You are welcome to have the Clinic review your Order and Letters before you submit them.
- Visit 5: This visit should be after you receive your Order and within 30 days of your appointment hearing. Receive “What to Do After You are Appointed Conservator” instructions and assistance with completing the “Notice of Conservatee Rights” and “Determination of Conservatee’s Appropriate Level of Care” plan.
- On your own: Complete and file your “Notice of Conservatee Rights” and “Determination of Conservatee’s Appropriate Level of Care” plan with the clerk.
We do not assist with contested cases beyond filing the initial objections. We generally do not assist with conservatorship of the estate cases, unless the estate is valued at less than $15,000 exclusive of the conservatee’s residence and the conservatee has income that is less than $2,000 a month exclusive of public benefits. We do not assist with LPS (mental health) Conservatorships, though we can provide general information and refer you to mental health services. Only the Office of the Public Conservator can file LPS petitions - Public Conservator (sandiegocounty.gov)
Elder/Dependant Abuse Restraining Orders: If you need assistance with a restraining order to protect someone 65 or older or who is a defendant adult, please seek assistance at our Elder Abuse Restraining Order Clinics.
Link to the Conservatorship forms: Probate Forms - Superior Court of California - County of San Diego
* Note: Not all of the forms available will be relevant to your case. Please seek assistance in the Clinic if you are unsure of which forms to file.
If you would like more information about the Conservatorship Clinic or would like a Legal Aid representative to speak to your organization about Conservatorships or Alternatives to Conservatorship, please fill out this form.
Our Conservatorship Clinic welcomes new volunteers. However, we require a minimum volunteer commitment of one clinic per week for three months, as it takes time to get familiar with conservatorship forms and procedure. If you are interested in volunteering with the Conservatorship Clinic, please click here.
For Attorneys you can get involved in taking a conservatorship case pro bono. Click here for more information on pro bono case opportunities.