
SS (Optional): ATTORNEY FOR (Name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN MATEO Hall of Justice, Probate Division, 1st Floor 400 County Center Redwood City, CA 94063 CONSERVATORSHIP OF: PERSON ESTATE CASE NUMBER: LIMITED HEARING DATE: CONFIDENTIAL GENERAL PLAN Superior Court, County of San Mate requires the General Plan to be filed within ninety (90) days of appointment. If a question does not apply, write not applicable or none. If you need additional space to fully res.
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How to fill out the CA PR-22 online
The CA PR-22 form is a confidential general plan required by the Superior Court of California, County of San Mateo. This guide will provide you with step-by-step instructions on how to fill out the form online, ensuring a clear understanding of each section to assist you in the process.
Follow the steps to complete the CA PR-22 form online:
- Press the ‘Get Form’ button to access the CA PR-22 form in your online document editor.
- Begin filling out your contact details in the top section, including your name, address, phone number, and email. This information identifies the attorney or party submitting the form.
- Next, enter the name of the conservatee for whom the plan is being filed, along with the case number and any relevant hearing dates.
- In Section I, provide the current address and telephone number of the conservatee. Make sure to indicate if there is a personal caregiver, and detail the caregiver’s relationship to the conservatee.
- Describe the conservatee’s general medical condition, specifying any health issues, the frequency of doctor visits, and the names of health providers involved.
- In Section II, outline the financial details, such as whether the conservatee has a trust, the value of assets, and monthly income and expenses. Be thorough in detailing all sources of income.
- Proceed to Item III, where you will detail the estimated annual income, financial management strategies, and any anticipated estate activities. Include the surety bond amount and whether it meets the legal requirements.
- Review all completed sections carefully for accuracy. If any questions do not apply, note ‘not applicable’ or ‘none’ as required.
- Once all sections are completed, you can save your changes, download a copy, print the completed form, or share it as necessary.
Complete your CA PR-22 form online today to streamline your conservatorship process.
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