Conservatorship for Adults

Closing Procedures

  • Note: The Court is prohibited by law (Section 1211 of the Estates and Protected Individuals Code [EPIC]) from providing legal advice and completing forms. This item provides general information concerning the filing procedures for closing adult conservatorships and may be useful as a guide. If you have any questions, consider contacting an attorney for assistance.
  • Filing Fee: $20
  • Forms Used:
    • PC 583 (PDF), Account of Fiduciary (Note: An account form is used after a conservator is appointed and must be filed each year).
    • PC 585a (PDF), Petition to Allow Account(s)
    • PC 585b (PDF), Order Allowing Account(s)

Note: If the conservatorship is terminated while the ward is still alive, use PC676 (PDF), Petition to Terminate or Modify Conservatorship.

In some cases, where the ward’s funds are less than $5,000, the Judge may order the funds turned over to the guardian and terminate the conservatorship via a final account and not conduct a hearing.

Interested Persons

Only list new interested persons and / or change of address for any interested persons since the conservatorship was opened. If an interested person is not included or is not properly served, the hearing cannot be held. The interested persons in a petition for review of an adult conservatorship accounting are:

  • The protected individual
  • The presumptive heirs of the protected individual
  • Surety on any bond

Hearing Date

All petitions to terminate a conservatorship are set for hearing. If you submit PC 561 (PDF), Waiver Consent for every interested person, the final account would likely be granted without a hearing. If you do not have all the waivers and consents and / or at the discretion of the Court, the account and/or petition will be set for hearing. Typically, the hearing date is 6 to 8 weeks after the petition is filed. You, the Petitioner, must attend the hearing or your Petition will be dismissed.

Guardian ad Litem

The Court may appoint a Guardian ad Litem (GAL) to represent the interests of the protected individual unless the person has their own attorney.

The GAL is not an employee of the Court but a licensed practicing attorney appointed by the Court.