Form GC-312 at a glance
What it is: Form GC-312, Confidential Supplemental Information (Probate Conservatorship), is the proposed conservatee confidential supplemental information marked CONFIDENTIAL (DO NOT ATTACH TO PETITION).
Who signs: Under DECLARATION, enter the Date and the (TYPE OR PRINT NAME) and add the (SIGNATURE).
The person completing this form checks each that applies: petitioner or proposed conservator in this proceeding.
A filled-in Form GC-312 example: a petitioner describes a shelter problem
How to fill out Form GC-312, box by box
Proposed conservatee and case number
Enter the name after CONSERVATORSHIP OF, the CASE NUMBER, the HEARING DATE, the DEPT. and the TIME.
Mark Limited Conservatorship of if the conservatorship is limited, and mark Person, Estate.
Enter the proposed conservatee (name), date of birth, age and social security number.
Ability to provide properly for personal needs
Check the box for 3. ABILITY TO PROVIDE PROPERLY FOR PERSONAL NEEDS and give specific examples from the proposed conservatee's daily life showing significant, ongoing behavior patterns, specified in detail, supporting the petition's assertions that the proposed conservatee is unable to provide properly for personal needs for physical health, food, clothing, or shelter.
Under Physical health, give examples showing the proposed conservatee's inability to move and exercise, maintain personal hygiene, make and attend routine medical appointments, take medication as prescribed, etc.
Under Food, give examples showing the proposed conservatee's inability to eat or drink, prepare food, shop for food, etc.
Under Clothing, give examples showing the proposed conservatee's inability to get dressed, do laundry, shop for clothing, etc.
Under Shelter, give examples showing the proposed conservatee's inability to pay rent or mortgage, pay utility bills, keep house, etc.
ABILITY TO PROVIDE PROPERLY FOR PERSONAL NEEDS*: if any part of item 3 does not apply to the proposed conservatorship, skip it, check box 3 in item 10, and explain why it does not apply.
Ability to manage own financial resources
Check the box for 4. ABILITY TO MANAGE OWN FINANCIAL RESOURCES and give specific examples from the proposed conservatee's daily life showing significant, ongoing behavior patterns, specified in detail, supporting the petition's assertions that the proposed conservatee is substantially unable to manage that person's own financial resources or to resist fraud or undue influence.
Under Financial resources, give examples of the proposed conservatee's substantial inability to manage money or property.
Under Fraud or undue influence, give examples of the proposed conservatee's substantial inability to resist fraud or undue influence.
ABILITY TO MANAGE OWN FINANCIAL RESOURCES*: if any part of item 4 does not apply to the proposed conservatorship, skip it, check box 4 in item 10, and explain why it does not apply.
Residence
A "residence" is the place a person would tend to describe as "home," for example, an owned or rented single-family house or an apartment in a multiunit building, or an assisted-living, board-and-care, skilled-nursing, or other long-term care facility.
The proposed conservatee's residence is a (nature of residence).
The proposed conservatee's residence is located at (street address, city, state).
The proposed conservatee is currently located at the residence in item 5b, or at other (street address, city, state).
The proposed conservatee's current location is a (nature of current location).
The proposed conservatee is (1) living in the residence: (a) is able to continue living there unless circumstances change, (b) will need to be moved after a conservator is appointed (give specific reasons in item 5f), or (c) other (specify and give reasons in item 5f).
The proposed conservatee is (2) not living in the residence: (a) will be able to return home by (date): (explain in item 5f), (b) will not return to live there (give specific reasons in item 5f), or (c) other (specify and give reasons in item 5f).
Specific reasons supporting the determination in item 5e about the proposed conservatee's ability to live in the residence.
Alternatives to conservatorship
ALTERNATIVES TO CONSERVATORSHIP I have considered the following alternatives to conservatorship.
"For each alternative below, either (1) I have attempted that alternative for the length of time and in the manner described and have determined for the reasons explained below that it is unsuitable or does not meet the proposed conservatee's needs; or (2) I have not attempted that alternative and have determined for the reasons explained below that it is unsuitable or does not meet the proposed conservatee's needs and therefore should not be attempted."
The alternatives are: a supported decisionmaking agreement, as defined in Welfare and Institutions Code section 21001. Designation of a health care surrogate under Probate Code section 4711. An advance health care directive under Probate Code section 4600 et seq. A power of attorney (general or limited, durable or nondurable) under Probate Code section 4000 et seq. A trust, as defined in Probate Code section 82. Other alternatives considered or attempted.
Health or social services provided
Check the health services box and describe the health services the proposed conservatee received in the year immediately before the petition was filed, for example, doctor's visits, medical testing, hospitalizations, surgeries, administration of medication, wound care, or therapy, and the circumstances in which they were provided; if none were provided, state "none".
Check the social services box and describe the social services the proposed conservatee received in the year immediately before the petition was filed, for example, companionship, assistance with personal hygiene, housekeeping, shopping, cooking, or assistance managing finances, and the circumstances in which they were provided; if none were provided, state "none".
Check the box if I do not know, and cannot reasonably find out, what, if any, health services social services were provided to the proposed conservatee in the year immediately before the petition was filed.
Knowledge and preferences and source of information
Check all that apply: the proposed conservatee knows about does not know about the proposed conservatorship; agrees with does not agree with the proposed conservatorship; I don't know; Not applicable.
In item 9, check all that apply: for each of items 3, 4, 5, 6, 7 and 8, the facts, circumstances, and conclusions stated on this form are based on my own personal knowledge or an affidavit (declaration) by another person, attached as that item's Attachment.
Items that do not apply, number of pages attached and declaration
The following items on this form, or parts of those items, do not apply to the proposed conservatorship: 3 4. For each item checked, explain why that item or part of an item does not apply.
Enter the number of pages attached.
"I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct."
Under DECLARATION, enter the Date and the (TYPE OR PRINT NAME) and add the (SIGNATURE).
Sources
[1] Form GC-312 (Rev. January 1, 2024), Confidential Supplemental Information (Probate Conservatorship), Judicial Council of California (the Official source link on this page).