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CONFIDENTIAL

CONSERVATORSHIP OF (Name):

CASE NUMBER:

If monthly expenses exceed monthly income, how do you plan to meet the shortfall a) for the present and b) for

the long term? ______________________________________________________________________________

__________________________________________________________________________________________

Describe any planned changes in investments to be made and/or any major assets that may be sold in the

coming year and the reason for these changes and/or sales:

__________________________________________________________________________________________

Identify the contents of any safety deposit box. ____________________________________________________

Are there any valuable assets in the conservatee’s residence that need to be protected? If so, describe them and

specify what steps have been take to protect these items from loss or theft:

__________________________________________________________________________________________

Conservator believes it will be necessary to provide the following additional services to properly care for

and maintain the personal and financial needs of the Conservatee:

__________________________________________________________________________________________

The undersigned conservator will:

Carry out all mandatory duties of a conservator

;

(refer to form GC-348)

Maintain periodic contact with the conservatee’s family and friends, if applicable;

Be available to the conservatee on a 24-hour basis for emergencies, or arrange for

such coverage by a qualified agent;

If appointed conservator of the estate

Inventory all assets in which the conservatee has any interest;

Render timely, accurate and complete accountings to the court;

Maintain accurate records related to the estate;

Maintain all estate assets in interest-bearing account, except as necessary for

everyday administration;

Maintain an adequate surety bond as required by law;

If appointed conservator of the person

Maintain periodic contact with the conservatee’s physician and other health care

providers.

Maintain conservatee in the least restrictive placement and, if moved, notice the

court and interested parties.

I declare under penalty of perjury under the laws of the State of California that the foregoing

is true and correct, and that I have retained a copy of this case plan for my records.

__________ __________________________ __________ __________________________

Date

Attorney

Date

Conservator

GENERAL CARE PLAN FOR CONSERVATEE

Pr.C.§2352.5

Local Form (Rev. 4/1/08)

CONFIDENTIAL

Confidential General Care Plan Of Conservatee Form - Superior Court Of California, County Of San Bernardino Page 3

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