Financial Statement California Superior Court Forms
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3REQUEST FOR ANCILLARY SERVICES
Requests by retained attorneys for ancillary services at public expense, including
appointment of investigators, experts, or others shall be presented for consideration and
order by the Assistant Presiding Judge. Requests for ancillary services shall include the
following:
Attorney’s declaration (original and two copies) in support of the request
•
that contains:
Summary of the charges and overview of the case
•
If applicable, disclosure of attorney’s representation of defendant in
•
any other legal action
Justification for appointment of investigator, expert, or service to be
•
performed
Requests for appointment of investigator must include an
•
investigation plan containing outline of duties to be performed and
relevance of duties to the case
Attorney’s estimate of the number of hours necessary to complete
•
investigation
A copy of the attorney/client retainer agreement
•
A copy of the complaint, information, or indictment
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A completed financial statement of defendant
•
If the defendant did not fund the retainer, a completed financial statement of
•
any party (or parties) who funded the retainer
For appointment of expert witness, the curriculum vitae of the expert
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Order for Appointment (original and two copies)
•
Order for appointment of investigator or order for appointment of
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experts must:
Be directed to: San Luis Obispo Court Fiscal Services
•
Contain full name, professional designation or professional
•
license number of expert
Contain court approved hourly and mileage (if applicable)
•
rates, along with a cap amount
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