Caption
Court name, county, case number, and parties listed precisely as required by local court rules and the probate caption format.
A properly prepared petition establishes legal authority to make personal and/or financial decisions and creates court oversight to protect the ward. It starts the formal process for appointment, background review, and issuance of letters of guardianship when approved.
Common filers include parents, relatives, court-appointed social workers, and attorneys seeking legal guardianship for a minor or incapacitated adult in California.
| Field | Configuration |
|---|---|
| Document Template | Use a court-compliant PDF template for your county. |
| Signer Roles | Assign Petitioner, Proposed Guardian, and Preparer roles. |
| Authentication | Use email plus SMS or ID verification where required. |
| Attachments | Pre-attach background checks, declarations, and proof of service. |
Keep copies of the signed record and audit trail; courts and third parties may request reproducible original records.
File as soon as possible; delays can affect temporary custody arrangements.
Serve required parties per local rules before the hearing date.
Court-ordered background checks and reports may take several weeks.
Judge may issue immediate temporary guardianship in emergencies.
Scheduled after service and investigation are complete; timing varies by calendar.
Court docket number assigned and clerk accepts submission.
Required parties are formally notified per local rules.
Background checks and social reports completed for court review.
Judge issues order granting or denying guardianship.
Court name, county, case number, and parties listed precisely as required by local court rules and the probate caption format.
Concise factual narrative explaining ward’s incapacity or parental unavailability and the circumstances that justify guardianship under state law.
Specify personal care, financial management, and any temporary emergency powers sought with clear statutory authority references where relevant.
Attach declarations, medical reports, background checks, income statements, and any required social or investigative reports supporting the petition.
Include proof of service forms showing all required parties were served in the manner the court requires.
Provide a guardianship care plan and inventory of assets if estate management is requested, demonstrating capacity to act in ward’s best interests.
A grandparent petitions for a minor after parents become incapacitated
An adult sibling petitions for conservatorship of an incapacitated adult
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Yes, trial available | Yes, trial available | Yes, trial available | Yes, trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |