Petition Header
Court name, case caption, petitioner identity, and a clear request for appointment organized per local form requirements.
Filing PC 639 allows concerned family members, friends, or public officials to seek a structured, court-supervised arrangement so essential decisions and assets are managed for a person who cannot reliably protect their own interests.
The petition is usually prepared by an interested party or their attorney; some jurisdictions permit public guardians or agency petitions.
Whoever files should expect to gather medical evaluations, witness statements, and financial documentation before submitting the petition to the probate court.
Court name, case caption, petitioner identity, and a clear request for appointment organized per local form requirements.
Full legal name, date of birth, address, and capacity-related facts to establish the person subject to conservation proceedings.
Concise factual statements and medical summaries describing cognitive, physical, or psychiatric impairments demonstrating need for conservatorship.
Name, contact, relationship, background, and any disclosure of conflicts, criminal history, or prior fiduciary roles for review by the court.
Specific authority sought (personal care, estate management, limited financial actions) and duration or termination conditions.
Supporting items such as physician declarations, capacity evaluations, financial statements, and notice affidavits required by local rules.
| Field | Configuration |
|---|---|
| Authentication | Email verification plus optional SMS code |
| Routing Order | Petitioner -> Proposed conservator -> Attorney |
| Notifications | Email confirmations and serve notices as required |
| Attachments | Attach capacity evaluations and financial exhibits |
Confirm that any eSignature or e-filing solution supports secure storage, tamper evidence, and an auditable completion certificate.
Ensure the platform integrates with your court's e-filing system when available and supports HIPAA-level safeguards if medical records are included.
| 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 trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |