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← California Probate and Mental Health Rules

Part 1 — Probate Rules

7.1 Probate Rules
7.10 Ex parte communications in proceedings under the Probate Code and certain other proceedings
7.1001 Guardian screening form
7.1002 Acknowledgment of receipt of Duties of Guardian
7.1002.5 Guardianship of ward 18 to 20 years of age D
7.1003 Confidential guardianship status report form D
7.1004 Termination of guardianship D
7.1005 Service of copy of final account or report after resignation or removal of guardian
7.1006 Service of copy of final account on termination of guardianship
7.1007 Settlement of accounts and release by former minor
7.1008 Visitation by former guardian after termination of guardianship
7.1009 Standards of conduct for the guardian of the estate
7.101 Use of Judicial Council forms
7.1011 Taking possession of an asset of the ward at an institution or opening or changing ownership of an account or safe-deposit box in a financial institution
7.1012 The good cause exception to notice of the hearing on a petition for appointment of a temporary guardian
7.1013 Change of ward’s residence (Prob. Code, §2352) D
7.1014 Communications between courts in different California counties concerning guardianship venue
7.1015 Guardianship and certain conservatorship proceedings involving Indian children (Prob. Code, §§ 1449, 1459, 1459.5, 1460.2, 1511(b), (i); Welf. & Inst. Code, §§ 224-224.6; 25 U.S.C. §§ 1901-1963; 25 C.F.R. §§ 23.1-23.144) D
7.1016 Participation and testimony of wards in guardianship proceedings (Pro. Code, § 1514(b)(1); Fam Code, § 3042) D
7.102 Titles of pleadings and orders
7.1020 Special Immigrant Juvenile Findings in Guardianship Proceedings D
7.103 Signature and verification of pleadings
7.104 Execution and verification of amended pleadings, amendments to pleadings, and supplements to pleadings; use of Judicial Council forms
7.1050 Conservator forms
7.1051 Acknowledgment of receipt of Duties of Conservator
7.1052 Termination of conservatorship [Repealed]
7.1053 Service of final account of removed or resigned conservator [Repealed]
7.1054 Service of final account after termination of conservatorship [Repealed]
7.1059 Standards of conduct for the conservator of the estate
7.1060 Investigations and reports by court investigators
7.1061 Taking possession of an asset of the conservatee at an institution or opening or changing ownership of an account or safe-deposit box in a financial institution
7.1062 The good cause exception to notice of the hearing on a petition for appointment of a temporary conservator
7.1063 Change of conservatee’s residence; determination of level of care (Prob. Code, §§ 2352, 2352.5) D
7.1101 Scope, definitions, and general qualifications D
7.1102 Qualifications and annual education required for counsel appointed to represent a ward or proposed ward (Prob. Code, §§1456, 1470(a)) D
7.1103 Qualifications and annual education required for counsel appointed to represent a conservatee, proposed conservatee, or person alleged to lack legal capacity (Prob. Code, §§ 1456, 1470(a), 1471) D
7.1104 Local administration
7.1105 Certification of attorney qualifications D
7.150 Acknowledgment of receipt of statement of duties and liabilities of personal representative
7.151 Reimbursement of graduated filing fee by successful subsequent petitioner [Repealed]
7.2 Preliminary provisions
7.201 Waiver of bond in will
7.202 Two or more personal representatives
7.203 Separate bonds for individuals
7.204 Duty to apply for order increasing bond
7.205 Independent power to sell real property
7.206 Bond upon sale of real property
7.207 Bonds of conservators and guardians
7.250 Report of actions taken under the Independent Administration of Estates Act
7.3 Definitions and use of terms
7.301 Spousal or domestic partner property petition filed with petition for probate
7.4 Waiver of rules in probate proceedings
7.401 Personal representative's action on the claim
7.402 Court's action on the claim
7.403 Listing all claims in the final report
7.451 Refusal to show property to prospective buyers
7.452 Petitioner or attorney required at hearing
7.453 Petition for exclusive listing
7.454 Ex parte application for order authorizing sale of securities or other personal property
7.5 Waivers of court fees in decedents' estates, conservatorships, and guardianships
7.50 Description of pleading in notice of hearing
7.501 Inventory and Appraisal to show sufficiency of bond
7.51 Service of notice of hearing
7.52 Service of notice when recipient's address unknown
7.53 Notice of hearing of amended or supplemented pleadings
7.54 Publication of Notice of Petition to Administer Estate
7.55 Ex parte application for order
7.550 Effect of waiver of account
7.551 Final accounts or reports in estates with nonresident beneficiaries [Repealed]
7.552 Graduated filing fee adjustments for estates commenced on or after August 18, 2003, and before January 1, 2008 [Repealed]
7.553 Graduated filing fee statements for decedents' estates commenced on or after January 1, 2008 [Repealed]
7.575 Accounting of conservators and guardians
7.576 Final account of conservator of the estate
7.650 Decree of distribution establishing testamentary trusts
7.651 Description of property in petition for distribution
7.652 Allegations in petition for distribution concerning character of property
7.700 Compensation paid in advance
7.701 Allowance on account of statutory compensation
7.702 Petition for extraordinary compensation
7.703 Extraordinary compensation
7.704 Apportionment of statutory compensation
7.705 Calculation of statutory compensation
7.706 Compensation when personal representative is an attorney
7.707 Application of compensation provisions
7.750 Application of rules to guardianships and conservatorships
7.751 Petitions for orders allowing compensation for guardians or conservators and their attorneys
7.752 Court may order accounting before allowing compensation
7.753 Contingency fee agreements in guardianships and conservatorships
7.754 Use of paralegals in the performance of legal services for the guardian or conservator
7.755 Advance payments and periodic payments to guardians, conservators, and to their attorneys on account for future services
7.756 Compensation of conservators and guardians
7.776 Compensation of trustees
7.801 Objections and responses
7.802 Electronic filing and service in contested probate proceedings
7.901 Trustee's accounts
7.902 Beneficiaries to be listed in petitions and accounts
7.903 Trusts funded by court order
7.950 Petition for approval of compromise of claim or action or disposition of proceeds of judgment for minor or person with a disability
7.950.5 Petition for expedited approval of compromise of claim or action or disposition of proceeds of judgment for minor or person with a disability D
7.951 Disclosure of attorney's interest in petition for approval of compromise of claim
7.952 Attendance at hearing on the petition for approval of compromise of claim
7.953 Order for the deposit of funds of a minor or a person with a disability
7.954 Petition for the withdrawal of funds deposited for a minor or a person with a disability
7.955 Attorney's fees for services to a minor or a person with a disability

Part 2 — Mental Health Rules

7.2201 Title and purpose
7.2205 Definitions
7.2210 General provisions
7.2221 Papers to be filed (§ 5975)
7.2223 Venue and transfer (§ 5973) D
7.2225 Persons who may file petition (§§ 5974, 5978)
7.2230 Counsel for respondent (§§ 5976(c), 5977(a)(3)(A), (a)(5)(C) & (b)(1))
7.2235 Notice of proceedings (§§ 5977-5977.3, 5979)
7.2240 Joinder of local government entity (§ 5977.1(d)(4))
7.2301 Order to show cause (§ 5979(b))
7.2303 Participation in accountability hearings (§ 5979)

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Probate and Mental Health Rules

Part 1 · Probate Rules

Rule 7.1. Probate Rules

Amended January 1, 2007 (current)

The rules in this title may be referred to as the Probate Rules.

Source: Cal. Rules of Court, rule 7.1

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