GUIDE TO LAW OFFICE PROCEDURES MANUAL

CONSERVATORSHIP

CHAPTER K

PROJECT #1

OBJECTIVE

Using the LOPM, Chapter K, pgs. K-10-K-13 as a reference, and given basic facts, the student will prepare the following documents:
Date Petition May 3, 200x.

1.	Petition for Appointment of Probate Conservator, GC-310;
2.	Check for Filing Fee;
3.	Calendar dates on the master calendar.

What is First Appearance in a Conservatorship Action?

1.	Petition; and
2.	Confidential Supplemental;
3.	Confidential Conservator Screening;
4.	Order Appointing Court Investigator; 
5.	Duties of Conservator;

Clerk will Issue the following documents at the window:

1.	Notice of Hearing;
2.	Citation for Conservatorship;
3.	Capacity Declaration if party does not attend the hearing.

LOPM reference: 	Chapter K
Other reference:	LSI Legal professional’s Handbook

INSTRUCTIONS TO STUDENT

You are employed by H. D. Jones, Attorney at Law, whose office is located at 50 State Street, Modesto, California 95355, telephone number (209) 123-4567. Mr. Jones’ California State Bar Number is 325689. Your office is representing Janet Smith, the daughter of Mary Jane Doe.

Mary Jane Doe, born December 16, 1937, social security number 111-22-3333, recently suffered massive head injuries in an automobile accident which occurred on June 30, 200x and was hospitalized for two weeks. She is still comatose and lacks capacity to give informed consent for medical treatment. Mrs. Doe has been moved to Modesto Convalescent Hospital, 4444 Indigo Street, Modesto, California 95355, telephone number (209) 555-6677. The prognosis for full and complete recovery from her head injuries is very poor. Janet has looked into nursing agencies for home care, but found them unsuitable for her mother’s condition and prohibitively expensive.

Janet Smith, the only child of Mary Jane Doe, and Janet’s husband, Thomas Smith, have been living in the family home with her mother who recently became widowed. Janet has been very concerned about her mother. The home address is 8765 Brisa Drive, Modesto, California 95355, telephone number (209) 876-5432.

Even though Janet has a hectic work schedule as a professor at the college, she has found time to gather all pertinent documents relative to the assets of her mother. The approximate value of the family home is $250,000. Mrs. Doe holds a first Trust Deed against a piece of property in the amount of $50,000 bearing interest only at the rate of 10 percent per annum. Mrs. Doe’s Bank of America checking account has a balance of approximately $2,500 and she also has a 12-month Certificate of Deposit in the amount of $50,000 bearing interest at 7 percent per annum.

The address for the Superior Court of Stanislaus County is 800 11th Street, Modesto, California 95355.
PROJECT #2

OBJECTIVE

Using the LOPM, Chapter K, pgs. K14-K17 as a reference, and given basic facts, the student will prepare the following documents:
Date May 3, 200x.___________________

1.	Confidential Supplemental Information, GC-312;
2.	Confidential Conservator Screening Form, GC-314;
3.	Order Appointing Court Investigator Form, GC-330;
4.	Duties of Conservator Form GC-348;
5.	Notice of Hearing For, GC-020;
6.	Calendar dates on the master calendar.

LOPM reference:	Chapter K
Other reference:	LSI Legal professional’s Handbook

INSTRUCTIONS TO STUDENT

You are employed by H. D. Jones, Attorney at Law, whose office is located at 50 State Street, Modesto, California 95355, telephone number (209) 123-4567. Mr. Jones’ California State Bar Number is 325689. Your office is representing Janet Smith, the daughter of Mary Jane Doe.

Mary Jane Doe, born December 16, 1937, social security number 111-22-3333, recently suffered massive head injuries in an automobile accident which occurred on June 30, 200x and was hospitalized for two weeks. She is still comatose and lacks capacity to give informed consent for medical treatment. Mrs. Doe has been moved to Modesto Convalescent Hospital, 4444 Indigo Street, Modesto, California 95355, telephone number (209) 555-6677. The prognosis for full and complete recovery from her head injuries is very poor. Janet has looked into nursing agencies for home care, but found them unsuitable for her mother’s condition and prohibitively expensive.

Janet Smith, the only child of Mary Jane Doe, and Janet’s husband, Thomas Smith, have been living in the family home with her mother who recently became widowed. Janet has been very concerned about her mother. The home address is 8765 Brisa Drive, Modesto, California 95355, telephone number (209) 876-5432.

Even, though Janet has a hectic work schedule as a professor at the college, she has found time to gather all pertinent documents relative to the assets of her mother. The approximate value of the family home is $250,000. Mrs. Doe holds a first Trust Deed against a piece of property in the amount of $50,000 bearing interest only at the rate of 10 percent per annum. Mrs. Doe’s Bank of America checking account has a balance of approximately $2,500 and she also has a 12-month Certificate of Deposit in the amount of $50,000 bearing interest at 7 percent per annum.

The address for the Superior Court of Stanislaus County is 800 11th Street, Modesto, California 95355.

PROJECT #3

OBJECTIVE

Using the LOPM, Chapter K, pgs. 21 as a reference, and given basic facts, the student will prepare the following document:
Date Citation and Proof of Service by Hand.___________________

1.	Citation for Conservatorship and Proof of Service,GC-320
2.	Calendar dates on the master calendar.

LOPM reference:	Chapter K
Other reference:	LSI Legal Professional’s Handbook

INSTRUCTIONS TO STUDENT

You are employed by H. D. Jones, Attorney at Law, whose office is located at 50 State Street, Modesto, California 95355, telephone number (209) 123-4567. Mr. Jones’ California State Bar Number is 325689. Your office is representing Janet Smith, the daughter of Mary Jane Doe.

Mary Jane Doe, born December 16, 1937, social security number 111-22-3333, recently suffered massive head injuries in an automobile accident which occurred on June 30, 200x and was hospitalized for two weeks. She is still comatose and lacks capacity to give informed consent for medical treatment. Mrs. Doe has been moved to Modesto Convalescent Hospital, 4444 Indigo Street, Modesto, California 95355, telephone number (209) 555-6677. The prognosis for full and complete recovery from her head injuries is very poor. Janet has looked into nursing agencies for home care, but found them unsuitable for her mother’s condition and prohibitively expensive.

Janet Smith, the only child of Mary Jane Doe, and Janet’s husband, Thomas Smith, have been living in the family home with her mother who recently became widowed. Janet has been very concerned about her mother. The home address is 8765 Brisa Drive, Modesto, California 95355, telephone number (209) 876-5432.

Even though Janet has a hectic work schedule as a professor at the college, she has found time to gather all pertinent documents relative to the assets of her mother. The approximate value of the family home is $250,000. Mrs. Doe holds a first Trust Deed against a piece of property in the amount of $50,000 bearing interest only at the rate of 10 percent per annum. Mrs. Doe’s Bank of America checking account has a balance of approximately $2,500 and she also has a 12-month Certificate of Deposit in the amount of $50,000 bearing interest at 7 percent per annum.

The address f or the Superior Court of Stanislaus County is 800 11th Street, Modesto, California 95355.

PROJECT #4

OBJECTIVE

Using the LOPM, Chapter K, pgs. 25-26 as a reference, and given basic facts, the student will prepare the following document(s):
Date the Day of the Hearing

1.	Order Appointing Conservator and Proof of Service by Hand, GC-340.

LOPM reference:	Chapter K
Other reference:	LSI Legal professional’s Handbook

INSTRUCTIONS TO STUDENT

You are employed by H. D. Jones, Attorney at Law, whose office is located at 50 State Street, Modesto, California 95355, telephone number (209) 123-4567. Mr. Jones’ California State Bar Number is 325689. Your office is representing Janet Smith, the daughter of Mary Jane Doe.

Mary Jane Doe, born December 16, 1937, social security number 111-22-3333, recently suffered massive head injuries in an automobile accident which occurred on June 30, 200x and was hospitalized for two weeks. She is still comatose and lacks capacity to give informed consent for medical treatment. Mrs. Doe has been moved to Modesto Convalescent Hospital, 4444 Indigo Street, Modesto, California 95355, telephone number (209) 555-6677. The prognosis for full and complete recovery from her head injuries is very poor. Janet has looked into nursing agencies for home care, but found them unsuitable for her mother’s condition and prohibitively expensive.

Janet Smith, the only child of Mary Jane Doe, and Janet’s husband, Thomas Smith, have been living in the family home with her mother who recently became widowed. Janet has been very concerned about her mother. The home address is 8765 Brisa Drive, Modesto, California 95355, telephone number (209) 876-5432.

Even though Janet has a hectic work schedule as a professor at the college, she has found time to gather all pertinent documents relative to the assets of her mother. The approximate value of the family home is $250,000. Mrs. Doe holds a first Trust Deed against a piece of property in the amount of $50,000 bearing interest only at the rate of 10 percent per annum. Mrs. Doe’s Bank of America checking account has a balance of approximately $2,500 and she also has a 12-month Certificate of Deposit in the amount of $50,000 bearing interest at 7 percent per annum.

When filed with the court, the case will be assigned Case No. P67890. Representing the conservatee will be Attorney Meredith Brown, 400 South Pleasant Lane, Modesto, California 95355, telephone number (209) 944-3000. Her fee for the court appearance is $250.

The hearing on the petition will be May xx, 200x at 9 a.m., in Department 11 of the Superior Court of Stanislaus County, 800 11th Street, Modesto, California 95355, before The Honorable Richard Thomas.

PROJECT #5

OBJECTIVE

Using the LOPM, Chapter K, pgs. K-29-K-30 as a reference, and given basic facts, the student will prepare:
Date day of Hearing.

1.	Letters of Conservatorship and Proof of Service by Mail Form, GC-350;
2.	Provide a copy of the Duties of Conservator to the Petitioner.

LOPM reference:	Chapter K
Other reference:	LSI Legal professional’s Handbook

INSTRUCTIONS TO STUDENT

You are employed by H. D. Jones, Attorney at Law, whose office is located at 50 State Street, Modesto, California 95355, telephone number (209) 123-4567. Mr. Jones’ California State Bar Number is 325689. Your office is representing Janet Smith, the daughter of Mary Jane Doe. Janet Smith is serving as conservator of the person and estate of her mother.

The address for the Superior Court of Stanislaus County is 800 11th Street, Modesto, California 95355. When the Petition for Appointment of Probate Conservator was filed, it was assigned Case Number P67890.