Skip to main content.

Limited Conservatorship Workshop

In this workshop you will find answers to:

What is a Limited Conservatorship?

This series of videos provides information about starting a limited conservatorship case, the legal terminology, and the process, including what to do after filing the case. Prior to having the Self Help Center review your forms to start a limited conservatorship case, you must watch these videos and submit the information requested at the end of the video, if required. The videos will cover the following important facts regarding starting a limited conservatorship, including:

  • Common terminology,
  • Frequently asked questions,
  • Different types of conservatorships,
  • The forms required in Santa Clara County,
  • What to expect at the court hearing,
  • Procedural steps when starting a limited conservatorship.

Who should view this series of videos?

Anyone is welcome to view the videos. Please do not submit the information at the end of the course if you do not plan to file your case in Santa Clara County.

You should watch these videos if:

  • You wish to start a limited conservatorship case and want more information about the process.
  • You want to amend (fix a problem) on your original petition
  • You want the Self Help Center to review your forms to start a limited conservatorship case.

What to Expect

Plan for a minimum of 40 minutes to complete the entire video series.

Click on the first video link below to start the program. To create a record of your participation at the end of the program, you will need to provide the following required information:

  • Name
  • Email address
  • Phone number

After watching the first video, you will review your options to access the forms. After you have completed the forms, you can proceed to watch the second video to go over your forms and the third video for information on what to expect at the court hearing and procedural steps for filing and service. If you want Self Help Center Staff to review your forms before filing, then you must watch all three videos.

Limited Conservatorship Workshop Video Part 1 of 3

In this video, you will learn about limited conservatorships, common terminology, and frequently asked questions.

Workshop Video Part 1

Important: After after you watch the video, if you want to create a record of your participation so the Self Help Center staff can review your forms before filing, click the blue button below to fill out the Online Video Viewing Verification Form.

Online Video Viewing Verification Form

If your forms are not sufficiently completed, the Self Help Center may require you to watch the workshop videos again before reviewing your forms.

Filling out your forms for a limited conservatorship case in Santa Clara County

Now that you have completed the first video, you are ready to start filling out your forms. You have two options below for filling out your forms. Please read through each option thoroughly to determine which option is best for you. You will only need to choose one option below to fill out your forms.

  1. Guide and File: This website gives you interactive forms to fill out. At the end of the program, you have the option of either printing out your completed forms for review by the Self Help Center, or filing your forms online with the Clerk’s office without having them reviewed: https://california-efm.tylertech.cloud/SRL/SRL/ExecuteInterviews.

    Please note that the Guide and File program has a limitation of only being able to request two proposed co-conservators. If you want more than two co-conservators, you will have to add them in by hand after completing the program, or use the LawHelp Interactive program instead.

  2. LawHelp Interactive: This website gives you interactive forms to fill out. Once you have finished filling out the forms, you may print them to have them reviewed by the Self Help Center before filing your forms with the Clerk’s office: https://lawhelpinteractive.org/Interview/GenerateInterview/2012/engine.

Limited Conservatorship Workshop Video Part 2 of 3

In this video, we will go over the forms required to open a limited conservatorship case in Santa Clara County.

Workshop Video Part 2

Important: After after you watch the video, if you want to create a record of your participation so the Self Help Center staff can review your forms before filing, click the blue button below to fill out the Online Video Viewing Verification Form.

Online Video Viewing Verification Form

If your forms are not sufficiently completed, the Self Help Center may require you to watch the workshop videos again before reviewing your forms.

Limited Conservatorship Workshop Video Part 3 of 3

In this video, you will learn what to expect at your court hearing and the procedural requirements for a limited conservatorship case in Santa Clara County.

Workshop Video Part 3

Important: After after you watch the video, if you want to create a record of your participation so the Self Help Center staff can review your forms before filing, click the blue button below to fill out the Online Video Viewing Verification Form.

Online Video Viewing Verification Form

If your forms are not sufficiently completed, the Self Help Center may require you to watch the workshop videos again before reviewing your forms.

Optional: Have your forms reviewed by Self Help Center staff

If you have filled out your forms, and do NOT need a staff member from the Self Help Center to review your forms before turning them into the Clerk’s office, skip to the next section on Filing Your Forms.

If you have filled out your forms, and would like for a staff member at the Self Help Center to review your forms, follow the instructions below:

*Disclaimer: YOU MUST HAVE WATCHED ALL THE ABOVE WORKSHOP VIDEOS AND SUBMITTED THE ONLINE VIEWING VERIFICATION for each workshop video viewed in order for the Self Help Center staff to review your forms. Failure to watch all required videos and submission of online verifications will result in rejection of your forms for review.

  1. Email your forms (in PDF format only) to us for review at LTDConserv@scscourt.org.
  2. After we have received your submission, a Self Help Center staff member will contact you with feedback on your forms, including the next steps in your case. Make sure the name, phone number and email address you provided on your forms are correct.
  3. If you have any further questions after our staff has reviewed your forms, contact our office by email at LTDConserv@scscourt.org, or checking our Self Help Center webpage for more information.

Filing Your Forms with the Clerk’s Office

Once you are ready to file your forms, click here to download a copy of your filing instructions: Limited Conservatorship Instructions.