ATTORNEY OR PARTY WITHOUT AN ATTORNEY (Name, State Bar number, and address): TELEPHONE NO: FAX NO. (Optional) EMAIL ADDRESS (Optional): ATTORNEY FOR (Name): FOR COURT USE ONLY SUPERIOR COURT OF CALIFORNIA COUNTY OF SANTA CRUZ Santa Cruz Branch 701 Ocean Street, Room 110 Santa Cruz, CA 95060 C onservatorship Person Estate of REFERRAL TO COURT INVESTIGATOR CONFIDENTIAL CASE NUMBER: Form Adopted for MANDATORY USE Superior Court of Santa Cruz County SUPCV 1085 Rev. 01/30 /18 REFERRAL TO COURT INVESTIGATOR CONFIDENTIAL (PROBATE) Page 1 of 3 SUP CV 1085 CASE NUMBER: Complete and file with initial petition, each accounting, and when any party changes residence. Note: A fee may be assessed for Court Investigator Services See Probate Code 2471851.5 Hearing Date: Appointment Accounting/Review Termination Medical Powers Major Neurocognitive Di sorder Powers Substituted Judgment Sale of (former) Residence Other: (Specify) : Address: Phone number: : Address: Phone number: Birth Date: Social Security Number: Marital Status: Single/Divorce Widowed Married Registered Domestic Partner Special Needs (i.e. language)? Is (proposed) conservatee under an LPS Conservatorship? Yes No If yes, LPS # Address: Phone number: Fax number: Email: (The reverse side may be used for additional information, if desired) Information about the (Proposed) CONSERVATEE American LegalNet, Inc. www.FormsWorkFlow.com CONSERVATORSHIP OF (NAME): CASE NUMBER : Form Adopted for MANDATORY USE Superior Court of Santa Cruz County SUPCV 1085 Rev. 01/30 /18 REFERRAL TO COURT INVESTIGATOR CONFIDENTIAL (PROBATE) Page 2 of 3 All proposed Conservators must complete the information on this page. If there is more than one proposed Conservator, attach a copy of this page for each person. Person Estate Name: Address: Daytime Phone: Relationship to Conservatee/ward: Date of Birth: Social Security Number: Work Phone: Cell Phone: Attorney: Email: I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date Signature of Proposed Conservator Information sheet(s) for (number) of (proposed) co-conservators is attached. Information about the (Proposed) CONSERVATOR American LegalNet, Inc. www.FormsWorkFlow.com CONSERVATORSHIP OF (NAME): CASE NUMBER : Form Adopted for MANDATORY USE Superior Court of Santa Cruz County SUPCV 1085 Rev. 01/30 /18 REFERRAL TO COURT INVESTIGATOR CONFIDENTIAL (PROBATE) Page 3 of 3 List the spouse or registered domestic partner, 1st and 2nd degree relatives (these are parents, children, brothers/sisters, grandparents and grandchildren), neighbors and close friends of the (proposed) conservatee. Name: Rel ationship to (proposed) Conservatee: Email: Home Address: Home Phone: Work Phone: Cell Phone: Name: Relationship to (proposed) Conservatee: Email: Home Address: Home Phone: Work Phone: Cell Phone: Name: Relationship to (proposed) Conservatee: Email: Home Address: Home Phone: Work Phone: Cell Phone: Name: Relationship to (proposed) Conservatee: Email: Home Address: Home Phone: Work Phone: Cell Phone: Name: Relationship to (proposed) Conservatee: Email: Home Address: Home Phone: Work Phone: Cell Phone: Name: Relationship to (proposed) Conservatee: Email: Home Address: Home Phone: Work Phone: Cell Phone: Name: Relationship to (proposed) Conservatee: Email: Home Address: Home Phone: Work Phone: Cell Phone: Information American LegalNet, Inc. www.FormsWorkFlow.com