Confidential Capacity Assessment And Assessment And Declaration—Probate Conservatorship

Orange County Superior Court · Locally Approved Forms

Verified current as of July 16, 2026

This form is used by doctors or mental health professionals to evaluate whether someone is mentally capable of managing their own affairs and to recommend if a conservator (a person legally authorized to make decisions for them) should be appointed. Someone would need this form filed when family members or others believe an adult is unable to care for themselves or handle their finances due to mental decline, dementia, or a serious mental illness.