Conservatorship Preliminary / Interim Financial Declaration

Ventura Superior Court · Ventura County Local Forms

Verified current as of July 19, 2026

This form is used to report the income, assets, debts, and living expenses of a person who cannot manage their own finances, so the court can decide if a conservatorship is necessary and what financial arrangements should be made. A family member, social worker, or other concerned person would file this form when trying to establish a conservatorship for someone who is elderly, disabled, or mentally incapacitated.