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December 12, 2008:
Bank statements for Trusts or Special Needs Trusts are not required to be filed.
Our forms are available in Adobe Acrobat format. If you do not have the latest version of Adobe Acrobat you can download it using the link below.
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San Diego County Probate, Trusts and Estates Bench Bar Committee
News Flash Monthly Announcements
11/17/10 —
Temporary Contract Probate Court Investigator
San Diego Superior Court is seeking candidates for a temporary, independent contract Probate Investigator position to conduct field visits, assess living conditions, financial and health status.

04/21/10 —
Probate Mediator Packets
The Superior Court of California, County of San Diego has created a new Probate Mediator Packet (PKT-037) and is now accepting completed forms from probate, trust and/or estate planning mediators.

04/15/10 —
Original Citation Notice to Attorneys
Effective immediately, the court will retain the original citation or summons. A conformed copy will be given to the customer to serve on the party. The customer must provide the copy to be conformed.

03/04/10 —
Proposed Changes to the 2011 San Diego County Propate Rules
2010 Report on Proposed Changes to the 2011 San Diego County Local Rules, Division 4: Probate.

12/21/09 —
Notice to Probate Attorneys —
New Calendar for PC-1 and PC-2

Effective February 1, 2010, the calendar dates and times are changing for PC-1 and PC-2. Notice of the rescheduled hearing will be mailed to counsel for matters continued to the new calendars. Download the new schedule below.

12/17/09 —
Notice to Probate Attorneys — Exparte Procedure in North is Changing
Effective January 4, 2010, the exparte procedure is changing for customers conducting business at the North County Division.

06/30/09 —
Probate Notes — E-Mail Parameters
Effective July 1, 2009, new e-mail parameters for responding to probate notes and requesting continuances. While clearing of notes is usually done by supplement or other pleadings, the e-mail response allows the party to request continuances, bring matters to the attention of the Examiner and to clarify probate notes.

06/30/09 —
New Forms
Guardianships and Conservatorships
GC-210(A-PF)/GC — New 2 sides Professional Fiduciary Attachment to Petition for Appointment of
310(A-PF)* Guardian or Conservator
GC-210* Rev. — 3 sides Petition for Appointment of Guardian of Minor
GC-212* Rev. — 2 sides Confidential Guardian Screening Form
GC-310* Rev. — 7 sides Petition for Appointment of Probate Conservator
GC-314* Rev. — 2 sides Confidential Conservator Screening Form

06/08/09 —
Notice to customers of the Central Probate Division — Central Probate Division is implementing a program to speed up the processing of orders. Effective June 1, 2009, the Central Probate Division is implementing a pilot program to speed up the processing of orders. Orders for probate (Judicial Council form DE-140) will be accepted prior to the hearing beginning June 1, 2009. As this is a pilot project, no other orders will be accepted before the hearing at this time.

03/11/09 —
Notice to Attorneys — Starting March 16, 2009, the exparte procedure in Central is changing
Read the March 2009 Announcement for Probate customers conducting business in the Central Division.

08/07/08 —
Probate Orders Check List
This is the list that clerical staff matches against the examiner's notes.

06/20/08 —
UPDATE: Mandatory use for Judicial Council forms for Notice of Hearings as to Decedent's Estate DE-120 and Trusts and Conservatorships / Guardianships GC-020 should be used and not the Civil Proof of Service by Mail.

05/16/08 —
REMINDER: The new main number for Downtown is: (619) 450-7676
Telecourt is: (619) 450-7540.
June 2009 Announcement

San Diego Court Locations and Information
San Diego County Superior Court
Court Calendar
1409 Fourth Avenue
San Diego, CA 92101
Phone: (619) 450-7676
Telecourt: (619) 450-7540
Judicial Assignments:
Hon. Gerald Jessop, Dept. PC-1
Hon. Julia C. Kelety, Dept. PC-2
North County Court
Court Calendar
325 S. Melrose Drive
Vista, CA 92081
Phone: (760) 201-8482
Telecourt: (760) 201-8657
Judicial Assignments:
Hon. Richard G. Cline, Dept. 4
Hon. Richard G. Cline, Dept. 4
Important Court Information
Probate Examiner Notes Local Forms
San Diego Bench Bar Committee
Jerilyn Jones, Esq.
(619) 696-7066

Diane Ritchey-Andrews, Esq.
(619) 239-9475

Gary D. Jander
Hon. Gerald Jessop
Hon. Julia Kelety
Terri Daniel
Merrianne Dean, Esq.
Michael Ditter, Esq.
Nancy Ewin, Esq.
Gary Jander, Esq.
Jerilyn Jones, Esq.
Alyssa Joyce, Esq.
Luann Kelley, Esq.
Brad Lovelace, Esq.
Diane Ritchey-Andrews, Esq.
Nancy Spector
Karen Kaiser
Phil Lindsley
This website is not the official website of the San Diego County Superior Court or the San Diego County Bar Association and neither organization assumes any responsibility for the information posted herein. The Trusts & Estates Bench Bar Committee is not an officially endorsed or sanctioned committee of the San Diego County Superior Court or the San Diego County Bar Association. The Trusts & Estates Bench Bar Committee appreciates the generosity of Bond Servicesfor hosting this webspace.

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