What you'll need
Gather necessary information and documents before starting the forms.
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Medical documentation, including the date of the last doctor's and confirmation of the person's diagnosis
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Documentation from the Regional Center, including the most recent Individual Program Plan and any other reports showing services received
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Public benefits received, such as payment stubs from SSI and Medi-Cal eligibility documents
If you will be filing for a limited conservatorship of the estate, or of the person and the estate, you will want to gather documentation relating to all the income and assets of the person with a disability.
Limited conservatorship
What's next?
Once you've gathered all the information you need, you can start to fill out the forms.