Santa Clara Superior Court Document Filing Requirements

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition

The petitioner must provide the information required by Judicial Council forms or by the Court about all adults in the household so background checks can be conducted.

The Petitioner shall provide information required by Judicial Council forms or by the Court on all adults in the household, so that background checks can be done on each adult (individuals over the age of 18) living in the household where the proposed ward is or will be residing.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Motion

Must include

certificate of service

No motion will be accepted by the Court Clerk unless accompanied by a proof of service.

No motion will be accepted by the Court Clerk unless it is accompanied by a proof of service.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Juvenile case file request

Persons not statutorily authorized to inspect a Juvenile Court file must file Form JV-570 to petition for inspection.

If the person or agency is not statutorily or otherwise authorized to inspect the Juvenile Court file, the person or agency must petition the Juvenile Court for permission for such inspection by filing a Request for Disclosure of Juvenile Case File (Judicial Council Form JV-570).

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Juvenile case file request

Petitions must identify with particularity the reasons each document should be released.

The Petition must identify with particularity as to each document, the reasons that the document should be released pursuant to the requirements of CRC 5.552.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Juvenile case file request

Must include

proposed order

Petitions must include a Proposed Order After Judicial Review (JV-574) with specific language regarding use and protection of documents.

The Petition must also include a Proposed Order After Judicial Review (Judicial Council Form JV-574), including the following language: “The released documents are to be used only in the above captioned Santa Clara County Superior Case. Experts are permitted to use the documents for purposes of the pending proceeding, but must return them to counsel in a timely manner. Social workers are permitted to discuss the contents of the documents, and also to testify regarding the same if called as a witness. The documents may be disclosed to necessary persons in the pending court proceedings, as determined by the trial judge and subject to any additional orders made by that judge. Except as otherwise provided herein, the documents must not be published, disseminated, copied, or placed on the Internet. Upon completion of the pending proceedings, the petitioner is ordered to either return the documents to the Court or destroy and discard them.”

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Juvenile case file request

If no record is found, the fact will be noted on Form JV-570 and the form will be returned to the petitioner.

In any request for Juvenile Court records where no record is found, that fact will be noted on Form JV-570 and that Form will be returned to the petitioner.

Checked and corrected to match the court's document on Sep 21, 2026CRITICAL

Applies to

District attorney petition

Must include

proposed order

The District Attorney must include specific language in a petition under W&I Code Section 827, in addition to the proposed order.

When submitting a Petition under W & I Code Section 827, the District Attorney must, in addition to the Proposed Order After Judicial Review (Judicial Council Form JV-574), include the following language: “The release of the attached documents pursuant to Welfare and Institutions Code section 827 is subject to the conditions set forth below.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Waiver form

Youth and their attorney must use and present a Waiver Form (Local Form JV-2032) to the Court when entering an admission or no contest plea in Juvenile Justice Court.

At every hearing in Juvenile Justice Court when the youth wishes to enter an admission or no contest plea to one (1) or more counts in a Petition, the youth and youth’s attorney must use and present to the Court a Waiver Form (Local Form JV-2032) at the time of entering the admission.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Motion to augment

Motions to augment the appellate record must include a copy of the items to be added (if available) and, for untranscribed oral proceedings, the hearing date, time, location, and court reporter contact information.

A motion to augment the record must include a copy of the matters sought to be included in the record, if available. If those matters include oral proceedings as to which no transcript has yet been prepared, the motion must include information as to the date, time, and location of the hearing, and, if applicable, the name and contact information of the court reporter.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Brief

Briefs in unlimited civil or misdemeanor appeals must comply with CRC 8.883; briefs in infraction appeals must comply with CRC 8.928.

The format and content of briefs filed in an unlimited civil or misdemeanor appeal must comply with CRC 8.883, and in an infraction appeal with CRC 8.928.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Wende brief

Wende briefs in misdemeanor appeals must be labeled 'Filed Under People v. Wende' on the cover and include a counsel declaration about no arguable issues and the client's right to submit supplemental briefing within 30 days.

In misdemeanor appeals, all briefs filed under People v. Wende (1979) 25 Cal.3d 436 must be prominently labeled “Filed Under People v. Wende” on the cover. Wende briefs must also include a declaration of counsel under penalty of perjury averring that their client has been advised of counsel’s view that there are no arguable issues to be raised on appeal and of the client’s right to submit their own supplemental briefing within 30 days after the service and filing of the Wende brief.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Affidavit

Filers must comply with CRC 2.257 when electronically filing documents requiring a signature.

When electronically filing an affidavit, declaration, or any document requiring a signature, filers must comply with CRC 2.257.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Writ petition

Stay requests in writ petitions must appear prominently on the cover and identify the date of impending action and the trial judge.

Any request for a stay must appear prominently on the cover of the writ petition and must identify the date of any impending action or proceeding that will occur absent a stay and the trial judge before whom the case is pending.

Checked against the court's document on Sep 21, 2026CRITICAL

Criminal cases

Applies to

Sentence modification request

Must include

certificate of service

Requests for sentence modification require notice to the District Attorney's Office and Adult Probation Department, with proof of notice attached to the filed request; failure results in the request being treated as an improper ex parte communication.

For all requests for modification of sentence, notice must be sent to the District Attorney's Office as well as the Adult Probation Department (in cases in which formal probation was granted) before such request will be considered or calendared for hearing. Proof of such notice must be attached to the original request filed with the court. Failure to do so will result in the request being treated as an improper ex parte communication and the request will not be considered by the court until proper notice is given.

Checked against the court's document on Sep 21, 2026CRITICAL

Criminal cases

Applies to

Motion

A Penal Code 1538.5 motion notice must describe with particularity the evidence sought to be suppressed and be served with a memorandum of points and authorities.

The notice of a motion brought under Penal Code section 1538.5 must describe with particularity the evidence sought to be suppressed and must be served with a memorandum of points and authorities.

Checked against the court's document on Sep 21, 2026CRITICAL

Criminal cases

Applies to

Motion

When seeking to quash or traverse a search warrant, a copy of the search warrant affidavit must be provided and attached to the moving papers.

When an accused is seeking to quash or traverse a search warrant, a copy of the search warrant affidavit must be provided and attached to the moving papers.

Checked against the court's document on Sep 21, 2026CRITICAL

Criminal cases

Applies to

Motion

When moving to reinstate a complaint, the prosecuting attorney must provide a copy of the preliminary examination transcript.

When moving to reinstate a complaint, the prosecuting attorney must provide a copy of the preliminary examination transcript.

Checked against the court's document on Sep 21, 2026CRITICAL

Criminal cases

Applies to

Motion

Post-trial motions and motions for new trial must be set and heard in the department where the original hearing judge is currently sitting, and only that judge may set the time and date.

Post-trial motions, motions for new trial, and other matters related to contested cases must be set and heard in the department where the judge who heard the matter is currently sitting. The time and date of the hearing must be set only by that judge.

Checked against the court's document on Sep 21, 2026CRITICAL

Criminal cases

Applies to

Ancillary expense application

Initial applications for ancillary defense expenses must be submitted by ex parte motion to the Criminal Division Supervising Judge's clerk, accompanied by a signed financial statement (Attachment CR-6089) or a declaration under penalty of perjury, plus the declaration described in subdivision C.

All initial applications for the authorization of ancillary defense expenses shall be submitted by ex parte motion to the clerk of the Criminal Division Supervising Judge. The application shall be accompanied by: (1) a completed and signed Defendant’s Financial Statement in Support of Ancillary Fees Request (Attachment CR-6089) OR a Declaration signed under penalty of perjury, which includes all of the information requested in Attachment CR-6089 and (2) a declaration with the information described in subdivision C below.

Checked against the court's document on Sep 21, 2026CRITICAL

Criminal cases

Applies to

Petition for resentencing

Must include

certificate of service

Attorneys filing a Petition for Resentencing must use Attachment CR-6086 and include proof of service.

An attorney representing a person shall file the Petition for Resentencing on Attachment CR-6086, with a proof of service.

Checked against the court's document on Sep 21, 2026CRITICAL

Criminal cases

Applies to

Petition for resentencing

Self-represented persons filing a Petition for Resentencing must use Attachment CR-6087.

A self-represented person shall file the Petition for Resentencing on Attachment CR-6087.

Checked against the court's document on Sep 21, 2026CRITICAL

Criminal cases

Applies to

Petition to redesignate

Must include

certificate of service

Attorneys use Attachment CR-6086 and self-represented persons use Attachment CR-6087 for petitions to redesignate, with proof of service required for attorneys.

An attorney representing a person shall file the Petition to Redesignate Felony Conviction as Misdemeanor on Attachment CR-6086, with a proof of service. A self-represented person shall file the Petition to Redesignate Felony Conviction as Misdemeanor on Attachment CR-6087.

Checked against the court's document on Sep 21, 2026CRITICAL

Criminal cases

Applies to

Bond affidavit

Persons pledging real property for a bond must complete Attachment CR-6014.

Any person(s) pledging real property as security for a property bond shall complete Attachment CR-6014 (Affidavit/Undertaking for Justification of Bail and Acknowledgement).

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Ex parte petition

Ex parte petitions must be accompanied by either any PB-4080 or PB-4078 form, as applicable.

All ex parte petitions must be accompanied by either a Probate Uncontested Ex Parte Coversheet: Matters Submitted on the Pleadings (form PB-4080) or a Probate Ex Parte Relief Checklist (form PB-4078), as specified in subsections 1 and 2 below.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Accounting

Fiduciaries may submit printed copies of online-only account statements if each account's copies are accompanied by a declaration under penalty of perjury that they are exact replicas.

If a financial institution makes only online statements available to the fiduciary, the fiduciary may submit exact printed copies of the online statements in place of the original statements required by Probate Code § 2620 (c) and shall attach to the printed copies of the statements submitted for each account a declaration under penalty of perjury that the printed copies are exact replicas of the online statements provided by the financial institution.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition for final distribution waiver of account

A petition for final distribution on waiver of account must include the information required in CRC 7.550 and the fair market value of assets on hand.

The petition for final distribution on waiver of account must contain the information required in CRC 7.550, as well as the fair market value of assets on hand.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Accounting

Accountings in guardianships and conservatorships must follow CRC 7.575 content and format and must use Judicial Council Form GC-400 (SUM)/GC-408(SUM) for the Summary of Account.

All accountings in guardianships and conservatorships filed on or after January 1, 2008, must follow the content and format required in CRC 7.575. Accountings are designated as either standard or simplified. All accountings must use Judicial Council Form GC-400 (SUM)/GC-408(SUM) for the Summary of Account.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Accounting

Accountings must provide all information required by Probate Code §§ 1060-1064 and receipts schedules must use the categories and format of the optional judicial forms.

All accountings must provide all information required in Probate Code §§ 1060 – 1064. Receipts schedules must use the categories and format used by the optional judicial forms: Dividends; Interest; Pensions, Annuities, other Periodic Payments; Rent; Social Security, Veterans Administration, and Other Public Benefits; Other Receipts.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Report accompanying accounting

All reports accompanying accountings must allege bond sufficiency under Probate Code § 2320 and CRC 7.207 and state steps being taken if insufficient.

Fiduciaries must allege in all reports accompanying accountings whether or not the bond in the case is sufficient under Probate Code § 2320 and CRC 7.207, and, if not, what steps are being taken to comply with those requirements.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition for final distribution

Petitions for distribution must provide all information required by CRC Rule 7.403, and allegations regarding disposition of all claims must appear in the petition for final distribution even if previously included in prior petitions.

It is not sufficient in any petition for distribution to allege merely that all claims have been paid. Petitioners must provide all information required under CRC Rule 7.403. The allegations regarding disposition of all claims must appear in the petition for final distribution even though they may have appeared in whole or in part in prior petitions.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition for compensation

Unless waived, the petition for compensation must include the calculation of statutory compensation, including the fee base and any prior payments.

Unless statutory compensation is waived, calculation of the statutory compensation (including calculation of the fee base) and any prior payments of statutory compensation must be included in the petition for compensation.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Extraordinary services compensation request

A request for extraordinary services compensation must separately state a detailed explanation in a declaration under penalty of perjury executed by the person rendering the services, including the statement of facts required by CRC Rule 7.702.

A detailed explanation of the extraordinary services performed and the amount of compensation requested for such services must be separately stated in a declaration under penalty of perjury executed by the person rendering the services. See also the standards set forth in Local Probate Rule 9G. The explanation must include the statement of facts required by CRC Rule 7.702.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition for compensation

Compensation petitions for guardians, conservators, trustees, or counsel must be accompanied by a complete statement of services, an explanation of their value, and the total amount requested, made under penalty of perjury.

A petition for compensation of a guardian, conservator, trustee, and counsel, or for counsel for a conservatee or ward, must be accompanied by a complete statement of the services rendered, an explanation of the value or benefit of those services to the estate, and the total amount requested for such services, made under penalty of perjury and executed by the person rendering the services.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition for compensation

The local form 'Referral for Investigator - Compensation' (PB-4064) must be completed and submitted when the compensation petition is filed.

The local form entitled “Referral for Investigator - Compensation” (attached form PB-4064) must be completed and submitted at the time the Petition is filed.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Distribution order

Distribution orders must be self-contained and include complete property descriptions, specific numerical amounts, and full names of all distributees.

An order of distribution must be drafted so that it is complete without reference to the petition, and without reference to any documents that are not part of the order. A complete description of the property to be distributed, including legal descriptions of all assets (e.g., real property, securities, and security interests) and the specific numerical amount to be distributed and not simply percentages, and the full names of all distributees must be set forth in the petition and the order. An order of distribution should include the current address of real property and the assessor's parcel number of the property.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Distribution agreement

A written agreement signed by all affected parties must be on file for distributions deviating from the will or intestate succession.

If distribution is to be other than according to the terms of the will or the laws of intestate succession, there must be on file a written agreement signed by all parties affected by the distribution.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Receipt

Receipts for preliminary distributions must be on file before the Court approves a final distribution petition.

Receipts for property distributed pursuant to a petition for preliminary distribution must be on file before the Court will approve a petition for final distribution.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Capacity declaration

Medical treatment authorization petitions must be supported by a Capacity Declaration (GC-335) filed separately and served by mail or personally; the form may be designated confidential with a Confidential Document Cover Sheet.

A petition seeking authorization to give informed consent for medical treatment of a conservatee must be supported by an appropriate declaration on the Judicial Council form as described below, furnishing evidence required by Probate Code § 813, stating that there is no form of medical treatment for which the conservatee has the capacity to give consent and the reasons therefore and signed by a medical practitioner or licensed psychologist, which must be filed with the Court prior to the hearing. This form must not be attached to the Petition for Appointment of Conservator but must be filed separately and served by mail or personally, at the option of petitioner, upon the proposed conservatee. The petitioner may designate the legal capacity form as confidential by attaching a completed Confidential Document Cover Sheet (see attached form PB-4003) to it when it is filed. Judicial Council form GC-335, "Capacity Declaration-Conservatorship," must be used as described below:

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Capacity declaration

Petitioners seeking a conservatorship of the estate using a medical or psychological declarant must submit Judicial Council form GC-335 with attached form PB-4015.

Because a Conservatorship of the Estate or of the Person and Estate is an adjudication that the conservatee lacks the legal capacity to enter into or make any transaction that binds the estate, a petitioner who seeks appointment of a conservator of the estate and is using a medical or psychological professional as declarant must submit a Judicial Council form GC-335, "Capacity Declaration – Conservatorship" with attached form PB-4015, "Capacity Declaration – Conservatorship of the Estate Attachment" attached, to provide evidence establishing that the proposed conservatee suffers from a deficit in mental functions that significantly impairs the proposed conservatee's capacity to make decisions, consistent with the requirements of Probate Code § 811.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Capacity declaration

Petitioners not relying on a medical or psychological professional must have a lay declarant complete the Layperson's Declaration re Legal Capacity (form PB-4016).

If the petitioner who is not relying upon a medical or psychological professional to complete the Capacity Declaration wishes to seek appointment of a conservator of the estate, the petitioner must have a lay declarant complete the "Layperson's Declaration re Legal Capacity" shown as attached form PB-4016 to these Local Rules.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Referral for investigators report

A Referral for Investigator's Report (PB-4002) must be completed, signed under penalty of perjury, and submitted at filing, along with a color photograph of the proposed conservatee.

A local form entitled "Referral for Investigator's Report-Conservatorship" (attached form PB-4002) must be completed and signed under penalty of perjury by the proposed conservator and submitted at the time the petition is filed. This form shall be confidential. The proposed conservator shall submit with the referral a color photograph of the proposed conservatee.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Duties of conservator form

All proposed conservators must file the Judicial Council 'Duties of Conservator' form before Letters of Conservatorship are issued.

To assure that their duties and obligations are understood, all proposed conservators must file with the Court, before Letters of Conservatorship are issued, the Judicial Council form entitled "Duties of Conservator." The form may be signed and submitted prior to the date set for hearing. It is not necessary for proposed conservators to check boxes on page 4 of the form relating to acquisition of the handbook.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition

The proposed guardian(s) must sign the confidential Referral form (PB-4005) under penalty of perjury at filing and present a signed Authorization for Release of Information form (PB-4014).

The proposed guardian must complete and sign under penalty of perjury a "Referral for Court Investigator & Questionnaire – Guardianship” (attached form PB-4005) at the time the petition for establishment of guardianship is filed. This form is confidential. Together with the “Referral for Court Investigator & Questionnaire – Guardianship” the proposed guardian(s) must present a signed Authorization for Release of Information form (attached form PB-4014) to enable court investigators to access the information required in Probate Code § 1513.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition

All temporary conservatorship petitions must be reviewed by the Probate Examiner's office before presentation to the Court.

All petitions for a temporary conservatorship must be presented to the Probate Examiner's office for review before presentation to the Court.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition

When a temporary conservatee's residence is proposed to be changed, the hearing must be calendared for the first Tuesday afternoon conservatorship calendar following filing, and form PB-4002 must be submitted with the notice of hearing and original petition.

When the residence of a temporary conservatee is proposed to be changed, the hearing must be calendared for the first Tuesday afternoon conservatorship appointment calendar following the date of filing of the petition. A "Referral for Court Investigator - Conservatorship" form (attached form PB-4002) must be submitted with the notice of hearing and the original petition for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Pleading

All pleadings filed by a professional fiduciary must include the fiduciary's license number.

All pleadings filed by a professional fiduciary must include the fiduciary’s license number as issued by the Professional Fiduciary Bureau.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition

The petitioner must attach the private professional's fee schedule to the petition for appointment and serve it on all persons entitled to notice and the Court Investigator.

At the time a private professional conservator is nominated to serve as conservator, the petitioner must attach the private professional’s fee schedule to the petition for appointment of conservator and must serve the fee schedule as part of the petition on all persons entitled to notice under Probate Code § 1822 and to the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Accounting

At the filing of the trustee's accounting, the Referral for Court Investigator form (PB-4002) must be submitted with the notice of hearing and proposed trust.

At the time of filing of the trustee’s accounting, a “Referral for Court Investigator - Conservatorship” form (attached form PB-4002) must be submitted with the notice of hearing and the proposed trust for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition

The proposed guardian must sign the confidential Referral form (PB-4005) under penalty of perjury at filing and present a signed Authorization for Release of Information form (PB-4014).

The proposed guardian must complete and sign under penalty of perjury a “Referral for Court Investigator & Questionnaire – Guardianship” (attached form PB-4005) at the time the petition for establishment of guardianship is filed. This form is confidential. Together with the “Referral for Court Investigator & Questionnaire – Guardianship” the proposed guardian must present a signed Authorization for Release of Information form (attached form PB-4014) to enable court investigators to access the information required in Probate Code § 1513.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Ex parte application

Must include

proposed order

Attorneys and self-represented parties must submit a proposed order reflecting the orders requested when filing an ex parte application.

Along with the application and declaration in support of ex parte application, attorneys or self‐represented parties must also submit a proposed order reflecting the orders requested in the application.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Duties of guardian form

Each guardian must file the Judicial Council Duties of Guardian form (GC-248) with the Court before letters of guardianship are issued.

To assure that their duties and obligations are understood, each guardian must file with the Court, before letters of guardianship are issued, the Judicial Council form entitled "Duties of Guardian." (Form GC-248).

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Temporary guardianship petition

A petition for appointment of a temporary guardian must be filed with or after the general guardianship petition and must state facts establishing the urgency.

The petition for appointment of a temporary guardian must be filed with or after the filing of a petition for appointment of a general guardian. The petition must state facts establishing the urgency requiring the appointment of a temporary guardian.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Referral court investigator form

The Referral for Court Investigator form (PB-4005) must be submitted with the notice of hearing and the original accounting for review by the Court Investigator.

At the time of filing of the guardian's accounting, a "Referral for Court Investigator & Questionnaire – Guardianship" form (attached form PB 4005) must be submitted, with the notice of hearing and the original accounting, for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Accounting

An accounting must be filed at termination of a guardianship of the estate unless waived by a ward who has reached majority.

At termination of a guardianship of the estate, an accounting as required by CRC 7.1004(c), must be filed unless waived by a ward who has reached majority pursuant to Probate Code § 2627 (a).

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Referral court investigator form

The Referral for Court Investigator form (PB-4005) must be submitted with the notice of hearing and the original petition when filing a petition to terminate a guardianship.

At the time of filing of a petition to terminate a guardianship a "Referral for Court Investigator & Questionnaire – Guardianship" form (Attachment PB-4005) must be submitted with the notice of hearing and the original petition for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition to compromise minor claim

A petition to compromise a minor's claim must include the names and addresses of the minor's parents.

The petition to compromise a minor's claim must contain, in addition to those matters required by statute and by CRC Rules 7.950 to 7.955, the names and addresses of the minor's parents.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition for withdrawal of funds

A petition for withdrawal of funds must use Judicial Council form MC 357 and submit form MC 358 for the Court's signature.

A petition for withdrawal of funds must be made on Judicial Council form “Petition For Withdrawal of Funds From Blocked Account (form number MC 357), and the petitioner must submit for the Court’s signature the Judicial Council form “Order For Withdrawal of Funds From Blocked Account” (form number MC 358).

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition

An unrepresented minor must have the petition reviewed by an attorney, and written verification of that meeting must be submitted when the petition is filed.

Where the minor is unrepresented, he/she must have the petition and accompanying documents reviewed by an attorney. Written verification that the minor has met with an attorney must be submitted to the Court when the petition is filed.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Petition

The minor must submit a personal statement under penalty of perjury with the petition detailing the reasons and circumstances for the emancipation request.

The minor is to submit to the Court, with his/her petition, a personal statement, under penalty of perjury, specifying in detail the reasons for the emancipation request and describing the circumstances giving rise to the request.

Checked against the court's document on Sep 21, 2026CRITICAL

Civil cases

Applies to

Motion

Preliminary approval of a class action settlement must be obtained by a regularly noticed motion per CRC 3.769(c).

Pursuant to California Rule of Court (“CRC”) 3.769(c), preliminary approval of a class action settlement must be obtained by way of regularly noticed motion.

Checked against the court's document on Sep 20, 2026CRITICAL

Civil cases

Applies to

Class certification motion

Parties moving for or against class certification must include admissible evidence in the moving papers establishing whether certification elements are present.

The party moving for or against class certification must present in the moving papers admissible evidence, as required by applicable law, establishing that the elements for certification are, or are not, present.

Checked against the court's document on Sep 21, 2026CRITICAL

Civil cases

Applies to

Complaint

For Rule 3.740 collections cases, the filing party must submit a blank Civil Lawsuit Notice – Rule 3.740 Collections Cases (CV-5052) to the clerk.

The filing party must submit a blank Civil Lawsuit Notice – Rule 3.740 Collections Cases (CV-5052) to the clerk for issuance of Judicial Assignment and Department with the filing of the new complaint.

Checked against the court's document on Sep 21, 2026CRITICAL

Civil cases

Applies to

Complaint

In CEQA cases, the plaintiff must state 'ACTION BASED ON CALIFORNIA ENVIRONMENTAL QUALITY ACT' in the caption of the complaint directly below the title.

When a case is filed alleging a violation of the California Environmental Quality Act (CEQA), the plaintiff must state in the caption of the complaint, directly below the title of the complaint: ACTION BASED ON CALIFORNIA ENVIRONMENTAL QUALITY ACT.

Checked against the court's document on Sep 21, 2026CRITICAL

Civil cases

Applies to

Judges adr program stipulation and order form

Judges ADR Program applications must be made on form CV-5017 and signed by all counsel and self-represented parties.

Application must be made on the Judges ADR Program Stipulation and Order Form (see form CV-5017). The application must be signed by all counsel and self-represented parties.

Checked and corrected to match the court's document on Sep 21, 2026CRITICAL

Civil cases

Applies to

Adr stipulation and order form

All parties must complete form CV-5008, check the Early Settlement Conference box, include the neutral's signature, and e-file the form.

All parties must complete the ADR Stipulation and Order Form, (local form CV-5008), check the box “Early Settlement Conference, pursuant to Local Civil Rule 4,” include the signature of the chosen neutral on either the original or amended stipulation, and e-file the ADR Stipulation and Order Form.

Checked against the court's document on Sep 21, 2026CRITICAL

Civil cases

Applies to

Civil restraining order application

Civil restraining order applications must include Declaration form CV-5014 and may be e-filed or filed in clerk's office.

Applications for civil harassment, elder abuse, private post-secondary school violence, transitional housing misconduct, or workplace violence restraining order must include a Declaration in Support of Ex Parte Application for Civil Restraining Orders (form CV-5014) and may be e-filed or filed in the clerk’s office at any time during the clerk’s office hours.

Checked against the court's document on Sep 21, 2026CRITICAL

Civil cases

Applies to

Ex parte application

Ex parte applications for provisional remedies must state the relief sought on the first page.

Ex parte applications seeking a provisional remedy or interim relief (temporary restraining orders, orders to show cause re: preliminary injunction, writs of attachment, writs of possession, and receiverships) must clearly state the preliminary relief sought on the first page of the application.

Checked against the court's document on Sep 21, 2026CRITICAL

Civil cases

Applies to

Ex parte application

Must include

proposed order

Ex parte applications must include notice details, opposition status, hearing request, email addresses, and a separate order form.

All ex parte applications must include the following: (a) When and how notice was provided; (b) Whether the relief sought is opposed or unopposed by the other side(s). (c) Whether any party requests a hearing; (d) The email addresses of all counsel or self-represented litigants, if known; and (e) A separate form of order attached to form EFS-020.

Checked against the court's document on Sep 21, 2026CRITICAL

Civil cases

Applies to

Proposed order

Proposed orders may not be submitted with moving papers before a hearing unless ordered by the Court or required by statute or rule.

Proposed orders may not be submitted with moving papers before a hearing on a regularly noticed motion unless ordered by the Court or required by applicable statute or Rule of Court (such as motions to be relieved as counsel, petitions for compromise of minors’ claims, orders on objections to evidence in summary judgment motions, pro hac vice applications, applications for writs of attachment, etc.).

Checked against the court's document on Sep 21, 2026CRITICAL

Civil cases

Applies to

Petition for writ of mandate

Petitions for writ of mandate that qualify as priority election matters must include 'PRIORITY ELECTION MATTER' on the right side of the caption, a citation to the applicable legal authority, and the statutory/agency deadline for final action.

All petitions for writ of mandate that qualify as a priority election matter (Elections Code § 13314, Government Code § 83121, or Code of Civil Procedure § 460.7) must include the language “PRIORITY ELECTION MATTER” on the right side of the caption on the petition and any amended petitions, and must include a citation to the applicable legal authority qualifying the particular petition as a priority election matter. Beneath the designation of “PRIORITY ELECTION MATTER” the caption of any petition that qualifies as a priority election matter must also contain the deadline imposed by the applicable statute or agency (such as Secretary of State, Santa Clara County Office of the Registrar of Voters, etc.) by which the court must take final action on the merits of the petition, including for disposition by the Court of Appeal.

Checked against the court's document on Oct 4, 2026CRITICAL

Civil cases

Applies to

Remote appearance request

A request for approval to appear remotely by video must include RA-010, MC-025, and a blank FM-1201; telephone appearances are not permitted.

If you wish to ask for court approval to appear remotely using video-conferencing (telephone appearances are not permitted) you must submit the following forms: RA-010 [Notice of Remote Appearance], MC-025 [Attachment] (to supplement your request), and a blank FM-1201 [Order Regarding Remote Appearance].

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

All filed documents

Must include

judge name

All filed documents must include the name of the assigned All-Purpose Judge (APJ) and department.

All filed documents must contain the name of the assigned APJ and department.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Application for permission to attach additional documents

A party may apply ex parte with written notice to the other parties for permission to attach additional documents, and the application must state reasons why the additional attachments are relevant and necessary.

However, a party may apply to the court ex parte with written notice of the application to the other parties for permission to attach additional documents. The application must state reasons why the additional attachments are relevant and necessary.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Proposed order

Proposed orders must carry a footer with the order title on every page and the signature page must contain text of the order (Judicial Council forms excepted).

Any proposed order submitted to the Court for signature must contain a footer with the title of the order on every page, including the signature page, unless it is a Judicial Council form. In addition, the Court signature and date lines must not be on a page by themselves; the signature page must contain some text of the order.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Statement of issues

The Statement of Issues must include the time estimate for trial and a list of witnesses.

The Statement of Issues shall also include the time estimate for trial and a list of witnesses.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Referral to pmh

After private mediation without a full agreement and no return mediation, one party must complete and file a Referral to Post-Mediation Hearing describing the remaining disputed issues.

If the parties do not reach a full agreement at private mediation and no return mediation is scheduled, one party must complete and file a Referral to Post-Mediation Hearing (PMH). (See attached form FM-1191) The Referral must describe generally the remaining disputed issues.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Documents submitted to evaluator

Must include

certificate of service

Documents provided to an evaluator or screener must be accompanied by a proof of service or FCS declaration of mailing/personal service form stating the number of submitted pages.

Any documents provided to an evaluator or screener must be accompanied by either a Judicial Council Proof of Service (FL‐330 or FL‐335) or the FCS Declaration of Mailing or Personal Service form (See attached form FM‐1061). The number of submitted pages must be stated on the form.

Checked and corrected to match the court's document on Sep 21, 2026CRITICAL

Applies to

Fee declaration

Fee and cost requests over $1,000 must include a signed attorney fee declaration addressing services performed, future estimates, financial circumstances, prior fee awards, and attorney experience.

and cost request over $1,000 shall include a separate written fee declaration signed by the attorney and addressing the following facts: (Effective 1/1/2011) (1) the services performed and by whom and costs incurred to date, the time expended, and the hourly rate(s) charged, if applicable; (Effective 1/1/2011) (2) the best estimate of the future services to be performed and costs to be incurred; the specific amounts of fees and costs requested, the reasons for the request, and why the fees and costs are necessary; (Effective 1/1/2011) (3) each party’s financial circumstances and access to assets, including a copy of any computer printout for any current support order; (Effective 1/1/2011) (4) all fees paid by or on behalf of the party requesting fees and costs, and the history of prior fee awards; and (Effective 1/1/2011) (5) a brief description of the attorney’s experience in practicing family law, including whether

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Order shortening time request

Requests for orders shortening time must be submitted as ex parte applications on Form FL-300 with a declaration of evidentiary facts, and are granted only upon good cause.

A request for an order shortening time must be submitted to the Court Specialist as an ex parte application on Form FL-300 and must include all of the information and documentation required by Cal. Rules, Rule 5.151, including a declaration setting forth evidentiary facts which explain why a shorter notice period is necessary. An Order shortening time will only be granted upon a showing of good cause.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Restraining order

All personal conduct and stay-away restraining orders in a judgment must be set forth separately on a CLETS or Judicial Council form and include the expiration date.

All personal conduct and stay-away restraining orders in a judgment must be set forth separately on a CLETS or Judicial Council form and must include the expiration date.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Ex parte application

All ex parte or emergency applications must be submitted on Form FL-300 with Rule 5.151 information; ex parte applications are decided on documents without hearings.

All applications for ex parte or emergency orders must be submitted on Form FL-300 and must include all of the information and documentation required by Cal. Rules, Rule 5.151. In Santa Clara County Family Court, all ex parte applications are handled on the documents submitted. No hearings are scheduled to argue ex parte applications.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Ex parte application

Every ex parte application must disclose potential status quo changes, existing orders on the same issue, and all previous applications on the same issue and any orders made.

All ex parte applications must disclose: (1) whether a requested ex parte order will result in a change of status quo, and (2) whether orders are already in effect regarding the same issue; and (3) all previous applications on the same issue by any party and whether any orders were made, even if an application was previously made upon a different state of facts. Previous applications include an order to shorten time for service of notice or an order shortening time for hearing.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Restraining order

DVPA and Family Law Act restraining orders must be submitted on CLETS or Judicial Council approved forms; ex parte CLETS requests must include completed FM-1013, and a firearm declaration (CV-5103/FM-1200) may be filed if the other party has guns.

Any restraining orders under the Domestic Violence Prevention Act or Family Law Act must be submitted to the Court on the CLETS forms or other Judicial Council approved forms. All ex parte requests for CLETS restraining orders must include a completed Declaration in Support of Ex Parte Application for Orders (form FM-1013). If a party requesting a restraining order believes the other party has access to or possesses guns, firearms, or ammunition, the requesting party may file a Declaration Regarding Restrained Party's Firearms (form CV-5103/FM-1200) with their restraining order request, at any time before the hearing, or as directed by the Court.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Restraining order application

Restraining order applications and orders after hearing must include the Confidential CLETS Information Form CLETS-001, and the Request for Sheriff to Serve (FM-1041) when applicant requests Sheriff service.

All restraining order applications and orders after hearing must be accompanied by the Confidential CLETS Information Form CLETS-001 and where applicant requests that the Sheriff serve the orders, by the Request for Sheriff to Serve and Sheriff's Fee Statement (form FM-1041), which will not become part of the court file.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Stipulation

All stipulations must be signed by both parties and, if represented, by any attorney of record.

All stipulations must be signed by both parties and if represented, any attorney of record.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Order after status conference

At the conclusion of a Status Conference, parties must prepare the Order After Status Conference on Local Form FM-1123 and present it to the Court for signature, unless otherwise ordered; self-represented parties may get help from the Family Court Clinic.

To document the orders made at the Status Conference, the parties must prepare the Order After Status Conference on Local Form FM-1123, and present to the Court for signature at the conclusion of the hearing, unless otherwise ordered by the Court. Self-represented parties may seek the assistance of the Family Court Clinic to prepare the Order.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Request for trial

If a party disagrees with a Request for Trial, they must file the Request for Trial form (FM-1012) explaining the disagreement.

If one party files a Request for Trial and the other party contends that the matter is not ready for trial or disagrees with the time estimate, that party must file a Request for Trial form (Local Form FM-1012 ), explaining that disagreement.

Checked and corrected to match the court's document on Sep 21, 2026CRITICAL

Applies to

Status case resolution conference questionnaire

If a trial is requested, each party must file and serve a completed Status/Case Resolution Conference Questionnaire (FM-1010) at least 10 calendar days before the conference.

party requests a trial or long cause hearing, each self-represented party or attorney must file and serve on the other self- represented party or attorney a completed Status or Case Resolution Conference Questionnaire (Local Form FM-1010) at least ten (10) calendar days before any scheduled Status Conference or CRC. If

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Settlement conference statement

Each party must file and serve a Settlement Conference Statement at least 10 days before MSC (15 if service by mail).

At least ten (10) calendar days before the MSC, or fifteen (15) calendar days if service is by mail, each party must file and serve on the other party a Settlement Conference Statement.

Checked and corrected to match the court's document on Sep 21, 2026CRITICAL

Applies to

Jssc application

The JSSC application must use Local Form FM-1119, be submitted to the Supervising Judge, and be signed by all counsel and parties.

must be made on the Judicially Supervised Settlement Conference Application and Order form (Local Form FM- 1119) and submitted to the Supervising Judge. The application must be signed by all counsel and parties.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Default judgment

Default and uncontested family law judgments must be obtained by declaration through the Default Clerk, except nullity of marriage cases require a default hearing.

All uncontested and default family law judgments must be obtained by declaration through the Default Clerk except that a default hearing is required for nullity of marriage cases.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Declaration

Default will not be entered when the Respondent's address on FL-165 matches the Petitioner's address unless the Petitioner also files an under-oath declaration that they live at the same address.

Default will not be entered if Respondent's address as stated on Petitioner's Request to Enter Default (Form No. FL-165) is the same as Petitioner's address, unless Petitioner also files a declaration stating under oath that Petitioner and Respondent live at the same address.

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Request for appointment of official reporter pro tempore

Every reporter must complete and sign sections 1, 2, and 3 of the Request for Appointment of Official Reporter Pro Tempore.

Every reporter must complete and sign sections 1, 2, and 3 of the Request for Appointment of Official Reporter Pro Tempore (CV-5100).

Checked against the court's document on Sep 21, 2026CRITICAL

Applies to

Request for appointment of official reporter pro tempore

The Judicial Officer must sign the order appointing the reporter as official reporter pro tempore before the reporter may report the proceeding.

The Judicial Officer must sign the order appointing the reporter as an official reporter pro tempore, using the Request for Appointment of Official Reporter Pro Tempore (CV-5100), before the reporter may report the proceeding.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Civil lawsuit notice rule 3 740

For Rule 3.740 collections cases, the filing party must submit a blank Civil Lawsuit Notice – Rule 3.740 Collections Cases (CV-5052) with the new complaint.

The filing party must submit a blank Civil Lawsuit Notice – Rule 3.740 Collections Cases (CV-5052) to the clerk for issuance of Judicial Assignment and Department with the filing of the new complaint.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Complaint

In CEQA cases, the plaintiff must state 'ACTION BASED ON CALIFORNIA ENVIRONMENTAL QUALITY ACT' in the caption directly below the complaint's title.

When a case is filed alleging a violation of the California Environmental Quality Act (CEQA), the plaintiff must state in the caption of the complaint, directly below the title of the complaint: ACTION BASED ON CALIFORNIA ENVIRONMENTAL QUALITY ACT.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for writ of mandate

Must include

caption

Petitions for writ of mandate qualifying as priority election matters must include specific caption language, citation to authority, and the statutory deadline.

All petitions for writ of mandate that qualify as a priority election matter (Elections Code § 13314, Government Code § 83121, or Code of Civil Procedure § 460.7) must include the language “PRIORITY ELECTION MATTER” on the right side of the caption on the petition and any amended petitions, and must include a citation to the applicable legal authority qualifying the particular petition as a priority election matter. Beneath the designation of “PRIORITY ELECTION MATTER” the caption of any petition that qualifies as a priority election matter must also contain the deadline imposed by the applicable statute or agency (such as Secretary of State, Santa Clara County Office of the Registrar of Voters, etc.) by which the court must take final action on the merits of the petition, including for disposition by the Court of Appeal.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Motion

Motions requesting a hearing date on or after the Master Trial Calendar date require the approval initials of the Supervising Judge – Criminal or designee.

Any motion to be filed with a requested hearing date on or after the Master Trial Calendar date must have the approval initials of the Supervising Judge – Criminal or their designee.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Request to file late motion

Requests to file a motion after the last day must include an affidavit of good cause.

Any request to file a motion beyond a previously declared last day to file must be accompanied by an affidavit stating good cause for the motion to be filed past the deadline.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Declaration in support of ost

OST declarations must state good cause and facts about notice and positions of counsel.

Orders Shortening Time must be signed only by the judge hearing the motion or a designee. The declaration in support of the request for an Order Shortening Time must set forth good cause and must state the facts concerning notice to, and the position of, opposing counsel, co-counsel, and counsel for co-defendants.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Request for sentence modification

Must include

certificate of service

Sentence modification requests require notice to the DA and probation department, with proof of notice attached, or they won't be considered.

For all requests for modification of sentence, notice must be sent to the District Attorney’s Office as well as the Adult Probation Department (in cases in which formal probation was granted) before such request will be considered or calendared for hearing. Proof of such notice must be attached to the original request filed with the court. Failure to do so will result in the request being treated as an improper ex parte communication and the request will not be considered by the court until proper notice is given.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Notice of motion

Notices of motions to suppress under Penal Code section 1538.5 must describe the evidence with particularity and be served with a memorandum of points and authorities.

The notice of a motion brought under Penal Code section 1538.5 must describe with particularity the evidence sought to be suppressed and must be served with a memorandum of points and authorities.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Exhibits

The moving party must lodge all exhibits relevant to any claim.

The moving party must lodge all exhibits relevant to any claim.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Motion to join

A party joining a motion must set out the relevant facts and law as to that party, and motions to join must be made in writing.

Any party seeking to join in any motion must set out the relevant facts and law as it relates to the joining party. All motions to join must be made in writing.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Motion to quash traverse

Motions to quash or traverse a search warrant must include and attach a copy of the search warrant affidavit.

When an accused is seeking to quash or traverse a search warrant, a copy of the search warrant affidavit must be provided and attached to the moving papers.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Motion to reinstate

Motions to reinstate a complaint require the prosecuting attorney to provide a copy of the preliminary examination transcript.

When moving to reinstate a complaint, the prosecuting attorney must provide a copy of the preliminary examination transcript.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Declaration of filing juvenile 827 petition

Parties seeking juvenile records in a criminal case must concurrently file a Declaration of Filing of Juvenile Court 827 Petition (Attachment CR-6082) along with the W&I Code section 827 Petition.

Attorneys or defendants who are involved in a criminal proceeding in the Superior Court of California, County of Santa Clara, and who seek juvenile records for use in the pending criminal action shall, in addition to filing a W&I Code § 827 Petition in the Juvenile Court, concurrently file a Declaration of Filing of Juvenile Court 827 Petition in the criminal case (Attachment CR-6082).

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for resentencing

Must include

certificate of service

Attorney must file the Petition for Resentencing on Attachment CR-6086 with proof of service.

An attorney representing a person shall file the Petition for Resentencing on Attachment CR-6086, with a proof of service.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for resentencing

Self-represented person must file the Petition for Resentencing on Attachment CR-6087.

A self-represented person shall file the Petition for Resentencing on Attachment CR-6087.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition to redesignate

Must include

certificate of service

Attorney must file the Petition to Redesignate on Attachment CR-6086 with proof of service.

An attorney representing a person shall file the Petition to Redesignate Felony Conviction as Misdemeanor on Attachment CR-6086, with a proof of service.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition to redesignate

Self-represented person must file the Petition to Redesignate on Attachment CR-6087.

A self-represented person shall file the Petition to Redesignate Felony Conviction as Misdemeanor on Attachment CR-6087.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Property bond affidavit

Any person pledging real property as security for a property bond must complete Attachment CR-6014.

Any person(s) pledging real property as security for a property bond shall complete Attachment CR-6014 (Affidavit/Undertaking for Justification of Bail and Acknowledgement).

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

All filed documents

Must include

judge name

All filed documents must contain the name of the assigned All-Purpose Judge (APJ) and department.

All filed documents must contain the name of the assigned APJ and department.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Post mediation hearing statement

Each party must serve and file a Post-Mediation Hearing Statement at least 10 calendar days before the scheduled PMH.

Each party must serve and file a Post-Mediation Hearing Statement at least 10 calendar days before the scheduled PMH. (See attached form FM-1016)

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Stipulation jcc

All parties and attorneys must sign the Stipulation before a JCC can be scheduled before the APJ.

All parties and attorneys must sign the Stipulation to Allow Trial Judge/Commissioner to Conduct Judicial Custody Conference (JCC) before a JCC can be scheduled before the APJ. (See attached form FM-1192)

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Judicial custody conference statement

Each party must serve and file a Judicial Custody Conference Statement at least 10 calendar days before the scheduled JCC.

Each party must serve and file a Judicial Custody Conference Statement at least 10 calendar days before the scheduled JCC. (See attached form FM-1016.)

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Fcs document submission

Must include

page count, certificate of service

Documents provided to an evaluator/screener must be accompanied by proof of service with page count stated.

Any documents provided to an evaluator or screener must be accompanied by either a Judicial Council Proof of Service (FL‐330 or FL‐335) or the FCS Declaration of Mailing or Personal Service form (See attached form FM‐1061). The number of submitted pages must be stated on the form.

Checked and corrected to match the court's document on Sep 20, 2026CRITICAL

Applies to

Supervisor application

Professional visitation supervisors must submit FL-324(P) and FM-1179 to Family Court Services to be listed.

visitation and professional exchange supervisors must complete and submit Judicial Council Form FL- 324(P), Declaration of Supervised Visitation Provider (Professional), and the Initial and Annual Renewal Application and Change Request Form (see attached form FM-1179) to Family Court Services to be included on the Supervised Visitation and Supervised Exchange Provider List.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Report and form

Supervisors must lodge written reports with the Clerk and file updated FL-324(P) simultaneously.

Professional visitation and professional exchange supervisors must lodge with the Clerk of Court any written report generated pursuant to Section (j)(3) of the California Standards of Judicial Administration, and must file an updated Judicial Council Form FL-324(P), Declaration of Supervised Visitation Provider (Professional), at the same time the report is lodged.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Income expense declaration

Parties must file and serve a current Income and Expense Declaration or Financial Statement when support is at issue, with all blanks answered.

A current Income and Expense Declaration or, if applicable, Financial Statement (Simplified), shall be filed and served by both parties as part of the moving or responding papers if support is an issue. An Income and Expense Declaration or Financial Statement is “current” within the meaning of this Rule if it was completed and filed within three months prior to the hearing, as long as none of the information has changed. A copy of any previously-filed Income and Expense Declaration that is asserted as current must be attached to the moving or responding papers. All blanks on the forms must be answered. Notations such as “unk.” for unknown, “est.” for estimated, “N/A” for not applicable, and “None” shall be used to avoid leaving any item blank, but failure to provide any required information may result in the Court’s refusal to consider the forms, denial of the requested relief, or a delay of the hearing. Referring to any separate document, such as “see SAD (Schedule of Assets and Debts)” is not acceptable.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Tax returns

Parties must bring at least three legible copies of most recent tax returns to the hearing.

The parties shall bring to the hearing at least three legible copies of their most recent state and federal income tax returns including all Attachments, specifically including all schedules, W-2 forms, 1099 forms, and amendments. If a self-employed party operates as a corporation, that party shall also bring copies of the most recent corporate tax return. If the most recent tax returns are not for the prior year, (1) self-employed parties shall bring their most recent profit and loss statements, balance sheets, quarterly sales tax reports, or similar documentation evidencing income from all sources; and (2) employees shall bring paystubs for the prior year-end showing all income for the prior year. The Court may request additional tax returns and related documents. Failure to bring tax returns to the hearing may result in a delay of the hearing on a request for support or other sanctions.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Request for order

Parties requesting attorney's fees must file a current Income and Expense Declaration with attached pay stubs served with the fee request.

When a party has requested attorney's fees (either pendente lite or after judgment), both parties shall file a current Income and Expense Declaration with attached pay stubs, which shall be served along with the Application, Request for Order, or Responsive Declaration requesting fees.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Request for order

Requests for temporary orders without notice must include a sworn statement of good cause not to give notice, on Attachment FM-1013 or sworn declaration.

Any Request for Order seeking temporary orders without prior notice to all parties, including orders shortening time (except for requests for domestic violence restraining orders, gun violence restraining orders or matters described in Cal. Rules, Rule 5.170), must include a sworn statement of facts showing good cause not to give notice. The moving party may not rely on the declaration filed in support of the Request for Order to establish good cause not to give notice. The statement of good cause not to give notice may be provided on Attachment FM-1013, with attached pages if necessary, or may be provided through a sworn declaration submitted with Attachment FM-1013.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Ex parte application

Ex parte applications must disclose whether the order changes the status quo, existing orders on the issue, and all previous applications on the same issue.

All ex parte applications must disclose: (1) whether a requested ex parte order will result in a change of status quo, and (2) whether orders are already in effect regarding the same issue; and (3) all previous applications on the same issue by any party and whether any orders were made, even if an application was previously made upon a different state of facts. Previous applications include an order to shorten time for service of notice or an order shortening time for hearing.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Ex parte application

The moving party must submit a Declaration in Support of Ex Parte Application (Form FM-1013) and give notice before submitting the request, except in documented circumstances.

The moving attorney or self-represented party must submit a Declaration in Support of Ex Parte Application For Orders (attached form FM-1013) and must give notice of all ex parte applications to the opposing attorney or self-represented party before submitting the request, except under the following circumstances, which must be documented in detail in the application:

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Restraining order

DVPA and Family Law Act restraining orders must be submitted on CLETS or Judicial Council approved forms.

Any restraining orders under the Domestic Violence Prevention Act or Family Law Act must be submitted to the Court on the CLETS forms or other Judicial Council approved forms.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Ex parte application

Ex parte CLETS restraining order requests must include the FM-1013 declaration.

All ex parte requests for CLETS restraining orders must include a completed Declaration in Support of Ex Parte Application for Orders (form FM-1013).

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Restraining order

Restraining order applications and orders after hearing must be accompanied by CLETS-001 and, if Sheriff service is requested, FM-1041.

All restraining order applications and orders after hearing must be accompanied by the Confidential CLETS Information Form CLETS-001 and where applicant requests that the Sheriff serve the orders, by the Request for Sheriff to Serve and Sheriff's Fee Statement (form FM-1041),

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Mutual restraining order

Mutual restraining orders must be on two separate sets of CLETS forms.

If the Court issues mutual restraining orders after a hearing, such orders must be stated on two separate sets of CLETS forms or other Judicial Council approved forms, one for each party.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Restraining order

Personal conduct and stay-away orders must be on a separate CLETS form with expiration date.

All personal conduct and stay-away restraining orders in a judgment must be set forth separately on a CLETS or Judicial Council form and must include the expiration date.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Gun violence restraining order

Must file FM-1199 and submit redacted and unredacted versions of the GV-100 or EPO-002 and any attachments.

The person or entity submitting the request must complete and file confidential form Request to Keep Minor’s Information Confidential – GVRO (attached form FM-1199) and must submit redacted and unredacted versions of the Petition for Gun Violence Restraining Order (form GV-100) or Gun Violence Emergency Protective Order (EPO-002) and any attachments.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Stipulation

Stipulations must be signed by both parties and by any attorney of record if a party is represented.

All stipulations must be signed by both parties and if represented, any attorney of record.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Contempt order

Must include

proposed order

After a contempt hearing, the moving party must prepare an order on the Judicial Council form and provide a copy to the other party at the same time it is sent to the Court; if the citee is self-represented, it must be submitted without the citee's approval.

After the contempt hearing, the moving party shall prepare an order for the Court’s signature, using the Judicial Council form, setting forth the Court’s findings and orders. If the citee is self-represented, the moving party shall submit the order directly to the Court, without the citee’s approval as to form and content. A copy of the proposed order shall be provided to the other party at the same time it is sent to the Court.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for probate

A typewritten copy of any handwritten will portion must accompany the petition.

If the will or any part thereof is handwritten, a typewritten copy of the handwritten portion must also accompany the petition.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Settlement statement

Counsel must submit a written statement of their settlement position to the Settlement Judge and serve it on all parties (without filing) at least five calendar days before the settlement session.

Counsel must submit to the Settlement Judge and serve on all parties, but not file, a written statements of their position regarding settlement no later than five calendar days before the settlement session.

Checked and corrected to match the court's document on Sep 20, 2026CRITICAL

Applies to

Declaration

Default will not be entered if Respondent's address as stated on Petitioner's Request to Enter Default (Form No. FL-165) is the same as Petitioner's address, unless Petitioner also files a declaration stating under oath that Petitioner and Respondent live at the same address.

Default will not be entered if Respondent's address as stated on Petitioner's Request to Enter Default (Form No. FL-165) is the same as Petitioner's address, unless Petitioner also files a declaration stating under oath that Petitioner and Respondent live at the same address.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Motion

Must include

certificate of service

Motions must be accompanied by a proof of service to be accepted by the Court Clerk.

No motion will be accepted by the Court Clerk unless it is accompanied by a proof of service.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for case files

Must include

proposed order

The Petition must include a Proposed Order After Judicial Review (Form JV-574) containing specified language restricting use, dissemination, and copying of released documents.

The Petition must also include a Proposed Order After Judicial Review (Judicial Council Form JV-574), including the following language: "The released documents are to be used only in the above captioned Santa Clara County Superior Case. Experts are permitted to use the documents for purposes of the pending proceeding, but must return them to counsel in a timely manner. Social workers are permitted to discuss the contents of the documents, and also to testify regarding the same if called as a witness. The documents may be disclosed to necessary persons in the pending court proceedings, as determined by the trial judge and subject to any additional orders made by that judge. Except as otherwise provided herein, the documents must not be published, disseminated, copied, or placed on the Internet. Upon completion of the pending proceedings, the petitioner is ordered to either return the documents to the Court or destroy and discard them."

Checked and corrected to match the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for case files

Must include

proposed order

When submitting a W&I Code § 827 Petition, the District Attorney must include additional language, beyond the Proposed Order, restricting dissemination of the released documents.

i. When submitting a Petition under W & I Code Section 827, the District Attorney must, in addition to the Proposed Order After Judicial Review (Judicial Council Form JV-574), include the following language: “The release of the attached documents pursuant to Welfare and Institutions Code section 827 is subject to the conditions set forth below. Welfare and Institutions Code section 827, subdivision (a)(4), provides in part that: “A juvenile case file, any portion thereof, and information relating to the content of the juvenile case file, may not be disseminated by the receiving agencies to any persons or agencies, other than those persons or agencies authorized to receive documents pursuant to this section. Further, a juvenile case file, any portion thereof, and information relating to the content of the juvenile case file, may not be made as an attachment to any other documents without the prior approval of the presiding judge of the juvenile court.” While this provision prohibiting dissemination speaks only of dissemination by receiving agencies, it has been held to prohibit the dissemination of juvenile court records by individuals as well as agencies. The released documents are to be used only in the above captioned Santa Clara County Superior Court Case. Experts are permitted to use the documents for purposes of the pending proceeding, but shall return them to counsel in a timely manner. The District Attorney is also authorized to give to defense counsel properly redacted copies of any portions of these documents that are exculpatory in nature and as required by the Brady Rule or as required to be discovered

Checked and corrected to match the court's document on Sep 20, 2026CRITICAL

Applies to

Declaration for juvenile court records

records in the Juvenile Court file are inspected or copied by defense counsel, the District Attorney or their designated agency pursuant to a conflict, pursuant to the provisions of this Rule, the Court's Declaration for Juvenile Court Records (Juvenile Justice) (Local Form JV-2002 ) must be submitted and filed, and must be dated and contain the name and state bar number of the attorney filing the request. No further dissemination of these Juvenile Court records may be made by any such attorney without further express permission from

records in the Juvenile Court file are inspected or copied by defense counsel, the District Attorney or their designated agency pursuant to a conflict, pursuant to the provisions of this Rule, the Court's Declaration for Juvenile Court Records (Juvenile Justice) (Local Form JV-2002 ) must be submitted and filed, and must be dated and ===== PAGE 66 ===== 56 Santa Clara County Court Rules contain the name and state bar number of the attorney filing the request. No further dissemination of these Juvenile Court records may be made by any such attorney without further express permission from

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Declaration for juvenile court records

Staff/party/counsel/investigator must fill out and present a Declaration (JV-2002 or JV-2002a) and a copy will be filed.

The staff, party, counsel, or investigator must fill out and present a Declaration regarding the request for records. (Local Form JV-2002 or JV-2002a.) A copy of Local Form JV-2002 or JV-2002a will be filed in the Court file.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Admission waiver form

Youth and their attorney must use and present Waiver Form (Local Form JV-2032) to the Court whenever entering an admission or no contest plea in Juvenile Justice Court.

At every hearing in Juvenile Justice Court when the youth wishes to enter an admission or no contest plea to one (1) or more counts in a Petition, the youth and youth's attorney must use and present to the Court a Waiver Form (Local Form JV-2032) at the time of entering the admission.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Declaration

Attorneys representing youth in Juvenile Justice proceedings must complete the Declaration of Eligibility form (JV-700).

represent youth in Juvenile Justice proceedings to complete Declaration of Eligibility for Appointment to Represent Youth in Delinquency Court (Judicial Council Form JV-700).

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Order

Orders permitting contact between a restrained person and children must include specific language about the transfer of the children per Family Code Section 3100.

Any order of the Family, Juvenile, or Probate Court that permits contact between a defendant/restrained person subject to either CLETS Civil Restraining Orders or Criminal Protective Orders and his or her children, must contain specific language setting forth the time, day, place, and manner of the transfer of the children, including the safe exchange of the children, in accordance with Family Code Section 3100.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Dvro modification

DVRO modifications must use forms DV-110 or DV-130 and be filed under both family and juvenile case numbers.

Any modifications to a DVRO must be made on a Temporary Restraining Order form (Judicial Council Form DV-110) or Restraining Order After Hearing form (Judicial Council Form DV-130) and filed both under the Family Court case number and the Juvenile Court case number.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Ex parte petition

Ex parte petitions must include the Probate Ex Parte Relief Checklist (PB-4078) to be considered for initial review.

Certain uncontested petitions may be submitted ex parte and will receive initial review by the Probate Attorney prior to submission to a Probate judge for review. To be considered for this review, the petition must be accompanied by the Probate Ex Parte Relief Checklist (form PB-4078).

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Adr stipulation order

All parties must complete and file the Probate ADR Stipulation and Order form (PB-4063) with the Clerk’s Office.

All parties must complete and file the Probate ADR Stipulation and Order form (attached form PB-4063) and must file the form in the Clerk’s Office.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for probate

The original will or codicil must be lodged with the court before or at the time the petition for probate is filed.

When a petition for probate of will or codicil is filed, the original of the document being offered for probate must be lodged with the court prior to, or concurrently with, the petition.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for letters

Petitions for letters must specifically name all known heirs and all living beneficiaries (whether vested or contingent) entitled to share in the estate.

In a petition for letters testamentary, letters of administration, letters of administration with will annexed, or letters of special administration, all heirs under Probate Code Sections 6402 and 6402.5 known to the petitioner, and all beneficiaries living at the time of the decedent's death, whether vested or contingent, who at the time of the decedent's death might be entitled to share in the distribution of the estate, whether it consists of separate or community property, must be specifically named.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for letters

A new petition for letters must be filed before letters are issued whenever there is a vacancy or no letters have been granted.

Where the will has been admitted to probate and either there is a vacancy in the office of the personal representative or no letters testamentary have been granted, a new petition for letters testamentary or for letters of administration with will annexed, whichever is applicable, must be filed prior to the issuance of letters.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Accounting report

Fiduciaries must allege in every report accompanying an accounting whether the bond is sufficient and, if not, what steps are being taken.

Fiduciaries must allege in all reports accompanying accountings whether or not the bond in the case is sufficient under Probate Code § 2320 and CRC 7.207, and, if not, what steps are being taken to comply those requirements.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for distribution

Persons filing preliminary or final distribution petitions must report all IAEA actions taken and the amounts paid or received.

In a petition for preliminary distribution or final distribution, all actions taken under the IAEA must be reported as set forth in CRC Rule 7.250. Additionally petitioner must report the amount paid or received, if applicable.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition

The terms of sale shown in the petition cannot vary from those in the published notice.

There cannot be a variance in the terms of sale between those shown in the petition and those in the published notice.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for confirmation

The petitioner must file a copy of the contract of sale at the time of filing the petition for confirmation.

At the time of filing the petition for confirmation, the petitioner must file a copy of the contract of sale.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Account

All accounts in decedents' estates and trusts must follow the format described in Probate Code § 1061.

All accounts filed in decedents' estates and in trusts, must follow the format described in Probate Code § 1061

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Duties of conservator

All proposed conservators must file the Duties of Conservator form before Letters are issued.

all proposed conservators must file with the Court, before Letters of Conservatorship are issued, the Judicial Council form entitled "Duties of Conservator." The form may be signed and submitted prior to the date set for hearing. It is not necessary for proposed conservators to check boxes on page 4 of the form relating to acquisition of the handbook.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Account

Accounts must specify the period they cover.

All accounts must set forth specifically the period covered by the account.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Account

Each figure in the account summary must be supported by separate schedules.

Each figure on the summary of the account must be supported by separate schedules.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Account

When an accounting period exceeds one year or a source/payee has more than twelve entries, receipt and disbursement schedules must include subschedules.

Whenever an accounting period exceeds one year, or whenever income is received from any particular source more than twelve times in an accounting period, or whenever payments are disbursed to a particular payee more than twelve times in an accounting period, it is required that the schedules for receipts and for disbursements be categorized into subschedules reflecting the particular income sources or payees for whom there are more than twelve entries per accounting period.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Trust accounting

Trust accountings with trustee/attorney fees must include supporting evidence, including explanation of reasonable fee calculations.

When a trust accounting submitted for approval by the Court contains disbursements for trustee or attorney fees, the trustee or attorney must furnish evidence to support the disbursements for fees in a manner consistent with the requirements of the trust instrument. If the trust permits “reasonable fees” without court approval, for instance, the trustee shall furnish an explanation of how the “reasonable fee” was calculated

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Pleading

Professional fiduciary pleadings must include the fiduciary's license number.

All pleadings filed by a professional fiduciary must include the fiduciary’s license number as issued by the Professional Fiduciary Bureau.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Account

Accounts with separate principal and income beneficiaries must allocate receipts and disbursements between them.

All accounts for entities that have separate principal and income beneficiaries must allocate receipts and disbursements between principal and income.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Account

If a financial institution only provides online statements, the fiduciary may submit printed copies together with a declaration under penalty of perjury that they are exact replicas.

If a financial institution makes only online statements available to the fiduciary, the fiduciary may submit exact printed copies of the online statements in place of the original statements required by Probate Code § 2620 (c) and shall attach to the printed copies of the statements submitted for each account a declaration under penalty of perjury that the printed copies are exact replicas of the online statements provided by the financial institution.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for final distribution

Petitions for final distribution on waiver of account must include CRC 7.550 information and fair market value of assets.

The petition for final distribution on waiver of account must contain the information required in CRC 7.550, as well as the fair market value of assets on hand.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Accounting

All accountings must use Judicial Council Form GC-400 (SUM)/GC-408(SUM) for the Summary of Account.

All accountings must use Judicial Council Form GC-400 (SUM)/GC-408(SUM) for the Summary of Account.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Accounting

Guardians/conservators presenting standard accounts who do not use optional forms must use the content and format of those forms but may use conventional accounting programs.

Those guardians and conservators presenting standard accountings who do not use the optional Judicial Council forms are required to use the content and format called for in those forms, but may submit accountings prepared on conventional accounting programs.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Accounting

Guardians and conservators presenting simplified accounts must use the GC-405 Judicial Council forms.

Guardians and conservators presenting simplified accounts must use the Judicial Council forms designated as GC-405.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Accounting

All accountings must provide all information required by Probate Code §§ 1060-1064.

All accountings must provide all information required in Probate Code §§ 1060 – 1064.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Report

Fiduciaries must include in reports accompanying accountings an allegation of bond sufficiency and steps to comply if insufficient.

Fiduciaries must allege in all reports accompanying accountings whether or not the bond in the case is sufficient under Probate Code § 2320 and CRC 7.207, and, if not, what steps are being taken to comply with those requirements.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for distribution

Petitions for distribution must include all information required by CRC Rule 7.403, including allegations about disposition of all claims.

It is not sufficient in any petition for distribution to allege merely that all claims have been paid. Petitioners must provide all information required under CRC Rule 7.403. The allegations regarding disposition of all claims must appear in the petition for final distribution even though they may have appeared in whole or in part in prior petitions.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Referral for investigators report

Proposed conservator must complete and sign PB-4002 under penalty of perjury, submit at filing, include a color photograph, and the form is confidential.

A local form entitled "Referral for Investigator's Report-Conservatorship" (attached form PB-4002) must be completed and signed under penalty of perjury by the proposed conservator and submitted at the time the petition is filed. This form shall be confidential. The proposed conservator shall submit with the referral a color photograph of the proposed conservatee.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Capacity declaration

The capacity declaration must be filed separately and must not be attached to the petition for appointment of conservator.

This form must not be attached to the Petition for Appointment of Conservator but must be filed separately and served by mail or personally, at the option of petitioner, upon the proposed conservatee.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Capacity declaration

Petitioner using a medical or psychological professional must submit GC-335 with attached PB-4015.

a petitioner who seeks appointment of a conservator of the estate and is using a medical or psychological professional as declarant must submit a Judicial Council form GC-335, “Capacity Declaration – Conservatorship” with attached form PB-4015, “Capacity Declaration – Conservatorship of the Estate Attachment” attached

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Capacity declaration

Petitioner not using a medical/psychological professional must use a lay declarant to complete PB-4016.

If the petitioner who is not relying upon a medical or psychological professional to complete the Capacity Declaration wishes to seek appointment of a conservator of the estate, the petitioner must have a lay declarant complete the "Layperson's Declaration re Legal Capacity" shown as attached form PB-4016 to these Local Rules.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Capacity declaration

Capacity Declaration must be filed separately, not attached to the petition.

The Capacity Declaration must not be attached to the Petition for Appointment of Conservator but must be filed separately

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Conservatorship prerequisites

Before letters are issued, conservators (except corporate/institutional) must obtain the handbook and view the film, with proof required.

Before letters of conservatorship are issued, all conservators (except corporate or institutional conservators) must obtain a copy of the handbook for Conservators published by the Judicial Council of California and view a film on the duties and responsibilities of a conservator. Proper proof of download or purchase of the handbook and viewing of the film will be required.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Order appointing conservator

Order Appointing Probate Conservator form requires leaving paragraphs 8 and 22 blank and inserting Court Investigations Unit information in paragraph 11.

On the Judicial Council form entitled "Order Appointing Probate Conservator," paragraphs 8 and 22 concerning ability to vote should be left blank. The Court will make its own determination at the hearing based upon the Court Investigator's report. Paragraphs 10 and 21 concerning fees refer only to Court-appointed counsel for the conservatee. These paragraphs do not apply to the attorney for the conservator. In all cases, the following information should be inserted at paragraph 11: Court Investigations Unit, 191 North First Street, San Jose, California 95113, telephone (408) 882-2761.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Level of care evaluation

Level of care evaluation must be filed on Judicial Council form 'Determination of Conservatee’s Appropriate Level of Care'.

The evaluation shall be filed on the Judicial Council form entitled "Determination of Conservatee’s Appropriate Level of Care (P.C. § 2352.5)."

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Accounting referral

When filing an accounting, a Referral For Court Investigator form (PB-4002) must be submitted with the notice of hearing and original accounting.

At the time of filing of the conservator's accounting, a "Referral For Court Investigator" form (attached form PB-4002) must be submitted, with the notice of hearing and the original accounting, for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Sale of residence documents

Sale of conservatee's residence requires a Court Investigator's report on file and the conservator must file a PC §2540(b) declaration and submit referral form with the notice and declaration.

The sale of the conservatee's residence (including a mobile home) will not be approved by the Court until a Court Investigator's report showing the necessity for the sale is on file. The conservator must file a declaration complying with Probate Code section 2540(b) whenever the conservator seeks authorization to sell the conservatee's present or former personal residence. The required "Referral for Court Investigator – Conservatorship" form (attached form PB-4002) shall be submitted with the notice of hearing and the required declaration.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Change of address notices

Change of conservatee's address requires filing GC-079 and GC-080; change of conservator's address requires filing PB-4047.

When the address of the conservatee will be changed, the Pre-move Notice of Proposed Change of Personal Residence of Conservatee or Ward (Judicial Council form GC-079), and also the Post-Move Notice of Change of Residence of Conservatee or Ward (Judicial Council form GC-080) must be filed with the Court. This is in addition to the Notice requirements of Probate Code § 2352 and CRC 7.1063. When the address of the conservator will be changed, the Notification of Change of Address of Conservator/Guardian (attached form PB-4047) must be filed with the Court

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Declaration of conservatorship establishment

If the conservatee is not returned to California, the conservator must file a declaration showing establishment of conservatorship in the new jurisdiction.

If a conservatee is not returned to California, the conservator must file a declaration showing proof of the establishment of the conservatorship (or its equivalent) in the new jurisdiction.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition to terminate conservatorship

Petitioner must submit the referral form, notice of hearing, and original petition to terminate a conservatorship for review.

Petitioner must submit with the local form entitled “Referral for Court Investigator-Conservatorship” (attached form PB-4002) the notice of hearing and the original petition to terminate a conservatorship, for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Notice of death

Conservator must file a notice of death with a photocopy of the death certificate.

the conservator must file a notice of death of conservatee with a photocopy of the conservatee's death certificate attached.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Confidential supplemental information

Confidential supplemental information must be filed on form GC-312 separately, with a cover sheet, and verified.

The supplemental information required of conservators by Probate Code §1821(a) at appointment must be filed on Judicial Council form GC-312 (“Confidential Supplemental Information”) separately from the petition and must have one completed Confidential Document Cover Sheets (see attached form PB-4003) attached. This Confidential Supplemental Information form must be verified (Probate Code § 1021).

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for temporary conservatorship

The temporary conservatorship petition must state facts establishing urgency.

The petition must state facts establishing the urgency requiring the appointment of a temporary conservator.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition for appointment of conservator

Petitioner must attach the private professional's fee schedule to the petition for appointment.

At the time a private professional conservator is nominated to serve as conservator, the petitioner must attach the private professional’s fee schedule to the petition for appointment of conservator

Checked and corrected to match the court's document on Sep 20, 2026CRITICAL

Applies to

Fee schedule

The fee schedule must not contain certain types of charges, such as additional compensation for overhead, billing explanation charges, increased litigation support rates, or percentage of real property sale price.

fee schedule shall not contain: (a) Additional compensation, either in terms of a percentage or a standard monthly charge, for undesignated miscellaneous overhead or administrative expenses, or “start-up fees;” (Effective 1/1/2014) (b) Charges made to the conservatee’s estate for time spent in clarifying or explaining billing entries to the Court, for which minimal or incomplete information, in the judgment of the Court, was initially provided; or, (c) Increased hourly rates for conservatorship-related “litigation support.” (Effective 1/1/2013) (d) Compensation in the form of a percentage of the sale price of a conservatee’s real property, either in lieu of, or in addition to, hourly charges for services performed in connection with

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Accounting

A 'Referral for Court Investigator - Conservatorship' form (PB-4002) must be submitted with the notice of hearing and proposed trust when filing the trustee's accounting.

At the time of filing of the trustee's accounting, a "Referral for Court Investigator - Conservatorship" form (attached form PB-4002) must be submitted with the notice of hearing and the proposed trust for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition

A 'Referral for Court Investigator - Conservatorship' form (PB-4002) must be submitted with the notice of hearing and original petition when filing a substituted judgment petition.

At the time of filing of a petition for substituted judgment, "Referral for Court Investigator - Conservatorship" (attached form PB-4002) must be submitted with the notice of hearing and the original petition for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition

A proposed guardian must complete and sign under penalty of perjury a 'Referral for Court Investigator & Questionnaire - Guardianship' form (PB-4005) and a signed Authorization for Release of Information form (PB-4014) at filing of the guardianship petition; the referral form is confidential.

The proposed guardian must complete and sign under penalty of perjury a "Referral for Court Investigator & Questionnaire - Guardianship" (attached form PB-4005) at the time the petition for establishment of guardianship is filed. This form is confidential. Together with the "Referral for Court Investigator & Questionnaire - Guardianship" the proposed guardian must present a signed Authorization for Release of Information form (attached form PB-4014) to enable court investigators to access the information required in Probate Code § 1513.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Request for independent powers

Requests for independent guardianship powers must specify each power requested and the specific reason for the need for each power.

A request for independent powers under Probate Code §§ 2590 and 2591 will not be granted without specifying each power requested and the specific reason for the need for each power requested.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Ex parte application

Must include

proposed order

Attorneys and self-represented parties must submit a proposed order reflecting the orders requested in the ex parte application.

Along with the application and declaration in support of ex parte application, attorneys or self‐represented parties must also submit a proposed order reflecting the orders requested in the application.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Accounting

A Referral for Court Investigator form must accompany the guardian's accounting for review by the Court Investigator.

At the time of filing of the guardian's accounting, a “Referral for Court Investigator & Questionnaire – Guardianship” form (attached form PB 4005) must be submitted, with the notice of hearing and the original accounting, for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Accounting

An accounting must be filed at termination of a guardianship of the estate unless waived by a ward who reached majority.

At termination of a guardianship of the estate, an accounting as required by CRC 7.1004(c), must be filed unless waived by a ward who has reached majority pursuant to Probate Code § 2627 (a).

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition to terminate guardianship

A Referral for Court Investigator form must accompany a petition to terminate a guardianship.

At the time of filing of a petition to terminate a guardianship a “Referral for Court Investigator & Questionnaire – Guardianship” form (Attachment PB-4005) must be submitted with the notice of hearing and the original petition for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Temporary guardianship petition

The temporary guardianship petition must state facts establishing urgency.

The petition must state facts establishing the urgency requiring the appointment of a temporary guardian.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Temporary guardianship petition

All temporary guardianship petitions must be reviewed by the Probate Examiner before presentation to the Court.

All petitions for a temporary guardianship must be presented to the Probate Examiner's office for review before presentation to the Court.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Declaration

A declaration showing proof of establishment of guardianship in the new jurisdiction must be filed if the ward is not returned to California.

If a ward is not returned to California, a declaration must be filed showing proof of the establishment of the guardianship (or its equivalent) in the new jurisdiction.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition to compromise minors claim

A petition to compromise a minor's claim must include the names and addresses of the minor's parents.

The petition to compromise a minor's claim must contain, in addition to those matters required by statute and by CRC Rules 7.950 to 7.955, the names and addresses of the minor's parents.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition to compromise minors claim

Where the minor's settlement is part of a larger settlement, the petition must detail the factual basis for the proposed allocation.

Where the minor's settlement is part of a larger settlement, the petition must state in detail the factual basis for the proposed allocation to the minor or the person with a disability.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition to withdraw funds

Must include

proposed order

A petition to withdraw funds from a blocked account must include a proposed order on Judicial Council form MC 358 for the Court's signature.

the petitioner must submit for the Court’s signature the Judicial Council form “Order For Withdrawal of Funds From Blocked Account” (form number MC 358).

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Petition to release funds

When no court record of a minor's date of birth exists, a petition to release blocked funds must include a copy of the minor's birth certificate.

Where there is no prior Court record of the minor's date of birth, a petition to release funds from the blocked account upon the minor's majority must be accompanied with a copy of the minor’s birth certificate.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Proposed trust

The proposed trust must comply with CRC 7.903, including bond and periodic accountings.

the proposed trust must comply with all provisions required in CRC 7.903, including but not limited to requiring a bond for the trustee and periodic accountings to the Court.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Emancipation petition

If a minor is unrepresented, the petition must be reviewed by an attorney and written verification of that meeting must be filed with the petition.

Where the minor is unrepresented, he/she must have the petition and accompanying documents reviewed by an attorney. Written verification that the minor has met with an attorney must be submitted to the Court when the petition is filed.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Emancipation petition

The minor must submit a personal statement under penalty of perjury with the emancipation petition, detailing reasons and circumstances.

The minor is to submit to the Court, with his/her petition, a personal statement, under penalty of perjury, specifying in detail the reasons for the emancipation request and describing the circumstances giving rise to the request.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Trustee accounting

If the trust beneficiary is conserved, a Referral for Court Investigator form must be submitted with the trustee's accounting and notice of hearing.

If the beneficiary of the trust is conserved, at the time of filing of the trustee’s accounting, a “Referral for Court Investigator - Conservatorship” form (attached PB-4002) must be submitted, with the notice of hearing and the original accounting, for review by the Court Investigator.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Request for exemption

Must include

proposed order

Attorneys seeking an exemption from mandatory e-filing must file a Request for Exemption (EFS-007) with a Proposed Order (EFS-008) with the Clerk and serve all parties.

An attorney requesting to be excused from mandatory electronic filing and service must file with the Clerk of the Court and serve on all parties a Request for Exemption from Mandatory Electronic Filing and Service [Judicial Council Form EFS-007] with a Proposed Order [Judicial Council Form EFS-008].

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Document requiring signature

When e-filing an affidavit, declaration, or any document requiring a signature, filers must comply with CRC 2.257.

When electronically filing an affidavit, declaration, or any document requiring a signature, filers must comply with CRC 2.257.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Ex parte material

Must include

ai disclosure

Ex parte filings containing AI-generated content must disclose that fact in the filing or submission.

Any person who files, submits, or lodges ex parte material with the court that includes text, recordings, or images produced via Machine Learning or Artificial Intelligence tools, must disclose this fact in the filing or submission.

Checked against the court's document on Sep 20, 2026CRITICAL

Applies to

Brief

Wende briefs in misdemeanor appeals must be labeled 'Filed Under People v. Wende' on the cover and include a declaration of counsel regarding advising the client of no arguable issues and the right to supplemental briefing within 30 days.

In misdemeanor appeals, all briefs filed under People v. Wende (1979) 25 Cal.3d 436 must be prominently labeled “Filed Under People v. Wende” on the cover. Wende briefs must also include a declaration of counsel under penalty of perjury averring that their client has been advised of counsel’s view that there are no arguable issues to be raised on appeal and of the client’s right to submit their own supplemental briefing within 30 days after the service and filing of the Wende brief.

Checked and corrected to match the court's document on Sep 20, 2026CRITICAL

Applies to

Writ petition

A request for a stay in a writ petition must appear prominently on the cover and identify the date of any impending action and the trial judge.

Any request for a stay must appear prominently on the cover of the writ petition and must identify the date of any impending action or proceeding that will occur absent a stay and the trial judge before whom the case is pending.

Checked and corrected to match the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Proof of service form

Must include

page count

Whichever form is used, the number of submitted pages shall be stated.

Whichever form is used, the number of submitted pages shall be stated.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Objections

Written objections must identify the specific paragraphs and language objected to, state the reasons, and provide proposed modified language.

(2) Objections shall be in writing and shall include the following: (a). the specific paragraphs and language to which the party objects; (b). the reasons for the objections; and (c). the proposed modified language.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Statement of issues

The Statement of Issues must set forth remaining issues and proposed alternative language, state the time estimated for trial, and list witnesses anticipated at trial.

The Statement of Issues shall clearly set forth any remaining issues and any proposed alternative language. Previously filed objections may be attached and incorporated by reference. In addition, the Statement of Issues shall state the time estimated for trial and provide a list of witnesses anticipated to be called at trial.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Discovery motion

A noticed discovery motion must state the relevancy and materiality of the information sought and why informal discovery was inadequate.

Any noticed motion must state the relevancy and materiality of the information sought and the reasons why informal discovery was not adequate to secure that information.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Ex parte application

The ex parte applicant must complete the Declaration Re Notice of Ex Parte Application (Local Form JV-2000) to inform the judicial officer that notice was given.

The party requesting ex parte orders must inform the judicial officer that notice has been given by completing Declaration Re Notice of Ex Parte Application (Local Form JV-2000).

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Objection

Objections to out-of-county placement must be filed on Judicial Council Form JV-556.

Those objecting to the out-of-county placement must file an Objection to Out-of-County Placement and Notice of Hearing (Judicial Council Form JV-556).

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Declaration

The Declaration for Juvenile Court Records (Local Form JV-2002 or JV-2002a) must be filed in the Court file.

The Declaration for Juvenile Court Records (Juvenile Justice) (Local Form JV-2002) or Declaration for Juvenile Court Records (Dependency) (Local Form JV-2002a) must be filed in the Court file.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Declaration

Staff, parties, counsel, or investigators requesting records must fill out and present a Declaration using Local Form JV-2002 or JV-2002a, and a copy will be filed in the Court file.

The staff, party, counsel, or investigator must fill out and present a Declaration regarding the request for records. (Local Form JV-2002 or JV-2002a.) A copy of Local Form JV-2002 or JV-2002a will be filed in the Court file.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Motion

A person seeking de facto parent status must file a noticed motion setting out the reasons in support, unless the Court permits an oral motion for good cause.

The person seeking de facto parent status must file a noticed motion before the Court setting out the reasons in support of the motion, unless the Court, for good cause, permits an oral motion to be made.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Dependency mediation outcome form

The County Counsel attorney must complete the Dependency Mediation Outcome Form (Local Form JV-2029) and return it to the Mediator.

The attorney representing the Office of the County Counsel will be responsible for preparing any orders made by the Court related to the mediated agreement. The attorney from the Office of the County Counsel must complete the Dependency Mediation Outcome Form (Local Form JV-2029) and return the form to the Mediator.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Dej suitability report

The Probation Department must prepare a DEJ suitability report using the CRC 5.800(d)(3)(A) factors after the District Attorney files the Determination of Eligibility form (JV-750).

In order to assist in determining suitability of youth for the Deferred Entry of Judgment (“DEJ”) Program and to comply with CRC 5.800, the Probation Department must prepare a report with a recommendation on the suitability of the youth for DEJ utilizing the factors in CRC 5.800(d)(3)(A) once the District Attorney has determined DEJ eligibility, stamped the Petition, and filed the Determination of Eligibility – Deferred Entry of Judgment – Juvenile (Judicial Council Form JV-750) case with the Clerk's Office.

Checked and corrected to match the court's document on Sep 21, 2026WARNING

Applies to

Order modifying juvenile jurisdiction

An order modifying the Juvenile Court's jurisdiction must include an Order for Restitution and Abstract of Judgment (JV-790), the child's Individualized Educational Plans, and unsealed psychological evaluations from within the prior 12 months.

Restitution and Abstract of Judgment (Judicial Council Form JV-790); d. Individualized Educational Plans for the child; and e. Unsealed psychological evaluations of the child conducted within twelve (12) months prior to the Court’s order modifying the Juvenile Court’s jurisdiction.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Application for extension

Must include

proposed order

Applications to extend time must include a proposed order.

Applications to extend time must include a proposed order.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Brief

Parties must respect privacy concerns when naming third parties in briefs filed publicly in the Appellate Division.

To the extent reasonably and practically possible, and as applicable, the Appellate Division voluntarily complies with CRC 8.90, which applies in the Courts of Appeal, concerning privacy and the use of names in written opinions or decisions (See e.g., CRC 8.90(b)(4) [victims in criminal proceedings] & (b)(10) [persons in other circumstances in which personal privacy interests support not using the person’s name].) Parties must likewise respect privacy concerns in the manner in which third parties are named in briefs publicly filed in the Appellate Division.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Application

Parties may request that remote appearances not be allowed by filing an application with the Appellate Division within 10 days of the notice of oral argument, including a showing as to why not.

Any party may request that remote appearances not be allowed in a particular case (with a showing as to why not) on application filed with the Appellate Division and served within 10 days after the court sends notice of oral argument under CRC 8.885(c).

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Readiness brief

Must include

statement of facts

Readiness briefs must include specified content for prosecution and defense, including facts, criminal history, settlement history, and sentencing considerations.

Readiness briefs must include, but need not be limited to: a. Prosecution: a statement of facts expected to be shown by the evidence; perceived factors in aggravation; factors in mitigation; criminal history information, including prior performance on probation and/or parole; other pending cases and their status; the history of prosecution settlement offers; the history of defense settlement proposals; any indicated sentences previously given by the court; whether collateral consequences have been considered; three strikes review, if pertinent; and consideration of substance abuse/mental health issues and treatment, if pertinent. b. Defense: any information about the accused or the case that the accused consents to a trial judge considering, and/or that the accused desires a judge who is not the trial judge to consider under Penal Code section 1204.5, or a statement that the accused chooses to defer providing such information without prejudice

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Readiness brief

Readiness briefs must include specified prosecution content (facts, aggravating/mitigating factors, criminal history, settlement history, collateral consequences, treatment, diversion) and defense content (information the accused consents to be considered or defers providing without prejudice).

Readiness briefs must include, but need not be limited to: a. Prosecution: a statement of facts expected to be shown by the evidence; perceived factors in aggravation; factors in mitigation; criminal history information, including prior performance on probation and/or parole; other pending cases and their status; the history of prosecution settlement offers; the history of defense settlement proposals; any indicated sentences previously given by the court; whether collateral consequences have been considered; considerations of substance abuse/mental health and treatment, if pertinent; and consideration of the merits of diversion. b. Defense: any information about the accused that the accused consents to a trial judge considering, and/or that the accused desires a judge who is not the trial judge to consider pursuant to Penal Code section 1204.5, or a statement that the accused chooses to defer providing such information without prejudice.

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Motion

In a motion under Penal Code section 1538.5(i) presented de novo, notice of that fact must appear on the first page of the moving and responding papers.

In any motion brought under Penal Code section 1538.5, subdivision (i) that is presented de novo, notice of this fact must also be set out on the first page of the moving and responding papers.

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Motion

In a motion under Penal Code section 1538.5(i) where additional live testimony is anticipated, notice of that fact must appear on the first page of the moving or responding papers.

In any motion brought under Penal Code section 1538.5, subdivision (i) where additional live testimony is anticipated, notice of this fact must be set out on the first page of the moving or responding papers.

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Property removal order

Where a one-time property removal is allowed, Attachment CR-6072 (Property Removal Order) must be completed and filed by the court, and the restrained and protected persons must each receive one certified copy.

In cases where the court allows the restrained person to remove "necessary personal property" from the protected person's residence as a one-time exception to the criminal protective order, Attachment CR-6072 (Property Removal Order) must be completed by and filed by the court, and the restrained person and protected person must be provided with one certified copy of the same.

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Request for hearing on criminal protective order modification

The Request for Hearing on Criminal Protective Order Modification must include CLETS orders, relevant criminal and Family/Juvenile/Dependency/Probate case numbers, and records of safety planning or counseling.

Where applicable, the party requesting modification must include the following information with the Request for Hearing on Criminal Protective Order Modification ("Request"): (1) any applicable CLETS Civil Restraining Orders and Custody and Visitation Orders; (2) the case numbers of both the criminal court case and any Family, Juvenile, Dependency, or Probate cases involving the accused defendant and the alleged victim; and (3) a copy of attendance or other record reflecting any safety planning, therapy sessions, or other counseling course attended by the accused and/or the alleged victim after the alleged incident date for the most recent Family Violence matter.

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Motion

All moving, responding, and joining papers must include an accurate time estimate on the first page.

All moving, responding, and joining papers must set out an accurate time estimate on the first page.

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Motion

Oral testimony is not permitted at motion hearings unless ordered by the court (except Penal Code 1538.5 hearings), and notice of intent to call witnesses must appear on the first page of moving and/or responding papers.

Oral testimony will not be permitted in a motion hearing unless the court orders otherwise, except for properly noticed hearings brought under Penal Code section 1538.5. The court retains complete discretion as to the necessity for, and nature and extent of oral argument. Notice of intent to call witnesses must be specifically set out on the first page of the moving and/or responding papers.

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Motion

A party seeking to join a motion must set out the relevant facts and law as they relate to that party, and all motions to join must be in writing.

Any party seeking to join in any motion must set out the relevant facts and law as it relates to the joining party. All motions to join must be made in writing.

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Ancillary defense expense

All ancillary defense expenses require prior Court approval by order, and funds approved for a specific purpose may not be used for another purpose without prior approval.

All funds expended for ancillary defense expenses must have prior approval by Court order. Funds approved for a specific purpose, moreover, may not be expended for another use without prior Court approval.

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Ancillary expense declaration

Every ancillary expense application must be supported by a declaration covering the circumstances of the offense, case status, specific purpose and necessity of the services, and details of each proposed service provider including rates and expenses.

All applications for ancillary defense expenses shall be supported by a declaration setting forth: (1) A summary of the circumstances of the charged offense or facts that demonstrates why the funding of ancillary defense expenses is necessary in the interests of justice; (2) The status of the case; (3) The specific purpose for the funds, including the nature of the services to be rendered and an explanation why those services are reasonably necessary for the defense of the case; and (4) The name and title of each appointed service provider (investigator, expert, or other) for whom funds are being sought, the hourly rate and maximum amount expected to be charged for the service, travel-related expenses other than mileage, and any other special expenses.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

All filed documents

Must include

judge name

All filed documents must include the name of the assigned All-Purpose Judge and department.

All filed documents must contain the name of the assigned APJ and department.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Will or codicil

Wills and codicils must be filed with the PB-4079 Will Coversheet.

Any will or codicil submitted for filing must be submitted with PB-4079, “Will Coversheet,” to preserve the originality of the document.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Probate order

Probate orders must be complete and must show the noticed hearing date and department.

All orders in probate matters must be complete and bear the noticed hearing date and department.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Order

If a matter is taken off calendar, any submitted order is returned and a new order must be submitted for the re-noticed hearing date.

If a matter is taken off calendar, any order submitted will be returned to the party and a new order must be submitted for the re-noticed hearing date.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Ex parte petition

Ex parte petitions must contain sufficient facts to justify the requested orders.

An ex parte petition or application must contain sufficient facts to justify the orders requested.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Ex parte petition

Ex parte submissions must include a declaration stating when and to whom notice was given, or why notice should be waived.

The petition, a proposed order, and any supporting documents must be submitted along with a declaration stating when and to whom notice was given; or if there is a request to waive notice, why notice should not be given.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Petition for distribution

Petitions for preliminary or final distribution must report all IAEA actions per CRC Rule 7.250 and any amounts paid or received.

In a petition for preliminary distribution or final distribution, all actions taken under the IAEA must be reported as set forth in CRC Rule 7.250. Additionally petitioner must report the amount paid or received, if applicable.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Petition

The terms of sale shown in the petition must match those in the published notice.

There cannot be a variance in the terms of sale between those shown in the petition and those in the published notice.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Petition for confirmation

The petitioner must file a copy of the contract of sale when filing the petition for confirmation.

At the time of filing the petition for confirmation, the petitioner must file a copy of the contract of sale.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Petition

Where the estate owns only a fractional interest, the petition must state whether the sale is conditioned on closing of the sale of the unowned fraction.

Where the estate owns only a fractional interest in the real property, the petition must state whether the sale by the estate is conditioned upon closing of a sale of the unowned fraction.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Account

All accounts filed in decedents' estates and trusts must follow the format described in Probate Code § 1061.

All accounts filed in decedents' estates and in trusts, must follow the format described in Probate Code § 1061:

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Account

All accounts must specifically state the period covered by the account.

All accounts must set forth specifically the period covered by the account.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Account

Receipt and disbursement schedules must be categorized into subschedules when the accounting period exceeds one year or when a source or payee has more than twelve entries per period.

Whenever an accounting period exceeds one year, or whenever income is received from any particular source more than twelve times in an accounting period, or whenever payments are disbursed to a particular payee more than twelve times in an accounting period, it is required that the schedules for receipts and for disbursements be categorized into subschedules reflecting the particular income sources or payees for whom there are more than twelve entries per accounting period.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Account

Trustees or attorneys must furnish evidence supporting fee disbursements in trust accountings, including an explanation of how any 'reasonable fee' was calculated.

When a trust accounting submitted for approval by the Court contains disbursements for trustee or attorney fees, the trustee or attorney must furnish evidence to support the disbursements for fees in a manner consistent with the requirements of the trust instrument. If the trust permits “reasonable fees” without court approval, for instance, the trustee shall furnish an explanation of how the “reasonable fee” was calculated

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Account

Accounts for entities with separate principal and income beneficiaries must allocate receipts and disbursements between principal and income.

All accounts for entities that have separate principal and income beneficiaries must allocate receipts and disbursements between principal and income.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Declaration

If a survivorship-conditioned petition is filed before the period expires, a separate declaration executed after expiration must be filed with the Court.

If the right of a spouse or registered domestic partner to take under a will is conditioned on survival for a specified period of time, no property will be set aside or confirmed to the spouse or registered domestic partner until the expiration of the time period. If the petition is filed before the expiration of the survivorship period, a separate declaration executed by the petitioner after the survivorship period has expired must be filed with the Court.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Level of care evaluation

The level of care evaluation must be filed on the Judicial Council form Determination of Conservatee's Appropriate Level of Care.

The evaluation shall be filed on the Judicial Council form entitled "Determination of Conservatee's Appropriate Level of Care (P.C. § 2352.5)."

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Affidavit

If the minor's father is alleged unknown, a photocopy of the minor's birth certificate should be attached to the affidavit or declaration supporting an order dispensing with notice.

If it is alleged that the minor's father is unknown, a photocopy of the minor's birth certificate should be attached to the affidavit or declaration in support of an order dispensing with notice.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Petition to release funds

A petition to release blocked-account funds upon the minor's majority must include a copy of the minor's birth certificate when there is no prior Court record of the date of birth.

Where there is no prior Court record of the minor's date of birth, a petition to release funds from the blocked account upon the minor's majority must be accompanied with a copy of the minor’s birth certificate.

Checked against the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Petition

Petitioners must use the local form PB-4052 for the petition.

Whenever a Petition for Ex Parte Writ of Habeas Corpus Re: Quarantine Detention is brought, the Petitioner shall use the local form entitled “Petition for Writ of Habeas Corpus Re: Quarantine Detention ” (attached form PB-4052).

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Class notice

Class notices should always include contact information for class counsel, a URL to a website containing links to the notice and key documents, and URLs to the Court's electronic filing and service website.

Notices should always provide: (1) contact information for class counsel to answer questions; (2) a URL to a web site, maintained by the claims administrator or plaintiffs' counsel, that has links to the notice and the most important documents in the case; (3) for persons who wish to review the Court's docket in this case, the URL for the Court's electronic filing and service website at www.scefiling.org and www.scscourt.org.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Attorney fee application

Attorneys' fees will not be approved until the final approval hearing, where sufficient evidence for a lodestar analysis generally must be presented even if the fee is a percentage of recovery or agreed by the parties.

The Court will not approve the amount of attorneys’ fees until final approval hearing, at which time sufficient evidence generally must be presented for a lodestar analysis, even if the fee is based on a percentage of recovery and even if the parties have agreed to the fees.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Cost request

The Court will review cost requests and any further supporting information requested must be submitted before final approval is granted.

In addition, the Court will review the cost request and may ask for further information supporting the cost request. That additional information will need to be submitted before final approval is granted.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Cy pres application

Parties must explain the need for and appropriateness of a cy pres recipient, disclose counsel or party interests in the recipient, and discuss handling of uncashed checks.

The parties must explain why a cy pres recipient is needed (i.e. why the funds cannot be re-distributed to class members) and why the cy pres . distribution meets the purposes of the suit or is otherwise appropriate. (C.C.P. § 384). The parties also must disclose interests or involvement by any counsel or party in the governance or work of the cy pres recipient, and discuss how the parties will handle uncashed checks.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Class notice

All class notices should include the Court's website information, and settlement class notices should also provide the Court's mailing address for objections and notices to appear.

All Notices to Class Members should include information regarding the Superior Court of California, County of Santa Clara’s website(s): www.scscourt.org and www.scefiling.org. Settlement class notices should also provide the Court’s mailing address for sending objections and notices to appear: Superior Court of California, County of Santa Clara, 191 N. 1st Street, San Jose, California 95113.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Objection

Must include

caption, case number

Written objections, supporting papers, and notices of intent to appear must identify the case name and number, be submitted to the Court by mail or in person, be mailed to identified law firms, and be filed or postmarked by the deadline.

All written objections, supporting papers and/or notices of intent to appear at the Final Approval Hearing must (a) clearly identify the case name and number ([*** v. ***], Case Number [1-**-CV-******]), (b) be submitted to the Court either by mailing the objection to: Clerk of the Court, Superior Court of California, County of Santa Clara, 191 N. 1st Street, San Jose, California 95113, or by filing in person at the same location; (c) also be mailed to the law firms identified [**********] and (d) be filed or postmarked on or before , 20**.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Final approval motion

Papers in support of final approval should be captioned "Motion for Final Approval" and a hearing date obtained from the Complex Litigation Clerk before filing.

Nevertheless, settling parties should caption their papers submitted in support of final approval as a “Motion for Final Approval” and should obtain a motion hearing date from the Complex Litigation Clerk before filing.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Attorney fees motion

All attorneys' fees award requests, whether in a final approval motion or a separate motion, must include detailed lodestar information even if the amount is based on a percentage of the settlement fund.

All requests for approval of attorneys’ fees awards, whether included in a Motion for Final Approval or made by way of a separate motion, must include detailed lodestar information, even if the requested amount is based on a percentage of the settlement fund.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Incentive award motion

Requests for approval of incentive payments to class representatives must include evidentiary support consistent with Clark v. American Residential Services, and the Court will not approve such payments until that support is received.

Requests for approval of enhancement/incentive payments to class representatives must include evidentiary support consistent with the parameters outlined in Clark v. American Residential Services LLC (2009) 175 Cal.App.4th 785, 804-807. The Court will not approve incentive payments until it receives such evidentiary support (e.g., a declaration from a class representative).

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Order and judgment

All final approvals must result in entry of judgment, and the words "dismissal" and "dismissed" should be avoided in proposed orders, judgments, and settlement agreements.

In light of the requirements of CRC 3.769(h), all final approvals must result in the entry of judgment, and the words “dismissal” and “dismissed” should be avoided not only in proposed orders and judgments but also in any settlement agreements.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Order and judgment

The Court prefers a combined "order and judgment" that incorporates "judgment is hereby entered" language, complies with CRC 3.769(h), includes the attorneys' fees holdback and compliance hearing provisions, and is submitted only after review by senior class counsel and settling defendants' counsel.

To assure appropriate handling by the Court clerk, the Court prefers the use of a combined “order and judgment,” clearly captioned as such (e.g., “Order of Final Approval and Judgment” or “Order and Judgment of Final Approval”). The body of the proposed order and judgment must also incorporate the appropriate “judgment is hereby entered” language and otherwise fully comply with CRC 3.769(h), including express reference to that rule as the authority for the Court’s continuing jurisdiction. The proposed order and judgment should also include the attorneys’ fees holdback provision and compliance hearing provision (with date and time to be filled in by the Court) discussed, above. No proposed order and judgment should be submitted until after review by senior class counsel and counsel for all settling defendants.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Order and judgment

For settlements in Judicial Council Coordinated Proceedings, proposed orders and judgments must reflect CRC 3.545(b) & (c), include language that class counsel will undertake compliance with CRC 3.545(b)(1 & 2), and provide for filing a declaration confirming compliance.

If the actions that are being settled are included in a Judicial Council Coordinated Proceedings (“JCCP”), termination of each included action by entry of judgment is also subject to CRC 3.545(b) & (c), and proposed orders and judgments must so reflect. Language must also be included to the effect that compliance with CRC 3.545(b) (1 & 2) shall be undertaken by class counsel and that a declaration shall be filed confirming such compliance.

Checked and corrected to match the court's document on Sep 20, 2026WARNING

Civil cases

Applies to

Class certification brief

Class certification briefing must address the enumerated class certification factors: ascertainability, numerosity, typicality, adequacy, and substantial benefits/superiority.

3 ===== 2. Ascertainability a. The manner in which and the time when the individual class members will be identified if such identification is contemplated 3. Numerosity a. The approximate number of persons in the class, and if there are subclasses, the approximate number of persons in each subclass b. The basis for the above approximations c. The general geographic location[s] of the class members. If the class is not confined to the state of California, the description should include those locations outside California where class members are located d. Whether, and if so why, joinder is impracticable 4. Typicality a. Why the claims and status of each of the proposed class representative[s] are typical of those of the proposed class or of the proposed subclass b. Factual and/or legal differences, if any, in the representative’s status as a class member and those of any other persons within the class. If there are subclasses, a factual statement of the subclass of which the representative is a member c. Unique legal and/or factual issues, if any, pertaining to the representative[s] which must be litigated d. Conflicts, if any, between the class representative[s] and the class members 5. Adequacy a. The adequacy of class counsel, including the ability of class counsel to represent class members with conflicting claims or interest b. The adequacy of the class representative[s], including the ability of the class representative[s] to serve as fiduciaries for class members with conflicting or inconsistent claims or interests c. The issues of law and/or fact which must be litigated between class members 6. Substantial Benefits/Superiority a. Procedures alternative to a class action which might be used to adjudicate the issues involved in the action 3 ===== PAGE 4 ===== b. Why a class action is, or is not, procedurally superior to each alternative procedure, unless superiority is not an element of certifying that cause of action, including a discussion of the ability of the Court to manage the alternative proceedings in relation to its ability to manage the conduct of the class action c. Whether there are substantial benefits to the Court, the parties, and/or the public to proceeding

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Referral

When forwarding a referral to the Traffic Court, PEI must attach a cover note containing the specified language.

When forwarding a referral to the Traffic Court, PEI shall attach a cover note stating: "This matter is being referred by Juvenile Probation to Santa Clara County Traffic Court for adjudication."

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Settlement position statement

Counsel and self-represented parties must submit written settlement position statements to the ADR judge at least five calendar days before the ADR session, and the statements must not be filed.

Counsel and self-represented parties must submit written statements of their position regarding settlement to the ADR judge no later than five calendar days before the ADR session. These statements must not be filed.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Mandatory settlement conference statement

Mandatory Settlement Conference Statements must comply with CRC 3.1380.

The Statement must comply with CRC 3.1380.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Application for order for payment of money

Applications for orders for payment of money must be supported by an affidavit stating the claimant's right to the amount and that it is on deposit.

An application for an order for payment of money must be supported by an affidavit clearly setting forth the claimant's right to the specific amount shown, and a statement that the amount in question is presently on deposit in the Treasurer's Office.

Checked against the court's document on Sep 21, 2026WARNING

Civil cases

Applies to

Application for order authorizing payment for transcript

Applications for transcript payment must be supported by an affidavit showing the work was done, charges were supplied, ten days elapsed, and no dispute exists.

An application for an order authorizing payment for preparation of a transcript out of funds deposited by an attorney or a party in propria persona, must be supported by an affidavit demonstrating 1) that the work has been done; 2) a statement of the charges therefore has been supplied to the person who deposited the funds; 3) ten days have elapsed; and 4) there is no dispute concerning the charges.

Checked against the court's document on Sep 21, 2026WARNING

Criminal cases

Applies to

Consent form

Consent forms for community youth must notify of possible press requests, state there is no obligation to meet the press, and contain express consent to press contact obtained before any press contact.

The consent forms provided to the community youth pursuant to the Standing Order of October 11, 2012, shall include a provision notifying the youth of possible press requests. The form shall contain an explicit notice that they are under no obligation to meet with the press. The form shall contain an express consent to press contact by the youth and his/her parents or guardians. The consent shall be obtained prior to any press contact.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

New pleading

Parties should not attach copies of pleadings already contained in the Court file to any new pleading.

Parties should not attach copies of pleadings already contained in the Court file to any new pleading.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Order

Must include

judge name

An order prepared after a hearing before a temporary judge must include that judge's name and be submitted to the temporary judge or APJ for signature.

When a case has been heard by assignment to a temporary judge, the order prepared must contain the name of that judge and must be submitted to the temporary judge or the APJ for signature.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Pleadings

Both parties must attach a computer support printout to the pleadings or submit it at the hearing when child support or temporary spousal/partner support is at issue.

A computer support printout shall be attached to the pleadings or submitted to the Court at the hearing by both moving and responding parties when child support or temporary spousal or partner support is at issue (but not permanent spousal or partner support).

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Billing statements

Parties must not attach billing statements to fee requests but must exchange them before the hearing, and the attorney must bring copies of the bills to the hearing.

The parties shall not attach billing statements to the attorney's fee request, but shall exchange billing statements before the hearing. The attorney shall also bring copies of the bills to the hearing.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Restraining order

Mutual restraining orders issued after a hearing must be stated on two separate sets of CLETS or Judicial Council approved forms, one for each party.

If the Court issues mutual restraining orders after a hearing, such orders must be stated on two separate sets of CLETS forms or other Judicial Council approved forms, one for each party.

Checked and corrected to match the court's document on Sep 21, 2026WARNING

Applies to

Protective order modification

The defendant signs an appropriate waiver of rights forms or enters a waiver of rights on the record.

The defendant signs an appropriate waiver of rights forms or enters a waiver of rights on the record.

Checked and corrected to match the court's document on Sep 21, 2026WARNING

Applies to

Hearing exhibit

Except for documents that impeach the truthfulness of a party or witness, a party shall provide a copy of each document to be offered to the Court before any hearing to all counsel and self-represented parties. Parties shall bring to court three copies of any document to be offered at the hearing. Parties shall also be prepared to provide to the Court at the hearing copies of all pleadings, proofs of service, and earlier orders.

Except for documents that impeach the truthfulness of a party or witness, a party shall provide a copy of each document to be offered to the Court before any hearing to all counsel and self-represented parties. Parties shall bring to court three copies of any document to be offered at the hearing. Parties shall also be prepared to provide to the Court at the hearing copies of all pleadings, proofs of service, and earlier orders.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Contempt order

After a contempt hearing, the moving party must prepare an order using the Judicial Council form, submit it directly to the Court if the citee is self-represented, and provide a copy to the other party.

After the contempt hearing, the moving party shall prepare an order for the Court’s signature, using the Judicial Council form, setting forth the Court’s findings and orders. If the citee is self-represented, the moving party shall submit the order directly to the Court, without the citee’s approval as to form and content. A copy of the proposed order shall be provided to the other party at the same time it is sent to the Court.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Settlement conference statement

The Settlement Conference Statement must state the party's position on each issue for trial and describe any previously resolved issues by reference to supporting documents.

The Settlement Conference Statement must contain detailed statements of the party’s position on each issue to be decided at the long cause hearing or trial. If some issues were previously resolved, the Settlement Conference Statement must describe that resolution and refer to any filed supporting documents.

Checked and corrected to match the court's document on Sep 21, 2026WARNING

Applies to

Complaint

A complaint about appointed counsel's performance must be in writing, filed, served on all counsel and self-represented parties, and a copy delivered to the courtroom clerk for the APJ.

complaint must be in writing, filed and served on all counsel and self- represented parties, and a copy must be delivered to the courtroom clerk for the APJ.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Application for payment

Appointed counsel's application for payment must be made ex parte using local form FM-1067 and follow the procedures set out in that form.

Application for payment must be consistent with any court determinations under CRC 5.241 and will be made ex parte, using local form Application for Payment of Fees and Costs of Children's Counsel (attached form FM-1067), and following the procedures set out in that form.

Checked against the court's document on Sep 21, 2026WARNING

Applies to

Response

A party's response to appointed counsel's payment application must use form FM-1068 and follow the procedures set out in that form.

Any response by a party to appointed counsel's application for payment must use the Response to Application for Payment of Fees and Costs by Children's Counsel (attached form FM-1068), following the procedures set out in that form.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Adr stipulation and order form

Judges ADR Program applications must be made on form CV-5017 and signed by all counsel and self-represented parties.

Application must be made on the Judges ADR Program Stipulation and Order Form (see form CV-5017). The application must be signed by all counsel and self-represented parties.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Settlement statement

Settlement position statements must be submitted to the ADR judge no later than 5 calendar days before the ADR session and must not be filed.

Counsel and self-represented parties must submit written statements of their position regarding settlement to the ADR judge no later than five calendar days before the ADR session. These statements must not be filed.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Adr stipulation and order form

Parties must complete form CV-5008, check the Early Settlement Conference box, and include the chosen neutral's signature on the original or amended stipulation.

All parties must complete the ADR Stipulation and Order Form, (local form CV-5008), check the box "Early Settlement Conference, pursuant to Local Civil Rule 4," include the signature of the chosen neutral on either the original or amended stipulation

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Proposed order

Post-hearing proposed orders must be lodged electronically in PDF format attached to Judicial Council Form EFS-020, and the signature page must contain text of the order.

If instructed to prepare an order after a hearing, the proposed order must be lodged with the court electronically in PDF format attached to Judicial Council Form EFS-020, and the judge's signature and date lines must not be on a page by themselves; the signature page must contain some text of the order.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Application for payment order

Applications for orders for payment of money must be supported by an affidavit establishing the claimant's right to the amount and that it is on deposit.

An application for an order for payment of money must be supported by an affidavit clearly setting forth the claimant's right to the specific amount shown, and a statement that the amount in question is presently on deposit in the Treasurer's Office.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Application for payment order

Applications to pay for transcript preparation from deposited funds must be supported by an affidavit showing the work was done, charges were supplied, ten days elapsed, and no dispute exists.

An application for an order authorizing payment for preparation of a transcript out of funds deposited by an attorney or a party in propria persona, must be supported by an affidavit demonstrating 1) that the work has been done; 2) a statement of the charges therefore has been supplied to the person who deposited the funds; 3) ten days have elapsed; and 4) there is no dispute concerning the charges.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Notice of motion

Unless the motion is under Penal Code section 995, a motion submitted in whole or part on a preliminary examination or prior proceeding transcript must state so in the notice of motion and/or response.

Except for motions brought under Penal Code section 995, if the motion is to be submitted in whole or in part on the transcript of the preliminary examination, or the transcript of any prior proceeding, the notice of motion and/or the response must so state.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Motion

For PC 1538.5(i) motions presented de novo, notice of the de novo presentation must appear on the first page of moving and responding papers.

In any motion brought under Penal Code section 1538.5, subdivision (i) that is presented de novo, notice of this fact must also be set out on the first page of the moving and responding papers.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Motion

For PC 1538.5(i) motions where additional live testimony is anticipated, notice of that fact must appear on the first page of moving or responding papers.

In any motion brought under Penal Code section 1538.5, subdivision (i) where additional live testimony is anticipated, notice of this fact must be set out on the first page of the moving or responding papers.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Request for Hearing on Criminal Protective Order Modification

The requesting party must attach CLETS restraining/custody orders, relevant criminal and Family/Juvenile/Dependency/Probate case numbers, and attendance records of safety planning, therapy, or counseling to the Request.

Where applicable, the party requesting modification must include the following information with the Request for Hearing on Criminal Protective Order Modification (“Request”): (1) any applicable CLETS Civil Restraining Orders and Custody and Visitation Orders; (2) the case numbers of both the criminal court case and any Family, Juvenile, Dependency, or Probate cases involving the accused defendant and the alleged victim; and (3) a copy of attendance or other record reflecting any safety planning, therapy sessions, or other counseling course attended by the accused and/or the alleged victim after the alleged incident date for the most recent Family Violence matter.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Moving or responding papers

Notice of intent to call witnesses must appear on the first page of moving or responding papers.

Notice of intent to call witnesses must be specifically set out on the first page of the moving and/or responding papers.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Exhibits

The parties must meet and confer about the exhibits before submitting them.

The parties must meet and confer about the exhibits before their submission.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Interpreter request

Requests for interpreters for trial, preliminary examinations, motions, or other appearances must be made in open court when those matters are set.

Prosecution and defense requests for interpreters for trial, preliminary examinations, motions, or any other appearances, must be made in open court at the time these matters are set.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Proposed order

For proposed orders, the court signature and date lines must not be on a page by themselves, and the signature page must contain some text of the order.

In addition, the court signature and date lines must not be on a page by themselves; the signature page must contain some text of the order.

Checked and corrected to match the court's document on Sep 20, 2026WARNING

Applies to

Proposed order

Proposed orders must have a footer with the order's title on every page (unless a Judicial Council form), and the signature/date lines must not appear on a page by themselves.

Any proposed order submitted to the Court for signature must contain a footer with the title of the order on every page, including the signature page, unless it is a Judicial Council form. In addition, the Court signature and date lines must not be on a page by themselves; the signature page must contain some text of the order.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Proposed order

Must include

judge name

After a hearing before a temporary judge, the prepared order must name that judge and be submitted to the temporary judge or the All-Purpose Judge for signature.

When a case has been heard by assignment to a temporary judge, the order prepared must contain the name of that judge and must be submitted to the temporary judge or the APJ for signature.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Objection to remote proceeding

Objections or opposition to a remote proceeding must be made by filing Form RA-015.

Any objection or opposition to a remote proceeding must be made by filing RA-015.

Checked and corrected to match the court's document on Sep 20, 2026WARNING

Applies to

Objections

Written objections must include specific objected-to language, reasons, and proposed modified language.

Objections shall be in writing and shall include the following: i. the specific paragraphs and language to which the party objects; (Effective 1/1/2008) ii. the reasons for the objections; and iii. the proposed modified

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Fcs document submission

Submissions exceeding 15 pages to an FCS evaluator require consent and additional indexing/priority requirements.

A party who seeks to submit more than 15 pages to an FCS evaluator or screener must obtain the consent of the FCS evaluator or screener by demonstrating good cause, and must provide an index, number each page sequentially, and assign a priority to all documents submitted.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Fee request

Billing statements may not be attached to fee requests but must be exchanged before the hearing, and the attorney must bring copies of the bills to the hearing.

The parties shall not attach billing statements to the attorney's fee request, but shall exchange billing statements before the hearing. The attorney shall also bring copies of the bills to the hearing.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Response to application for payment

Responses to appointed counsel's application for payment must use form FM-1068.

Any response by a party to appointed counsel’s application for payment must use the Response to Application for Payment of Fees and Costs by Children’s Counsel (attached form FM-1068), following the procedures set out in that form.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Brief

Briefs in unlimited civil or misdemeanor appeals must comply with CRC 8.883; infraction appeals with CRC 8.928.

The format and content of briefs filed in an unlimited civil or misdemeanor appeal must comply with CRC 8.883, and in an infraction appeal with CRC 8.928.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Request for trial

A party who contends a matter is not ready for trial or disagrees with the time estimate must file a Request for Trial form (Local Form FM-1012) explaining that disagreement.

If one party files a Request for Trial and the other party contends that the matter is not ready for trial or disagrees with the time estimate, that party must file a Request for Trial form (Local Form FM-1012 ), explaining that disagreement.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Settlement agreement

Any full or partial settlement reached at a settlement session must be reduced to writing by the parties.

If a settlement session before the Settlement Judge results in either a full or a partial settlement, the agreement must be reduced to writing by the parties.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Discovery motion

Discovery motions are permitted only after informal means are exhausted and must state the relevancy, materiality, and inadequacy of informal discovery.

Only after all informal means have been exhausted may a party petition the Court for discovery. Any noticed motion must state the relevancy and materiality of the information sought and the reasons why informal discovery was not adequate to secure that information.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Ex parte application

Ex parte applicants must complete the Declaration Re Notice of Ex Parte Application (JV-2000) and submit it with the Application to the courtroom clerk or eFile it.

The party requesting ex parte orders must inform the judicial officer that notice has been given by completing Declaration Re Notice of Ex Parte Application (Local Form JV-2000). The original Declaration and accompanying Application for Order must be submitted to the courtroom clerk in the Juvenile Department where the pending action would normally be heard or eFiled in accordance with Rule 6.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Petition for case files

Unauthorized persons or agencies must petition the Juvenile Court via Form JV-570, making a prima facie showing of relevance and necessity and providing notice to relevant parties, to obtain an Order of Inspection.

If the person or agency is not statutorily or otherwise authorized to inspect the Juvenile Court file, the person or agency must petition the Juvenile Court for permission for such inspection by filing a Request for Disclosure of Juvenile Case File (Judicial Council Form JV-570). Such petition must make a prima facie showing of sufficient relevance and necessity for inspection and provide notice to the relevant parties. If the showing is made, the judicial officer may grant an Order of Inspection permitting the party to inspect the Juvenile Court file.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Petition for case files

A Request for Disclosure of Juvenile Case File (Form JV-570) must be filed after inspection, even if no Juvenile Court action has been commenced, with notice to all necessary parties.

After inspection, the person or agency must file a Request for Disclosure of Juvenile Case File (Judicial Council Form JV-570) (also called a "Petition"). The Petition must be filed even if no action has been commenced in Juvenile Court under Welfare & Institutions ("W & I") Code Sections 300, 601, or 602. The person or agency seeking the documents or the records must give notice to all necessary parties.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Notice of petition withdrawal

A party wishing to withdraw a filed Petition must promptly notify the Court by filing Local Juvenile Form JV-2033.

If a party who has filed a Petition no longer wants to proceed with the Petition, the party must promptly inform the Court by filing Local Juvenile Form JV-2033.

Checked and corrected to match the court's document on Sep 20, 2026WARNING

Applies to

Notice of change of counsel

A party who changes counsel while a Petition is pending must notify the Court by filing Form JV-2034, unless the change is within the same firm or office.

A party who has filed a Petition who changes counsel must promptly notify the Court by filing Local Juvenile Form JV- 2034 if the Petition is pending and not yet adjudicated. If Form JV-2034 is filed with the Court, it is not necessary for new counsel to file their own Petition; they can obtain documents by relying on the Petition filed by previous counsel. It is not necessary to file Form JV-2034 (or file a new Petition) if a party’s counsel is changed within a firm or office, such as the offices of the District Attorney, Public Defender, or Alternate

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Objection to out of county placement

Parties objecting to an out-of-county placement must file the Objection to Out-of-County Placement and Notice of Hearing form (JV-556).

Those objecting to the out-of-county placement must file an Objection to Out-of-County Placement and Notice of Hearing (Judicial Council Form JV-556).

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Will codicil

Wills and codicils must be filed with a PB-4079 Will Coversheet.

Any will or codicil submitted for filing must be submitted with PB-4079, “Will Coversheet,” to preserve the originality of the document.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Order

All probate orders must be complete and include the noticed hearing date and department.

All orders in probate matters must be complete and bear the noticed hearing date and department.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Ex parte petition

Ex parte petitions must be accompanied by form PB-4080 or form PB-4078.

All ex parte petitions must be accompanied by either a Probate Uncontested Ex Parte Coversheet: Matters Submitted on the Pleadings (form PB-4080) or a Probate Ex Parte Relief Checklist (form PB-4078), as specified in subsections 1 and 2 below.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Ex parte petition

Ex parte petitions must contain sufficient facts to justify the requested orders.

An ex parte petition or application must contain sufficient facts to justify the orders requested.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Petition

The petition must set forth the facts pertinent to any assumption agreement where the estate would remain subject to a contingent liability on an encumbrance.

Sale of real property will not ordinarily be confirmed when the purchaser assumes or takes subject to an existing encumbrance, if as a result the estate remains subject to a contingent liability on the encumbrance (i.e., "wraps"). The petition must set forth the facts pertinent to such assumption agreement.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Petition

Where the estate owns a fractional interest only, the petition must state whether the sale is conditioned on closing of the sale of the unowned fraction.

Where the estate owns only a fractional interest in the real property, the petition must state whether the sale by the estate is conditioned upon closing of a sale of the unowned fraction.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Compensation petition

The local form "Referral for Investigator - Compensation" (PB-4064) must be completed and submitted when the compensation petition is filed.

The local form entitled “Referral for Investigator - Compensation” (attached form PB-4064) must be completed and submitted at the time the Petition is filed.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Receipts

Receipts for property distributed under a preliminary distribution must be on file before the Court will approve a petition for final distribution.

Receipts for property distributed pursuant to a petition for preliminary distribution must be on file before the Court will approve a petition for final distribution.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Order of distribution

An order of distribution must be self-contained, complete without reference to the petition or any documents not part of the order.

An order of distribution must be drafted so that it is complete without reference to the petition, and without reference to any documents that are not part of the order.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Petition

The proposed guardian must complete and sign form PB-4005 under penalty of perjury and present a signed Authorization for Release of Information (PB-4014) when the guardianship petition is filed.

The proposed guardian must complete and sign under penalty of perjury a "Referral for Court Investigator & Questionnaire – Guardianship” (attached form PB-4005) at the time the petition for establishment of guardianship is filed. This form is confidential. Together with the “Referral for Court Investigator & Questionnaire – Guardianship” the proposed guardian(s) must present a signed Authorization for Release of Information form (attached form PB-4014) to enable court investigators to access the information required in Probate Code § 1513.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Affidavit

When the minor's father is alleged unknown, attach a photocopy of the birth certificate to the affidavit/declaration for dispensing with notice, and explain any 'withheld' reference.

If it is alleged that the minor's father is unknown, a photocopy of the minor's birth certificate should be attached to the affidavit or declaration in support of an order dispensing with notice. Use of the terms "withheld" on the birth certificate with reference to the father does not mean "unknown," and should be further explained in the allegation.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Ex parte application

Applications for temporary orders without prior notice must include a sworn statement of facts showing good cause; the movant may not rely on the supporting declaration to establish good cause, which may be provided in form PB-4075.

Any application seeking temporary orders without prior notice to all parties, including orders shortening time must include a sworn statement of facts showing good cause not to give notice. The moving party may not rely on the declaration filed in support of the application for temporary orders to establish good cause not to give notice. The statement of good cause not to give notice may be provided with a declaration (attached form PB‐4075).

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Duties of guardian

Each guardian must file the Judicial Council form 'Duties of Guardian' (GC-248) before letters of guardianship are issued; it may be signed and submitted before the hearing date.

To assure that their duties and obligations are understood, each guardian must file with the Court, before letters of guardianship are issued, the Judicial Council form entitled "Duties of Guardian." (Form GC-248). The form may be signed and submitted prior to the date set for hearing.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Order

An emergency screening order must be made on the 'Probate Order for Emergency Screening' and the Emergency Screening Instructions (PB-4046) served on all parties ordered to the screening.

When an emergency screening is ordered, the Order shall be made on a Probate Order for Emergency Screening and the Emergency Screening Instructions (attached form PB-4046) shall be served on all parties ordered to the emergency screening.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Ex parte application

Appointed counsel may apply ex parte to be relieved; the attorney for the minor must serve the parties with form PB-4073 (Ex Parte Application and Order to be Relieved) together with blank form PB-4074 (Response).

Appointed counsel may apply via an ex parte application and order to be relieved as the counsel for minor child. The attorney for the minor(s) shall serve the parties or attorneys for the parties the Ex Parte Application and Order to be Relieved as Counsel for Minor Child (attached form PB-4073) along with a blank Response to Application to be Relieved as Counsel for Minor Child (attached form PB-4074).

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Notice

When the ward's address will change, the Pre-move Notice (GC-079) and the Post-Move Notice of Change of Residence forms are required.

When the address of the ward will be changed, the Pre-move Notice of Proposed Change of Personal Residence of Conservatee or Ward (Judicial Council form GC-079), and also the Post-Move Notice of Change of Residence of Conservatee or Ward (Judicial Council form

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Application

Must include

proposed order

Applications to extend time must include a proposed order.

Applications to extend time must include a proposed order.

Checked against the court's document on Sep 20, 2026WARNING

Applies to

Application for stay

Stay applications in unlawful detainer appeals must meet Civil Code section 1176 requirements concerning the deposit of rent.

Any application or a stay in an appeal in an unlawful detainer case must meet the requirements of Civil Code section 1176 concerning the deposit of rent.

Checked against the court's document on Sep 20, 2026INFO

Civil cases

Applies to

Petition

The proposed trust should be attached to the petition as an exhibit.

The proposed trust should be attached to the petition as an exhibit.

Checked against the court's document on Sep 21, 2026INFO

Civil cases

Applies to

Notice

The Court prefers understandable disclosures and recommends parties follow or become familiar with the Federal Judicial Center's Illustrative Forms of Class Action Notices.

The Court understands that there can be a trade-off between precise and comprehensive disclosures and easily understandable disclosures and is willing to err on the side of making the disclosures understandable. By way of illustration, parties should either follow, or at least become familiar with the formatting and content of The Federal Judicial Center’s “Illustrative” Forms of Class Action Notices at http://www.fjc.gov/

Checked against the court's document on Sep 21, 2026INFO

Civil cases

Applies to

Claim form

A claim form should not repeat voluminous notice information and should only contain what is necessary to administer the settlement.

CLAIM FORM – If a claim form is used, it should not repeat voluminous information from the notice, such as the entire release. It should only contain that which is necessary to elicit the information necessary to administer the settlement.

Checked against the court's document on Sep 21, 2026INFO

Civil cases

Applies to

Exclusion form

The notice need only instruct excluding class members to send a letter stating their name and request for exclusion, and should not solicit extraneous information.

EXCLUSION FORM – The notice need only instruct class members who wish to exclude themselves to send a letter to the settlement administrator setting forth their name and a statement that they request exclusion from the class and do not wish to participate in the settlement. It should not include or solicit extraneous information not needed to effect an exclusion.

Checked against the court's document on Sep 21, 2026INFO

Civil cases

Applies to

Final approval motion

Moving papers for final approval should include a suggested range of dates for the compliance hearing.

A compliance hearing will be set when final approval is granted, so the moving papers should include a suggested range of dates for this purpose.

Checked and corrected to match the court's document on Sep 20, 2026INFO

Civil cases

Applies to

Trial management plan

A trial management plan submitted with class certification briefing should address, with specific details, claim elements, evidence types, jury decision issues, trial time estimates, procedures such as bifurcation, court versus jury rulings, and statistical evidence use.

trial management plan submitted as part of class certification briefing typically does the following (and does so with specific details): 1. discuss the elements of the claims and material affirmative defenses, and whether choice of law concerns may impact the analysis; 2. discuss the type of evidence to be presented; 3. show how a jury might decide these issues (e.g., a proposed jury verdict form) 1 ===== PAGE 2 ===== 4. provide realistic time estimates for the trial, based on an allocation by witness type; 5. propose (but only if useful) procedures such as bifurcation and phasing, the use of special masters for certain issues, using summaries and compilations of voluminous documents, etc. 6. discuss whether rulings are needed from both the court and a jury (such as when equitable and legal issues are presented based on overlapping evidence) and the timing of those rulings in the course of the trial; and 7. explain how statistical evidence will be used and its reliability (or lack thereof), and whether a special evidentiary hearing will be needed to discuss experts,

Checked against the court's document on Sep 20, 2026INFO

Civil cases

Applies to

Class certification brief

Counsel requesting class certification should provide specifics on the necessary notice to class members and the proposed methods of giving notice.

7. Notice a. Counsel requesting class certification should provide specifics regarding necessary notice to class members and the methods proposed for giving notice.

Checked against the court's document on Sep 20, 2026INFO

Civil cases

Applies to

Class certification brief

A trial management plan is optional to include in class certification briefing.

8. Trial Management Plan (as discussed above) (optional)

Checked against the court's document on Sep 21, 2026INFO

Applies to

Restraining order

Attachment FM-1102 (Other Orders Property Removal) may be used as an attachment to the Temporary Restraining Order (DV-110) and Restraining Order After Hearing (DV-130) when the Court allows property removal.

In cases where the Court allows for property removal as an exception to the restraining order, Attachment FM-1102 (Other Orders Property Removal) may be used as an attachment to the Temporary Restraining Order (Judicial Council form DV-110) and Restraining Order After Hearing (Judicial Council form DV-130).

Checked against the court's document on Sep 21, 2026INFO

Applies to

Request to change status conference date

Parties may be exempt from a Status Conference or CRC for 180 days by filing Local Form FM-1059 indicating ADR participation, but if judgment or dismissal is not filed within 180 days, the Court will proceed with the Status Conference.

Parties who file a Request to Change Status or Resolution Conference Date (Local Form FM-1059) prior to the Status Conference or CRC indicating they are participating in ADR and actively negotiating or mediating their case will be exempt from the Status Conference or CRC for one hundred eighty (180) days, and a new Status Conference will be set in approximately one hundred eighty (180) days. If a judgment or dismissal is not filed within one hundred eighty (180) days of the filing of Local Form FM-1059, the Court will proceed with the Status Conference.

Checked against the court's document on Sep 21, 2026INFO

Applies to

Request to change status conference date

Parties may be exempt from a Status Conference or CRC for 180 days by filing Local Form FM-1059 indicating reconciliation, with the same condition that judgment or dismissal must be filed within 180 days.

Parties who file a Request to Change Status or Resolution Conference Date (Local Form FM-1059) prior to the CRC or Status Conference indicating they are attempting reconciliation will be exempt from the Status Conference or CRC for one hundred eighty (180) days, and a new Status Conference will be set in approximately one hundred eighty (180) days. If a judgment or dismissal is not filed within one hundred eighty (180) days of the filing of the Local Form FM-1059, the Court will proceed with the Status Conference.

Checked against the court's document on Sep 21, 2026INFO

Applies to

Default judgment

Litigants are encouraged, but not required, to file the Judgment Checklist (FL-182 or FM-1053) with any proposed default or uncontested judgment.

Litigants are encouraged to use and file the Judgment Checklist for dissolution and legal separation cases (Form FL-182) or Family Law Parentage Judgment Checklist for parentage cases (Attachment FM-1053) with any proposed default or uncontested judgment.

Checked against the court's document on Sep 20, 2026INFO

Applies to

Fcs intake form

Parties must submit an updated FCS Intake Form (FM-1015) via mail or email if returning to mediation after 6 months or if contact information changes before mediation.

In the event parties have participated in Parent Orientation more than six months earlier and the Court orders the parties to return to mediation, or if the contact information for a party changes at any time prior to mediation, the parties must submit an updated FCS Intake Form for mediation (Attachment FM‐1015 English or Attachment FM‐1015 Spanish) to the FCS office via US mail or via email at FCSCalendar@scscourt.org.

Checked against the court's document on Sep 20, 2026INFO

Applies to

Default judgment

Litigants are encouraged to file the Judgment Checklist (Form FL-182) or Parentage Judgment Checklist (FM-1053) with proposed default or uncontested judgments.

Litigants are encouraged to use and file the Judgment Checklist for dissolution and legal separation cases (Form FL-182) or Family Law Parentage Judgment Checklist for parentage cases (Attachment FM-1053) with any proposed default or uncontested judgment.

Checked against the court's document on Sep 20, 2026INFO

Applies to

Petition

A petition seeking appointment of a successor trustee or cotrustee should include the procedure required by the trust instrument and information demonstrating the proposed trustee's qualifications.

A petition seeking appointment of a successor trustee or cotrustee should include a description of the procedure required by the trust instrument for such appointment, detailed information demonstrating that the proposed trustee is qualified to be appointed as a trustee

Checked against the court's document on Sep 20, 2026INFO

Applies to

Petition

The proposed trust should be attached to the petition as an exhibit.

The proposed trust should be attached to the petition as an exhibit.

Checked against the court's document on Sep 20, 2026INFO

Applies to

Notice

A party seeking to dispense with notice because a person cannot be located may use form PB-4068 and must comply with rule 7.52 of the California Rules of Court.

If a party seeks to dispense with notice because a person cannot be located, the party may use local form Request to Dispense with Notice (form PB-4068) and comply with rule 7.52 of the California Rules of Court.

Checked against the court's document on Sep 20, 2026INFO

Applies to

Objection

Objections to a petition to establish a guardianship may be made using local form PB-4043 (Objection to Guardianship).

Individuals objecting to a petition to establish a guardianship may use the local form entitled Objection to Guardianship (attached form PB-4043).

Checked against the court's document on Sep 20, 2026INFO

Applies to

Order

Parties may use local form PB-4055 (Findings and Order After Hearing) to document orders made at the guardianship hearing.

To document the orders made at the Guardianship Hearing, the parties may use the local form entitled Findings and Order After Hearing (attached form PB-4055).

The quote is in the court's document. The summary is not checked yet.CRITICAL?

Civil cases

Applies to

Joint pretrial statement ?