California Probate Form VN262

Preliminary/Interim Financial Declaration

This page is for educational purposes only and is not legal advice. Forms and requirements change frequently — verify the current version with your local probate court or an attorney.

Last updated: June 1, 2026
First page of Preliminary/Interim Financial Declaration

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About Preliminary/Interim Financial Declaration

This form collects preliminary financial information about a conservatee's income, assets, trust assets, and monthly expenses for the court's review in a conservatorship proceeding.

When you'd use it: Filed by a proposed or appointed conservator at the outset of or during a conservatorship case in Ventura County Superior Court to disclose the conservatee's financial situation.

Where to get the official form

The official version of Preliminary/Interim Financial Declaration is published as a PDF by the California courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:

Verified official PDF

Download Preliminary/Interim Financial Declaration (PDF) →

Source: ventura.courts.ca.gov

Link last checked: May 30, 2026

How to file Preliminary/Interim Financial Declaration in California

  1. Step 1 — Confirm you have the correct formUse Preliminary/Interim Financial Declaration (VN262) when filed by a proposed or appointed conservator at the outset of or during a conservatorship case in Ventura County Superior Court to disclose the conservatee's financial situation. Double-check it's the right form for your situation — California probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
  2. Step 2 — Complete every required fieldFill out Preliminary/Interim Financial Declaration carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
  3. Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
  4. Step 4 — File it with the correct courtSubmit Preliminary/Interim Financial Declaration to the probate court or county clerk handling the estate — usually in the California county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).

Working through the Preliminary/Interim Financial Declaration? SwiftProbate builds a personalized, step-by-step checklist for settling the estate — so you know which forms to file, in what order, and by when.

Get help with this form

Probate in California

See the full California probate guide for filing deadlines, small-estate options, timelines, costs, and county courthouse details.

Read the California probate guide →

Frequently Asked Questions

What is Preliminary/Interim Financial Declaration (VN262)?
This form collects preliminary financial information about a conservatee's income, assets, trust assets, and monthly expenses for the court's review in a conservatorship proceeding. You'd typically use it when filed by a proposed or appointed conservator at the outset of or during a conservatorship case in Ventura County Superior Court to disclose the conservatee's financial situation.
Where do I file Preliminary/Interim Financial Declaration in California?
Probate forms are filed with the probate court or county clerk in the California county where the deceased person lived. Our California probate guide can help you find the right courthouse, filing fees, and local requirements.
Do I need a lawyer to complete Preliminary/Interim Financial Declaration?
Many people complete probate forms themselves, especially for smaller or uncontested estates. Complex estates may benefit from professional advice. SwiftProbate is an informational tool that helps you understand and organize the process — it is not a law firm and does not provide legal advice.
Is Preliminary/Interim Financial Declaration available online?
Most California probate forms are published as PDFs by the state courts or the county clerk. You can find the official source linked above.

Other California Probate Forms

Declaration Re: Venue (Probate Guardianships)3700Waiver of Accounting (Probate Code § 10954)7001-PRInformal Accounting - Blocked Accounts [Confidential]VN267Proof of Payment of Assessment FeePRB-PCN-004

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Disclaimer: This page is for informational purposes only and does not constitute legal advice. Probate forms and requirements vary by state, county, and individual circumstances, and change over time. Always verify the current form and instructions with your local probate court, and consult a qualified attorney for advice specific to your situation. SwiftProbate is not a law firm and does not provide legal representation.