California Probate Form PR-26

Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17

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: November 6, 2026

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About Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17

Provides procedural instructions for conservators and guardians on how to package, deliver, and retrieve original financial statements lodged with the San Mateo County Superior Court.

When you'd use it: When a conservator or guardian is required to lodge original financial account statements with the court pursuant to Probate Code Section 2620(c) and Local Rule 4.81.17.

Where to get the official form

The official version of Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17 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 Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17 (PDF) →

Source: sanmateo.courts.ca.gov

Link last checked: September 1, 2026

How to file Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17 in California

  1. Step 1 — Confirm you have the correct formUse Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17 (PR-26) when a conservator or guardian is required to lodge original financial account statements with the court pursuant to Probate Code Section 2620(c) and Local Rule 4.81.17. 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 Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17 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 Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17 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 Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17? 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 Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17 (PR-26)?
Provides procedural instructions for conservators and guardians on how to package, deliver, and retrieve original financial statements lodged with the San Mateo County Superior Court. You'd typically use it when a conservator or guardian is required to lodge original financial account statements with the court pursuant to Probate Code Section 2620(c) and Local Rule 4.81.17.
Where do I file Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17 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 Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17?
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 Instructions for Lodging Original Financial Statements of Conservators or Guardians Pursuant to Probate Code Section 2620(c)(8) and Court Local Rule 4.81.17 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

Caregiver's Authorization AffidavitPetition for ProbateDE-111Notice of Hearing on Petition to Determine Claim to PropertyDE-115Attachment to Notice of Hearing Proof of Service by MailDE-120(MA)

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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.