In the Matter of Conservatorship of Colby E Brooks

negotiating and completing the settlement of the issues presented by * * * and subsequent services in effectuating,' 'extensive preparation in advance of the hearing,' 'extensive office consultation, research, interviewing of witnesses, collection of evidence,' 'preparation and filing of * * * tax returns * * * including numerous conferences' lend little towards informing of the extent of the extraordinary services performed, without the taking of evidence to substantiate with particularity the actual services, item by item, for which extra compensation is sought. (In re Fulcher's Estate (1965) 234 Cal.App.2d 710, 717 [emphasis added].)

According to CRC, Rule 7.756: (a) The court may consider the following nonexclusive factors in determining just and reasonable compensation for a conservator from the estate of the conservatee or a guardian from the estate of the ward: (1) The size and nature of the conservatee's or ward's estate; (2) The benefit to the conservatee or ward, or his or her estate, of the conservator's or guardian's services; (3) The necessity for the services performed; (4) The conservatee's or ward's anticipated future needs and income; (5) The time spent by the conservator or guardian in the performance of services; (6) Whether the services performed were routine or required more than ordinary skill or judgment; (7) Any unusual skill, expertise, or experience brought to the performance of services; (8) The conservator's or guardian's estimate of the value of the services performed; and (9) The compensation customarily allowed by the court in the community where the court is located for the management of conservatorships or guardianships of similar size and complexity. (b) No single factor listed in (a) should be the exclusive basis for the court's determination of just and reasonable compensation.

Discrepancy no. 8 - There is no allegation in the petition related to Court Investigator fees. "In cases involving a court investigation, a petition for approval of an account must state the amount of court investigator's assessments that have been paid and any amount due and owing. A receipt for payment must be filed, unless the fiduciary has obtained an order deferring or waiving payment of the assessment." (Local Rule 1741)

Tentative Ruling: Conservatorship of Colby E Brooks Tentative Ruling: Conservatorship of Colby E Brooks Case Number

Case Type Conservatorship Hearing Date / Time Tue, 08/11/2026 - 09:00 Nature of Proceedings Review Investigator's Report Tentative Ruling Probate Notes: The court investigator's report has been received and recommends that the conservatorship continue. No appearance is required. The next review hearing will be held on August 10, 2027. The court will give notice.

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