Financial Documents Cover Sheet {PRO021}

PRO 021, FINANCIAL DOCUMENTS COVER SHEET (Private Professional Conservators/Guardians/Trustees), this form is required to be used for Financial Documents submitted in compliance with Probate Code § 2620(c). Documents are to be loosely bound and not stapled (i.e., 3-ring binder or clip) and must be accompanied by a self-addressed postage-prepaid envelope, or written instructions and authorization for pick-up by the conservator/guardian or his/her designee. PRO 021 (Rev. 09/13), Probate Code § 2620 and Court Order. www.FormsWorkflow.com