Settlement Conference Statement (Probate) {L-3040}

L-3040 - SETTLEMENT CONFERENCE STATEMENT (PROBATE). This form is used in California probate cases, specifically for mandatory settlement conferences. This form helps prepare both the parties involved and the court for the settlement process by providing key details about the case. The form asks for information about the type of probate matter (e.g., trust, conservatorship, decedent's estate), facts supporting the party's position, and any alleged breaches of fiduciary duty by the trustee, conservator, or personal representative. It also requests details about the estate's value, including whether an inventory and appraisal have been filed, and whether an accounting has been provided. The form inquires whether the party is seeking a surcharge against the fiduciary and if so, requests an itemized breakdown. It also covers whether the party is open to appointing a private professional fiduciary, seeking to recover attorney fees or costs, and engaging in settlement negotiations. Additional space is provided for any other concerns or documents relevant to the settlement conference. The form must be filed at least five court days before the conference, ensuring that all relevant information is available for consideration. Form Adopted for Mandatory Use. www.FormsWorkflow.com