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GC-405(SUM)Mandatory

Summary of Account—Standard and Simplified Accounts

California · Judicial Council of California · Effective January 1, 2008

This form is used to summarize financial information for accounts related to guardianships and conservatorships. It asks for a breakdown of all money coming in (credits) and all money going out (charges) during a specific time period.

The court describes it as: Use this form to summarize the information listed on attached Schedules.

Open the official PDFfrom Judicial Council of California

Where this fits in a case

General & info

Information / general use — not tied to one step of a case

This form is used when summarizing accounts for a conservatorship or guardianship. It helps track the property's finances from the start date to the end date of the accounting period.

Either party may file.

Official instructions

How-to guides published by the court for this form.

Common questions

What is this form for?
This form is used to summarize financial information for accounts in a guardianship or conservatorship case.
Does this form calculate income or loss?
It includes sections for calculating net income or net loss from a trade or business during the account period.

Revision history

No changes recorded since we started tracking this form on October 9, 2026. The current version took effect January 1, 2008.

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