Search this site
CalCourtDeadlines.com
MenuSearch this site

San Joaquin County trial document templates

Not legal advice. Rules attested September 29, 2026; last full pass August 17, 2026. Verify every date yourself. Read the full disclaimer

Each verified rule carries its own date on the methodology page, all of them September 29, 2026: the date the maintaining attorney last attested it. The last full pass, signed off on August 17, 2026, checked the rules against their official sources (the code, the California Rules of Court, or for court holidays the Judicial Council calendar), with the exceptions listed on the about page. Rules still awaiting sign-off are listed on the methodology page as not yet verified. County local rules are paraphrased summaries. Individual department and judge standing orders are included only where the court publishes them and we have read the document, so assume your own department has requirements beyond what you see here. Verify every date against the operative code sections, your court's rules and your department's own order before relying on it. Using this site creates no attorney-client relationship.

4 documents, 9 required sections, taken from Superior Court of California, County of San Joaquin's own published rules and read September 14, 2026. Each one downloads as California pleading paper with this court's required sections already placed, so the document cannot silently omit one.

A blank template is easy to find anywhere. What is hard to find is which sections this court requires inside the document, because that lives in a local rule nobody indexes. Every heading below is cited to the subdivision it came from, and the rule's own sentence prints beside it in the reference sheet so you can check your work.

Download these as templates

Every document below comes out on California pleading paper, 28 numbered lines down the left, with this court's own required sections already placed as headings. Take the Word version to draft in and the PDF to print. Fill in your details once and they carry across every template on the site.

Your details optional, blanks print as ruled lines

These stay in this browser. They are not sent anywhere, and the file is built on this machine, so a case name never reaches our server.

Downloading needs a free account.

  • Settlement Conference StatementEach party, 1 required section. At least 10 calendar days before the mandatory settlement conference.
  • Pre-conference damages disclosure and settlement figure furnished to the other partiesEach party, 3 required sections. At least 10 days before the mandatory settlement conference.
  • Materials to be Brought to ConferenceEach party, 1 required section. At the mandatory settlement conference.
  • Record of ExhibitsEach party, 4 required sections. At trial, in time for the courtroom clerk to update it as the trial runs.

Everything this court requires in one editable document, with each rule quoted and cited.

What each document has to carry

Settlement Conference Statement

Prepared by each party. Filed and served, at least 10 calendar days before the mandatory settlement conference. Applies to all civil cases set for a mandatory settlement conference, which the assigned judge sets 15 to 30 days before trial. SJCSC Local Rule 3-104, Section 1 (Settlement Conference Statements)

  1. Contents of the Settlement Conference Statement
    • The items required by California Rules of Court, rule 3.1380(c)
    • A concise summary of the case
    • What is agreed and what is disputed
    • The factual and legal contentions on the disputed matters

Pre-conference damages disclosure and settlement figure furnished to the other parties

Prepared by each party. Served only, at least 10 days before the mandatory settlement conference. Applies to every party claiming damages for the Section 4(a) items, with the settlement offer item keyed to personal injury and wrongful death cases; the Sections 5(c)(4) and 5(c)(10) items are not limited to parties claiming damages. SJCSC Local Rule 3-104, Section 4(a)

  1. Damages statement furnished to all other parties
    • The amount of general damages claimed
    • An itemized list of special damages and medical billings
    • In a personal injury or wrongful death case, a settlement offer
  2. Medical reports and special damages itemization supplied to opposing counsel
    • Copies of all medical reports
    • Your itemization of special damages to date
    • Your itemization of future special damages
  3. Settlement figure given to opposing counsel in writing
    • Your settlement figure, in writing

Materials to be Brought to Conference

Prepared by each party. Brought to the conference, at the mandatory settlement conference. Applies to all civil cases set for a mandatory settlement conference, with the medical and earnings items keyed to personal injury cases. SJCSC Local Rule 3-104, Section 3 (Materials to be Brought to Conference)

  1. Substantiating documents carried to the conference
    • In a personal injury case, copies of medical reports
    • In a personal injury case, copies of medical bills
    • Where loss of earnings is claimed, the documentation supporting it
    • Where an economist is to be used to support loss of earnings, a copy of the economist's report
    • In other cases, accountings, appraisals and other supporting documentation

Record of Exhibits

Prepared by each party. Delivered to the clerk, at trial, in time for the courtroom clerk to update it as the trial runs. Applies to all civil trials. San Joaquin Superior Court, Record of Exhibits Instructions, closing NOTE (no rule number; court published form instructions)

  1. Exhibit identification on the Record of Exhibits form
    • A letter identifying the party submitting the exhibit
    • The number of the exhibit, following that letter
    • Numbers drawn from the range the assigned department fixed in its Trial Management Order (the form's example is 01 through 300 for plaintiff and 301 through 600 for defendant)
  2. Marking convention under the local rules
    • Exhibits submitted by plaintiff, petitioner or the People marked consecutively with numbers
    • Exhibits submitted by defendant or respondent marked consecutively with letters
  3. Tagging and physical form of the exhibits themselves
    • A proper exhibit tag on each exhibit, individually
    • Each exhibit tag properly completed
    • Each exhibit tag securely attached to the exhibit
    • Original photographs or 8 1/2 by 11 inch copies substituted for photographically enlarged or oversized exhibits
  4. Completion and delivery of the form to the courtroom clerk
    • The court's Record of Exhibits template, used as the form
    • The case number
    • The case title
    • Your role in the case
    • The completed list saved as a Word document
    • Delivery of that file to the courtroom clerk on a CD or flash drive

When each one is due

Count each deadline back from the date the rule is actually keyed to rather than from trial. The full rule list for San Joaquin County carries every rule with its quoted text, and the trial countdown calculator computes the statewide CCP chain.

How these were built

Every rule was researched from the court's own published text, then checked a second time by a reader told to assume a rule had been invented. Grouping those rules into the documents a court actually wants was a further pass, and an adversarial check corrected it: the commonest error was a document whose contents the first pass left empty while the rule enumerated them. Templates are generated in your browser, so nothing you type is sent anywhere. See methodology.

Previous: San Francisco County templates · Next: San Luis Obispo County templates

Related: All courts with templates · San Joaquin trial binder rules · San Joaquin County ex parte deadlines · Trial countdown calculator