Adult Conservatorship

PLEASE READ BEFORE PROCEEDING

This information is not intended to be legal advice, but a brief explanation of the basic procedure that is required.  Probate Court personnel cannot give legal advice about your particular situation or complete your forms for you. You are not required to have an attorney; however, the Court cannot act as your attorney. If you do not understand process or have questions on what to do, you will need to obtain other assistance.

Conservatorship for an Adult

A conservator is someone appointed by the Probate Court with control of and responsibility for financial assets and property of another person.

When an adult becomes unable to make responsible decisions and/or manage his or her own property or finances, a Petition may be filed asking the Court to appoint a conservator for that adult.  

Conservatorship for Adult Packet Forms
Self Help Legal Resources Handout - Conservator for Adult Packet (PDF)
Petition for Appointment of Conservator (PDF)PC 639
Protected Personal Identifying Information (PDF)MC 97
Addendum to Protected Personal Identifying Information (PDF)MC 97a
Petition for Appointment of Guardian Ad Litem / Attorney / Lawyer Guardian Ad Litem (PDF)PC 641
Adult Guardianship/Conservator Records Check Release (PDF)Form
Central Registry Clearance RequestDHS-1929
Proof of Service (PDF)PC 564
Acceptance of Appointment (PDF)PC 571
Order Regarding Appointment of Conservator (PDF)PC 640
Letters of Conservatorship (PDF)PC 645


Petition to Modify/Terminate a Conservatorship for an Adult

If a change needs to be made to the conservatorship, a petition to modify the conservatorship may be filed. If the conservatorship is no longer needed, a petition to terminate the conservatorship may be filed.

Petition to Modify/Terminate A Conservatorship for an Adult Packet Forms
Petition to Modify/Terminate a Conservatorship for an Adult (PDF)PC 676
Addendum to Protected Personal Identifying Information (PDF)MC 97a
Adult Guardianship/Conservator Records Check Release (PDF)Form
Central Registry Clearance RequestDHS-1929
Proof of Service (PDF)PC 564
Acceptance of Appointment (PDF)PC 571
Order Termination/Modification of Conservator (PDF)PC 638a


Objection

If you do not agree with a Petition, Inventory, or Account that has been filed, you may file an Objection along with filing fee of $20.00. A copy of you Objection must be mailed or hand-delivered to interested parties and a Proof of Service must be filed with the Court.

Forms Needed
Objection Form (PDF)SH 366a
Proof of Service (PDF)PC 564


Inventory

An inventory of the protected estate must be filed within 56 days of the conservator's appointment. A copy of the inventory must be mailed or hand-delivered to interested parties and a proof of service must be filed with the Court when the inventory is submitted. 

Interested parties are defined under Michigan Court Rule 5.125(A) and Michigan Court Rule 5.125(C)(27).

Forms Needed
Inventory - Conservatorship Form (PDF)PC 674
Proof of Service (PDF)PC 564
*MC 97 - Protected Personal Identifying Information Form (PDF)MC 97

*Use MC 97 if you are providing financial account numbers. Do not provide account numbers on the Inventory form.

Account

An Account is a yearly report of incoming income and outgoing expenses filed yearly with the Court. The annual Account is due no more than 56 days of the anniversary of the issuance of the letters of conservatorship. Final account is due within 56 days of the end of a conservator's authority. A copy of the Account must be mailed or hand-delivered to interested parties and a Proof of Service must be filed with the Court.

Interested parties are defined under Michigan Court Rule 5.125(A) and Michigan Court Rule 5.125(C)(27).

Instructions for Completing an Annual Report Icon Opens in new window

Forms Needed
Account - Short Form (PDF)PC 583
Account - Long Form (PDF)PC 584
Petition to Allow AccountPC 585a
Proof of Service (PDF)PC 564
*MC 97 - Protected Personal Identifying Information Form (PDF)MC 97

*Use MC 97 if you are providing financial account numbers. Do not provide account numbers on the Inventory form.


Withdrawal of Petition

If you have filed a Petition that you would like to withdraw, a Withdrawal of Petition form may be filed.


Withdrawal of Petition Form (PDF)SH 511


Additional Resources