Order Appointing Special Fiduciary and Suspension of Fiduciary

A change is being made to the fiduciary and you have just been informed of this. Most forms we cover go over how you fill them out. In the case of this form however, this is something you receive from the probate court. If you by chance receive the Order Appointing Special Fiduciary and Suspension [...]

Fiduciary Proof of Identity

When acting as a fiduciary, the court will need proof. Thus, a Fiduciary Proof of Identity form was created. The Fiduciary Proof of Identity form is something that requires basic information that one should have readily available to them. With this form filled out, you have the proof that you serve in a capacity for [...]

Notice of Deficiency

Sometimes a piece of paper can represent bad news. Perhaps it’s a pink slip, a note telling a child’s parents that he or she has detention, or in the case of a fiduciary, you receive what’s known as the Notice of Deficiency form. When getting the Notice of Deficiency, it’s never a good thing because [...]

Annual Account of Fiduciary: The Basics

The conservatorship is the fiduciary role of handling finances. Part of the financial responsibility that comes with being a conservator is the responsibility to account. The timeline of a conservatorship begins with establishing the conservatorship. It concludes with the annual account of fiduciary. The annual account of fiduciary is detailed in the provisions of [...]

The Role of a Fiduciary in Litigation

A lawsuit is going to be filed on behalf of a minor or incompetent individual, or against a minor or incompetent individual. What do you do? In the State of Michigan, there are specific rules designed around what happens if the plaintiff in an action needs protection in the form of a fiduciary, whether it’s [...]

Breach of Fiduciary Duty

Here at The Probate Pro, we litigate issues involving what are referred to a Breach of Fiduciary Duty. Fiduciaries have legal duties to the estate’s beneficiaries and interested parties. These legal duties include duties of care and duties of loyalty. Violations of these duties may result in civil or disciplinary actions, and it is vital [...]

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