Michigan Guardianship and Conservatorship Process

Michigan Probate Court Guide

Step-by-Step Michigan Probate Court Guide

The Michigan guardianship and conservatorship process begins with evaluating whether court intervention is necessary and continues through the petition, notice, investigation, probate court hearing, appointment, and ongoing fiduciary duties. This step-by-step guide explains the Michigan guardianship timeline and Michigan conservatorship timeline while clearly distinguishing personal-care authority from financial authority.

Michigan guardianship and conservatorship process timeline showing petition, notice, guardian ad litem review, probate court hearing, Letters of Authority, inventory, annual report, and annual accounting
The Michigan guardianship and conservatorship process—from filing the petition and completing notice through the probate court hearing, appointment, inventory, and annual reporting.

Timing note: The graphic provides a general overview only. Hearing dates vary by probate court, case complexity, completed notice, investigation, and objections. Annual reports and accounts are due on the dates established by Michigan law, court rule, the appointment order, and the Letters of Authority—not necessarily the anniversary date in every case.

Step 1Evaluate the need and less restrictive alternatives
Step 2File the correct petition in the proper probate court
Step 3Complete notice, GAL review, and the court hearing
Step 4Comply with post-appointment and annual duties

Scope of this guide: This page focuses primarily on guardianship of an allegedly incapacitated adult and conservatorship of an adult under Michigan’s Estates and Protected Individuals Code. Minor guardianships, minor conservatorships, and guardianships for individuals with developmental disabilities involve different statutes, standards, and forms.

Watch the Michigan Guardianship and Conservatorship Process

Darren Findling of The Probate Pro explains the general sequence of an adult guardianship or conservatorship case in Michigan.

Prepared for final attorney reviewLegal review: Prepared from Michigan’s Estates and Protected Individuals Code, current Michigan Court Rules, SCAO materials, and Michigan Judicial Institute guidance. Darren Findling should complete final attorney review before publication. This guide addresses adult guardianship under EPIC and adult conservatorship/protective proceedings—not minor or developmental-disability guardianships.

 

The Essential Michigan Rule

Michigan probate courts do not appoint a full guardian or conservator merely because assistance would be convenient. The petitioner must prove the statutory grounds by clear and convincing evidence. In an adult guardianship case, the court must separately find both incapacity and necessity, and it must grant only the authority needed for the demonstrated limitations. In a conservatorship case, the court must determine that a statutory basis for protection exists and may use a narrower protective order when broad financial control is unnecessary.

Best-practice framework: Identify the precise risk, document recent functional facts, evaluate less restrictive alternatives, request only the powers needed, satisfy notice exactly, and calendar every post-appointment deadline before leaving the hearing.

The Bottom Line

A guardian addresses personal care and decision-making. A conservator manages money and property. Michigan courts must use the least restrictive relief supported by clear and convincing evidence, and appointment begins continuing court-supervised duties.

How Long Does a Michigan Guardianship or Conservatorship Take?

The Michigan guardianship and conservatorship process does not have a single statewide number of days that guarantees when a probate court will decide a petition. An uncontested matter may reach an initial hearing within several weeks after filing, but scheduling varies by county, the court’s docket, whether the filing is complete, whether service is timely, whether a guardian ad litem or attorney must investigate, and whether anyone objects.

Practical answer: A routine, uncontested case can move comparatively quickly. A contested case may require discovery, evaluations, motion practice, mediation, and an evidentiary hearing or trial, substantially extending the timeline. Never assume that filing a petition guarantees appointment at the first hearing.

Emergency relief may be available in limited circumstances, but an emergency request does not eliminate due process. The court must still apply the governing statute and may limit any temporary authority to what is necessary.

Guardian vs. Conservator in Michigan

Issue Guardianship Conservatorship
Primary focus Personal care, custody, medical and living decisions, and well-being Money, property, income, debts, contracts, and financial management
Person protected An alleged or legally incapacitated individual An individual whose property or affairs require protection; after appointment, the “protected individual”
Typical initiating form SCAO Form PC 625, Petition for Appointment of Guardian of Incapacitated Individual SCAO Form PC 639, Petition for Appointment of Conservator and/or Protective Order
Proof required Clear and convincing evidence of incapacity and necessity for continuing care and supervision Clear and convincing evidence establishing a statutory basis for appointment or another protective order
Least-restrictive principle The court must grant only the powers and duration necessary and encourage maximum self-reliance and independence The court may use a protective order or limit the conservator’s powers when appropriate
Routine annual filing Annual Report of Guardian on Condition of Legally Incapacitated Individual Annual account, unless an exception or court order applies

A court may appoint the same person as both guardian and conservator, or appoint different people. One case may be needed without the other. For example, an adult may need help with medical and residential decisions but still be able to manage finances, or may need financial protection while retaining the ability to make personal decisions.

Primary authority: Adult guardianship standards are governed principally by MCL 700.5306; adult conservatorship and protective-order standards are addressed in MCL 700.5406.

Do You Need a Guardian, a Conservator, Both, or Neither?

The most important strategic decision comes before the petition is drafted. Michigan probate courts do not appoint a guardian or conservator merely because an adult would benefit from assistance. The proposed intervention must fit the actual problem, satisfy the governing legal standard, and avoid taking away more decision-making authority than necessary.

Primary concern Possible legal response Questions to investigate first
Unsafe medical, residential, or personal-care decisions Adult guardianship, potentially limited Is there a valid patient advocate designation? Can supported decision-making, care coordination, or a narrower court order solve the problem?
Unpaid bills, exploitation, disappearing assets, or inability to manage property Conservatorship or another protective order Is there a valid and functioning durable financial power of attorney? Is the agent trustworthy and accepted by financial institutions?
Both personal and financial incapacity Separate guardianship and conservatorship petitions, sometimes heard together Should one person serve in both roles, or would divided responsibility provide better oversight?
A single transaction or limited financial problem Protective order or limited relief may be more appropriate than a full conservatorship Can the court authorize a specific transaction without transferring broad control of the estate?
Temporary crisis Emergency or temporary relief may be available if statutory requirements are met What immediate harm is likely, what authority is truly necessary, and what notice can be provided?
Family members disagree but the adult retains legal capacity Guardianship may be inappropriate Is the dispute really about incapacity, or is it disagreement with a competent adult’s choices?
Key principle: A diagnosis, advanced age, physical disability, eccentric behavior, or an unwise decision does not automatically establish legal incapacity. The analysis must focus on functional abilities, concrete risks, statutory requirements, and whether less restrictive measures can adequately protect the individual.

Consider Less Restrictive Alternatives Before Filing

Before beginning the Michigan guardianship and conservatorship process, consider whether a less restrictive alternative can safely address the problem. Guardianship and conservatorship can significantly affect an adult’s legal rights. The correct starting point is not simply, “Can a petition be filed?” It is, “What is the least restrictive, legally effective solution to the demonstrated problem?”

Possible alternatives to guardianship

  • A valid patient advocate designation
  • A durable power of attorney addressing personal or medical matters
  • Supported decision-making and coordinated family assistance
  • Case management, home-care services, or other practical supports
  • A limited guardianship rather than a full guardianship

Possible alternatives to conservatorship

  • A valid durable financial power of attorney
  • Representative-payee arrangements for certain benefits
  • Trust administration
  • Automatic bill payment and limited banking support
  • A targeted protective order rather than a full conservatorship
A power of attorney is not automatically a complete substitute for court involvement. Its effectiveness depends on validity, scope, acceptance by third parties, the principal’s circumstances, and the agent’s conduct. Suspected exploitation, family conflict, asset dissipation, or an inadequate document may still require probate court relief.

Pre-Filing Investigation and Document Checklist

A strong petition is built from verified facts. Before filing, collect enough information to explain the current problem, identify all interested persons, select the correct court and petition, and propose authority that is no broader than necessary.

Personal and medical information

  • The adult’s full legal name, date of birth, current residence, and prior residence if relevant
  • Specific recent events showing inability to make or communicate informed decisions
  • Known diagnoses, medications, hospitalizations, cognitive evaluations, and care needs
  • Names and contact information for physicians, social workers, case managers, and care facilities
  • Existing patient advocate designation, advance directive, or health-care power of attorney
  • The adult’s expressed wishes about care, residence, proposed fiduciaries, and court involvement

Financial and legal information

  • Income sources, benefits, bank and investment accounts, real estate, vehicles, debts, and recurring expenses
  • Evidence of exploitation, unusual transfers, unpaid obligations, tax problems, foreclosure, or utility shutoff risk
  • Existing durable power of attorney, trust, representative-payee arrangement, or jointly owned accounts
  • Identity and conduct of anyone currently controlling money or property
  • Known lawsuits, inheritances, settlements, business interests, or property in another state
  • Whether bond, restricted accounts, or professional fiduciary services may be appropriate

Interested-person and jurisdiction review

  • Identify the spouse, adult children, parents, and presumptive heirs as applicable.
  • Identify any current guardian, conservator, attorney-in-fact, patient advocate, trustee, custodian, or government benefit agency that may be entitled to notice.
  • Confirm the adult’s residence, physical presence, institutional placement, and any existing case in Michigan or another state.
  • Confirm accurate addresses before filing. A petition can be delayed when interested persons are omitted or cannot be served.

Michigan Guardianship and Conservatorship: 12-Step Court Process

1

Identify the problem, the requested powers, and the correct proceeding

Document the specific decisions the adult cannot safely make, the risks requiring intervention, the help already available, and why less restrictive measures are insufficient. Avoid vague conclusions such as “cannot handle things.” Courts need concrete, recent facts.

Determine whether the concern is personal, financial, or both. Also determine whether the case involves an adult under EPIC, a minor, or an individual with a developmental disability under the Mental Health Code. Filing the wrong petition can delay relief.

2

Collect evidence for the proceeding

Useful evidence may include medical evaluations, physician letters, neuropsychological assessments, care-facility records, financial statements, evidence of unpaid bills, unusual withdrawals, exploitation, unsafe conduct, or inability to meet basic needs.

A physician’s report can be persuasive, but the correct evidence depends on the legal issue. A medical diagnosis alone does not automatically establish the statutory need for a guardian or conservator. The court evaluates functional capacity, necessity, and whether the requested intervention is properly tailored.

3

File the petition in the proper Michigan probate court

Adult guardianship generally begins with SCAO Form PC 625. Adult conservatorship generally begins with SCAO Form PC 639. Additional forms may include an acceptance of appointment, proposed orders, confidential identifying information, bond-related materials, and county-specific documents.

Venue and jurisdiction depend on the governing statutes, including the individual’s residence or presence and, in conservatorship matters, the location of property. Interstate cases may also implicate Michigan’s Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act.

Each petition may require a filing fee. A person who cannot afford the fee may request a fee waiver, but approval is not automatic.

4

The court reviews the filing and schedules the matter

The probate court checks whether the petition is acceptable for filing and may issue a hearing date or request corrections. Local practices differ. Some courts require e-filing, local cover sheets, criminal-history information, fiduciary information, or proposed orders.

Do not treat county practice as statewide law. SCAO forms are statewide, but filing procedures, remote-hearing practices, document checklists, and scheduling can vary by probate court.
5

Provide legally sufficient notice and service

The petitioner must identify all legally interested persons and serve the required papers in the required manner and within the applicable time. The adult who is the subject of the petition has special due-process protections and must receive the notices and information required by statute and court rule.

Interested persons may include the individual, a spouse, adult children, parents, certain relatives, an existing guardian or conservator, a nominated fiduciary, an attorney-in-fact, a patient advocate, or others specified by law. The correct list depends on the type of petition and the facts.

A proof of service must be filed. If required notice is missing or late, the court may adjourn the hearing rather than decide the petition.

6

A guardian ad litem investigates and reports when required

In an adult guardianship proceeding, the court appoints a guardian ad litem unless the allegedly incapacitated individual already has legal counsel of choice. In an adult conservatorship proceeding, the court generally appoints a guardian ad litem unless the individual has chosen counsel or is mentally competent but aged or physically infirm. The guardian ad litem is not the petitioner’s attorney and is distinct from legal counsel.

The guardian ad litem generally visits or interviews the individual, explains the petition and rights, determines the individual’s wishes, investigates relevant circumstances, and reports to the court. The individual may have a right to appointed legal counsel in circumstances defined by law.

7

Prepare for the Michigan probate court hearing

The petitioner carries the burden of proving the statutory grounds. Preparation may include organizing witnesses, medical evidence, financial records, proof of service, proposed limitations, the nominee’s qualifications, and alternatives considered.

The adult has important rights, including notice, participation, objection, counsel in qualifying circumstances, presentation of evidence, cross-examination, and a decision based on the governing burden of proof. In an adult guardianship case, Michigan law requires separate findings, supported on the record, that the person is incapacitated and that appointment is necessary.

8

The probate judge decides whether relief is legally justified

The court may grant the petition, deny it, adjourn it for additional proof or notice, appoint someone other than the proposed nominee, create a limited appointment, enter another protective order, impose a bond, restrict assets, or place conditions on the fiduciary’s powers.

For adult guardianship, the court must grant only the powers and period necessary for the demonstrated need and must design the guardianship to encourage maximum self-reliance and independence. A valid patient advocate designation may limit powers the court can give a guardian.

9

Complete qualification and obtain Letters of Authority

An appointment order is not always the final administrative step. The nominated fiduciary may need to file an acceptance, secure a bond if ordered, complete acknowledgments, or satisfy other conditions before Letters of Authority issue.

Letters of Authority are the operative evidence of the guardian’s or conservator’s authority. Read them together with the appointment order. Restrictions printed on the letters or contained in the order control what the fiduciary may do.

10

Begin post-appointment administration

A guardian should promptly address living arrangements, medical needs, services, safety, benefits, and the individual’s preferences within the scope of authority granted. A conservator should secure property, identify accounts and income, establish appropriate financial controls, maintain records, and follow any bond or restricted-account requirements.

A conservator must prepare and file a complete inventory within 56 days after appointment, unless another period is specified by court rule. The conservator must provide copies to the protected individual, if the individual can be located and is at least 14 years old, and to interested persons as specified by the Michigan Court Rules.

11

Complete annual guardianship reports and conservatorship accounts

A guardian must report on the legally incapacitated individual’s condition at least annually and serve the report as required. A conservator must account to the court not less than annually unless the court directs otherwise. Under the Michigan Court Rules, a required account is filed within 56 days after the end of the accounting period, together with the required proof of service and financial verification materials.

Annual filings are not mere paperwork. They allow the court and interested persons to review the individual’s condition, services, living arrangement, income, expenditures, assets, and the fiduciary’s performance.

12

Modify, terminate, or close the proceeding when circumstances change

A guardianship or conservatorship is not necessarily permanent. The protected person or another interested person may seek modification or termination. A fiduciary may also resign, be removed, or require a successor.

If the individual dies, the guardian or conservator must notify the court as required. When a conservatorship account is required, the final account is generally due within 56 days after the protected individual’s death under the Michigan Court Rules. Death does not automatically authorize the conservator to administer the deceased person’s probate estate.

Notice and Service Requirements

Notice is not a technical afterthought. It is a due-process requirement. The petition, notice of hearing, and any rights notice must be served on the correct people, by the correct method, within the required time. The list of interested persons differs by proceeding and can change with the facts.

Why the adult receives special protection

The individual who may lose legal decision-making authority must receive meaningful notice and an opportunity to participate. In adult guardianship proceedings, the guardian ad litem must provide the official Notice of Rights to Alleged Incapacitated Individual and explain the nature of the proceeding and the individual’s rights to the extent the individual can understand.

Why a hearing may be adjourned

If the proof of service does not show timely and legally sufficient notice, the judge may be unable to proceed even when every attendee agrees that help is needed. Common problems include using an incomplete family list, serving only the proposed ward’s caregiver, mailing papers when personal service is required, failing to serve a newly discovered interested person, or failing to file proof of service.

Practice point: Do not rely on a family member’s statement that another relative “does not need to know.” Entitlement to notice is controlled by statute and court rule, not family preference.

Notice authority: Adult guardianship notice is addressed in MCL 700.5311. Conservatorship notice incorporates those requirements subject to the modifications in MCL 700.5405, together with MCR 5.105 and MCR 5.125.

Guardian ad Litem, Appointed Counsel, and the Adult’s Rights

A guardian ad litem is appointed under the circumstances specified by Michigan law to investigate and report to the probate court. The guardian ad litem is not the petitioner’s advocate. The role generally includes meeting with the individual, explaining the petition and rights, identifying the individual’s wishes, determining whether the individual objects, reviewing relevant circumstances, and reporting recommendations or factual findings to the judge.

Legal counsel serves a different function. An attorney represents the client, advocates the client’s position, preserves objections, examines witnesses, and addresses legal and evidentiary issues. Michigan law describes circumstances in which counsel must be appointed or secured. A guardian ad litem does not become the individual’s attorney merely because the individual objects.

Rights that should never be treated as ceremonial

  • The right to know what authority is being requested and what legal rights may be affected
  • The right to object to the need for appointment, the scope of powers, or the proposed fiduciary
  • The right to be present and participate unless the court makes legally sufficient findings concerning absence
  • The right to present evidence, cross-examine witnesses, and—in an adult guardianship proceeding—to trial by jury
  • The right to request limited authority rather than a full guardianship
  • The right to seek later review, modification, or termination

Rights and representation: See MCL 700.5304 and MCL 700.5305. When statutory grounds requiring counsel are present, appointed counsel advocates for the individual; the guardian ad litem role terminates when counsel is appointed under MCL 700.5305.

Preparing for the Probate Court Hearing

The hearing is not simply a form-signing event. The petitioner has the burden of proving each legal element. Even an uncontested petition should be supported by admissible, specific evidence that explains what the adult cannot do, why continuing protection is necessary, why the proposed powers are appropriate, and why the proposed fiduciary is suitable.

Strong evidence

Recent, concrete examples; competent witnesses with personal knowledge; medical or functional assessments; financial records; and a clear explanation of alternatives attempted.

Weak evidence

Generalized statements, remote history, family gossip, labels without functional analysis, or conclusions that do not connect the facts to the statutory standard.

Properly tailored relief

A proposed order that identifies the decisions requiring assistance while preserving authority the adult can still exercise safely.

Questions the court may need answered

  • What recent conduct demonstrates incapacity or inability to manage property?
  • What harm has occurred or is likely without court intervention?
  • Why are existing documents, services, and informal supports inadequate?
  • Can the requested authority be limited by subject, duration, transaction, or reporting requirement?
  • Is the nominee willing, qualified, free from disqualifying conflicts, and able to perform ongoing duties?
  • What does the individual want, and how can the order preserve maximum self-reliance and independence?

Orders, Qualification, Bond, and Letters of Authority

The judge’s order defines the appointment. The Letters of Authority provide evidence of the fiduciary’s authority but must be read with the order. A limited appointment, restricted account, bond requirement, real-estate restriction, or other condition may substantially affect what the guardian or conservator can do.

Before acting, confirm all qualification steps

  • Acceptance of appointment has been filed.
  • Any required bond has been obtained and approved.
  • Letters of Authority have actually issued and remain current.
  • Every limitation or special instruction in the order and letters has been reviewed.
  • Financial institutions, care providers, and agencies receive only the documents necessary to recognize the appointment.
Do not overread the appointment. A guardian does not automatically acquire unrestricted financial authority. A conservator does not automatically acquire personal or medical decision-making authority. Neither fiduciary may disregard an effective court limitation.

The First 60 Days After Appointment

The period immediately after appointment often determines whether the case remains orderly. The fiduciary should create a documented administration system rather than reacting to each issue without records.

Guardian priorities

  1. Meet with the individual and review immediate safety, health, residence, and service needs.
  2. Confirm the exact authority granted and any patient advocate powers that remain effective.
  3. Notify appropriate providers and agencies without unnecessarily disclosing private information.
  4. Establish a schedule for contact and documentation of major decisions.
  5. Preserve the individual’s participation in decisions whenever meaningful communication is possible.

Conservator priorities

  1. Secure accounts, income, valuables, insurance, real estate, and digital financial access.
  2. Open properly titled fiduciary accounts and avoid commingling.
  3. Create a beginning balance sheet and gather date-of-qualification values.
  4. Calendar the 56-day inventory deadline and the accounting period.
  5. Retain statements, invoices, receipts, tax records, and proof of every disbursement.

Duties After Appointment

Guardian responsibilities may include

  • Maintaining sufficient contact with the individual
  • Making decisions within the exact scope of the order
  • Considering the individual’s wishes, values, and independence
  • Arranging appropriate care, services, and living conditions
  • Keeping the court informed of required changes
  • Filing the annual report and serving required persons

Conservator responsibilities may include

  • Identifying, securing, and prudently managing assets
  • Keeping conservatorship funds separate
  • Maintaining complete receipts, statements, and transaction records
  • Filing the inventory within 56 days
  • Following bond and restricted-account requirements
  • Filing and serving annual and final accounts when required
A fiduciary can be suspended, removed, surcharged, ordered to repay money, or subjected to other court remedies for failing to follow the order, statute, court rules, or fiduciary duties.

Annual Reports, Accountings, and Court Oversight

Appointment begins a continuing court-supervised fiduciary relationship. The court may issue deficiency notices, require hearings, suspend authority, or consider removal when filings are late or incomplete.

Filing or task General requirement Accuracy considerations
Guardian annual report Report at least annually on the ward’s condition and serve the report as required Describe current condition, changes during the year, living arrangement, services, visits, and recommendations honestly and specifically
Conservator annual account Account not less than annually unless the court directs otherwise; court rules govern filing timing and supporting documents Reconcile beginning assets, income, gains, expenses, losses, distributions, and ending assets
Financial verification Statements or verification of funds may be required for liquid assets Values should correspond to the end of the accounting period and match the account
Restricted account verification Required when the court has restricted funds No withdrawal should occur without the authority required by the order
Changes requiring court attention Material changes may require notice, petition, approval, or amended authority Examples include sale of restricted real estate, fiduciary resignation, inability to locate the ward, or need for expanded or reduced powers

The fiduciary should calendar deadlines at appointment and maintain duplicate reminders. Waiting for the probate court to send a notice is not a reliable compliance system.

Continuing-duty authority: Guardian reporting duties appear in MCL 700.5314. Conservator inventory and accounting duties appear in MCL 700.5417 and MCL 700.5418, with filing and service procedure governed by the Michigan Court Rules.

Mistakes That Delay or Damage a Case

Using the wrong case type

Adult EPIC, minor, and developmental-disability proceedings are not interchangeable.

Giving vague facts

Conclusions without specific recent examples may not establish incapacity or necessity.

Missing interested persons

Incorrect notice can force an adjournment and create due-process problems.

Assuming a doctor decides

Medical evidence matters, but the probate judge applies the legal standards.

Seeking excessive powers

The requested authority should match the demonstrated need and preserve independence.

Acting before authority issues

A proposed fiduciary should not assume powers that the court has not granted.

Commingling money

Conservatorship assets should not be mixed with the conservator’s personal funds.

Missing the 56-day inventory

The deadline begins with appointment, not when the conservator finishes locating assets.

Ignoring annual filings

Late reports and accounts can lead to notices, hearings, suspension, or removal.

Contested Michigan Guardianship and Conservatorship Cases

A contested case may concern the existence of incapacity, necessity of court intervention, the choice of fiduciary, alleged exploitation, the scope of powers, residence, access to the adult, or management of significant assets. The best litigation strategy begins with identifying which issue is genuinely disputed.

Common contested-case patterns

  • Competing nominees: Family members agree protection is needed but disagree over who should serve.
  • Capacity dispute: The adult or another interested person argues that the statutory burden cannot be met.
  • Power-of-attorney dispute: One side relies on existing documents while another alleges misuse, revocation, incapacity, or nonacceptance.
  • Financial exploitation: Transactions, account changes, gifts, beneficiary designations, or transfers require immediate investigation.
  • Access and isolation: Relatives disagree over contact, residence, caregiving, or information.
  • Scope dispute: The parties disagree whether full, limited, temporary, or transaction-specific relief is appropriate.

Contested proceedings may require subpoenas, medical records, bank records, witness preparation, expert testimony, depositions, interim protective orders, mediation, and a formal evidentiary hearing. Because the adult’s rights and safety may both be at stake, aggressive litigation without a focused theory can increase cost and conflict without improving protection.

Modification, Restoration of Rights, Termination, and Successor Fiduciaries

The need for protection can change. A court may modify powers, replace a fiduciary, terminate an appointment, or enter different protective relief when circumstances justify it. The protected individual is not required to accept an unnecessary guardianship or conservatorship indefinitely.

Reasons a case may be reviewed

  • The individual’s capacity or support system has improved.
  • A less restrictive alternative has become available.
  • The guardian or conservator is no longer willing or able to serve.
  • The fiduciary has failed to perform duties, file reports, protect assets, or follow the order.
  • The protected individual has moved, creating jurisdictional or practical issues.
  • The individual has died and final reporting, accounting, and transfer of property are required.

Termination does not erase the obligation to complete final filings or transfer assets properly. A conservator should not distribute remaining property informally merely because the protected individual has died. Authority over the decedent’s probate estate belongs to a properly appointed personal representative or another person authorized by law.

Printable Filing and Administration Checklist

  1. Define the personal, medical, financial, or legal problem using specific recent facts.
  2. Review powers of attorney, patient advocate documents, trusts, benefits arrangements, and less restrictive alternatives.
  3. Determine the correct proceeding: adult guardianship, adult conservatorship, both, or another protective order.
  4. Confirm Michigan jurisdiction, proper county, and any interstate proceeding.
  5. Identify every interested person and verify addresses.
  6. Collect medical, functional, care, and financial evidence.
  7. Complete the current SCAO petition and all required local documents.
  8. File the case, pay the filing fee or submit a fee-waiver request, and obtain the hearing information.
  9. Complete service and file proof of service.
  10. Cooperate with the guardian ad litem while preserving attorney-client confidentiality where applicable.
  11. Prepare witnesses, exhibits, proposed limitations, and nominee qualification evidence.
  12. Attend the hearing and obtain a clear order addressing powers, restrictions, bond, and qualification.
  13. File the acceptance, satisfy bond or restricted-account conditions, and obtain Letters of Authority.
  14. For a conservatorship, secure assets and file the inventory within 56 days after appointment.
  15. Calendar annual guardian reports, conservator accounts, financial verification, and service requirements.
  16. Seek court approval before taking any action that exceeds or conflicts with the order.
  17. Petition to modify or terminate when the demonstrated need changes.

Common Michigan Probate Court Forms

The exact filing package depends on the petition, the facts, the appointment requested, and the probate court’s administrative requirements. The following are common statewide SCAO forms, not a complete filing checklist. Use The Probate Pro’s Probate Court Forms page to access current forms and instructions.

Form Purpose
PC 625 Petition for Appointment of Guardian of Incapacitated Individual
PC 639 Petition for Appointment of Conservator and/or Protective Order
PC 571 Acceptance of Appointment
PC 564 Proof of Service
PC 626 Notice of Rights to Alleged Incapacitated Individual
PC 627 Acceptance of Appointment and Report of Guardian ad Litem
PC 634 Annual Report of Guardian on Condition of Legally Incapacitated Individual
PC 674 Inventory (Conservatorship)
PC 583 Account of Fiduciary
PC 584 Account of Fiduciary, Long Form

Always use the current version from the The Probate Pro Probate Court Forms resource. Older versions may no longer be accepted.

Frequently Asked Questions

Can guardianship and conservatorship be filed together in Michigan?

Yes. The petitions may be filed at the same time when the facts support both forms of relief. They remain distinct legal requests, and the court must separately determine whether each is justified.

Does a guardian control the person’s money?

Not merely because the person is guardian. Financial authority generally belongs to a conservator or another legally authorized person. The appointment order and Letters of Authority determine the actual powers granted.

Does a conservator make medical decisions?

Not merely because the person is conservator. A conservator’s role generally concerns property and financial affairs. Medical and personal authority may rest with the individual, a patient advocate, a guardian, or another authorized decision-maker.

Is a physician’s letter required?

Medical evidence is often highly useful, particularly in an adult guardianship case, but whether a particular physician form or report is legally required depends on the proceeding and local practice. The ultimate legal determination belongs to the probate court.

Who can file a petition?

Michigan statutes identify who may petition in each type of proceeding. A family relationship may be relevant but is not always required. Standing, venue, and the requested relief should be evaluated before filing.

Who has priority to serve?

Michigan law establishes priority rules and recognizes certain nominations, but priority does not guarantee appointment. The nominee must be suitable, willing, and qualified, and the court may pass over a person for good cause or appoint a professional fiduciary.

Can the court appoint a limited guardian?

Yes. When the person lacks capacity in some—but not all—areas, Michigan law supports a limited guardianship tailored to the demonstrated need rather than a full transfer of decision-making authority.

Can a guardianship or conservatorship be temporary?

Temporary or emergency relief may be available when statutory requirements are met. Such relief is generally limited and does not eliminate the need for notice, a hearing, and further proceedings as required by law.

What is a guardian ad litem?

A guardian ad litem is a court-appointed investigator and reporter who helps protect the individual’s procedural rights and provides information to the court. The guardian ad litem is not the petitioner’s lawyer and is not necessarily the individual’s legal counsel.

What happens at the first hearing?

The judge reviews notice, evidence, the guardian ad litem’s report, objections, the need for protection, the proposed fiduciary, and the appropriate scope of authority. The court may decide the matter, limit relief, request more information, or schedule a contested evidentiary hearing.

When does the guardian or conservator receive authority?

Authority depends on the court’s order and completion of any qualification requirements. Letters of Authority are commonly used to demonstrate the appointment and any limitations. A nominee should not assume authority before the court grants it.

When is the conservatorship inventory due?

Michigan law generally requires the conservator to prepare and file a complete inventory within 56 days after appointment, unless another time is specified by court rule.

Are annual reports required?

A guardian must report at least annually on the legally incapacitated individual’s condition. A conservator generally files annual accounts unless an exception or court order applies. The precise accounting period and deadline must be calculated from the governing order and court rules.

Can the protected person ask to end the case?

Yes. The protected person may petition to modify or terminate the guardianship or conservatorship and is entitled to the procedures and protections provided by law.

What happens when the protected person dies?

The fiduciary must notify the probate court as required. A conservator may need to file a final account within 56 days after death when accounts are required. Remaining property generally must be transferred under proper legal authority; the conservator does not automatically become the estate’s personal representative.

Do I need a lawyer?

Michigan permits many people to file without counsel, but these cases involve due process, evidentiary burdens, fiduciary duties, and continuing deadlines. Legal representation is especially important when the matter is contested, urgent, medically complex, financially significant, interstate, or affected by suspected exploitation.

Primary Michigan Legal Authorities and Resources

This guide was built from Michigan primary authorities and official court materials. Laws and forms can change, so confirm the current version before relying on them.

Legislative bills and proposed court-rule changes are not treated as current law unless enacted or adopted and effective. Always confirm the current statute, rule, form revision date, and appointment order before acting.

Michigan probate attorney Darren Findling

About Darren Findling

Darren Findling is the founder of The Probate Pro. His practice focuses on probate, estate, trust, guardianship, conservatorship, and related proceedings. He regularly educates families, fiduciaries, attorneys, and the public about Michigan probate law and procedure.

Meet The Probate Pro team

Questions about a Michigan guardianship or conservatorship? Call (833) 776-2283 or visit The Probate Pro contact page.

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Need Help With a Michigan Guardianship or Conservatorship?

The Probate Pro helps families evaluate the right legal solution, prepare and file petitions, satisfy notice requirements, present evidence, address objections, and comply with fiduciary duties after appointment.

This page provides general educational information, not legal advice. The law, court rules, forms, and local procedures may change. Consult a qualified Michigan attorney about your specific circumstances.

 



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