Annual Accounting

As the conservator, your duty by law is to file an account of fiduciary annually with the Court on the anniversary of your appointment. You will not receive a reminder of this. The account is delinquent 56 days after the anniversary of your appointment and a notice of deficiency will be issued if not timely filed. You are also required to serve a copy of the annual account on all interested persons. Failure to serve all interested persons, as required, may result in your suspension as conservator or subject you to contempt proceedings of the court.

Interested persons as defined by MCR 5.125 would include at the minimum, the adult over whom you are conservator, the adult's spouse, the adult's children, the adult's mother, and the father. When completing and filing your annual account please keep in mind:

  • Due Date: Annually on the anniversary of the conservator's appointment.
  • Filing Deadline: 56 days after the anniversary of the conservator's appointment.
  • Filing Fee: $20
  • Cost for Forms: $5 (Initial packet provided at no cost at appointment)

Please read the account carefully and complete all areas of the account, any incomplete forms will be returned and may be subject to your contempt proceedings of the court if untimely filed.

Please type or print neatly in blue or black ink. No pencil or colored ink. Anything not in compliance will be returned.

Keep copies of all documents filed with the court for your records. Copies obtained from the court are $1.00 per page.

File the original account, verification, and proof of service forms with the court.

This may be done in person or by mail.

Required Documents