Contact Information

  • Bay County Probate Court
    1230 Washington Ave., Suite 715
    Bay City, Michigan 48708-5737
  • Phone: (989) 895-4205
  • Monday - Friday
    7:30 a.m. - 5:00 p.m

Resources

FAQ

In what county should I file a guardianship?

In a minor guardianship, the petitioner would file in the county where the minor resides or is present at the time the proceeding is commenced.

In a guardianship for an incapacitated individual, the petitioner would file in the county where the incapacitated individual resides or is present. If the incapacitated individual is admitted to an institution by court order, the petitioner would file in the county in which that court is located.

How do I become a guardian?

To become a guardian, you must file a petition, pay the fee, serve interested persons, and appear at a hearing. Generally, anyone may petition to become a guardian.

What is the difference between a full minor guardianship and a limited minor guardianship?

A full minor guardianship may be initiated by anyone, as long as certain criteria are met. A limited guardianship is a voluntary guardianship which may only be initiated by a parent who has physical custody of the child. Also, the guardian powers differ. In a full minor guardianship the guardian may consent to marriage or adoption; however in a limited minor guardianship, the guardian may not consent to either marriage or adoption.

What is the difference between a full adult guardianship and a limited adult guardianship?

In a full adult guardianship the guardian may attend to the ward's entire needs; however, in a limited adult guardianship the guardian may only act for the purposes stated in the Letters of Guardianship.

Why do I have to fill out this Annual Report on Guardianship when you have already sent someone out to review it?

You, as the guardian , are required by law to file an annual report every year. The court, by law, must also conduct an investigation called a review. The guardianship review is a personal consultation conducted by a court appointed person. The guardianship review is only conducted every three years for adults or once a year for minors until age 6.

What do I do, as guardian, if the ward dies?

If a ward dies, the guardian must provide a death certificate to the court within 14 days so that the file may be closed and the guardian may be released.

What situation justifies an emergency hearing on a guardianship?

An emergency guardianship hearing would be warranted when medical decisions are immediately necessary to save the ward from serious injury, illness, or death. If an emergency hearing is requested, Bay County Probate Court requires a letter from the hospital or doctor indicating the medical emergency. Any hearing that is scheduled for a date and time other than the next regularly scheduled hearing date is considered an emergency hearing.

What is the difference between a guardianship and a conservatorship?

A guardian has responsibility over the ward's health care and well being, whereas, a conservator has responsibility over the ward's finances and assets. Be aware that a guardian may handle regular income such as pension or social security without a conservatorship.

Who pays the guardian ad litem (GAL) fees for adult guardianship cases?

Generally GAL fees are paid by the petitioner.

What do I do if a protected individual dies?

If a protected individual dies, the conservator must file a final account within 56 days. After the account is allowed, the personal representative must file a receipt for any remaining funds so the order discharging the conservator can be entered and the conservatorship file closed.

Can I, as a conservator, invest the minor’s funds?

You must get court approval before investing any of the minor's funds in stocks, mutual funds or annuities. You do not need permission to deposit the funds in an FDIC insured account at a bank for instance.

I filed a Verification last year. Do I have to file one again?

Verification on Deposit forms must be filed every year on minor conservatorships to ensure that the minor's funds are properly preserved.

Who must file a Verification of Funds?

A conservator for a minor is required to file a Verification on Deposit with the court on a yearly basis.

Who fills out the Verification of Funds?

A representative of the financial institution where the funds are held must fill out and sign the Verification on Deposit.

How do I become a conservator?

To become a conservator, you must file a petition, pay the fee, serve interested persons, and appear at a hearing. Generally anyone interested in the welfare of the ward may petition to become a conservator.

What is the difference between a conservatorship and a guardianship?

A conservator has responsibility over the ward's finances, whereas the guardian has responsibility over the ward's health care and well being.

Who pays the guardian ad litem (GAL) fees for adult conservatorship cases?

GAL fees are paid by the petitioner.

 

Conservatorships

What is a conservator?

A Conservator is a person who is given authority by Probate Court to be responsible for the assets (called an estate) of a Protected Person (PI). A Conservator may be nominated by petition filed with the Probate Court or by a deceased parent’s will.

The Court may appoint a conservator, which would give the conservator authority and responsibility over the assets and property of another individual.

Click “What You Need to Know” for more information on conservatorships.

Click “Probate Filing Procedure” to learn the proper procedure to file for a conservatorship.

Duties of an Appointed Conservator

Conservators are appointed for a PI who is in need of having their financial affairs handled. In cases where wards have more substantial holdings, the conservator becomes responsible for determining whether assets such as real estate and tangible personal property should be bought, held, or sold. The conservator maintains ongoing contact with the PI's financial institutions to ensure it is running appropriately. The order of conservatorship provided by the court gives the conservator the legal power to make financial decisions on the PI's behalf. The conservator uses the PI's finances to pay bills, including medical and personal bills. They also make sure income taxes are filed and paid as needed. If the ward has liquid assets (able to be converted to cash quickly), a conservator can decide where the funds could be held and who would be responsible for overseeing their investment. The conservator might do this themselves or enlist the help of a professional financial adviser.

Petition for an Adult Conservatorship

Petition for Appointment of Conservator and/or Protective Order - PC 639

Acceptance of Appointment - PC 571

Report of Physician or Mental Health Professional - PC 630

Bond of Fiduciary - PC 570

Protected Personal Identity Information - MC 97

Addendum to Protected Personal Identifying Information - MC 97a

The Court appoints a Guardian Ad Litem (GAL) to interview all persons who are the subject of a petition for conservatorship before the appointment is made, to determine if the person understands the proceedings or has any objections. They also interview them periodically after the appointment to determine if they are being cared for properly. If the ward objects to the filing of the petition, then an attorney is appointed to represent them.

Once the Adult Conservatorship is Granted

The following forms are required to be filed by the conservator once the adult conservatorship is granted:

Account of Fiduciary, Short Form - PC 583

Inventory (Conservatorship) - PC 674 This form is only required to be filed once, within 56 days from the date of appointment of the Conservator.

Petition to Allow Account(s) - PC 585a

Modify or Terminate an Adult Conservatorship

The following forms must be completed:

Petition to Terminate/Modify Conservatorship - PC 676

Account of Fiduciary, Short Form - PC 583

Petition to Allow Account(s) - PC 585a

Petition for a Minor Conservatorship

Petition for Appointment of Conservator and/or Protective Order - PC 639

1) If there are two legal parents, these are the most common scenarios:

  • One parent petitions. The other parents signs a Waiver and Consent. A hearing will not be needed unless the judge requires one.

  • Both parents petition. A hearing will not be needed unless the judge requires one.

  • One parent petitions. The other parent is served with the Petition and Notice of Hearing and a hearing is set.

2) If there is one legal parent, that parent may petition and no hearing is needed.

3) If someone other than the parent petitions, the parent(s) would have to be notified of the hearing. If both parents sign a Waiver and Consent (which allows the person petitioning to be the conservator), a hearing may be avoided.

Filed Annually by the Conservator

The following forms must be filed annually by the conservator:

Account of Fiduciary, Short Form - PC 583

Inventory (Conservatorship) - PC 674 This form is only filed once, it must be filed within 56 days of the appointment of the conservator, along with the Proof of Restricted Account.

Proof of Restricted Account and Annual Verification of Funds on Deposit (Conservatorship of Minor) - PC 669

Request to Use the Minor’s Funds for the Minor’s Benefit

The following form must be filed by the conservator if requesting to use the minor's funds for the minor's benefit:

Petition and Order to Use Funds (Conservatorship) - PC 673

Modify or Terminate a Minor Conservatorship

The following forms must be completed to modify or terminate a minor conservatorship:

Petition to Terminate/Modify Conservatorship - PC 676

Minor Conservatorship - Final Account, Waiver and Consent, and Order - PC 648

Receipt of Ward and Discharge - PC 649

Fees

Hand-deliver or mail forms to the Bay County Probate Court. Signatures must be included along with the appropriate filing fee(s).

  • The filing fee to start each conservatorship is $175.00.

  • Cash, check, or money order (made out to Bay County Probate Court) or credit card.

  • Visa, MasterCard, American Express and Discover.

  • Service fees for copies and certifications apply for credit card payments only.

  • Do not mail cash