Hi, I’m Mara Raven Spence, an attorney with Jordan Balkema Elder Law Center servicing families in northern Michigan.
If you have been appointed a guardian or conservator for a loved one, you have certain obligations to the probate court.
If you are appointed a conservator you must file an inventory with the probate court within 56 days of your appointment.
You must also file an annual report with the court that explains the finances throughout that year, and that must be served on all of the interested person in the matter: “what are my rights as a beneficiary through a will or trust?”
You should know as a beneficiary you are entitled to certain information throughout the progress of the administration. If it is a trust administration the successor trustee must send you a notice and a copy of the trust within 63 days of his or her appointment. If you have been named a beneficiary of a
will the personal representative must provide you with certain notices. Within 28 days of his or her appointment as the personal
representative they must provide you with a copy of the will.
Within 91 days of the appointment you must be provided with an inventory.
The attorney for the personal representative does not protect your interests. You may need your own lawyer…
Please contact me for your free one-hour initial consultation.
I look forward to meeting with you.