How to file guardian and conservator reports in the Probate and Family Court

Learn how to file your reports for guardians and conservators of adults.

Guardian’s Care Plan Report (MPC 821)

Who is entitled to a copy

Before you file the completed Guardian’s Care Plan Report (MPC 821), a copy of it must be sent to all persons entitled to it.  The persons entitled to a copy of the report are:

• The adult.
• Any attorney who represents the adult; and
• Any conservator of the adult.

How to send a copy

Send a copy of the report to the adult either by handing it to them or by mailing it to their current address stated on page 1 of the report.

Send a copy of the report to any attorney who represents the adult either by handing it to them, by mailing it to their primary business address, or by emailing it to their primary business email address.

Send a copy of the report to any conservator of the adult either by handing it to them or by mailing it to the address they provided to the court.

How to file the report

File the original Guardian’s Care Plan Report  at the local Probate and Family Court where the guardianship was initially filed. You can file the report in person, by mail, or by e-filing. There is no fee to file this report.

Conservator’s Inventory (MPC 854 OR MPC 854a)

Who is entitled to a copy

Before you file the Inventory MPC 854 or Inventory MPC 854a, a copy of it must be sent to all persons entitled to it. The persons entitled to a copy of the inventory are:

• The adult;
• Any attorney who represents the adult; and
• Any guardian of the adult.

How to send a copy

Send a copy of the inventory to the adult either by handing it to them, or by mailing it to their current address.

Send a copy of the inventory to any attorney who represents the adult either by handing it to them, by mailing it to their primary business address, or by emailing it to their primary business email address.

Send a copy of the inventory to any guardian of the adult either by handing it to them or by mailing it to the address they provided to the Court.

How to file the inventory

File the original Inventory MPC 854 or Inventory MPC 854a wat the local Probate and Family Court where the case was initially filed. You can file the inventory in person, by mail, or by e-filing. There is no fee to file this report.

Conservator’s Account (MPC 853 OR MPC 853a)

How to file the account

The Account (MPC 853) or Account without schedules (MPC 853a) and the Petition for Allowance of Account (MPC 857) or Petition for Order of Complete Settlement (MPC 860) can be filed with the local  Probate and Family Court your initial case was filed in person or by mail. The  account or the petition for its allowance cannot be e-filed. There is a fee to file the account and the petition. See Probate and Family Court filing fees.

How to send a copy

The account and the petition for its allowance need to be filed with the local Probate and Family Court where your initial case was filed before you send copies to anyone. After you file the Account and the Petition for its allowance, the court will send a citation to you. A citation is a court order telling you how to serve the petition on interested persons. You must follow the instructions on the citation.

There is an additional $15 fee that must be include for the issuance of the citation. 

Who is entitled to a copy

A copy of the citation must be sent to all interested persons. Certain persons always are interested. They include:

1. The adult;
2. Any attorney who represents the adult;
3. The adult’s guardian, if any;
4. The adult’s spouse; and
5. The Veterans Administration or the Department of Developmental Services if they have any involvement with the adult.

Other persons may be interested if they have a property interest in the adult’s estate. The Court always may order additional service.

If the Court appoints a Guardian ad litem to represent the adult, you must also send a copy of the account, the petition, and the citation to the Guardian ad litem.

After you have had the Petition and the Account served as ordered in the citation, you must complete the return of service section on the second page. Then, return the original completed citation and return of service to the local Probate and Family Court  where the initial case was filed. You can file the completed citation and return of service in person, by mail, or by e-filing.