Reporting requirements of guardians and conservators of adults

Learn about your reporting requirements as a guardian or conservator of an adult.

To learn more about the reporting requirements of conservators of adults and how to complete, file and distribute required reports, visit the Office of Adult Guardianship and Conservatorship Oversight (OAGCO) website.

Guardian reporting requirements

• Within 60 days of your appointment, you must file a Guardian’s Care Plan Report (MPC 821).
• Every year on the anniversary date of your appointment, you must file an annual Guardian’s Care Plan Report (MPC 821).

If the guardianship ends before your Guardian’s Care Plan Report is due, you will designate your Guardian’s Care Plan Report as the “Final” report.  It is best to file it as soon as the guardianship ends and not wait until your Guardian’s Care Plan Report due date. 

Conservator reporting requirements

• Within 90 days of your appointment, you must filed an Inventory (MPC 854) or Inventory Without Schedules (MPC 854a).
• Every year on the anniversary date of your appointment, you must file an annual Account (MPC 853) or Account Without Schedules (MPC 853a).

If the conservatorship ends before your annual Account is due, designate your annual Account as the “Final” Account.

Temporary conservator reporting requirements

• Within 90 days of your appointment, you must file an Inventory (MPC 854) or Inventory Without Schedules (MPC 854a).
• For the period of your appointment, you must file an Account (MPC 853) or Account Without Schedules (MPC 853a).

If your appointment is extended for a year or more, an annual Account is due on the anniversary of the date you were first appointed as temporary conservator.

When the conservatorship ends, designate your Account as the “Final” Account.

Resources to help you

To learn more about the reporting requirements of guardians and conservators of adults and how to complete, file and distribute reports, watch:

• The Bonding and Reporting Requirements of Guardians and Conservators
• How to Complete the Guardian’s Care Plan Report
• How to Complete the Conservator’s Inventory
• How to Complete the Conservator’s Account
• How to File and Distribute Guardian and Conservator Reports

If you have questions, the OAGCO is here to help you. You may reach out to the OAGCO by email at [e-mail] or attend one of our monthly virtual Zoom sessions. Zoom sessions are held on the third Wednesday of each month from 12–2:00 p.m.