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PC 639 Petition for Appointment of Conservator

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PETITION FOR APPOINTMENT OF CONSERVATOR AND/OR PROTECTIVE ORDER

STATE OF MICHIGAN PROBATE COURT COUNTY OF FILE NO.

Estate of Last four digits of SSN

1. I, , am interested in this matter and make this petition as

2. The individual was born , resides in County at City, state, zip and has property in County.

3. An action within the jurisdiction of the family division of circuit court involving the family or family members of the above individual has been previously filed in Court, Case Number , was assigned to Judge , and

4. The individual has:

Name and address

5a. The individual is an adult unable to manage his/her property and business affairs effectively because of:



and either

5b. The adult petitioner is mentally competent but because of age or physical infirmity is unable to manage his/her property and affairs effectively, and recognizing the disability, requests appointment of a conservator.

5c. The individual is a minor who:



5d. I am the guardian of the ward and it is in the ward's best interests to sell or otherwise dispose of the ward's real property or interest in real property.

6. The statements in item 5 are supported by the following facts:

7. The individual to be protected has an estate approximately valued at:

$

$

$

$

8. The individual to be protected is receiving the following benefits from governmental agencies:



9. The individual to be protected has:






Name / Address / Telephone / Relationship / Age-DOB

10. None of the persons named above are under any legal incapacity except

11. The individual is currently found at

12. It is necessary that a preliminary protective order be entered pending the regular hearing because

I REQUEST that the court:

13. Appoint

who has priority as , as conservator of the estate to be protected.

14. Preserve and apply the individual's property pending the appointment of a conservator as follows:

15. Enter a protective order that provides

16. Appoint the guardian as special conservator with authority to sell or otherwise dispose of the ward's real property or interest in real property.

Attorney signature

Attorney name (type or print)

Attorney address

City, state, zip

Date

Petitioner signature

Bar no.

Petitioner address

Telephone no.

17. NOMINATION BY PERSON TO BE PROTECTED: I am 14 years of age or older. I nominate as my conservator

Date

Signature of person to be protected

Enter text

What the PC 639 Petition for Appointment of Conservator Is

The PC 639 Petition for Appointment of Conservator is a formal court filing used to request that a probate court appoint a conservator to manage the personal care, finances, or both for an adult who is alleged to lack capacity. The petition identifies the proposed conservator, describes the conservatee's condition and limitations, and explains the specific powers requested. Filing initiates a legal proceeding that typically includes notice to interested parties, collection of medical and financial evidence, and a court hearing where the judge decides whether appointment is necessary and who should serve.

Why this Petition Matters for Incapacity Protection

Filing PC 639 allows concerned family members, friends, or public officials to seek a structured, court-supervised arrangement so essential decisions and assets are managed for a person who cannot reliably protect their own interests.

Why this Petition Matters for Incapacity Protection

Who Typically Prepares and Files a PC 639 Petition

The petition is usually prepared by an interested party or their attorney; some jurisdictions permit public guardians or agency petitions.

  • Close family members seeking authority to make care and financial decisions on behalf of an incapacitated adult.
  • Public guardians, county conservatorship offices, or social services when no suitable family is available.
  • Attorneys or court-appointed investigators who compile medical and financial evidence for the judge.

Whoever files should expect to gather medical evaluations, witness statements, and financial documentation before submitting the petition to the probate court.

Core Sections Found in a Professional PC 639 Petition

A complete petition organizes identity, incapacity facts, proposed conservator details, powers requested, supporting attachments, and a formal oath for the petitioner.

Petition Header

Court name, case caption, petitioner identity, and a clear request for appointment organized per local form requirements.

Conservatee Information

Full legal name, date of birth, address, and capacity-related facts to establish the person subject to conservation proceedings.

Allegations of Incapacity

Concise factual statements and medical summaries describing cognitive, physical, or psychiatric impairments demonstrating need for conservatorship.

Proposed Conservator

Name, contact, relationship, background, and any disclosure of conflicts, criminal history, or prior fiduciary roles for review by the court.

Powers Requested

Specific authority sought (personal care, estate management, limited financial actions) and duration or termination conditions.

Attachments

Supporting items such as physician declarations, capacity evaluations, financial statements, and notice affidavits required by local rules.

Information That Requires Careful Handling

Medical Records: Protected health information
Financial Statements: Bank and asset details
Personal Identifiers: SSN, DOB, addresses
Capacity Evaluations: Psychological and medical reports
Court Filings: Public record once filed
Attorney Documents: Privileged communications

Consequences of Errors or Omitted Information

Petition Denial: Proceeding may be dismissed
Hearing Delays: Additional filings or continuances
Civil Liability: Improper fiduciary acts risk suits
Perjury Exposure: False statements carry penalties
Wrongful Appointment: Inappropriate conservator selection
Increased Costs: More attorney and court expenses

Step-by-Step: Completing the Petition

Follow a consistent sequence to prepare a clear, court-ready petition and reduce the chance of return or delay.

  • 01
    Collect Evidence: Obtain medical reports and financial records first
  • 02
    Complete Form: Fill sections with factual, date-stamped information
  • 03
    Attach Exhibits: Include evaluations, affidavits, and notice proofs
  • 04
    File & Serve: Submit to probate court and serve interested parties

From Filing to Hearing: Typical Case Flow

A standard conservatorship case follows filing, notice, temporary orders if needed, a court hearing, and final appointment if the court finds it justified.

  • Filing: Petition filed with the probate court clerk
  • Service: Notice given to conservatee and interested parties
  • Interim Relief: Temporary conservatorship may be requested
  • Final Hearing: Judge evaluates evidence and rules

Electronic Workflow Recommendations for the Petition

Configure an e-filing and e-sign workflow so documents, attachments, and notices follow court rules and maintain a clear audit trail.

Field Configuration
Authentication Email verification plus optional SMS code
Routing Order Petitioner -> Proposed conservator -> Attorney
Notifications Email confirmations and serve notices as required
Attachments Attach capacity evaluations and financial exhibits

Technical Considerations for eFiling and eSignature

Confirm that any eSignature or e-filing solution supports secure storage, tamper evidence, and an auditable completion certificate.

  • Document Formats: PDF, DOCX support
  • Authentication: Email or SMS code
  • Audit Trail: IP, timestamp, signer log

Ensure the platform integrates with your court's e-filing system when available and supports HIPAA-level safeguards if medical records are included.

eSignature Pricing and Feature Snapshot for Conservatorship Workflows

Comparison of baseline pricing and key features for common eSignature vendors. Place provider choice against required compliance and volume needs.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day trial No No Yes, limited Yes, limited
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently Asked Questions About the PC 639 Petition

Answers to common procedural and technical questions to help you prepare a complete, court-compatible petition.


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