Educational Guide to a Michigan Adult Guardian Annual Report

Every year, without fail, guardians call my office in a panic—or send a midnight email—because they suddenly realize they forgot to file, they are late, or the e‑filing system rejected their report. These moments of stress are incredibly common, and they’re exactly why I created this educational guide: my hope is to give you the clarity and confidence to file your annual report successfully, avoid unnecessary worry, and stay fully compliant with the court’s requirements. With organized records, verified dates, and complete signatures, guardians can submit a smooth, timely, and compliant annual report each year.

Guardians in Michigan must file the Annual Report of Guardian on the Condition of a Legally Incapacitated Individual (PC 634) each year, and the process becomes much easier when you know what the court is looking for. The report covers the individual’s living situation, physical and mental health, social activities, and the guardian’s involvement throughout the year.

You can e‑file your report as early as the day after the reporting period ends, and filing early is wise because processing takes several days before new Letters of Guardianship appear in Court Explorer.

It helps to keep a simple log or calendar of medical, dental, therapy, counseling, and social appointments; if you didn’t track these, most providers offer patient portals where you can download appointment histories, and case managers can often provide activity logs.

The report asks for the individual’s current address, residence type, and how long they’ve lived there, along with a brief rating of their living arrangement and whether they seem content. You’ll also report on physical and mental health, including any changes over the year and all treatment received, using the tables provided in the form. If you executed, reaffirmed, or revoked a DNR, POST, or non‑opioid directive, the report also requires you to disclose that.

One of the most common reasons reports are rejected is an incorrect reporting period, so always check the dates on the back of your Letters of Authority and compare your original letters with your most recent ones; if the dates differ, contact the probate court to confirm the reporting dates before e-filing. Another frequent issue is missing signatures—co‑guardians and standby guardians must sign the report before filing.  

Educational Disclaimer:

This article is for educational purposes only and does not constitute legal advice. Reading this information does not create an attorney–client relationship with me or my law office. Every situation is unique, and guardians should consult with a qualified attorney for guidance about their specific circumstances.