Fiduciary Training

Overall Fiduciary Training

Administrative Order 2012-62 Ordering training for  Judicial Officers, Non-Licensed Fidciaries, Court Appointed Attorneys, G

Non-Licensed Fiduciary Training

AZ Supreme Court Training Courses for Non-Licensed Fiduciaries becoming Guardians, Conservators or Personal Representatives

 

The slide shows that constitute the training courses all provide certificates of completion that must be submitted to Court.

 

Conservatorship Forms Overview and Proof of Completion

 

@@Link to Affidavit Evidencing Completion of Training@@

 

17B A.R.S. Rules Probate Proc., Rule 27.1

Arizona Revised Statutes Annotated Currentness
Arizona Rules of Probate Procedure
Full text of all sections at this level V. Contested Probate Proceedings
Current selectionRule 27.1. Training for Non-Licensed Fiduciaries


<Text of rule effective September 1, 2012.>

A. Any person who is neither a licensed fiduciary under A.R.S. § 14-5651 nor a financial institution shall complete a training program approved by the supreme court before letters to serve as a guardian, conservator, or personal representative are issued unless the appointment was made pursuant to Sections 14-5310(a), 14-5401.01(a) or 14-5207(c) or unless otherwise ordered by the court.

B. If the appointment was made because an emergency existed, the fiduciary shall complete the training program within thirty days of appointment or before the permanent appointment of the fiduciary, whichever is earlier. for good cause, the court may extend the time period for the fiduciary to complete the training program.

C. For purposes of this rule, “financial institution” means a bank that is insured by the federal deposit insurance corporation and chartered under the laws of the United States or any state, a trust company that is owned by a bank holding company that is regulated by the federal reserve board, or a trust company that is chartered under the laws of the United States or this state.

CREDIT(S)

Added Dec. 13, 2011, effective Sept. 1, 2012.

17B A. R. S. Rules Probate Proc., Rule 27.1, AZ ST PROB Rule 27.1

Current with amendments received through 6/1/12

(C) 2012 Thomson Reuters. No Claim to Orig. US Gov. Works.

END OF DOCUMENT

 

Ct Appointed Atty and GAL Training

Checklist of duties of court appointed attorney:

 

 Prior to Hearing
i. Review pleadings
ii. Confer with petitioner and petitioner’s counsel
iii. Contact and confer with other relatives
iv. Interview Client
v. Check on Medical Directives, Living Will, Powers of Attorney, estate
planning documents
vi. Verify accuracy of identified assets and income
vii. Identify appropriate bond
viii. Determine need for independent medical exam
ix. Arrange for client’s attendance at hearing

 

 

Probate

Probate Personal Representative Training Course and Certificate of Completion

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