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Arizona Judicial Branch

Fiduciary Licensing Program

The Fiduciary Licensing Program is designed to help ensure Arizona's elderly, mentally incapacitated and other vulnerable citizens have licensed individuals or businesses managing their financial affairs, medical decisions and other vital matters.


 ARIZONA JUDICIAL COUNCIL TO CONSIDER KEY RECOMMENDATIONS OF PROBATE COURT COMMITTEE

The Committee on Improving Judicial Oversight and Processing of Probate Court Matters (“Probate Court Committee”) issued a Final Report to the Supreme Court in June 2011.

The Report of the Probate Court Committee can be found here.

In December 2011, the Supreme Court acted upon the recommendations of the Probate Court Committee by adopting changes to the Probate Rules.   Some of the adopted rules took effect February 1, 2012; the remaining changes are effective September 1, 2012.

On June 18, 2012, the Arizona Judicial Council will consider proposed administrative rules and training curriculum necessary to implement the Probate Rules effective September 1, 2012.  The Probate Rules with the September 1st effective date fall into 4 main areas:

1.      Training for attorneys serving as appointed counsel or guardians ad litem; for court investigators and for non licensed fiduciaries.

2.      Changes to Arizona Code of Judicial Administration (“ACJA”) § 7-202: Fiduciaries to implement statutory changes resulting from Senate Bill 1499 and other amendments necessary to implement the new Probate Rules. 

3.      Probate Forms.   A new ACJA Section § 3-302 adopts statewide Probate Forms.

4.      Statewide Fee Guidelines and Competitive Bids.  A new ACJA Section § 3-303 adopts the recommendation of the Probate Court Committee for statewide Fee Guidelines and Competitive Bids.

The Arizona Judicial Council meeting is open to the public.   The meeting details, including the location, time, agenda and documents pertaining to the above topics may be viewed by Clicking Here


SPECIAL RECRUITMENT ANNOUNCEMENT

TO:               Interested Persons

FROM:           Certification and Licensing Division
RE:                 Fiduciary Board Member Recruitment

The Arizona Supreme Court is currently seeking interested candidates for appointment to the Fiduciary Board.  The Fiduciary Board is comprised of eleven volunteer members appointed by the Chief Justice for three-year terms.  The Fiduciary Board meets every other month to consider and make decisions regarding certification and disciplinary matters involving licensed fiduciaries.  The Board also makes recommendations to the Arizona Supreme Court regarding fiduciary issues.  Applications are being sought for the following Board position:

Fiduciary in Private Practice Member - Open to a candidate who has worked as a licensed fiduciary in private practice for at least five years.

Additional information may be obtained by contacting the Fiduciary Program by email to pfp@courts.az.gov.  Interested persons may submit a resume and an application form  (Click Here) to:

Certification and Licensing Division
Attention: Debbie MacDougall
Arizona Supreme Court, Administrative Office of the Courts
1501 West Washington, Suite 104
Phoenix, Arizona 85007
FAX – (602) 452-3958 

 

FID RENEWAL WILL BEGIN ON

April 1, 2016

(You cannot renew prior to this date)

 

You can apply and pay online for your Fiduciary Renewal Application using your check debit or credit card.  To do so, please visit our Application Portal at:

 https://apps.supremecourt.az.gov/pay2aocvisible_ui/fid/default.aspx on or after April 1st.  Renewal fee for the two year certification period is $150 till May 31, 2016.

 

In order to access the online Renewal Application, you will need:

 

·       Your Fiduciary License Number, 

·       Your email address of record with the Division, and

·       Your date of birth on record with the Division

 

If you do not have an email address on file with the Division, or your email address has changed, you need to update your email address.  

 

Click Here to download the renewal application and mail it to the Certification and Licensing Division if you do not wish to apply for renewal and pay online using the Application Portal.  Applicants who submit their application after May 31, 2016, will be required to retake the examination and submit an initial application.


Click Here to download the Business renewal application and mail it to the Certification and Licensing Division if you do not wish to apply for renewal and pay online using the Application Portal.  Applicants who submit their application after May 31, 2016, will be required to retake the examination and submit an initial application.

              


 

FIDUCIARY BOARD MEETING

May 12, 2016

10:30 A.M.

This board meeting will be held in:
Arizona Supreme Courts Building
Hearing Room 109
1501 West Washington Street
Phoenix, Arizona 85007

General Inquiries Call: (602) 452-3378

(Certification and Licensing Division Line
)

Board meetings are open to the public.

  Agenda and Materials are now available.  Click Here


Administrative Rules   Fiduciary Board

ACJA § 7-201

 

Agendas and Minutes 

ACJA § 7-202   Board Members
     2016 Board Meeting Schedule

   
Licensed Fiduciaries   Licensing

Directory of Licensed Fiduciaries 

 

Initial Licensing Information &  Continuing Education Opportunities

Fiduciary Complaints by Year    
Compliance Audits   
Forms  

Examination Information

Complaint Form
  2016 Registration Examination Schedule
Written Statement   Exam Study Guide
Change of Contact Information   Additional Resources
Fiduciary Request for Inactive Status    

                                                                           

If you have any questions, please feel free to contact the Fiduciary Program at:

Arizona Supreme Courts Building
Certification and Licensing Division
1501 West Washington Street, Suite 104
Phoenix, Arizona 85007

General Inquiries Call: (602) 452-3378

Text Telephone (TTY/TTD) for the hearing impaired: (602) 452-3545
E-Mail:
PFP@courts.az.gov