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Azcourts.gov

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 positions:

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

 Public Member - Open to a member of the public who is not an attorney, licensed fiduciary, or Clerk of the Court designee.

 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 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 


 

FIDUCIARY BOARD MEETING

January 8, 2015

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 will be posted when available.   


Administrative Rules   Fiduciary Board

ACJA § 7-201

 

Agendas and Minutes 

ACJA § 7-202   Board Members
   2015 Board Meeting Schedule
Licensed Fiduciaries   Licensing

Directory of Licensed Fiduciaries 

 

Initial Licensing Information &  Continuing Education Opportunities

Compliance Audits   
Forms  

Examination Information

Complaint Form   2015 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