Certification & Licensing

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.  


FIDUCIARY BOARD MEETING

July 11, 2013

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
   
2013 Board Meeting Schedule
Licensed Fiduciaries   Licensing

Fiduciary Licensed Directory 

 

Initial Licensing Information &
Continuing Education Opportunities

Compliance Audits   
Forms  

Examination Information

Complaint Form

   2013 Examination Registration
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