During the course of your service as a guardian, conservator, or personal representative, you will be required to file certain documents and reports with the court. Some of the documents and reports may be required by your court only, while other documents and reports are required by all courts in the state.
Visit the Arizona Courts Locator for more information on reporting requirements of the Superior Court in the county in which you were appointed.
Administrative Order No. 2012-65 issued 7/31/2012 adopting Arizona Code of Judicial Administration § 3-302; Probate Court Forms, specifies the required use of certain forms to bring uniformity and consistency to probate proceedings statewide.
Orders and Acknowledgments & Proof of Restricted Account Forms
Forms 1 through 4 and Form 10 are considered preferred forms and may be adapted by deleting information that does not apply to a particular case or by adding other relevant information under certain conditions outlined in *ACJA § 3-302.
Form 1 - Order to Personal Representative and Acknowledgement and Information to Heirs/Devisees
Form 2 - Order to Guardian and Acknowledgement and Information to Interested Parties
Form 3 - Order to Conservator and Acknowledgement and Information to Interested Parties
Form 3M - Order to Conservator of Minor and Acknowledgement and Information to Interested Parties
Form 4 - Order to Guardian and Conservator and Acknowledgement and Information to Interested Parties
Form 10 - Proof of Restricted Account from Financial Institution
Conservator Account Forms
Forms 5 through 9 are considered exclusive forms and must be used in the format provided, except for good cause shown in a particular case and upon court order.
Form 5 – Conservatorship Estate Budget
Form 6 – First Conservator’s Account
Form 7 – Conservator’s Account
Form 8 – Final Conservator’s Account
Form 9 – Simplified Conservator’s Account
*ACJA § 3-302, which requires the use of the standardized conservator account forms, is effective September 1, 2012. New cases appointed on and after September 1st will be required to use the new forms immediately. Conservators in existing cases will be required to use the new forms after the court approves their next annual account.
Minor Guardian/Conservator Forms
The following forms are specific to minor guardianship/conservatorship cases:
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Filing of Minor Guardianship - a court proceeding to appoint an individual or a corporation with trustee powers to manage the financial affairs of a minor or other person who can no longer manage his or her own property or financial matters.
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