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Arizona Judicial Branch

Training

Rule 10 of the Arizona Rules of Probate Procedure requires training for individuals involved in probate matters, including non-licensed fiduciaries, court investigators, judges, and attorneys serving as appointed counsel or as guardians ad litem for a proposed adult ward or adult protected person. The mandatory training requirements and approved curriculum for each group can be found in Administrative Order No. 2012-62.

 

Non-licensed fiduciaries may serve as guardians, personal representatives, or conservators. Before letters to serve as guardian, conservator, or personal representative are issued by the court, non-licensed fiduciaries must complete training prescribed by the Supreme Court.

The required training for non-licensed fiduciaries includes a general overview for those appointed guardians, conservators, and personal representatives in addition to individual training sections for each separate appointment. A person seeking each appointment must complete the overview and the section for that appointment.

These programs are available online via links below and in alternate formats through the Superior Court in each county. Although fiduciaries may encounter other issues which will require additional training, this curriculum provides a basic foundation to adequately prepare fiduciaries to address these issues.

*The video training modules require the user to have Flash player version 9 or higher installed on their system. If the viewer is unable to install the Flash player on their system, a PDF version has been provided that can be viewed online or printed and read offline.


 Training Modules*
Módulo de Formación
Video English
Español
Introduction to Serving as a Non-Licensed Fiduciary
 
Capacitación de agentes fiduciarios sin licencia
  A non-licensed fiduciary can serve as a guardian. A guardian makes medical and personal decisions for a ward like a parent for an unemancipated minor.

 Training Modules*
Módulo de Formación
Video
English
Español
Welcome to the Guardianship Training Module  
Bienvenidos a la capacitación de Tutela
 
  A personal representative handles the assets of a deceased individual.

 Training Modules*
Módulo de Formación
Video English Español
Welcome to the Personal Representatives Training Module  
Bienvenidos a la capacitación de Albaceazgo
 
  A conservator manages the assets of a ward or protected person. Throughout the conservatorship, the conservator is required to file an annual account with the court which provides an account of the protected person's finances. The conservator account forms represent different stages of the conservatorship and are the required format for providing such accounts to the court.
 Training Modules*
Módulo de Formación
Video English
Español
Welcome to Conservatorship Training Module

 
Bienvenidos a la capacitación de Curatela  
Welcome to the Conservator Account Forms

 
Bienvenido al Resumen sobre la Autenticación de Testamentos e Introducción a los Formularios    
 

Training for attorneys appointed by the court to serve as counsel in probate matters is available through the State Bar of Arizona.
 
Arizona judges presiding over probate matters must participate in training, which is provided by both local courts and the AOC's Education Services.
  • Probate Forms... (Webcast with Judge Carter Olson covering the recent probate forms changes and impact on the probate bench)
*The video training modules require the user to have Flash player version 9 or higher installed on their system. If the viewer is unable to install the Flash player on their system, a PDF version has been provided that can be viewed online or printed and read offline.