The Supreme Court adopted new rules requiring training for individuals involved in probate matters including attorneys serving as appointed counsel or guardians ad litem for a proposed adult ward or adult protected person, court investigators and non-licensed fiduciaries. These new training requirements are effective September 1, 2012. (Administrative Order No. 2012-62)
Non-licensed fiduciaries serving as guardians, conservators or personal representatives are required by Rule 10 of the Arizona Rules of Probate Procedure to 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 below and in alternative 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 provided below 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. This PDF can be viewed online or printed out and read offline.
Introduction to Serving as a Non-Licensed Fiduciary (Video)
Introduction to Serving as a Non-Licensed Fiduciary (printable PDF)
Capacitación de agentes fiduciarios sin licencia
Welcome to Guardianship Training Module (Video)
Welcome to Guardianship Training Module (printable PDF)
Bienvenidos a la capacitación de Tutela
Welcome to Personal Representatives Training Module (Video)
Welcome to Personal Representative Training Module (printable PDF)
Bienvenidos a la capacitación de Albaceazgo
Welcome to Conservatorship Training Module (Video)
Welcome to Conservatorship Training Module (Printable PDF)
Bienvenidos a la capacitación de Curatela
Introduction to Conservatorship Account Forms (Video)
Welcome to Conservatorship Account Forms Tutorial (Printable PDF)
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.
Probate Court-Appointed Attorney and Guardian Ad Litem Training
- (Archived video) Training originally held by the State Bar of Arizona on August 29, 2012.
Probate Court Investigators
Probate Court Investigators A.R.S. § 14-4303(c), 14-5407(B) and § 36-540(G) requires the court to appoint a court investigator, upon the filing of a petition for appointment of a guardian or conservator. Rule 10(F)(1), Arizona Rules of Probate Procedure, effective September 1, 2012, requires an individual to complete a training course prescribed by the Supreme Court before being appointed as an investigator. Rule 10(F)(1) specifies the training course be prescribed by the Supreme Court, which shall issue a certificate of completion. The investigator is required to file a copy of the certificate with the court making the appointment. Further, the investigator must complete an additional training course prescribed by the Supreme Court every five years and file a certificate of completion with the court.
Training for Probate Court Investigators
Arizona Judges presiding over probate matters must participate in training as prescribed by the Supreme Court (Applicable Rules of Probate Procedures: 10(E), 10(F) and 27.1. Pursuant to A.R.S. § 14-1101). This training is provided both by local courts and the Administrative Office of the Courts Education Services Division.
Join Judge Carter Olson for an hour and fifteen minute recorded webcast covering the recent changes in Probate Forms. Judge Olson presents an informative session covering these changes and how they impact the probate bench. This program closes with a fifteen minute Q&A session, moderated by Paul Julien, during which Judge Olson answered questions posed by a live audience.