Home > Court Admin/AOC > Certification & Licensing > Fiduciary Licensing Program

Fiduciary Licensing Program

The Fiduciary Licensing Program (FID) is designed to help ensure Arizona's elderly and vulnerable citizens have licensed individuals or businesses managing their financial affairs, medical decisions and other vital matters.

2024-2026 Fiduciary Renewal Announcement

The Arizona fiduciary renewal cycle will be open from April 1, 2024, thru May 31, 2024. Renewal applications submitted between May 1, 2024, thru May 31, 2024, will be assessed an additional $100 late renewal fee. The late renewal fee was recently increased by Administrative Oder 2023-226 with an effective date of December 29, 2023. The Administrative Order is located at: https://www.azcourts.gov/Portals/22/admorder/Orders23/2023-226.pdf?ver=7NTn3NyJRF5-WkoLS2VHEA%3d%3d.  The most recent versions of the Arizona Code of Judicial Administration (“ACJA”) are posted online at https://www.azcourts.gov/AZ-Supreme-Court/Code-of-Judicial- Administration. Code section version history appears in italics at the end of each code section.  The updated renewal application fees are listed below.

ACJA 7-202(K)(3):

Renewal Licensure Fees. Public fiduciary individuals and businesses (Only applicable to individuals or businesses (entities) associated with the public fiduciary) may pay one half of the biennial renewal licensure fees annually, between April 1 and April 30. Annual payments made between May 1 and May 31 must additionally pay the late renewal fee. Annual payments not made by May 31 may result in disciplinary action against the license holder.

1. a. Biennial Individual Renewal (Private) $600.00
2. b. Biennial Business Renewal (Private) $600.00
3. c. Biennial Individual Renewal (Public) $400.00
4. d. Biennial Business Renewal (Public) $400.00
5. e. Inactive Status $200.00
6. f. Late Renewal $100.00
7. g. Delinquent Continuing Education $100.00

Continuing Education

All applications submitted for the 2024-2026 renewal cycle period will undergo a random continuing education audit by Division staff. This audit will be conducted utilizing the older fiduciary continuing education polices that were in effect that compromised of twenty hours of continuing education being completed during the two-year renewal cycle period to include three stand alone hours in ethics. The fiduciary continuing education policies have also changed. These new changes will be in effect for the 2024-2026 renewal cycle. Please review the below listed Code provisions in detail to become familiarized with these changes.

ACJA 7-202(L)(2)(a):

All licensed fiduciaries must complete a minimum of 10 hours of approved continuing education during the 12-month period between each April 1 and March 31 of the following year for a total of no fewer than 20 hours of continuing education by no later than March 31 of every even-numbered year. The continuing education requirements do not apply to fiduciary entities. Of the 10 hours of continuing education each year, at least 1.5 hours each year must be devoted to ethics as provided in subsection (L)(4)(b)(11). Hours used to satisfy the ethics requirement may not also count against the remaining 7.5 hours of each year’s required continuing education hours. Excess continuing education hours completed in a year are not transferable to any year other than the one in which they were completed.

For any additional questions or issues renewing please visit the 2024-2026 renewal cycle FAQ.

Contact Us   If you have any questions, please feel free to contact the Fiduciary Program at:   [email protected] (602) 452-3378 TTY/TTD: (602) 452-3545 Arizona Supreme Court Administrative Office of the Courts 1501 W. Washington St. Suite 104 Phoenix, AZ 85007-3222