New Probate Court Procedures and Forms, estate planning, trust, groups
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New Probate Court Procedures and Forms
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Judge Mroz issued an administrative order regarding the probate clerk’s processing of all confidential documents. Parties  will continue to file confidential documents consistent with Rule 7(C)(2), by now the clerk will open sealed envelopes and digitally scan the documents. This is a copy of Administrative Order No. 2012-172, In the Matter of Processing Probate Confidential Documents by the Clerk of the Court to Ensure the Confidentiality of Sensitive Information and to Facilitate Access by Authorized Court Staff, was signed by Hon. Rosa Mroz on December 5, 2012.

 

Training for Non-Licensed Fiduciaries

The new training videos for non-licensed fiduciaries (Guardians, Conservators and Personal Representatives) are available at the Maricopa County Superior Court website and the Arizona Supreme Court website. The Maricopa County Superior Court has prescribed the following sample form of declaration of completion to submit upon completion of the training. 

 

Order to and Acknowledgments Forms

The Court has updated the "Order to and Acknowledgments” forms for Guardians, Conservators and Personal Representatives.


Form 1 – Order to Personal Representative and Acknowledgment and Information to Heirs/Devisees
 
Form 2 – Order to Guardian and Acknowledgment and Information to Interested Persons

Form 3 – Order to Conservator and Acknowledgment and Information to Interested Persons

Form 3M – Order to Conservator of Minor and Acknowledgment and Information to Interested Persons

Form 4 – Order To Guardian/Conservator and Acknowledgment and Information to Interested Persons

These forms can also be found at: http://www.azcourts.gov/probate/ProbateForms/OrderAcknowledgmentForms.aspx and at the Maricopa County Self-Service Center website.


Conservatorship Account Forms


Below are the new account forms:

Form 5 – Conservatorship Estate Budget  

Form 6 – Conservator’s First Account

Form 7 – Conservator’s Account


Form 8 – Conservator’s Final Account

Form 9 – Simplified Conservator’s Account

Form 10: Proof of Restricted Account

Amended Budget


These forms and others along with instructions are available in both pdf and excel at the Arizona Supreme Court website.

 

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