Fill - Free fillable Pbgc2iz (Maricopa County Telecommunications) PDF form

GUARDIAN and/or

CONSERVATOR

For an Adult or Minor

Part 2: Service and Notice

of the Court Hearing

(Instructions)

©Superior Court of Arizona in Maricopa County

PBGC2i – - 103117

LAW LIBRARY RESOURCE CENTER

GUARDIANSHIP and/or CONSERVATORSHIP

for an Adult or Minor

Part 2: SERVICE AND NOTICE

(Instructions Only)

This packet contains court instructions to file guardianship and/or conservatorship for an adult or minor. Items

in BOLD are forms that you will need to file with the Court. Non-bold items are instructions or procedures. Do

not copy or file those pages!

Order

File

Number

Title

pages

1 PBGC2it Table of Contents (this page) 1

2 PBGC20h

Helpful Information on Legal Notice for Guardianships and

Conservatorships”

3 PB21p

Procedures: “How to Serve Legal Papers by Acceptance of Service”

4 PB22p

Procedures: “How to Serve Legal Papers by Private Process Server”

5 PB23p

Procedures: “How to Serve Legal Papers by Sheriff”

6 PB25p

Procedures: “How to Serve Legal Papers by Publication”

7 PBT10i

IMPORTANT NOTICE REGARDING TRAINING REQUIREMENTS

The documents you have received are copyrighted by the Superior Court of Arizona in Maricopa

County. You have permission to use them for any lawful purpose. These forms shall not be

used to engage in the unauthorized practice of law. The Court assumes no responsibility and

accepts no liability for actions taken by users of these documents, including reliance on their

contents. The documents are under continual revision and are current only for the day they

were received. It is strongly recommended that you verify on a regular basis that you have the

most current documents.

Page 1 of 1

LAW LIBRARY RESOURCE CENTER

HELPFUL INFORMATION ON LEGAL NOTICE FOR

GUARDIANSHIPS AND CONSERVATORSHIPS

1. WHAT IS “LEGAL NOTICE TO ALL INTERESTED PERSONS”?

After you have filled out and filed the guardianship and/or conservatorship petition and

her documents with the Court, you must inform all “interested persons” of what you hav

iled and what you have asked the court to do. Interested persons are people (or agencies)

who have a legal right to be notified of court actions that may affect the person said to

need

the guardian or conservator.

A. WHAT COURT DOCUMENTS AM I REQUIRED TO GIVE NOTICE OF?

Copies of which documents have to be delivered according to law?

1. The “Petition” explains what you want the court to do and why.

2. The “Affidavit of Person to be Appointed” contains information about t

per

son who is to serve as guardian or conservator.

3. The “Notice of Hearing” lists the time, date, and location of the court hearing

and

the name of the Judicial Officer assigned to hear the case.

After notice has been served to all those entitled to receive it and in a manner

required or permitted by law, you must then fill out and file a DECLARATION OF

NOTICE PROVIDED (see section C, below) to tell the Court who you gave notice to,

how notice was given, what documents were provided, and when.

B. HOW AM I ALLOWED OR REQUIRED TO GIVE LEGAL NOTICE?

1. Personal Service (delivery by sheriff, private process server, or recipient signs

an “ACCEPTANCE OF SERVICE”

2. Mail or Hand-Delivery (not always permitted)

3. Publication (run a legal notice advertisement. This MAY be permitted if after

all reasonable efforts you still cannot find the person or his or her address)

Personal Service requires that a registered process server or the sheriff serves the

documents on the interested persons or that those persons voluntarily sign an

ACCEPTANCE OF SERVICE form in the presence of a Notary Public or Deputy Clerk

of Court. Personal service is NOT required in all cases. When personal service is

required, it means the law is written to make sure that a person who needs notice of

a case gets the notice. For more detailed information on personal service, refer to #4

below.

Mail and Hand-Delivery are less formal methods of giving notice, but are not

permitted in all cases. When you are permitted to give notice by mail, 1st class

postage-prepaid mail is usually acceptable to the court. Certified mail with return- receipt

is an optional extra step you can take to prove delivery. Make sure you are allowed to

use mail or hand-delivery in the type of case you are involved in, and for any particular

persons you want to give notice to by these methods. See 3C below for more

information.

©Superior Court of Arizona in Maricopa County PBGC20h-092612

Page 1 of 4

Publication of Notice is used when you do not know the address of the person to

whom you need to give notice, and after you have done everything you could to try to

find the person you are still unable to come up with an address. Notice is then published

at least 3 times in a newspaper in the county where the court hearing is held.

WARNING!

If the Court is not satisfied that you have made every

reasonable effort to find an address and have the papers personally

delivered, you may be required to take additional steps adding delay and

expense to your case, and then have to publish again.

For more detailed information on Service by Publication, review the

“Procedures: How to Serve Legal Papers by Publication”, which is in the #2

“SERVICE” packet.

C. HOW DO I SHOW THE COURT THAT I GAVE NOTICE?

• Fill out and file a DECLARATION OF NOTICE PROVIDED form with the court

show who you gave notice to, when, and how. Fill out this form after the documents

have been delivered or you have otherwise served notice on all interested persons.

• Submit other documents required to support the DECLARATION OF NOTICE

PROVIDED. Depending on method(s) of service

(how Notice was given), this may

include one or more of the following: (an)

1. Acceptance of Service signed by the person receiving notice,

2. Affidavit of Publication supplied by the newspaper if serving by publication

3. A

ffidavit of Service signed by the process server or sheriff.

D. WHEN CAN I SKIP GIVING LEGAL NOTICE?

1. When a person entitled or required to receive notice signs a WAIVER giving

up th

e right to receive notice of court filings and proceedings in this matter. Pleas

not

e: If an incapacitated adult for whom the guardian or conservator is to

appoi

nted signs a Waiver, he or she must attend the hearing for service to

valid.

2. When the person to receive notice is present at the hearing and will accept

service. Only rely on this method if you are absolutely certain the person will be

the hearing and will accept service.

2. WHEN MUST LEGAL NOTICE BE GIVEN? WHAT TIME FRAMES?

Generally, you must give all interested persons notice of the court papers at least 14 days

bef

ore the hearing. If you are giving NOTICE BY PUBLICATION, the date of the firs

publ

ication must be at least 14 days before the hearing

Note: The newspaper will provide an AFFIDAVIT OF PUBLICATION after all 3 notices have

been published to show proof that the ad has run.

3. WHO ARE “INTERESTED PERSONS”?

According to Arizona law (A.R.S. § 14-5309 AND 14-5405) notice must be given to:

©Superior Court of Arizona in Maricopa County PBGC20h-092612

Page 2 of 4

A. THE PERSON TO BE PROTECTED (incapacitated adult or a minor): Personally

serve the adult (or a minor aged 14 or over) said to need the

guardian/conservator.

Neither ACCEPTANCE OF SERVICE nor WAIVER OF NOTICE by the person said to

need a guardian or conservator is legal unless he or she also attends the court hearing.

B. THE PARENTS AND SPOUSE (if applicable) of the person to be protected:

1. Personally serve the spouse and parents if they are in Arizona;

2. Serve by mail or hand-delivery if not in Arizona; or

3. Serve by publication if you do not know and cannot find the address after all

reasonable efforts. You will have to describe those efforts to the court.

C. OTHERS: You may give notice by mail, hand-delivery or publication to:

Any adult children of the person to be protected;

Any person who is serving as the guardian or conservator or who has the care

and custody of the person to be protected;*

If the person to be protected has no parent or spouse or adult children, then to

the closest adult relative, if any can be found, AND

Any person who has filed a “DEMAND FOR NOTICE” with the Court.*

* This may also include agencies such as Adult Protective Services or the VA.

4. THE METHODS OF PERSONAL SERVICE:

PLEASE NOTE: “PERSONAL SERVICE” DOES NOT MEAN THAT YOU

PERSONALLY HAND-DELIVER THE PAPERS*

*though you MAY be able to do that if the person receiving them is willing to

voluntarily sign an ACCEPTANCE OF SERVICE as described below.

A. ACCEPTANCE OF SERVICE: This method requires that you give or mail copies of the

court papers and include an “Acceptance of Service” form. The other party must sign

the “Acceptance” in front of a Notary and return it to you, or file it with the court himself

(herself), but it can’t be signed in advance of the date you filed the petition with the court.

Signing this form does not mean the person agrees; only that he or she admits receiving

the papers without being served in person by a Sheriff or Process Server.

B. PROCESS SERVER: You must hire and pay a Registered Process Server yourself. You

may locate process servers in the commercial section of the phone book under "PROCESS

SERVER", or online by using the search term “Arizona process servers” or similar, or at

the web site of the Arizona Process Servers Association at:

http://arizonaprocessservers.org/

• May offer greater flexibility in serving papers “after-hours” or on short notice.

• Are paid directly by you, not through the court.

• Fees may not be deferred or waived by the court.

• Fees vary. Compare.

©Superior Court of Arizona in Maricopa County PBGC20h-092612

Page 3 of 4

C. SHERIFF: This method requires you to contact the Sheriff's Office in the county where

the person to receive notice lives to arrange for a Sheriff's deputy to serve the papers. This

method requires you to pay a fee to the Sheriff's office, unless you apply for and receive

a fee deferral or waiver. A deferral or waiver application is available through the Court in

the county service where notice is to be delivered for persons who cannot afford the cost.

The Application will require you to explain why your circumstances call for service by

sheriff.

5. HOW DO I LET THE COURT KNOW NOTICE HAS BEEN GIVEN?

You will be filing the “Declaration of Notice Provided” form and supporting documents

referred to immediately above and in section “1.C.” on page 2 of this document to inform the

court of who you gave notice to, when, and how.

6. WHAT ELSE TO KNOW ABOUT LEGAL NOTICE:

A. AFTER “INTERESTED PERSONS” RECEIVE NOTICE, THEY MAY:

1. Do nothing, if they agree with, or at least do not want to file papers or show up in

court to disagree with your request, OR

2. File a Response, if they want to:

• Object to what the Court has been asked to order,

• Disagree with something stated in the Petition or other court papers, or

• Tell the Judge/Commissioner something besides what is in the Petition.

Filing a Response requires payment of a filing fee, unless deferred (granted a payment plan).

If the Response is written, copies must be delivered to all the interested parties. The Self-

Service Center has a packet titled “Guardianship and/or Conservatorship: To Object to a

Court Proceeding” with court forms and instructions to file a response.

B. AFTER “NOTICE” COMES THE HEARING.* Carefully read and follow the directions on

the applicable instruction and procedure documents in the #2 SERVICE packet to properly

serve notice and to then file your proof of service with the Court. See Self-Service Center

packet #3, “Preparing for and Attending the Court Hearing” for court forms and

instructions on how to complete the forms you will need to bring with you to the hearing and

helpful information on how to otherwise prepare.

*IMPORTANT: BEFORE THE HEARING the proposed guardian or conservator, if not

a state-licensed fiduciary, must complete court-approved training. See “Important

Notice Regarding Training Requirements” in this packet.

C. OTHER HELP: Court employees can answer questions about court procedures but only an

attorney can give legal advice. The Self-Service Center has a list of lawyers whom you can

hire to advise you on how to handle your case yourself, or to help you on a task-by-task basis

for a fee, and a list of mediators who may be able to help resolve disputes as well. You will

find both lists online.

The Probate Lawyers Assistance Project (PLAP) offers a 30-minute consultation for a low

flat fee or free, depending on financial situation. Consultations are by appointment only, on

Wednesdays, at the offices of the Maricopa County Bar Association at 303 East Palm Lane in

Phoenix. Call 602-732-2834 to schedule an appointment.

©Superior Court of Arizona in Maricopa County PBGC20h-092612

Page 4 of 4

LAW LIBRARY RESOURCE CENTER

PROCEDURES: HOW TO SERVE LEGAL PAPERS BY

ACCEPTANCE OF SERVICE

in matters of

GUARDIANSHIP, CONSERVATORSHIP, INFORMAL PROBATE OF ESTATES, and

SALE OF REAL PROPERTY

efore Step 1, you must have filed the court papers.

STEP 1 ASK THE PERSON TO ACCEPT SERVICE OF THE PAPERS:

A. IF THE PERSON BEING SERVED GOES WITH YOU TO THE FILING COUNTER:

• Give the other person his or her set of copies.

• Stay at the counter with that person.

• The person must have valid picture identification with him or her to sign the original

ACCEPTANCE OF SERVICE. The person must then sign the Acceptance in front of t

lerk, which the Clerk will notarize for free, OR

B. IF THE PERSON WILL NOT OR CANNOT GO WITH YOU TO FILE PAPERS:

• Arrange a meeting place and time with the person before a Notary Public. Remind the

person being served to bring valid picture identification with him or her to the Notary Public.

• Give the person his or her set of copies.

• Have the original of the court papers with you in case the person wants you to prove that

you have it, OR

C. IF YOU CANNOT GIVE THE PERSON THE PAPERS BY HAND:

• Mail all the copies to the person with an explanation, such as the form letter attached.

• The person must sign and date the original Acceptance.

• The signature must be witnessed by a notary public.

• You should write the date the person signed the Acceptance on your copy.

NOTE: If the person does not send back the Acceptance, or file it with the court himself (or

herself), ask him or her again to send it back. If he or she still does not send it back,

then you have to serve him or her by one of the other processes.

STEP 2 FILE THE ACCEPTANCE OF SERVICE AT THE COURT:

A. FILING THE PAPERS:

• Go back to the Clerk of the Court where you filed your original court papers and file the

riginal of the ACCEPTANCE OF SERVICE signed by the person.

• Give the Clerk the originals of the following documents:

1) NOTICE OF HEARING

2) ACCEPTANCE, signed by the person in front of a notary public

3) WAIVER OF NOTICE if person signed one

DO NOT BRING CHILDREN TO COURT.

Do not copy or file this page

(YOUR NAME)

(ADDRESS)

(CITY/STATE/ZIP CODE)

(TELEPHONE NUMBER)

(DATE)

(PERSON’S NAME)

(ADDRESS)

(CITY/STATE/ZIP CODE)

Re: Acceptance of Court Papers for:

Dear

(PERSON’S NAME)

I have filed court papers for (list title of petition here) . Enclosed is a copy of the

following papers for you: (NOTICE: Documents listed should at the very least include the Petition on whatever

matter is before the court, and a Notice of Hearing on the Petition)

Also enclosed is an Acceptance of Service form for you to sign in front of a Notary Public to indicate you have

received the documents listed. Signing the Acceptance may prevent unnecessary extra expenses as Arizona

Rules of Court (A.R.C.P. 4.1 (c)) provide that a person who chooses not to accept service may be charged for

additional costs required to achieve service by other methods. After signing, mail the Acceptance back to me in

the addressed, postage-paid envelope provided.

Signing the Acceptance does not indicate agreement; you still have the right to file a written response or to appear

at the court hearing to inform the court that you disagree with what is stated or requested in the Petition.

Sincerely,

(YOUR SIGNATURE)

nclosures

FOR CLERK’S USE ONLY

LAW LIBRARY RESOURCE CENTER

PROCEDURES: PERSONAL SERVICE BY PROCESS SERVER

HOW TO SERVE LEGAL PAPERS in GUARDIANSHIP, CONSERVATORSHIP,

INFORMAL PROBATE OF ESTATES, and the SALE OF REAL PROPERTY

by REGISTERED PROCESS SERVER

Before Step 1, you must have FILED the court papers.

STEP 1: FIND. You must hire and pay a Registered Process Server yourself. You may locate process

servers in the commercial section of the phone book under "PROCESS SERVER", or

online by using the search term “Arizona process servers” or similar, or at the web site of

the Arizona Process Servers Association at http://arizonaprocessservers.org/

otice: There is a filing fee for all Petitions or Complaints, and Responses or Answers, and

fees for “Service” as well. You may request a Waiver or Deferral of the filing fees (and the

Sheriff's Service Fees, if you intend to use the Sheriff’s Office for service) at the time you

file your papers with the Clerk of the Court. Registered Process Servers:

• May offer greater flexibility in serving papers “after-hours” or on short notice.

• Are paid directly by you, not through the court.

• Fees may not be deferred or waived by the court.

STEP 2: GO. Go to the Registered Process Server’s office. TAKE with you the following things:

• Copy of “Summons” (if your case has a summons)

• Other party’s set of copies of the court papers.

• A picture or a written physical description of the other party.

• A written description of the automobile that the other party drives.

• The address where the other party can be served.

• The amount you need to pay for this service. (You can call ahead of time to ask the

rocess Server what type of payment they require.)

STEP 3: WAIT. The Process Server will mail you a copy of the “Affidavit of Service” after he/she

erves the other party with the papers. IMPORTANT: If the Process Server does not

file the original “Affidavit of Service” with the Clerk of the Court, you must get

the original “Affidavit of Service” from the Process Server and file it.

STEP 4: COUNT. Look at the “Affidavit of Service” to find out the date the other party was served with

he court papers and start counting the days for the other party to file a Response or

Answer. When counting the days, start counting with the day after the other party was

served the papers.

DO NOT BRING CHILDREN TO COURT.

Page 1

of 1

LAW LIBRARY RESOURCE CENTER

PROCEDURES: PERSONAL SERVICE BY SHERIFF

HOW TO SERVE LEGAL PAPERS by SHERIFF in matters of Guardianship,

Conservatorship, Informal Probate of Estates, and the Sale of Real Property

Before Step 1, you must have FILED the court papers.

STEP 1 ARRANGING FOR SERVICE BY SHERIFF (in Maricopa County):

• Take your court papers to the Sheriff’s Department Civil Process Unit in

downtown Phoenix. This is the only location for the Civil Process Unit, so even

if you file your case at one of the regional court locations (Mesa, North

Phoenix or Surprise), you must still come to the downtown Sheriff’s offices

to arrange for Service. The address for the Sheriff’s office is:

Maricopa County Sheriff’s Office, Civil Unit

111 South Third Avenue, 2nd Floor

West Court Building

Phoenix, Arizona 85003

602-876-1840

(This building does not have a public entrance. Please enter at 201 W. Jefferson, and

proceed to the West Court Building.)

• Just as there are fees for filing papers with the court, there are also fees for

service of those papers by the Sheriff’s Department. You may apply for a

DEFERRAL OR WAIVER of those fees at the time you file your papers

with the Clerk of the Court.

STEP 2 DOCUMENTS NEEDED FOR SERVICE:

• Complete the attached sheet for identifying the other person (Page 2) and

bring it with you to the Sheriff’s Office. The Maricopa County Sheriff’s

Office has its own form, but having the attached page already filled

out may assist you in filling out the Sheriff’s form.

Page 1 of 3

• Bring with you:

1) A set of copies of the court papers for the person being served.

2) A picture or a written physical description of the person being served.

3) A written description of the automobile the other person drives.

4) The address where the other person can be served.

5) A Certified Order Waiving/Deferring Fees or a $200.00 deposit payable by

cash or money order. Costs and mileage fees will be deducted and the

balance will be returned to you.*

STEP 3 AFTER SERVICE IS GIVEN:

• The Sheriff will mail you a copy of the AFFIDAVIT OF SERVICE after he or she

serves the other person with the papers.

• The Sheriff may also file these papers instead of sending them back to you.

• If the Sheriff sends you TWO, it is probably intended that you file the Affidavit,

but either way, make sure that an AFFIDAVIT gets filed.

• Bring a copy of the AFFIDAVIT OF SERVICE with you to the court hearing.

*As of June 8, 2012, costs are $16.00 service fee, $8.00 processing fee, and $2.40

per mile travel fee, one-way (measured from downtown Phoenix) for each

separate attempt at service.

Page 2 of 3

(YOUR NAME)

(ADDRESS)

(CITY/STATE/ZIP CODE )

(TELEPHONE NUMBER)

County Sheriff

(NAME OF COUNTY)

(ADDRESS)

(CITY/STATE/ZIP)

NAME OF PERSON TO BE SERVED:

COURT CASE NUMBER:

I enclose a copy of the following documents: (LIST ALL DOCUMENTS YOU WANT SERVED)

Please serve these papers on person named above. Current address and physical description are:

(HOME ADDRESS)

(WORK ADDRESS)

(HOME CITY/STATE/ZIP)

(WORK CITY/STATE, ZIP)

SEX

RACE

BIRTH

HGT.

WGT.

EYES

HAIR

SSN

Please return a notarized Affidavit of Service to my address at your earliest convenience. Maricopa

County Superior Court requires that each document served be named in the Affidavit of Service.

I enclose a deposit for $200.00. I understand there is a $16.00 service fee, $2.40 per mile, one way,

for each attempt at service travel fee, and an $8.00 documentation fee. I understand the difference

between my deposit and the fees accrued for service will be billed or returned to me. OR,

I enclose a certified copy of the Order for Waiver/Deferral of fees for Service of Process.

Thank you for your cooperation in this matter.

Enclosures:

(YOUR SIGNATURE)

Page 3 of 3

Law Library Resource Center

PROCEDURES: HOW TO SERVE LEGAL PAPERS BY PUBLICATION

In matters of GUARDIANSHIP, CONSERVATORSHIP, PROBATE OF ESTATE,

and the SALE OF REAL PROPERTY

(Arrange for service AFTER you have filed your papers in court.)

STEP 1 COMPLETE ATTACHED LETTER to NEWSPAPER describing the documents that need to be

referenced by the newspaper, and submit copies of those documents along with the letter to the

paper.

A. IF YOU HAVE A COURT ORDER WAIVING/DEFERRING COSTS of PUBLICATION, YOU MUST

PUBLISH IN The Record Reporter.

MAIL OR DELIVER the letter that is attached to this form, a copy of the documents you filed

with the Clerk, and the CERTIFIED ORDER WAIVING/ DEFERRING COSTS of PUBLICATION to:

The Record Reporter, 2025 N. Third Street, #155, Phoenix AZ 85004.

You may also fax the documents to (602) 417-9910,

- OR –

B. IF YOU ARE PAYING THE COST of PUBLICATION, YOU MAY USE ANY NEWSPAPER OF

“GENERAL CIRCULATION” in this county. Note that:

1. There are numerous eligible publications other than the one mentioned above;

2. The Arizona Corporation Commission maintains a list of eligible publications along with their

contact information online at:

http://www.azcc.gov/Divisions/Corporations/Newspaper-list-for-publishing.pdf

3. Fees vary. You may call and ask for “Legal Advertising” to compare prices.

STEP 2

WHEN TO FILE:

• Wait (about 5 weeks) for the newspaper to send you an AFFIDAVIT OF PUBLICATION, which

will include the notice that was published, and the dates of publication. Some newspapers

will file this document with the Court for you. If the newspaper sends you TWO copies or

an original, it is intended for you to file one. Always verify with the Probate Clerk that the

AFFIDAVIT OF PUBLICATION gets filed.

STEP 3 GATHER THE PAPERWORK: (Caution: Be aware of confusingly similar document names.)

• Complete the DECLARATION SUPPORTING PUBLICATION (PB25f), found in the Forms

packet, to describe the efforts you made to locate and serve notice before resorting to

publication.

• If the newspaper has not already filed the AFFIDAVIT OF PUBLICATION, make sure it gets

filed by submitting it with the DECLARATION SUPPORTING PUBLICATION.

• Copy of both of the above (Affidavit and Declaration) documents for your records.

STEP 4 FILE YOUR DOCUMENTS WITH THE COURT:

• The original DECLARATION SUPPORTING PUBLICATION, and

• The original of AFFIDAVIT OF PUBLICATION (unless the newspaper filed it for you).

(And bring a copy of the AFFIDAVIT OF PUBLICATION to the hearing.)

Page 1 of 2

LETTER TO NEWSPAPER

Print Your Name:

Your Address:

Date:

Name of Newspaper

Address

To Whom It May Concern:

I need to publish notice in the newspaper about the following matter: Probate Court Case No. ,

which concerns the following: (check one box)

Guardianship and/or Conservatorship matter about (name of person with guardian and/or conservator)

, OR

Estate of , deceased, OR

Print Name

Sale of Real Property . Please Note: The first publication

Print street address of subject property

of this NOTICE must be published at least fourteen (14) days before the scheduled hearing, or by ____________.

Print Date

Enclosed is a copy of the following documents stamped by the Clerk of Court (check all that apply):

“Notice of Hearing” for matter about guardian and/or conservator, OR Petition, OR

“Notice to Creditors” for probate of an estate, OR

(If no Will) An Application for Appointment of Personal Representative without a Will, OR

(If a Will) An Application for Informal Probate of a Will and for Appointment of a Personal

Representative.

Please publish Notice in your newspaper about this court case once a week for three successive weeks. Also

enclosed is (check one box)

A check or money order in the amount of $ for the cost of the publication as requested,

OR,

A certified copy of the Order from the court waiving/deferring the publication costs.

When you receive this letter, please call me at to tell me when the first publication will occur.

When all three weeks of publication have been completed, please file the original and send me one copy of the

Affidavit of Publication.

Sincerely,

Your Signature

Enclosures

Page 2 of 2

IMPORTANT NOTICE

TRAINING REQUIREMENTS

Effective September 1, 2012

The Arizona Supreme Court requires that any person who is not a state-licensed

fiduciary (or a financial institution) must complete a training program approved by the

Supreme Court before Letters of Appointment to serve as a guardian, conservator, or

personal representative can be issued by the Clerk of the Court, or within 30 days of a

temporary or emergency appointment.

TRAINING SHOULD BE COMPLETED BEFORE THE COURT HEARING

Additional time may be granted for good reason.

You may access and complete the training FREE online at:

www.azcourts.gov/probate/Training.aspx

Go to the section for “Non-licensed Fiduciaries” and click on the link to access a

narrated slide-show presentation of the materials applicable to your situation.

You may also pick up a printout of the training materials in English or Spanish

from the Self-Service Center. AFTER reviewing the materials, you will need to

inform the Court that you have completed the training by filing either the

Certificate available at the end of the online training, or the Declaration of

Completion form available from the Self-Service Center. If you have questions

about the training, contact the Probate Clerk at 602-506-3668.

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