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Probate Forms
 
Law Library > Self-Service Forms > Probate Forms

The Arizona Court Rules, including the Arizona Rules of Probate Procedure, may be found here:

page_white_acrobat.png AZ Rules of Probate Procedure

New rules have been implemented which require the use of new conservator forms which are available here:

page_white_acrobat.png Updated Conservator Account Forms (effective 9/1/2012)

The Supreme Court adopted new rules requiring training for individuals involved in probate matters including non-licensed fiduciaries:

page_white_acrobat.png Required Training – Non-Licensed Fiduciaries

PROBATE
Small Estate by Affidavit, per A.R.S. 14-3971
page_white_acrobat.png Small Estate by Affidavit Form 1
click for additional information Description
Informal Probate Packets
page_white_acrobat.png Appointment of Personal Representative (executor) Packet 1
page_white_acrobat.png Notice of Appointment of Personal Representative Packet 2
page_white_acrobat.png Administration of the Estate Packet 3
page_white_acrobat.png Closing the Estate Packet 4
page_white_acrobat.png Claims or objections Against the Estate or Personal Representative Packet 5
Other Probate Forms
page_white_acrobat.png Probate Information Sheet Form 7
page_white_acrobat.png General Order to Personal Representative Form 8
page_white_acrobat.png Unlicensed Fiduciary Training Manual/Declaration of Completion of Training Form 9
click for additional information Description
page_white_acrobat.png Training for Personal Representative Form 61

ADULT GUARDIANSHIP AND CONSERVATORSHIP
Adult Guardianship and Conservatorship Packets
page_white_acrobat.png Petition for Temporary Guardian or Conservator Packet 12
click for additional information Description
page_white_acrobat.png Transfer to Arizona Packet 13
click for additional information Description
page_white_acrobat.png Petition for Permanent Guardianship Only Packet 14
page_white_acrobat.png Hearing Prep Packet Guardianship Packet 14a
page_white_acrobat.png Petition for Permanent Conservatorship Only Packet 15
page_white_acrobat.png Preparing for Hearing Packet Conservatorship Packet 15a
page_white_acrobat.png Petition for Guardianship and Conservatorship Packet 16
page_white_acrobat.png Notice Packet for Guardianship and/or Conservatorship Packet 17
page_white_acrobat.png Hearing Preparation Packet for Guardianship and/or Conservatorship Packet 18
page_white_acrobat.png Post-Appointment Guardian’s Packet Packet 19

MINOR GUARDIANSHIP
page_white_acrobat.png Minor Guardianship General Information Packet 1
page_white_acrobat.png Petition for Appointment of Guardian(s) of Minor(s) Packet 2
page_white_acrobat.png Acceptance of Guardianship of Minor(s) Packet 3
page_white_acrobat.png Notice of Hearing Proof of Notice Packet 4
page_white_acrobat.png Deferral and Waiver of Fees and Costs Packet 5
page_white_acrobat.png Proposed Guardian's Affidavit Pursuant to ARS 14-5106 Packet 6
page_white_acrobat.png Statement Pursuant to ARS 14-5651 Packet 7
page_white_acrobat.png Affidavit re Minor children Packet 8
page_white_acrobat.png Information Sheet Packet 9
page_white_acrobat.png Consent and Waiver Packet 10
page_white_acrobat.png Order Appointing Guardian of Minor Packet 11
page_white_acrobat.png Letters of Guardianship Packet 12
page_white_acrobat.png Order to Guardian and Acknowledgement Packet 13
page_white_acrobat.png Annual Report Packet 14
page_white_acrobat.png Revocation of Parent's Consent to Guardianship Petition to terminate guardianship Packet 15
page_white_acrobat.png Fingerprint Instructions Packet 16
page_white_acrobat.png Notice of Change of Address of Guardian click for additional information Instructions
click for additional information Instrucciones Y Preguntas Frecuentes: Cómo Llenar El Informe Anual Del Tutor Legal

click for additional information Procedimientos: Como presentar el Informe Anual del Tutor Legal

MINOR CONSERVATORSHIP
page_white_acrobat.png Petition for Release of Funds Packet Packet 25
page_white_acrobat.png Petition to Terminate Conservatorship and Release Funds to the Former Minor Without Further Notice
(See Note 4)
click for additional information Instructions
page_white_acrobat.png Order to Terminate Conservatorship and Release Funds to Former Minor
(4 - Order must be submitted with form)
page_white_acrobat.png Receipt of Restricted Funds by Former Minor
page_white_acrobat.png General Order to Conservator and Acknowledgement
page_white_acrobat.png General Order to Guardian and Conservator and Acknowledgement
page_white_acrobat.png Account Information Sheet click for additional information Instructions
page_white_word.png Receipt for Expenditures
pdf icon Order Permitting Conservator to Move Funds to Alternate Financial Institution
pdf icon Order Appointing Special Conservator and Authorizing Deposit of Funds into a UTMA Account

OTHER GUARDIANSHIP & CONSERVATORSHIP FORMS & PACKETS
page_white_acrobat.png Probate Information sheet Form 7
page_white_acrobat.png Unlicensed Fiduciary Training Manual/Declaration of Completion of Training Form 9
click for additional information Description
page_white_acrobat.png Annual Report of Guardian Form 20
page_white_acrobat.png First Conservator’s Accounting Form 21
page_white_acrobat.png Annual Conservator’s Accounting Form 22
page_white_acrobat.png Final Conservator’s Accounting Form 23
page_white_acrobat.png Discharge or Termination of Guardianship and/or Conservatorship Form 24
page_white_acrobat.png Petition for Release of Funds Packet Packet 25
page_white_acrobat.png Continuance of Mental Health Authority Packet 26
click for additional information Description
page_white_acrobat.png General Order to Guardian Form 27
page_white_acrobat.png General Order to Conservator Form 28
page_white_acrobat.png General Order to Guardian and Conservator Form 29
page_white_acrobat.png Account Information Sheet (for Ward’s Assets) Form 30
page_white_acrobat.png Proof of Restricted Account Form 31
page_white_acrobat.png Confidential Filing LabelForm 32
page_white_acrobat.png Objection to Guardianship or Conservatorship Matter Form 33
page_white_acrobat.png Affidavit of Guardianship or Conservatorship Form 47
page_white_acrobat.png Declaration of Notice Regarding Guardianship and Conservatorship Matter Form 49
page_white_acrobat.png Demand for Notice Guardian and Conservator Form 51
page_white_acrobat.png Order Appointing Attorney, Health Professional, Court Investigator Form 54
page_white_acrobat.png Order to Conservator of Minor Form 55
page_white_acrobat.png Order to Guardian and Conservator with Inpatient Form 56
page_white_acrobat.png Order to Guardian with Inpatient Level One Authority Form 57
page_white_acrobat.png Training for Conservator Account Forms Form 58
page_white_acrobat.png Training for Conservators Form 59
page_white_acrobat.png Training for Guardian Form 60
INVESTIGATOR, ATTORNEY, OR MEDICAL EVALUATOR FORMS
page_white_acrobat.png Confidential Filing LabelForm 32
page_white_acrobat.png Guidelines for Medical Report Form 42
page_white_acrobat.png Investigator Filing Label Form 42a
page_white_acrobat.png Investigator Cover Sheet Form 43
page_white_acrobat.png Investigator Invoice Form 44
page_white_acrobat.png Claim Against Pima County Form 45
OTHER MISCELLANEOUS FORMS
page_white_acrobat.png Probate Information Sheet Form 7
page_white_acrobat.png Request for Interpreter Form 34
page_white_acrobat.png Request for Accommodation (Disability) Form 35
page_white_acrobat.png Change of Address Form 35a
page_white_acrobat.png Notice of Hearing Form 36
page_white_acrobat.png Proof of Notice Form 37
page_white_acrobat.png Waiver of Notice Form 39
page_white_acrobat.png Motion to Continue Packet Packet 40
click for additional information Description
page_white_acrobat.png Motion to Appear Telephonically Form 41
click for additional information Description
page_white_acrobat.png Adult Adoption Form 46
page_white_acrobat.png Court Reporter Request Form 48
page_white_acrobat.png Declaration of Publication Form 50
page_white_acrobat.png Demand for Notice Probate Form 52
page_white_acrobat.png Motion to Modify Bond Form 53

NOTE: The Pima County Bar Association offers legal forms and has a Lawyer Referral Service (LRS) program that, for a $35 referral fee (as of April 2009), can connect you to a licensed attorney who will provide a 30-minute consultation, legal advice, and a fee estimate for further services or representation (if necessary). The bar association also has a reduced-fee program, known as the Qualified-Income Legal Team (QUILT) program, for individuals who meet certain financial eligibility requirements and who are in need of assistance in a legal area included in the QUILT program. For more information, contact the Pima County Bar Association at (520) 623-8258, 177 N. Church Avenue, #101, Tucson, AZ 85701, or http://www.pimacountybar.org/.


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