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Tagged in: Probate

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pdf 1. Annual Report of Guardian Popular

By Tagged in Guardianship, Probate 1206 downloads

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GC-Annual Report.pdf

pdf 1. Annual Report of Guardian Popular

By Tagged in Guardianship, Probate 1265 downloads

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Annual Report.pdf

You may use these forms if the following factors apply to your situation:

  • You have been appointed the guardian for an adult; AND
  • You need to file an "Annual Report of Guardian" as required by law (A.R.S § 14-5315) to provide the Court with the information required about the protected person's current condition.

 

pdf 1. First Conservator's Account Popular

By Tagged in Conservatorship, Probate 606 downloads

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First Conservators Account.pdf

You may use this forms if the following factors apply to your situation:

  • You have been appointed the Conservator for an adult or minor, AND
  • You have not yet completed an account as a Guardian or Conservator for this case, AND
  • You want to file court papers to have the FIRST account approved by the Court

pdf 1. How to Transfer an Out-of-State Guardianship and/or Conservatorship Case in to Arizona Popular

By Tagged in Conservatorship, Probate 853 downloads

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Adult Transfer case to AZ - GC and-or Con.pdf

You may use this form if the following factors apply to your situation:

  • There is a court-ordered guardianship and/or conservatorship for an incapacitated or protected person (also known as “the ward”) in a U.S. state other than Arizona.
  • The ward is now in Arizona or will soon relocate to Arizona.
  • You want to transfer the existing guardianship and/or conservatorship case to Arizona rather than starting a new case here. *


* NOTE: You may either file to transfer or start a new case in Arizona, but note that transferring guardianship and/or conservatorship requires ALL of the following:

  • Asking the court in the state where the case is being sent from for permission to ask Arizona to accept the case;
  • Asking the court in Arizona to issue a provisional (temporary or conditional) order accepting the case;
  • Presenting the order provisionally accepting the case from the court in Arizona to the court in the sending state and asking for final permission to transfer;
  • Presenting the final permission to transfer from the sending state to the court in Arizona and asking for a final order accepting the transfer from Arizona; and
  • Presenting the final order from Arizona accepting transfer to the court in the sending state, along with a request to terminate the case in that state.

pdf 1. Preparing the First Court Papers Popular

By Tagged in Guardianship, Probate 3390 downloads

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Permanent GC of a Minor 1.10.23.pdf

pdf 1. Preparing the First Court Papers Popular

By Tagged in Conservatorship, Guardianship, Probate 993 downloads

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Minor Guardianship and Conservatorship (p.1).pdf

Court forms and instructions for Petitioner to file the court papers for the appointment of a permanent guardian or conservator for a minor.

pdf 1. Release of Restricted Funds Popular

By Tagged in Conservatorship, Probate 697 downloads

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Minor Early Release of Restricted Funds.pdf

You may use these forms if the following factors apply to your situation:

  • You have been appointed the guardian and/or conservator for a minor or adult, AND
  • The protected minor or adult's funds are in a restricted account in the bank, AND
  • You want permission from the court to use the money for something very important.

pdf 1. Release of Restricted Funds Popular

By Tagged in Conservatorship, Probate 605 downloads

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Release of Restricted Funds.pdf

You may use this form if the following factors apply to your situation:

  • You have been appointed the guardian and/or conservator for a minor or adult, AND
  • The protected minor or adult's funds are in a restricted account in the bank, AND
  • You want permission from the court to use the money for something very important.

pdf 1. Release of Restricted Funds Popular

By Tagged in Conservatorship, Probate 666 downloads

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Release of Restricted Funds.pdf

You may use this form if the following factors apply to the following situation:

  • You have been appointed the guardian and/or conservator for a minor or adult, AND
  • The protected minor or adult's funds are in a restricted account in the bank, AND
  • You want permission from the court to use the money for something very important.

 

pdf 1. Termination of Guardianship Popular

By Tagged in Guardianship, Probate 960 downloads

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GC Discharge-Terminate Appt of Minor.pdf

pdf 1. Termination of Guardianship and/or Conservatorship Popular

By Tagged in Conservatorship, Probate 587 downloads

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Adult Guardianship and-or Conservatorship termination.pdf

You may use this forms if the following factors apply to your situation:

  • A guardian and/or conservator has been appointed for a disabled adult, AND
  • The guardian/conservatorship is no longer needed and the Arizona case should be TERMINATED because:
    • the protected adult (the "Ward") died, or
    • moved out of state, or
    • is now able to conduct his or her own affairs, AND
    • the current guardian/conservator needs to be released from his or her legal duties (discharged),
      OR
  • There is still a need for a guardian and/or conservator but a person currently serving as court-appointed guardian and/or conservator needs to be "discharged" (released from his or her legal duties) because he or she:
    • is no longer able or willing to serve, or
    • should not be allowed to continue to serve.
      OR
  • You want a court order to release restricted funds or property to a disabled or protected adult.
  • Do NOT use this packet to terminate guardianship or conservatorship of a minor. Refer to separate forms and instructions to terminate or to discharge a guardian or conservator for a minor, including a minor who has turned 18.

pdf 1. Termination of Guardianship and/or Conservatorship Popular

By Tagged in Conservatorship, Guardianship, Probate 848 downloads

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Discharge terminate GC & Conservatorship of Minor.pdf

You may use these forms if the following factors apply to your situation:

  • A guardian and/or conservator has been appointed for a minor, AND
  • he guardian and/or conservatorship is no longer needed and the Arizona case should be terminated because the minor reached age 18, was legal emancipated, moved out of state, died OR you are the mother or father of the minor and want to ask the Court to end the guardianship and/or conservatorship and close the case, OR
  • There is still a need for a guardian and/or conservator but the person currently serving as court-appointed guardian and/or conservator needs to be released from his or her legal duties (discharged) because he or she is no longer able or willing to serve OR should not be allowed to continue to serve, AND
  • You want to be discharged as guardian and/or conservator.

 

pdf 1. Termination of Guardianship and/or Conservatorship Case Popular

By Tagged in Conservatorship, Probate 835 downloads

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Discharge terminate GC & Conservatorship of Minor.pdf

You may use these forms if the following factors apply to your situation:

  • A guardian and/or conservator has been appointed for a minor, AND
  • The guardian and/or conservatorship is no longer needed and the Arizona case should be terminated because the minor reached age 18, was legal emancipated, moved out of state, died OR you are the mother or father of the minor and want to ask the Court to end the guardianship and/or conservatorship and close the case, OR
  • There is still a need for a guardian and/or conservator but the person currently serving as court-appointed guardian and/or conservator needs to be released from his or her legal duties (discharged) because he or she is no longer able or willing to serve OR should not be allowed to continue to serve, AND
  • You want to be discharged as guardian and/or conservator, AND/OR
  • You want a court order to release restricted funds to the minor.

 

pdf 1. Transfer of Small Estate by Affidavit Popular

By Tagged in Estate, Probate 3675 downloads

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Small Estate Affidavit.pdf

pdf 2. Annual Conservator's Account Popular

By Tagged in Conservatorship, Probate 596 downloads

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Conservatorship Annual Report.pdf

You may use this page if the following factors apply to your situation:

  • You have been appointed the conservator for an adult or minor, AND
  • You have completed at least one annual account (the first account or Form 6) as a Guardian or Conservator for this case, AND
  • You want to file court papers to have this annual account approved by the Court.

pdf 2. Service and Notice of the Court Hearing Popular

By Tagged in Conservatorship, Probate 552 downloads

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Guardianship and-or Conservatorship Service Packet (p.2)-UPDATED.pdf

Court forms and instructions for Petitioner to serve and give notice of a petition for permanent appointment of a conservator for an adult.

pdf 2. Service and Notice of the Court Hearing Popular

By Tagged in Conservatorship, Probate 626 downloads

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Guardianship and-or Conservatorship Service Packet (p.2)-UPDATED.pdf

Contain court forms and instructions for Petitioner to serve and give notice of a petition for permanent appointment of a conservator for a minor.

pdf 2. Service and Notice of the Court Hearing Popular

By Tagged in Guardianship, Probate 1088 downloads

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Service - GC of a minor (p.2).pdf

pdf 2. Service and Notice of the Court Hearing Popular

By Tagged in Conservatorship, Guardianship, Probate 686 downloads

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Guardianship and-or Conservatorship Service Packet (p.2)-UPDATED.pdf

Court forms and instructions for Petitioner to serve and give notice of a petition for permanent appointment of a guardian or conservator for a minor.

pdf 3. Final Conservator's Account Popular

By Tagged in Conservatorship, Probate 662 downloads

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First Conservators Account (1).pdf

You may use this form if the following factors apply to your situation:

  • You have been appointed the Conservator for an adult or minor, AND
  • The conservatorship has ended or your service as the conservator has ended because of one or more of the following factors, AND
    • The protected person has died;
    • The protected person no longer needs protection;
    • You want to resign;
    • You are being replaced by a substitute ("successor") conservator; or
    • The estate assets have been expended. AND
  • You must finish documenting all financial activity related to the settlement of all accounts, assets and inventory within 90 days of the protected person's death, the end of the conservatorship, or the end of your responsibilities as conservator; AND
  • You want to file the final account papers at the court, and request the court review and approve the final account.

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