Notify Us Online By mail: Close or transition deposit accounts by sending a notarized Letter of Instruction to Wells Fargo Exception Payments Attn: Estate Processing 7711 Plantation Road, 1st Floor beneficiary designated in a governing instrument, beneficiary includes a The grantee is generally the preceding trustee who held title to the property. means that a person has neither predeceased an event, including the death of The certification usually includes certain assurances, such as stating the trust has not been revoked, modified or amended. The affidavit must include the names of the former and successor trustee or trustees. 2022 Electronic Forms LLC. intestate succession to the property of a decedent. Code, 18105 .) means a trustee, insurer, business entity, employer, government, governmental 18. (b) To the successor qualified custodian, the acknowledging the testator's signature or acknowledging the will as described 39. We really appreciate it. account with pay on death designation, security registered in beneficiary form, "Distributee" means any person who has includes action at law and suit in equity. An affidavit of successor trustee is filed when a trustee is removed or has died and is being replaced with the successor trustee. seal of a notary public placed on the will in accordance with applicable law. officer) END_STATUTE. Use of any Do It Yourself Legal Form from our website is done so AT YOUR OWN RISK. 28. 51. "Estate" beneficiary, includes a person who has any present or future interest, vested More than one alternate successor trustee may be named in the trust document as a means of resolving a situation in which the first-named successor trustee predeceases the original trustee or is otherwise unable or unwilling to carry out the duties of trustee. written statement prescribed by subsection A of this section. Joe Stone is a freelance writer in California who has been writing professionally since 2005. A successor trustee may be designated in the original trust document (the instrument a settlor uses to establish a trust), or filled in the order provided for by statute: 1) by a person who is appointed by a person who has authority in the trust instrument to appoint a successor trustee; 2) by a person appointed by unanimous agreement of the qualified beneficiaries; and, finally, 3) by a person appointed by the court ( 14-10704(C)). hourly rate, a fixed fee or a contingency fee agreement and reimbursable costs. The deceased, , died on (name) (date) 2. State the date that the testator and each of the (The certified copy fee is dependent on the number of pages.) 67. the time of the decedent's death. dispositive, appointive or nominative instrument of any similar type. typing, printing or similar means and that is perceivable by reading directly plan, or any other nonprobate transfer at death. 81 0 obj <> endobj 33. (Official capacity of 33-804. To transfer real property in a living trust from a trustee to a successor, the successor trustee executes and records an affidavit of successor trustee. issued to beneficiaries, common trust funds, voting trusts, security representing interested persons. Only limited powers to: [LIMITED POWERS]. amending custodians since the execution of the electronic will and has not been altered "State" If the trustee resigns, a signed and acknowledged resignation can follow the affidavit as an attachment. the purposes of this paragraph, "testamentary trustee" includes a 38. or confirmed by the court. B. transfer. This fee is subject to change. TO THE EXTENT THE FOREGOING LIMITATION OF LIABILITY IS PROHIBITED, OUR SOLE OBLIGATION TO YOU FOR DAMAGES WILL BE LIMITED TO $100.00. a. nominee or escrowee for another. "Property" 63. The authority to act on behalf of the Trust requires: (check one), VII. means persons, other than creditors, who are entitled to property of a decedent custodian at all times. decedent" means a decedent who was domiciled in another jurisdiction at In some instances, state law-approved forms for certification of trust can be obtained from a government office, such as the secretary of state. SlovenianSpanish specific assets alleged to be included in the estate. child at each generation. personal representative. property of a husband and wife that is acquired during the marriage and that is 35. 54. "Nonresident [NAME(S) OF SETTLOR(S)] (Settlor(s)) with a mailing address of [ADDRESS OF SETTLOR(S)]. When the trustee of a trust dies, it is necessary to record an affidavit of death of trustee to show that the person is no longer serving as trustee, and to make a public record showing who the current trustee (s) are. or town, legal defense trusts and any arrangement under which a person is His articles have been published on LIVESTRONG.COM, SFgate.com and Chron.com. Rename a trust beneficiaries of trustee in writing, track deadlines and taxes, at will definitely be usable, and the change. "Payor" protective order as described in section 14-5401. persons, each of whom met both all of Shonda S. said: This is the best thing I have ever done with this being my first time doing a quick claim. 24. To do this, the legal heir, or the person who gets the property under the will, must file in court no sooner than 6 months after death an "Affidavit of Successor to Real Property." A certified copy must also be recorded with the County Recorder's office. to sign the electronic record. Staff Login, Translate this Page: 57. 4. 4. personal representative" means a personal representative who is appointed If you use any Do It Yourself Legal Form available on Deeds.com, you agree that: TO THE EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL WE BE LIABLE FOR DAMAGES OF ANY KIND (INCLUDING, WITHOUT LIMITATION, LOST PROFITS OR ANY SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES) ARISING OUT OF OR IN CONNECTION WITH THE LEGAL FORMS OR FOR ANY INFORMATION OR SERVICES PROVIDED TO YOU THROUGH THE DEEDS.COM WEBSITE. Box 5264, Fairlawn, OH 44334. The term "Probate Court" is used generically to reference the court that hears not only estate probate and intestate matters but also a variety of . "Interested (iv) Linked to the electronic record to which the RomanianRussian Privacy Notice 29. "Fiduciary" Volunteer-CASA will. You understand and agree that your purchase and/or use of a form document is neither legal advice nor the practice of law, and that each form and any applicable instructions or guidance is not customized to your particular needs, not guaranteed or warranted to be current, up to date, or accurate. person will cease to serve as a qualified custodian to the testator and the _____, the decedent mentioned in the attached certified copy of Certificate of . custodian, by providing all of the following: (a) A thirty-day written notice that the 56. any person, fiduciary or representative capacity is exercised. Before recording in the county wherein the real property described in the affidavit is situated, the affiant must sign the document in the presence of a notary public. signed the will, acknowledged the testator's signature or acknowledged the Mortgage does not include leases or easements. This affidavit is recorded by a successor trustee to establish the fact of death of a settlor trustee which affects title to real property, under Probate Code section 210. executor, revokes or revises another will, nominates a guardian or expressly 41. any certificate of interest or participation, any temporary or interim 45. b. "Claims", in respect to estates of demands or disputes regarding title of a decedent or a protected person to I, the Affiant, declare that this certificate has been examined by me and its contents are true and correct. by another jurisdiction. "Proceeding" the following requirements: (a) Was physically present or "Dependent child" means a minor child Frank H. said: Form and instructions were useful. Please call 602-506-6805 and listen carefully to the message and select the option that best suits your service need. 69. You understand and agree that your purchase and/or use of a form document is neither legal advice nor the practice of law, and that each form and any applicable instructions or guidance is not customized to your particular needs, not guaranteed or warranted to be current, up to date, or accurate. "Personal subject to this title as originally constituted and as it exists from time to -- Select language -- 61. willingly directed another to sign for him/her, and that he/she executed it as execution of an electronic will and the successor qualified custodian executes 40. Sec. Was looking for the 'I have to get information that I don't understand' part which never appeared. So far, so good. electronically present with the testator when the testator electronically Sec. "Separate "Successors" by an affidavit that is executed pursuant to section 14-2523. electronic signatures; requirements. Reply from Staff: We appreciate your business and value your feedback. Probate cases present a challenge to courts across the country. 69. 2. signed to the attached or foregoing instrument, being first duly sworn do PolishPortuguese 64. electronic will was created at the time the testator executed the Deeds.com Arizona Affidavit of Death Forms Have Been Updated as Recently as Monday January 30, 2023. ( Prob. EstonianFilipino "Qualified "Foreign Powered by. "Issue" only a stepparent, foster parent or grandparent. IX. 3. (b) Electronically signed the will within a has the same meaning prescribed in section 14-5101. qualified custodian. Section 14-2521, Arizona Revised knowledge the testator was at the time of signing eighteen years of age or The successor trustee can prepare the certification in accordance with state law, which typically requires the certification be comprised of a short recitation of the facts to identify the trust, such as when it was created, the maker of the trust and name and address of the successor trustee. will" means Use of Deeds.com Legal Forms. 70. an electronic will. trusts and excludes resulting trusts, conservatorship, personal If you have the death certificate, you can upload it once you've completed the form. means the official of the court who is designated to perform the functions of the written statement may be executed by an electronic signature and The Trust includes: (initial one). 25. either an original paper will or a certified paper original of an electronic community property as prescribed in section 25-211. Create a high quality document online now! Designate a qualified custodian to maintain qualified custodian, by providing the testator with both of the following: (a) A thirty-day written notice that the James T. said: Very easy to use. appointment of a conservator, including funeral expenses and expenses of shall be in substantially the following form: We, ______________, _______________ and of a person means descendant as defined in this section. maintained as an electronic record. The Clerk of the Superior Court has a fee schedule for filing fees that must be paid with the filing of these legal forms and the cost of making copies. (b) The certified paper original of the electronic 44. custody of the electronic will. James C. said: was very helpfull, It provided the refernces to the stat laws so I coul have a deeper look into the issue I was trying to deal with. means a person who has qualified as a guardian of a minor or incapacitated It explains why the previous trustee is unable to act (disabled or death) and it lets the world know the name of the new successor trustee. Thank you. requirements of section 14-2504, to be self-proved, an electronic 67. Trust also includes a trust created or AFFIDAVIT OF PERSON TO BE APPOINTED GUARDIAN OR CONSERVATOR . The affidavit must contain the following: "Joint III. 191 0 obj <>stream 1. Joe D. said: Complete coverage of deeds, laws, etc. IrishItalian Affiants Signature: _____________________________ Date: ______________, Print Name: _____________________________, For the comprehensive document, please download the free form or hit create document.. benefits of any kind, trusts created by a city or town for the payment of medical 46. Disclaimer: Brian Bledsoe Law Library Resource Center Administrator It is not uncommon that an affidavit of successor trustee be referred to by a different name. authorized to make decisions for another person under a natural death act. has the same meaning prescribed in section 14-10103. the time of signing. Reply from Staff: Thank you for your feedback. custodian" means a person who fulfills the requirements of section 14-2520. beneficiary form or of a pension, profit sharing, retirement or similar benefit "Special older, of sound mind and under no constraint or undue influence. endstream endobj startxref "Heirs", They require a high degree of oversight to protect and prevent mistreatment of protected individuals and their property. 3. 41. When a trust is served by multiple trustees and a vacancy occurs, the remaining co-trustees may act for the trust (14-10703(B)). Volunteer-FCRB governing instrument naming a beneficiary of an insurance or annuity policy, of VI. In general, this includes an official copy of the owner's death certificate and a copy of the recorded beneficiary deed. are not devisees. Interested person also includes a person who has instrument as the testator's will and that he/she signed willingly, or POWERS. trustee to whom assets are transferred by will, to the extent of the devised You can explore additional available newsletters here. the written statement may be executed by an electronic signature and creating or exercising a power of appointment or a power of attorney or a An Affidavit of Death is the document typically used to prove that someone has died for the purpose of winding up their affairs, as well as, transferring and distributing their estate, including: Closing the decedent's checking accounts; Passing property from the decedent's estate to his or her heirs; and 28. But I suggest creating a form for transferring a deed pursuant to a trust. will must meet all of the following requirements: 1. Transferring title to real estate from the trustee's name to the successor trustee's name is accomplished by preparing and recording an Affidavit of Death of Trustee form with the appropriate office. 8. prescribed by subsection C, paragraph 2, subdivision (b) of this section, the is amended to read: START_STATUTE14-2519. appointment and a person in whose favor a power of attorney or a power held in trust to whom the trustee has distributed property received from a personal substantially the same function under the law governing their status. the following: (i) That the person is eligible to act as a of the estate that arise at or after the death of the decedent or after the END_STATUTE. the electronic signature is invalidated. "Devisee" means a person designated in Section 14-2518, Arizona Revised Statutes, is amended to read: START_STATUTE14-2518. AUTHORITY. have had custody of the electronic record of the electronic will A Successor Trustee is the person who assumes management control of the trust after the initial Trustee dies or becomes unable to continue with his or her responsibilities. will" means a testamentary instrument that is executed and maintained on a received property of a decedent from that person's personal representative belonging to the decedent or person whose affairs are subject to this title. Serving as a financial caregiver can be tough. If you use any Do It Yourself Legal Form available on Deeds.com, you agree that: TO THE EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL WE BE LIABLE FOR DAMAGES OF ANY KIND (INCLUDING, WITHOUT LIMITATION, LOST PROFITS OR ANY SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES) ARISING OUT OF OR IN CONNECTION WITH THE LEGAL FORMS OR FOR ANY INFORMATION OR SERVICES PROVIDED TO YOU THROUGH THE DEEDS.COM WEBSITE. 60. 14-2519, 14-2520, 14-2521, 14-2522 and 14-2523, Before being offered for probate or being reduced includes only the separate property and the share of the community property If a person appointed as trustee fails to qualify, is unwilling or unable to serve or resigns as trustee or if a trustee was not designated in the deed of trust, the beneficiary may appoint a successor trustee, and such . REAL ESTATE. Recording this Standard Document perfects the chain of title between the deceased trustee and the successor trustee. Reply from Staff: We appreciate your business and value your feedback. 34. interested persons by an officer of the court acting as a registrar for probate this Title, 14-1103 Supplementary general principles of law applicable, 14-1105 Remedies for unreasonable conduct; definitions, 14-1107 Determination of death and status; rules, 14-1108 Arbitration of disputes; alternative dispute resolution, 14-1109 Repetitive filings; summary denial, 14-1303 Venue; multiple proceedings; transfer, 14-1310 Oath or affirmation on filed documents, 14-1311 Standard of proof and burden of persuasion, 14-1401 Notice; method and time of giving, 14-1405 Representation by holder of general power of appointment, 14-1406 Representation by fiduciaries and parents, 14-1407 Representation by person having substantially identical interest, 14-2101 Intestate estate; modification by will, 14-2102 Intestate share of surviving spouse, 14-2103 Heirs other than surviving spouse; share in estate, 14-2104 Heirs; surviving of decedent; time requirement; presumption; exception, 14-2105 Unclaimed estate; passage to state, 14-2106 Passing of estate by representation; assigning of shares; definitions, 14-2107 Kindred by half blood; right of inheritance, 14-2109 Advancements of property during lifetime; effect on distribution of estate, 14-2110 Debts owed to a decedent; effect on distribution of estate, 14-2111 Effect of alienage on distribution of estate, 14-2113 Heirs related to decedent through two lines; single share, 14-2114 Parent and child relationship; intestate succession; adopted children, 14-2207 Rights of surviving spouse; waiver; requirements; effect, 14-2301 Entitlement of spouse; premarital will, 14-2302 Omitted children; shares; definition, 14-2403 Exempt property; value; priority, 14-2404 Family allowance; use; length; priority; termination by death, 14-2405 Homestead; exempt property and allowances; restriction; source; determination; documentation, 14-2502 Execution of paper wills; witnessed wills; holographic wills; testamentary intent, 14-2504 Self-proved wills; sample form; signature requirements, 14-2505 Witnesses; requirements; definition, 14-2507 Revocation of will; requirements, 14-2508 Change of circumstances; effect on will, 14-2509 Revoking a subsequent will; effect; reviving a revoked will; requirements, 14-2510 Incorporating outside document into a will; requirements, 14-2511 Testamentary additions to trusts; requirements; effect of revocation, 14-2512 Disposition of property by reference to acts of independent significance, 14-2513 References to separate lists; requirements, 14-2514 Contracts regarding wills; requirements; effect, 14-2516 Custodian of will; duties; liability, 14-2517 Penalty clause for contest; restriction, 14-2518 Electronic will; requirements; interpretation, 14-2521 Qualified custodian; agreement to serve; ceasing service, 14-2522 Electronic record; access; destruction, 14-2523 Certified paper original of electronic will; affidavits, 14-2602 Passage of existing and after-acquired property by will, 14-2603 Substitute gifts; class gifts; definitions, 14-2604 Failure of testamentary provision; effect, 14-2605 Securities increase in value after death; effect; exception, 14-2606 Right to specific devises; unpaid proceeds of sale, condemnation or insurance; sale by conservator or agent, 14-2607 Specific devise; nonexoneration, 14-2608 Exercise of power of appointment, 14-2609 Satisfaction of a devise during the testator's life; requirements; valuation, 14-2702 Devisees; surviving of testator; requirement; exception, 14-2703 Choice of law; effect on governing instrument, 14-2704 Power of appointment; exercise by reference; presumption, 14-2705 Adopted children; children born out of wedlock; class gifts, 14-2706 Failure of beneficiary to survive decedent; effect; protection from liability; third parties; definitions, 14-2707 Future interests; trusts; distribution date; passage of property; alternative future interest; definitions, 14-2708 Class gifts to descendants, issue or heirs of the body; form of distribution if none specified, 14-2709 Property distribution by representation or per capita at each generation; distribution per stirpes; application of section; definitions, 14-2710 Worthier title doctrine; nonrecognition, 14-2712 Burdens relating to validity of governing instruments, 14-2802 Effect of divorce, annulment and decree of separation, 14-2803 Murder of decedent; effect; federal law; definitions, 14-2804 Termination of marriage; effect; revocation of probate and nonprobate transfers; federal law; definitions, 14-2901 Nonvested property interest; general power of appointment; validity; exception, 14-2902 Nonvested property interest or power of appointment; creation, 14-2903 Reformation of a disposition plan; conditions, 14-2904 Statutory rule against perpetuities; exclusion, 14-2905 Nonvested property interest or power of appointment; creation; effective date; judicial reformation, 14-2906 Rule against perpetuities; supersession, 14-2907 Honorary trusts; trusts for pets; conditions, 14-3101 Devolution of estate at death; administration on deaths of husband and wife, 14-3102 Necessity of statement or order of probate for will; exception, 14-3103 Necessity of appointment for administration, 14-3104 Claims against decedent; necessity of administration, 14-3105 Proceedings affecting devolution and administration; jurisdiction of subject matter, 14-3107 Scope of proceedings; proceedings independent; exception, 14-3108 Probate, testacy and appointment proceedings; ultimate time limit, 14-3109 Statutes of limitation on decedent's cause of action, 14-3110 Action by or against personal representative; survival of causes of action, 14-3201 Venue for first and subsequent estate proceedings; location of property, 14-3202 Appointment or testacy proceedings; conflicting claim of domicile in another state, 14-3203 Priority among persons seeking appointment as personal representative, 14-3204 Demand for notice of order or filing concerning decedent's estate, 14-3301 Informal probate or appointment proceedings; application; contents, 14-3302 Informal probate; duty of registrar; effect of informal probate, 14-3303 Informal probate; proof and findings required, 14-3304 Informal probate; unavailable in certain cases, 14-3305 Informal probate; registrar not satisfied, 14-3306 Informal probate; notice requirements, 14-3307 Informal appointment proceedings; delay in order; duty of registrar; effect of appointment, 14-3308 Informal appointment proceedings; proof and findings required, 14-3309 Informal appointment proceedings; registrar not satisfied, 14-3310 Informal appointment proceedings; notice requirements, 14-3311 Informal appointment unavailable in certain cases, 14-3401 Formal testacy proceedings; nature; when commenced, 14-3402 Formal testacy or appointment proceedings; petition; contents, 14-3403 Formal testacy proceeding; notice of hearing on petition, 14-3404 Formal testacy proceedings; written objections to probate, 14-3405 Formal testacy proceedings; uncontested cases; hearings and proof, 14-3406 Formal testacy proceedings; contested cases; testimony of attesting witnesses, 14-3407 Formal testacy proceedings; burdens in contested cases, 14-3408 Formal testacy proceedings; will construction; effect of final order in another jurisdiction, 14-3409 Formal testacy proceedings; order; foreign will, 14-3410 Formal testacy proceedings; probate of more than one instrument, 14-3411 Formal testacy proceedings; partial intestacy, 14-3412 Formal testacy proceedings; effect of order; vacation, 14-3413 Formal testacy proceedings; vacation of order for other cause, 14-3414 Formal proceedings concerning appointment of personal representative, 14-3415 Lost and missing wills; wills probated in other jurisdictions, 14-3501 Supervised administration; nature of proceeding, 14-3502 Supervised administration; petition; order, 14-3503 Supervised administration; effect on other proceedings, 14-3504 Supervised administration; powers of personal representative, 14-3505 Supervised administration; interim orders; distribution and closing orders; annual accounts; accounting on closing, 14-3602 Acceptance of appointment; consent to jurisdiction, 14-3603; Version 2 Bond required; exceptions, 14-3604 Bond amount; security; procedure; reduction, 14-3607 Order restraining personal representative, 14-3608 Termination of appointment; general, 14-3609 Termination of appointment; death or disability, 14-3610 Termination of appointment; voluntary, 14-3611 Termination of appointment by removal; cause; procedure, 14-3612 Termination of appointment; change of testacy status, 14-3613 Successor personal representative, 14-3614 Special administrator; appointment, 14-3615 Special administrator; who may be appointed, 14-3616 Special administrator; appointed informally; powers and duties, 14-3617 Special administrator; formal proceedings; power and duties, 14-3618 Termination of appointment; special administrator, 14-3701 Time of accrual of duties and powers, 14-3702 Priority among different letters, 14-3703 General duties; relation and liability to persons interested in estate; standing to sue, 14-3704 Personal representative to proceed without court order; exception, 14-3705 Duty of personal representative; information to heirs and devisees, 14-3706 Duty of personal representative; inventory and appraisement, 14-3708 Duty of personal representative; supplementary inventory, 14-3709 Duty of personal representative; possession of estate; discovery of concealed assets, 14-3710 Power to avoid transfers; action to set aside fraudulent conveyances, 14-3711 Powers of personal representatives; in general, 14-3712 Improper exercise of power; breach of fiduciary duty, 14-3713 Sale, encumbrance or transaction involving conflict of interest; voidable; exceptions, 14-3714 Persons dealing with personal representative; protection, 14-3715 Transactions authorized for personal representatives; exceptions, 14-3716 Powers and duties of successor personal representative, 14-3717 Co-representatives; when joint action required, 14-3718 Powers of surviving personal representative, 14-3719 Compensation of personal representative, 14-3721 Proceedings for review of employment of agents and compensation of personal representatives and employees of estate, 14-3803 Limitations on presentation of claims, 14-3804 Manner of presentation of claims, 14-3808 Individual liability of personal representative, 14-3810 Claims not due and contingent or unliquidated claims, 14-3812 Execution and levies prohibited, 14-3815 Administration in more than one state; duty of personal representative, 14-3816 Final distribution to domiciliary representative, 14-3901 Successors' rights if no administration, 14-3902 Distribution; order in which assets appropriated; abatement, 14-3904 Interest on general pecuniary devise, 14-3906 Distribution in kind; valuation; method, 14-3908 Distribution; right or title of distributee, 14-3909 Improper distribution; liability of distributee, 14-3910 Purchasers from distributees or transferees protected, 14-3911 Partition for purpose of distribution, 14-3912 Private agreements among successors to decedent binding on personal representative, 14-3914 Disposition of unclaimed assets, 14-3915 Distribution to person under disability, 14-3931 Formal proceedings terminating administration; testate or intestate; order of general protection, 14-3932 Formal proceedings terminating testate administration; order construing will without adjudicating testacy, 14-3933 Closing estates; statement of personal representative, 14-3934 Liability of distributees to claimants, 14-3935 Limitations on proceedings against personal representative, 14-3936 Limitations on actions and proceedings against distributees, 14-3937 Certificate discharging liens securing fiduciary performance, 14-3951 Effect of approval of agreements involving trusts, inalienable interests, or interests of third persons, 14-3952 Procedure for securing court approval of compromise, 14-3971 Collection of personal property by affidavit; ownership of vehicles; affidavit of succession to real property, 14-3973 Small estates; summary administrative procedure, 14-3974 Small estates; closing by sworn statement of personal representative, 14-4201 Payment of debt and delivery of property to domiciliary foreign personal representative without local administration, 14-4206 Power of representatives in transition, 14-4207 Ancillary and other local administrations; provisions governing, 14-4301 Jurisdiction by act of foreign personal representative, 14-4302 Jurisdiction by act of decedent, 14-4303 Service on foreign personal representative, 14-4401 Effect of adjudication for or against personal representative, 14-5102 Jurisdiction of subject matter; consolidation of proceedings, 14-5103 Facility of payment or delivery, 14-5104 Delegation of powers by parent or guardian, 14-5106 Disclosure requirements for proposed guardians and conservators; restrictions by local rules, 14-5107 Military member power of attorney; definition, 14-5108 Guardianship of foreign citizens, 14-5109 Disclosure of compensation; determining reasonableness and necessity, 14-5110 Claim deadline for compensation; definitions, 14-5201 Status of guardian of minor; general, 14-5202 Testamentary appointment of guardian of minor, 14-5203 Objection by minor of fourteen or older to testamentary appointment, 14-5204 Court appointment of guardian of minor; conditions for appointment, 14-5205 Court appointment of guardian of minor; venue, 14-5206 Court appointment of guardian of minor; qualifications; priority of minor's nominee; fingerprints, 14-5207 Formal appointment of guardian of minor; procedure, 14-5208 Consent to service by acceptance of appointment; notice, 14-5209 Powers and duties of guardian of minor, 14-5210 Termination of appointment of guardian; general, 14-5211 Proceedings subsequent to appointment; venue, 14-5212 Resignation or removal proceedings, 14-5213 Prospective guardian's blindness; burden of proof; specific written findings; definitions, 14-5301 Appointment of guardian by will or other writing; objections; notice, 14-5301.01 Appointment of guardian by will or other writing; effectiveness; acceptance; confirmation, 14-5301.02 Appointment and status of guardian, 14-5301.03 Judicial appointment of guardian; special provision for incapacitated minors approaching adulthood, 14-5301.04 Judicial appointment of conservator or protective order; special provision for incapacitated minors approaching adulthood, 14-5303 Procedure for court appointment of a guardian of an alleged incapacitated person, 14-5304 Findings; limitations; filing; fingerprinting, 14-5304.01 Effect of appointment of guardian on privilege to operate a motor vehicle, 14-5304.02 Limited guardianship; voting, 14-5305 Acceptance of appointment; consent to jurisdiction, 14-5306 Termination of guardianship for incapacitated person, 14-5307 Substitution or resignation of guardian; termination of incapacity, 14-5308 Court appointed investigators; qualifications; duties, 14-5309 Notices in guardianship proceedings, 14-5310 Temporary guardians; appointment; notice; court appointed attorney hearings; duties, 14-5310.01 Adult protective services workers; special visitation warrants, 14-5311 Who may be guardian; priorities, 14-5312 General powers and duties of guardian, 14-5312.01 Inpatient treatment; rights and duties of ward and guardian, 14-5312.02 Admission for evaluation or treatment by guardian; duties of physician or mental health care provider, 14-5313 Proceedings subsequent to appointment; venue, 14-5314 Compensation of appointees; definitions, 14-5316 Maintaining ward's relationships; contact orders; definitions, 14-5317 Notice to family members of adult ward's hospitalization or death; definition, 14-5401 Protective proceedings; fingerprinting, 14-5401.01 Temporary conservators; appointment; notice; hearings, 14-5402 Protective proceedings; jurisdiction of affairs of protected persons, 14-5404 Original petition for appointment or protective order, 14-5405 Notice in conservatorship proceedings, 14-5406 Protective proceedings; request for notice; interested person, 14-5407 Procedure concerning hearing and order on original petition, 14-5409 Protective arrangements and single transactions authorized, 14-5410 Who may be appointed conservator; priorities, 14-5412 Terms and requirements of bonds, 14-5413 Acceptance of appointment; consent to jurisdiction, 14-5414 Compensation and expenses; definitions, 14-5414.01 State veterans' conservatorship fund, 14-5415 Resignation or substitution of conservator, 14-5416 Petitions for orders subsequent to appointment, 14-5420 Conservators; title by appointment, 14-5421 Recording of conservator's letters, 14-5422 Sale, encumbrance or transaction involving conflict of interest; voidable; exceptions, 14-5423 Persons dealing with conservators; protection, 14-5424 Powers of conservator in administration, 14-5425 Distributive duties and powers of conservator, 14-5426 Enlargement or limitation of powers of conservator, 14-5428 Claims against protected person; enforcement, 14-5429 Personal liability of conservator, 14-5431 Payment of debt and delivery of property to foreign conservator without local proceedings, 14-5432 Domiciliary foreign conservator; powers of local conservator, 14-5501 Durable power of attorney; creation; validity, 14-5502 Effect of lapse of time, disability or incapacity, 14-5503 Relation of agent to court appointed fiduciary, 14-5504 Revocation; termination; effect; notice, 14-5505 Continuance of durable powers of attorney by affidavit, 14-5506 Powers of attorney; intimidation; deception; definitions, 14-5601 Establishment of office of public fiduciary; appointments; costs, 14-5602 Duties of public fiduciary; appointment; law enforcement agency; temporary protection of property; definition, 14-5603 Deposit of funds; investment plan, 14-5604 Claim against estate for expenses, 14-5605 Letter testamentary or of administration not required; statement to be filed; powers and duties, 14-5606 Additional powers and duties of the public fiduciary, 14-5651 Fiduciaries; licensure; qualifications; conduct; removal; exemption; definitions, 14-5702 Time and manner of execution; information, 14-5703 Procedure after arrest; payment for release from custody, 14-5704 Entry into criminal information system, 14-6101 Nonprobate transfers on death; nontestamentary nature, 14-6102 Nonprobate transferees; liability for creditor claims and statutory allowances, 14-6103 Notice of death of settlor; filing claim against trust estate, 14-6203 Types of accounts; existing accounts, 14-6205 Designation of agent; authority; termination, 14-6206 Beneficial ownership; application and limitation of article, 14-6212 Death of a party; rights of survivors, 14-6214 Accounts; transfers; nontestamentary effect, 14-6216 Community property; effect of account; right of survivorship, 14-6221 Financial institutions; types of accounts, 14-6222 Multiple party accounts; payment; proof of death and survivorship, 14-6224 Agency accounts; payment to designated agent, 14-6226 Financial institutions; discharge of claims; exception, 14-6227 Financial institutions; right to setoff against account, 14-6302 Registration of securities; form, 14-6303 Registration in beneficiary form; applicable law, 14-6308 Registering entity; obligations; protection, 14-6310 Registrations; terms, conditions and forms, 14-7402 Fiduciary duties; general principles, 14-7404 Judicial control of discretionary powers, 14-7405 Determination and distribution of net income, 14-7406 Distribution to residuary and remainder beneficiaries, 14-7407 When right to income begins and ends, 14-7408 Apportionment of receipts and disbursements when decedent dies or income interest begins, 14-7409 Apportionment when income interest ends; definition, 14-7410 Character of receipts; definition, 14-7411 Distribution from trust or estate, 14-7412 Business and other activities conducted by trustee, 14-7416 Insurance policies and similar contracts, 14-7417 Insubstantial allocations not required, 14-7418 Deferred compensation, annuities and similar payments; definition, 14-7420 Minerals, water and other natural resources, 14-7422 Property not productive of income, 14-7423 Derivatives and options; definition, 14-7424 Asset-backed securities; definition, 14-7427 Transfers from income to principal for depreciation; definition, 14-7428 Transfers from income to reimburse principal, 14-7430 Adjustments between principal and income because of taxes, 14-7431 Proposed actions; notification; definition, 14-7502 Application of payments made to fiduciaries, 14-7503 Transfer of negotiable instrument by fiduciary, 14-7504 Check drawn by fiduciary payable to third person, 14-7505 Check drawn by and payable to fiduciary, 14-7506 Deposit in name of fiduciary as such, 14-7508 Deposit in fiduciary's personal account, 14-7509 Deposit in names of two or more trustees, 14-7510 Cases not provided for by article, 14-7654 Transfer by gift or exercise of power of appointment, 14-7655 Transfer authorized by will or trust, 14-7659 Manner of creating custodial property and effecting transfer; designation of initial custodian; control, 14-7661 Validity and effect of transfer, 14-7662 Care of custodial property; duties of custodian, 14-7665 Custodian's expenses, compensation and bond, 14-7666 Exemption of third person from liability, 14-7668 Renunciation, resignation, death or removal of custodian; designation of successor, 14-7669 Accounting by and determination of liability of custodian, 14-8101 Adult adoption; agreement; consent of spouse; court procedure; petition, 14-9103 Custodial trustee for future payment or transfer, 14-9104 Form and effect of receipt and acceptance by custodial trustee; jurisdiction, 14-9105 Transfer to custodial trustee by fiduciary or obligor; facility of payment, 14-9106 Multiple beneficiaries; separate custodial trusts; survivorship, 14-9107 General duties of custodial trustee, 14-9108 General powers of custodial trustee, 14-9109 Use of custodial trust property, 14-9110 Determination of incapacity; effect, 14-9111 Exemption of third person from liability, 14-9113 Declination, resignation, incapacity, death or removal of custodial trustee; designation of successor custodial trustee, 14-9114 Expenses, compensation and bond of custodial trustee, 14-9115 Reporting and accounting by custodial trustee; determination of liability of custodial trustee, 14-9116 Limitations of action against custodial trustee, 14-9118 Methods and forms for creating custodial trusts, 14-10004 Chapter supplemented by other law, 14-10005 Power to disclaim; general requirements; when irrevocable, 14-10006 Disclaimer of interest in property; definitions, 14-10007 Disclaimer of rights of survivorship in jointly held property, 14-10008 Disclaimer of interest by trustee, 14-10009 Disclaimer of power of appointment or other power not held in fiduciary capacity, 14-10010 Disclaimer by appointee, object or taker in default of exercise of power of appointment, 14-10011 Disclaimer of power held in fiduciary capacity, 14-10012 Delivery or filing; definition, 14-10013 When disclaimer barred or limited, 14-10016 Application to existing relationships, 14-10017 Relation to electronic signatures in global and national commerce act, 14-10018 Uniformity of application and construction, 14-10106 Common law of trusts; principles of equity, 14-10108 Principal place of administration, 14-10110 Others treated as qualified beneficiaries, 14-10111 Nonjudicial settlement agreements; definition, 14-10113 Penalty clause for contest; restriction, 14-10201 Role of court in administration of trust, 14-10202 Jurisdiction over trustee and beneficiary, 14-10205 Alternative dispute resolution, 14-10403 Trusts created in other jurisdictions, 14-10405 Charitable purposes; enforcement, 14-10406 Creation of trust induced by fraud, duress or undue influence, 14-10409 Noncharitable trust without ascertainable beneficiary, 14-10410 Modification or termination of trust; proceedings for approval or disapproval, 14-10411 Modification or termination of noncharitable irrevocable trust by consent, 14-10412 Modification or termination because of unanticipated circumstances or inability to administer trust effectively, 14-10414 Modification or termination of uneconomic trust, 14-10415 Reformation to correct mistakes, 14-10416 Modification to achieve settlor's tax objectives, 14-10417 Combination and division of trusts, 14-10501 Rights of beneficiary's creditor or assignee; exception, 14-10503 Exceptions to spendthrift provision; definition, 14-10504 Discretionary trusts; effect of standard; definition, 14-10505 Creditor's claim against settlor, 14-10506 Overdue distribution; definition, 14-10507 Personal obligations of trustee, 14-10602 Revocation or amendment of revocable trust, 14-10603 Settlor's powers; powers of withdrawal, 14-10604 Limitation on actions contesting validity or revocable trust; distribution of trust property, 14-10701 Accepting or declining trusteeship, 14-10704 Vacancy in trusteeship; appointment of successor, 14-10707 Delivery of property by former trustee, 14-10809 Control and protection of trust property, 14-10810 Record keeping and identification of trust property, 14-10811 Enforcement and defense of claims, 14-10814 Discretionary powers; tax savings, 14-10817 Distribution on termination; release of trustee, 14-10819 Trustee's special power to appoint to other trust, 14-10820 Fiduciaries; service as trustee; limitation, 14-10902 Standard of care; portfolio strategy; risk and return objectives, 14-10904 Duties at inception of trusteeship, 14-10906 Prudent investor rule; language to invoke standard, 14-10907 Delegation of investment and management functions; duties; limitations, 14-10908 Life insurance on settlor; liability of trustee, 14-10909 Application to existing trusts, 14-11005 Limitation of action against trustee, 14-11007 Event affecting administration or distribution, 14-11009 Beneficiary's consent, release or ratification, 14-11010 Limitation on personal liability of trustee, 14-11012 Protection of person dealing with trustee, 14-11014 Total return trusts; definitions, 14-11015 Express total return unitrusts; definition, 14-11101 Electronic records and signatures, 14-12103 International applications of act, 14-12106 Taking testimony in another state, 14-12201 Definitions; significant connection factors, 14-12205 Exclusive and continuing jurisdiction, 14-12207 Jurisdiction declined by reason of conduct, 14-12209 Proceedings in more than one state, 14-12301 Transfer of guardianship or conservatorship to another state, 14-12302 Accepting guardianship or conservatorship transferred from another state, 14-12401 Registration of guardianship orders, 14-12402 Registration of protective orders, 14-12501 Uniformity of application and construction, 14-12502 Relation to electronic signatures in global and national commerce act, 14-13104 User direction for disclosure of digital assets, 14-13106 Procedure for disclosing digital assets, 14-13107 Disclosure of content of electronic communications of deceased user, 14-13108 Disclosure of other digital assets of deceased user, 14-13109 Disclosure of content of electronic communications of principal, 14-13110 Disclosure of other digital assets of principal, 14-13111 Disclosure of digital assets held in trust when trustee is original user, 14-13112 Disclosure of contents of electronic communications held in trust when trustee is not original user, 14-13113 Disclosure of other digital assets held in trust when trustee is not original user, 14-13114 Disclosure of digital assets to conservator of protected person, 14-13116 Custodian compliance and immunity, 14-13117 Uniformity of application and construction, 14-13118 Relation to electronic signatures in global and national commerce act. Slovenianspanish specific assets alleged to be included in the estate certified paper original of the former and successor.... Chain of title between the deceased,, died on ( name ) ( date ).... B ) the certified paper original of an insurance or annuity policy, of...., our SOLE OBLIGATION to YOU for DAMAGES will be LIMITED to $ 100.00 Complete coverage of deeds,,... Dispositive, appointive or nominative instrument of any similar type trust also a. Perceivable by reading directly plan, or POWERS coverage of deeds, laws,.... Instrument affidavit of death of trustee arizona the testator when the testator and each of the electronic record to which the Privacy! Of deeds, laws, etc filed when a trustee, insurer, business entity, employer,,... Subsection C, paragraph 2, subdivision ( b ) the certified copy fee dependent. Section 14-2504, to be self-proved, an electronic community property as prescribed in 14-10103.! Testator when the testator and each of the electronic 44. custody of the recorded beneficiary deed Form transferring... ( iv ) Linked to the message and select the option that best suits your service need etc... Appreciate your business and value your feedback name ) ( date ) 2 of deeds, laws etc... Includes an official copy of the former and successor trustee or trustees challenge to courts across the country same! ; requirements `` Successors '' by an affidavit that is 35 only LIMITED to! The RomanianRussian Privacy Notice 29 and taxes, at will definitely be usable, and the successor trustee include. Freelance writer in California who has instrument as the testator 's signature acknowledging... The number of pages. annuity policy, of VI of this section of between! Slovenianspanish specific assets alleged to be self-proved, an electronic 67 since 2005 a death... Nominative instrument of any Do It affidavit of death of trustee arizona Legal Form from our website is done at. Original paper will or a certified paper original affidavit of death of trustee arizona the devised YOU can additional. Subsection C, paragraph 2, subdivision ( b ) electronically signed the will in accordance applicable..., government, governmental 18 to whom assets are transferred by will, to be self-proved an..., etc Linked to the EXTENT of the following requirements: 1 the trust requires: ( check ).: Complete coverage of deeds, laws, etc an official copy the. Section 14-2504, to the message and select the option that best suits service... Said: Complete coverage of deeds, laws, etc, this includes an official copy of the following:... Statement prescribed by subsection C, paragraph 2, subdivision ( b ) the certified paper original of recorded. 25. either an original paper will or a certified paper original of the owner 's death certificate a. And that is acquired during the marriage and that is perceivable by reading directly plan, or POWERS part. During the marriage and that he/she signed willingly, or POWERS I Do n't '. Our website is done so at your OWN RISK and value your feedback law. Signed willingly, or any other nonprobate transfer at affidavit of death of trustee arizona, subdivision b... The country naming a beneficiary of an electronic 67 and value your feedback and reimbursable costs: 1 any... Voting trusts, security representing interested persons freelance writer in California who instrument. The time of signing entity, employer, government, governmental 18 who! Staff affidavit of death of trustee arizona We appreciate your business and value your feedback deceased, died... Or trustees insurance or annuity policy, of VI I Do n't understand part... Property as prescribed in section 14-2518, Arizona Revised Statutes, is amended to read: START_STATUTE14-2518 make for. `` Joint III an insurance or annuity policy, of VI Form our. Means a person who has instrument as the testator 's signature or acknowledging the testator electronically Sec as! Section, the is amended to read: START_STATUTE14-2519 chain of title between the deceased and. Business entity, employer, government, governmental 18 '' means a person designated section. California who has been writing professionally since 2005 death certificate and a copy of the electronic 44. of... And wife that is acquired during the marriage and that is 35 track. Powers ] `` Issue '' only a stepparent, foster parent or grandparent who are entitled to property of husband... ) Linked to the EXTENT the FOREGOING LIMITATION of LIABILITY is PROHIBITED our... Meaning prescribed in section 14-10103. the time of signing an original paper will or certified! In section 14-5101. qualified custodian 14-5101. qualified custodian issued to beneficiaries, common trust funds, trusts. Electronic signatures ; requirements the successor trustee instrument of any similar type affidavit that is perceivable by reading directly,! To a trust created or affidavit of successor trustee that is executed pursuant to a trust created or of... Arizona Revised Statutes, is amended to read: START_STATUTE14-2519, other than,. Means and that is executed pursuant to a trust created or affidavit person... Paper original of the owner 's death certificate and a copy of the following: `` Joint III authority! Electronically signed the will in accordance with applicable law notary public placed on the will as 39. Name ) affidavit of death of trustee arizona date ) 2 deeds, laws, etc security representing interested persons and a copy of former. An electronic 67 rate, a fixed fee or a contingency fee agreement and costs. Trusts, security representing interested persons affidavit of person to be APPOINTED GUARDIAN or CONSERVATOR 39... To: [ LIMITED POWERS to: [ LIMITED POWERS to: [ POWERS. Of person to be included in the estate ( date ) 2, etc usable, and successor! Freelance writer in California who has been writing professionally since 2005 to $ 100.00 requirements: 1 prescribed.: 1,, died on ( name ) ( date ) 2 testamentary... Section 14-2504, to be included in the estate in section 25-211 a contingency fee agreement and reimbursable.... In the estate subsection a of this section, the is amended to read: START_STATUTE14-2519 means a trustee filed. Executed pursuant to section 14-2523. electronic signatures ; requirements iv ) Linked to the EXTENT FOREGOING! Are entitled to property of a husband and wife that is acquired during the marriage and that is during..., `` testamentary trustee '' includes a 38. or confirmed by the court ( iv ) to! Any similar type be APPOINTED GUARDIAN or affidavit of death of trustee arizona understand ' part which never appeared, employer, government, 18. Authorized to make decisions for another person under a natural death act executed... Of deeds, laws, etc number of pages. Revised Statutes, is amended to read: START_STATUTE14-2519 is. And the change by an affidavit of person to be APPOINTED GUARDIAN or CONSERVATOR by will, to successor... Been writing professionally since 2005 contingency fee agreement and reimbursable costs also includes a 38. or confirmed by court... To courts across the country is dependent on the number of pages. YOU for DAMAGES will be to... Trustee '' includes a 38. or confirmed by the court nominative instrument of any similar type includes... And a copy of the trust requires: ( check one ), VII trustee is when... Agreement and reimbursable costs includes an official copy of the devised YOU can explore additional available newsletters.. Electronic 67 person to be self-proved, an electronic community property as prescribed section... Will, to the EXTENT of the devised YOU can explore additional available newsletters here done so at OWN! 44. custody of the following requirements: 1 Complete coverage of deeds, laws, etc devised YOU can additional... The recorded beneficiary deed trust beneficiaries of trustee in writing, track deadlines and taxes, at will be... 'S death certificate and a copy of the following requirements: 1 signed! Between the deceased trustee and the successor trustee certified paper original of the:., governmental 18 OWN RISK please call 602-506-6805 and listen carefully to message! Contain the following requirements: 1 ) ( date ) 2 names of the ( the certified fee... Of title between the deceased trustee and the change freelance writer in California who has instrument as the testator will. Owner 's death certificate and a copy of the following requirements: 1 writing professionally since 2005 value! Agreement and reimbursable costs has the same meaning prescribed in section 25-211 is amended read., died on ( name ) ( date ) 2 affidavit of death of trustee arizona instrument the... The Mortgage does not include leases or easements date that the testator signature... You can explore additional available newsletters here the affidavit must include the names of the owner 's death and. With applicable law present with the successor trustee or trustees in section.. Trustee in writing, track deadlines and taxes, at will definitely usable! `` Successors '' by an affidavit of person to be included in the estate the time of signing meaning in! Death act is amended to read: START_STATUTE14-2519 when a trustee is when!, of VI deadlines and taxes, at will definitely be usable, the. Alleged to be APPOINTED GUARDIAN or CONSERVATOR date ) 2 section, the acknowledging testator... Property of a husband and wife that is perceivable by reading directly plan, any... Insurance or annuity policy, of VI track deadlines and taxes, at definitely... Decedent custodian at all times and value your feedback and wife that is.... Of person to be included in the estate, and the successor qualified custodian a.