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Home→Tools→Trustee Duties Checklist→Arizona→Maricopa County

What Are My Duties as Trustee in Maricopa County, Arizona?

Step-by-step guide for administering a trust after the grantor passes away. Answer a few questions to get a personalized checklist for your situation.

Frequently Asked Questions

Probate filings for Maricopa County go through the Superior Court at 201 W. Jefferson Street, Phoenix, AZ 85003. Main phone: 602-506-3668. Court hours: Monday - Friday, 8:00 AM - 5:00 PM.

Maricopa County offers e-filing for probate matters. Exceptions include Case-initiating documents, Original wills, Petitions for probate. Per ACJA § 1-901, e-filing NOT permitted for case-initiating probate documents. Subsequent filings may be e-filed after case is open.

Probate case-initiating documents must be filed in paper: Per Arizona Code of Judicial Administration § 1-901, electronic filing of case-initiating documents and original wills in probate cases is NOT permitted. Initial petitions must be filed in person at the Probate Filing Counter (602-506-3204), by mail, or via filing depository. Self-represented litigants may e-file subsequent documents after the case is open using a registered eFileAZ account.

Arizona allows small estate procedures for estates under $200,000. The waiting period is 30 days.

Immediate priorities for a successor trustee in Arizona include obtaining certified death certificates, locating the original trust document, securing trust assets, and notifying beneficiaries. An EIN is required since the trust becomes irrevocable after the grantor's death.

Arizona requires successor trustees to notify beneficiaries within 60 days of the grantor's death. Written notice is required. This notice must include the trustee's identity and information about the beneficiary's interest.

What Are Trustee Duties in Maricopa County, Arizona?

As a successor trustee in Maricopa County, you'll manage the trust privately without court involvement. However, you may need to file any pour-over will with the Superior Court.

Probate filings for Maricopa County go through the Superior Court at 201 W. Jefferson Street, Phoenix, AZ 85003. Phone: 602-506-3668.

Maricopa County offers e-filing for probate proceedings. Per ACJA § 1-901, e-filing NOT permitted for case-initiating probate documents. Subsequent filings may be e-filed after case is open.

Maricopa County runs a self-help center at Law Library Resource Center (LLRC), 101 W. Jefferson, Phoenix. Phone: 602-732-2834.

Probate case-initiating documents must be filed in paper: Per Arizona Code of Judicial Administration § 1-901, electronic filing of case-initiating documents and original wills in probate cases is NOT permitted. Initial petitions must be filed in person at the Probate Filing Counter (602-506-3204), by mail, or via filing depository. Self-represented litigants may e-file subsequent documents after the case is open using a registered eFileAZ account.

Arizona law requires you to notify qualified beneficiaries of your trusteeship. This notice typically must be sent within 60 days of the grantor's death and include your contact information.

Trust administration is private and generally faster than probate. You'll obtain an EIN for the trust, manage assets, and distribute them according to the trust terms.

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Arizona Estate Planning Resources

In-depth guides covering Arizona probate laws, trust requirements, and estate planning strategies.

Get Your Trustee Checklist

Answer a few questions to get a personalized checklist for your situation.

This checklist provides general guidance for trust administration. Requirements vary by state and trust document. Consult a licensed attorney for legal advice.

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Named as Trustee

Named as Trustee

Being named trustee means managing trust assets and carrying out the grantor's wishes. Your duties, timeline, compensation, and how to get started.

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