Kathie J. Gummere, Attorney at Law

602-952-0293 | 1215 West Woodland Avenue, Phoenix, AZ 85007

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Personal Representative Appointment in Will

November 17, 2012 By Kathie Gummere

In Matters of Probate – If You Are Appointed a Personal Representative in a Will

Arizona Law - Administrative Order 2012-62 issued 7/31/12  Mandatory Training for Personal Representatives and Guardians and Conservators

Effective September 1, 2012, individuals who are not licensed fiduciaries are required to “complete a training program approved by the Supreme Court before letters to serve as guardian, conservator, or personal representative are issued.”

This affects almost everyone who is appointed as a Personal Representative under the Will of a deceased person. 

The training is easy.  It comes in 2 parts see below. Each will take about 15 minutes to complete, and it can all be done on-line, or downloaded in pdf format.

1. Introduction to Serving as a Non-licensed Fiduciary

2. Welcome to Personal Representative Training Module

Here is the link to all training modules, both video or pdf are available.

At the completion of each segment, a printable certificate of completion can be printed.  This certificate MUST be submitted with the initial paperwork requesting appointment as a Personal Representative.

If you need assistance in any aspect of your probate process, call us.  We’ll be happy to help!


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About Kathie Gummere

Kathie J. Gummere is an Arizona attorney in private practice focusing on estate planning, particularly for gays and lesbians and unmarried couples.

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1215 West Woodland Avenue
Phoenix, AZ 85007
602-952-0293
kathie@kathiegummere.com

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