Personal Property Memorandum - Arizona

Arizona Estate Planning & Wills Updated September 27, 2026 Free Word and PDF

PERSONAL PROPERTY MEMORANDUM

State of Arizona


Table of Contents

  1. Declarant Identification
  2. Reference to Last Will and Testament
  3. Statutory Authority
  4. Distribution of Tangible Personal Property
  5. Special Instructions
  6. General Provisions
  7. Instructions for Future Changes
  8. Execution
  9. Sources and References

1. DECLARANT IDENTIFICATION

I, [FULL LEGAL NAME], currently residing at [STREET ADDRESS], [CITY], [COUNTY] County, Arizona [ZIP CODE], being of sound mind and acting voluntarily, do hereby prepare this Personal Property Memorandum as authorized by A.R.S. § 14-2513.

Date of Birth: [__/__/____]

2. REFERENCE TO LAST WILL AND TESTAMENT

This Memorandum is prepared in connection with my Last Will and Testament dated [__/__/____], which contains a provision referring to this or a similar writing for the disposition of tangible personal property. The actual reference in my will reads:

[COPY THE WILL'S EXACT REFERENCE TO A SEPARATE TANGIBLE-PERSONAL-PROPERTY WRITING]

If the will does not contain a reference to this type of writing, obtain a valid will revision before using this Memorandum for dispositions under § 14-2513.

3. STATUTORY AUTHORITY

This Memorandum is authorized by A.R.S. § 14-2513, which provides that a will may refer to a written statement or list to dispose of items of tangible personal property not otherwise specifically disposed of by the will, other than money. To be admissible as evidence of the intended disposition, the writing must be signed by the testator or in the testator's handwriting and must describe the items and devisees with reasonable certainty. Confirm that the will validly refers to this or a similar list before using it.

Do not list:

  • ☐ Money or currency
  • ☐ Property already specifically disposed of by the will
  • ☐ Real property or intangible rights, such as a debt claim or a security interest

Motor vehicles, boats, and other titled personal property are not categorically excluded by § 14-2513. Confirm ownership and any separate title-transfer requirements before listing one.

4. DISTRIBUTION OF TANGIBLE PERSONAL PROPERTY

I direct that the following items of tangible personal property be distributed to the persons named below. If a named recipient does not survive me, the item shall pass to the alternate recipient, if any, or otherwise as part of my residuary estate.

Jewelry and Watches

Item Description Estimated Value Primary Recipient Alternate Recipient
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]

Art, Antiques, and Collectibles

Item Description Estimated Value Primary Recipient Alternate Recipient
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]

Furniture and Household Items

Item Description Estimated Value Primary Recipient Alternate Recipient
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]

Electronics and Equipment

Item Description Estimated Value Primary Recipient Alternate Recipient
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]

Firearms

Description (Make/Model/Caliber) Serial Number Primary Recipient Alternate Recipient
[________________________________] [________________] [________________________________] [________________________________]
[________________________________] [________________] [________________________________] [________________________________]

Collections (Books, Coins, Stamps, Memorabilia, etc.)

Collection Description Estimated Value Primary Recipient Alternate Recipient
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]

Family Heirlooms and Sentimental Items

Item Description Estimated Value Primary Recipient Alternate Recipient
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]

Additional Items

Item Description Estimated Value Primary Recipient Alternate Recipient
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]
[________________________________] $[________] [________________________________] [________________________________]

5. SPECIAL INSTRUCTIONS

[________________________________]
[________________________________]
[________________________________]

6. GENERAL PROVISIONS

Property Not Listed: Any tangible personal property not listed in this Memorandum shall be distributed according to the terms of my Last Will and Testament.

Survival Requirement: Unless otherwise stated above, a recipient must survive me to receive the designated property.

Ownership: This Memorandum addresses only interests that I own and can pass at death. Confirm ownership and any community-property interest before listing an item.

Disputes: My Personal Representative should use this Memorandum as evidence of my intended dispositions, subject to my will and applicable law. Any unresolved dispute shall be handled under the will and applicable law.

No Monetary or Intangible Gifts: This Memorandum does not and cannot make gifts of money, securities, real property, or other intangible property.

7. INSTRUCTIONS FOR FUTURE CHANGES

Under A.R.S. § 14-2513, this Memorandum may be altered at any time without executing a new will or codicil. To make changes:

  • ☐ You may prepare an entirely new memorandum (recommended)
  • ☐ You may alter this memorandum in your handwriting; clearly identify and date each change
  • ☐ A replacement or altered writing must satisfy § 14-2513's handwriting-or-signature requirement and describe the items and devisees with reasonable certainty
  • ☐ If multiple writings exist, identify the intended current disposition of each item and preserve enough information for the Personal Representative to resolve conflicts under the will and applicable law
  • ☐ Keep this memorandum with your will or in a known, accessible location

8. EXECUTION

I sign this Personal Property Memorandum on the date indicated below.

Declarant:

Signature: [________________________________]

Printed Name: [________________________________]

Date: [__/__/____]


Witnesses (not required by statute; recommended):

Witness 1:

Signature: [________________________________]
Printed Name: [________________________________]
Address: [________________________________]
Date: [__/__/____]

Witness 2:

Signature: [________________________________]
Printed Name: [________________________________]
Address: [________________________________]
Date: [__/__/____]

9. SOURCES AND REFERENCES


This template is provided for informational and educational purposes only. It does not constitute legal advice. Consult a licensed Arizona attorney before executing this document. Last updated: 2026-09-27.

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About this template

Last updated
September 27, 2026
Citations checked
September 27, 2026
Jurisdiction
Arizona
Category
Estate Planning & Wills

Legal authority

  • A.R.S. § 14-2513 (References to separate lists; requirements)
  • A.R.S. § 14-2502 (Execution of paper wills; witnessed wills; holographic wills; testamentary intent)

Estate planning documents decide what happens to your property, your children, and your medical care when you cannot make those decisions yourself. Wills, trusts, powers of attorney, and health care directives each serve different purposes and each have to meet state law requirements for signing, witnessing, and notarization. A document that looks fine on the page but was not executed correctly can be rejected in probate, which is exactly when it is too late to fix.

Not legal advice

This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Checked against the law it cites

A reviewer verified this template's legal citations against the official source on September 27, 2026.

A.R.S. § 14-2513(A) (checked September 27, 2026): "a will may refer to a written statement or list to dispose of items of tangible personal property other than money and not otherwise specifically disposed of by the will."

A.R.S. § 14-2513(B) (checked September 27, 2026): "the writing shall either be in the testator's handwriting or be signed by the testator and shall describe the items and the devisees with reasonable certainty."

A.R.S. § 14-2513(C) (checked September 27, 2026): "The writing may be: 1. Referred to as one to be in existence at the time of the testator's death. 2. Prepared before or after the execution of the will. 3. Altered by the testator after its preparation."

A.R.S. § 14-2502(A)(2) (checked September 27, 2026): "Signed by the testator or in the testator's name by some other individual in the testator's conscious presence and by the testator's direction."

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