Application for Appointment of Personal Representative - Arizona Preparation Packet

APPLICATION FOR APPOINTMENT OF PERSONAL REPRESENTATIVE — ARIZONA PREPARATION PACKET

Arizona's informal appointment filing is an application for appointment of a personal representative under A.R.S. § 14-3301. The court's resulting credential is called Letters of Appointment of Personal Representative. Use those titles when locating the current court forms.

Do not file this packet. Obtain the current form and filing instructions from the correct Arizona probate court and the current statewide probate-form source. Transfer only verified facts and counsel-approved requests into the required filing.

1. Matter and Court Control

Current Official Source Register

2. Current-Authority Gate

☐ Current statutes, official forms, county instructions, and case orders were checked.

☐ Pending and recently effective amendments were checked.

☐ Every person, relationship, priority assertion, and requested finding is supported.

3. Death, Domicile, and Will Search

Counsel conclusion on intestate administration route: [________________]

4. Petitioner and Appointment Priority

5. Family Tree and Interested Persons

Do not infer heirship from a short relationship label. Build and verify the family tree.

Additional Screens

☐ Adopted person / adoption decree

☐ Nonmarital child / parentage record

☐ Predeceased child and descendants

☐ Simultaneous / uncertain survival

☐ Disclaimer / slayer / forfeiture issue

☐ Missing or unknown heir

☐ Minor or incapacitated person

☐ Unborn or unascertained interest

☐ Spousal election, homestead, exempt property, or family allowance

Counsel-approved heir and interested-person list: [________________]

6. Asset and Administration Need

Debts, liens, taxes, benefits, refunds, causes of action, digital assets, and business interests: [________________]

Estate value used for filing / bond: [________________]

Reason appointment and administration are needed: [________________]

Alternative route considered and rejected: [________________]

7. Bond, Oath, and Fiduciary Setup

8. Notice, Service, and Hearing Plan

Guardian ad litem / representative needed: [________________]

Waiver or consent form: [________________]

Hearing required / scheduled: [________________]

Publication search and affidavit: [________________]

Do not add a certificate of service or publication checkbox unless the current form, court instruction, or order requires it.

9. Official Form Mapping

10. Application Drafting Matrix

11. Filing and Post-Appointment Calendar

Final Counsel Checklist

☐ Correct probate court, current forms, filing method, and fees confirmed.

☐ Death, domicile, intestacy, prior proceedings, and alternative routes verified.

☐ Family tree, heirs, minors, incapacitated persons, missing persons, and interested parties are complete.

☐ Petitioner priority, equal or higher priority, renunciations, qualification, and conflicts are resolved.

☐ Probate and nonprobate assets, debts, allowances, taxes, benefits, and administration need are classified.

☐ Bond, surety, oath, notice, service, publication, hearing, and guardian-ad-litem requirements are current.

☐ No generic waiting period, appointment priority, qualification, bond, hearing, service certificate, or boilerplate finding remains.

☐ Only current official and county-required forms—not this packet—will be filed.

☐ Post-appointment duties and deadlines are calendared.

☐ Unused options and drafting notes were deleted.