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Personal representatives and trustees commonly ask each beneficiary to sign this when receiving an inheritance. The beneficiary confirms what was received, releases the personal representative or trustee, and agrees to refund money if debts or taxes later come due. Personal representatives and trustees commonly ask each beneficiary to sign this when receiving an inheritance.
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A successor trustee uses this form to formally accept the role, for example after the original trustee dies or resigns. Banks and title companies often ask for a notarized acceptance before letting the new trustee act.
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If a person dies owning Arizona real estate worth no more than $300,000 after liens, an heir can transfer it with this affidavit instead of a full probate. The limit increased from $100,000 on September 26, 2025. The affidavit is filed with the probate registrar of the Superior Court, which returns a certified copy that you record with the County Recorder.
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A living trust only avoids probate for property that is actually put into it. This assignment moves household belongings and other untitled personal property into your trust, and can list specific items. Real estate needs a separate deed.
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Banks, brokerages and title companies need proof that a trust exists and who can act for it. Arizona lets the trustee give them this short certification instead of the whole trust agreement, which keeps your family’s private terms private.
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A disclaimer lets a person refuse an inheritance, gift, trust share or beneficiary payment, so it passes to the next person in line. People use it for tax planning or to let an inheritance go to their children.
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Arizona lets a parent name a guardian for their minor children in a will or in another signed writing like this one. It tells the court who you want to raise your children if you die or become incapacitated and no other parent can care for them.
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A trustee who no longer wants to serve can resign by giving at least 30 days’ written notice to the qualified beneficiaries, the settlor (if living) and any co-trustees, unless the trust or the required consents allow a different date.
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If you created a revocable living trust and no longer want it, this form cancels it in whole or in part. The trustee must then return the trust property to you.
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An Arizona will needs two witnesses. Adding this self-proving affidavit lets the court accept the will without contacting the witnesses later, which can save your family time and expense in probate. It can be signed when the will is signed or at any later date.
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If a person dies with personal property (bank accounts, vehicles, investments, belongings) worth no more than $200,000 after debts secured by that property, an heir can collect it with this sworn affidavit instead of opening a probate case. The limit increased from $75,000 on September 26, 2025. Real estate is not counted and needs a separate affidavit.
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These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.