Arizona
United States · US-AZ
Arizona probate is filed in the Superior Court of the county where the deceased lived.
Arizona has adopted the Uniform Probate Code, and offers three tracks of increasing
formality.
Informal, formal, supervised
- Informal is the default and covers the great majority of estates. The application is
reviewed by a court registrar rather than a judge, and there is no hearing. Letters
are issued on the paperwork. - Formal goes before a judge, and is used where something is disputed or unclear — the
validity of the will, who should serve, what a provision means. - Supervised administration, where the court oversees distributions, is rare.
An uncontested Arizona estate handled informally is among the lighter processes in the country.
You may not need probate at all
Arizona's small estate affidavits are generous, and were raised substantially in 2025:
personal property up to $200,000, and real property equity up to $300,000. Personal
property generally transfers on the affidavit alone; for real property the affidavit is filed
with the Superior Court and recorded. Confirm the current thresholds — these figures changed
recently and the older ones ($75,000 and $100,000) are still widely quoted online.
Check this before opening a probate. Many Arizona estates that people assume need one do not.
Community property
Arizona is a community property state. The surviving spouse already owns their half, so the
estate is often half the size the family expects.
No state death tax
Arizona levies neither an estate nor an inheritance tax. Only the federal return can arise.
Source: https://www.azcourts.gov/selfservicecenter/Probate. Reviewed August 2026. General information only — not legal advice.
An Arizona will must be in writing, signed by the testator, and signed by two
witnesses who witnessed either the signing or the testator's acknowledgement of it. The
testator must be 18 or older and of sound mind.
Holographic wills are valid, and Arizona is forgiving about them
Arizona follows the Uniform Probate Code standard: a holographic will is valid whether or not
witnessed if the signature and the material provisions are in the testator's own
handwriting. The rest of the document can be printed — a shop-bought will form with the gifts
written in by hand can qualify.
And unlike Michigan, which starts from the same UPC text, Arizona does not require the will
to be dated. That is a lower bar, and it cuts both ways: a valid but undated holographic will
is exactly the document that causes an argument about which version came last. Date it anyway.
Make an attested will self-proving
Attach a self-proving affidavit before a notary. Arizona also permits electronic wills
executed to the statutory standard.
Community property changes what a will controls
A will disposes of the deceased's separate property and their half of the community
property — no more. Arizona couples can also hold property as community property with right
of survivorship, which passes to the survivor outside the will entirely and outside probate.
Know which of your assets the will actually reaches.
Also
- Name an alternate personal representative and waive bond.
- Consider a beneficiary deed for real estate, which transfers a property on death without
probate and is well established in Arizona. - Review after a marriage, divorce, birth or a move to Arizona.
Source: https://www.azcourts.gov/selfservicecenter/Probate. Reviewed August 2026. General information only — not legal advice.
Yes. Under A.R.S. § 14-3719 a personal representative is entitled to reasonable
compensation for services performed. Arizona sets no percentage.
What the court looks at
The time actually required, the complexity and novelty of the questions involved, the skill the
work demanded, the value of the estate, the results obtained, and what is customary in the
locality for comparable services. Arizona courts have been notably willing to reduce fees
they consider excessive, including professional fees, so the figure should be defensible on its
face.
Records, not percentages
Because there is no tariff, contemporaneous time records decide the outcome. A
representative who can produce dated entries showing what was done and how long it took is in a
far stronger position than one proposing a percentage of the estate. Arizona is not a state
where "5% is customary" will carry an objection.
Informal administration means nobody checks as you go
An informally appointed representative can pay themselves without a hearing, because there is
no hearing. That is not approval. Any interested person may ask the court to review the
compensation afterwards, and the burden of showing it was reasonable sits with the
representative. Agree it in writing with the beneficiaries first.
If the will fixes the figure
A will provision governs. The representative may also renounce it before qualifying and take
reasonable compensation instead, which is worth knowing where the will names a sum set long ago.
Tax
Compensation is taxable income; an inheritance is not. With no Arizona estate or inheritance
tax to offset, a family representative who is also a beneficiary is often better off declining
the fee. Ask an accountant.
Source: https://www.azcourts.gov/selfservicecenter/Probate. Reviewed August 2026. General information only — not legal advice.
An Arizona personal representative is reimbursed from the estate for the reasonable expenses
of administration, separately from compensation for their time.
Normally claimable
- Funeral, burial or cremation, and a reasonable reception.
- Superior Court filing fees, certified letters, certified death certificates, and publication
of the notice to creditors. - Attorney's fees, and accountant's fees for the final Form 1040 and any Form 1041.
- Appraisals of real property, vehicles, jewellery, art and collections.
- Carrying costs on estate property until sale: insurance, property tax, utilities, security,
pool service, landscaping and pest control. - Air conditioning and irrigation kept running through the summer. An empty Arizona house
with the cooling switched off will cook its own interior finishes, and a dead landscape is a
visible advertisement that nobody is home. This is a legitimate preservation cost, not an
indulgence. - HOA assessments, which are widespread in Arizona and continue regardless.
- Cleaning, clearing, storing, moving and shipping contents.
- Travel on estate business at a reasonable rate — including for the many Arizona estates whose
beneficiaries live out of state. - Bond premiums where bond was not waived.
Normally not claimable
- The representative's lost wages, meals near home, or personal spending.
- Costs run up for one beneficiary's convenience rather than the estate's.
- Improvements beyond preparing a property for sale as it stands.
- Anything without a receipt.
The rule that decides it
Open an estate bank account and run everything through it. Under informal administration
nobody reviews your figures unless someone complains — so the log is simultaneously your
expense record and the justification for your fee.
Source: https://www.azcourts.gov/selfservicecenter/Probate. Reviewed August 2026. General information only — not legal advice.
Arizona's informal probate track and generous small estate affidavits mean many estates need
little professional help, and some need no probate at all. The case for a professional executor
is correspondingly narrow.
Consider a professional when
- Community property characterisation is unclear — a couple who moved to Arizona from a
common law state, a second marriage, or separate property commingled over decades. Getting
the half-and-half line wrong misstates what is even in the estate. - The estate holds an operating business, ranch, or rental property, including
short-term-let property, which needs managing rather than just transferring. - There is conflict among the beneficiaries, or a will contest looks likely — which moves
the estate from informal to formal administration and changes the cost entirely. - A beneficiary is a minor or an incapacitated adult, so a trust runs for years and the
court's protective jurisdiction is engaged. - Undue influence is a concern. With a large retired population, Arizona sees a
proportionate share of these claims, and an independent fiduciary is harder to accuse. - The named representative lives out of state and cannot deal with a property that needs
physical attention through the summer.
What it costs
Corporate fiduciaries and licensed Arizona fiduciaries charge a negotiated percentage or an
hourly rate, often with a minimum. Arizona regulates and licenses professional fiduciaries,
which is worth checking. Ask for the schedule in writing.
Middle ground
First, check whether a small estate affidavit or a beneficiary deed avoids probate
altogether. If not, appoint a family member, waive bond, and let them retain an attorney at the
estate's expense for the informal application.
A named representative who does not want the job can decline before appointment.
Source: https://www.azcourts.gov/selfservicecenter/Probate. Reviewed August 2026. General information only — not legal advice.
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Arizona vital records officeOrder certified copies of the death certificate. Order more than you think you need — most institutions want an original.The funeral director normally files the death certificate. Additional certified copies come from the state or county vital records office.
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Arizona Department of Motor VehiclesCancel the driver's licence and transfer vehicle titles and registration.Contact the state motor vehicle agency with the death certificate and your letters.
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Arizona Medicaid agencyReport the death. If the person received Medicaid, the state may pursue estate recovery against the estate before beneficiaries are paid.Contact the state Medicaid office; estate recovery rules and time limits vary by state.
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Arizona county recorder / land recordsRecord the transfer of any real property in the state.Usually handled by the estate's attorney once letters are issued.
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Arizona voter registrationRemove the name from the voter roll.Contact the county election office or the state election division.
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Social Security Administration federalReport the death, stop benefits, return any payment for the month of death or later, and claim the lump-sum death payment and survivor benefits.1-800-772-1213. The funeral director often reports the death — confirm that it was done.
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Internal Revenue Service federalFile the final Form 1040, Form 1041 for estate income, Form 56 to give notice of the fiduciary relationship, and Form 706 if the estate is large enough to owe estate tax.Apply for an estate EIN online before opening the estate bank account.
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Department of Veterans Affairs federalClaim burial allowance, a headstone and survivor benefits if the person served; stop any VA benefit payments.1-800-827-1000.
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Medicare / CMS federalConfirm coverage ended. Notifying Social Security normally ends Medicare too.1-800-633-4227.
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United States Postal Service federalForward or hold mail to the executor's address.File a change of address with proof of your authority as personal representative.