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Arizona · Attorney-Style Template

Arizona Certification of Trust Template

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What's Included

Attorney-style Arizona Certification of Trust template. Allows Arizona trustees to certify trust existence and authority to financial institutions and title companies without disclosing full trust terms. Drafted under A.R.S. § 14-11013 (Arizona Trust Code, Uniform Trust Code). Includes trust name and creation date, trustee identification, summary of trustee powers, successor trustee clause, amendment and revocability status, tax EIN placeholder, notary acknowledgment, and Arizona third-party reliance protection. Instant .docx download.

Declaration & revocation of all prior wills
Family declarations (spouse + children)
Specific personal property bequests (3 slots)
Real property bequests with deed references
Residuary estate — 3 distribution options
Guardian nomination for minor children
Personal Representative appointment + powers
Pet care provisions
Digital assets & online account directives
Survivorship, anti-lapse, and governing law
Witness attestation blocks
Self-proving affidavit (notary optional)
Step-by-step execution instructions

Who This Is For

  • Residents with straightforward estates
  • Individuals who want a solid will without attorney fees
  • Married couples (each spouse needs their own)
  • Anyone ready to get their affairs in order

NOT Appropriate For

  • Business owners with complex ownership interests
  • Blended families with competing inheritance claims
  • Property owners in multiple states
  • Taxable estates (over federal exemption)

Legal Disclaimer

This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Arizona attorney for advice specific to your situation.

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