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Free, statute-anchored, for self-represented trustees

The Trustee Learning Center

Learn what Arizona law actually provides — in plain language, on the real statutes — before you decide anything. The library states the law and recommends nothing.

The guides

Getting started · 6 min read

You were named successor trustee. What does Arizona law expect?

Accepting the office, the duties from day one, the two sixty-day notices, and the estate beside the trust.

Core duties · 6 min read

The duty to inform and report under Arizona law

Who is kept informed, the two sixty-day notices, the annual report and its waiver, and the one-year period.

Core duties · 6 min read

Prudent administration and investing under Arizona law

The prudent investor rule, impartiality, loyalty and its presumptions, and the limits on discretion.

Distributions · 6 min read

Distributions and "by representation" in Arizona

The words in Arizona's statutes, discretionary distributions, distributing after a death, and the thirty-day proposal.

Compensation · 6 min read

How an Arizona trustee is paid

The standard, the thirty days' advance notice, reimbursement, and what happens when compensation is questioned.

Working with others · 5 min read

Serving with cotrustees in Arizona

Majority action, participation, delegation between cotrustees, dissent, the vacancy and the certification of trust.

Working with others · 5 min read

Hiring help: delegation, agents and powers to direct in Arizona

Delegating with care, engaging professionals, investment agents, and powers to direct.

Records · 5 min read

Records and receipts: what an Arizona trustee keeps

What the statute provides, the report that rests on the record, and practical habits.

Working with others · 6 min read

When beneficiaries disagree: Arizona's options

Settling by agreement, the instrument's dispute procedure, the superior court, remedies, fees and the time limits.

Closing · 6 min read

Ending a trust under Arizona law

When an Arizona trust ends, the proposal for distribution, the reserve, the release rule and the final report.

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Wills · revocable trusts · powers of attorney · health care directives — in the states EstateDraft serves.

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EstateDraft is a separate TrusteeClear-family product with its own terms. Self-help software — general legal information, not legal advice.

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The Learning Center is general information about Arizona law — not legal advice, and not a substitute for advice from a licensed Arizona attorney about your specific facts. TrusteeClear is software, not a law firm.