The Arizona Fiduciaries Association is pleased to announce registration is open for our 2022 Spring In-Person Conference.  It has been a challenging couple of years for everyone.  The AFA Staff and Board is excited to be back in person at the Desert Willow Conference Center April 28-29, 2022.  There is no substitute for the collegiality & networking opportunities these in person events provide for the Arizona fiduciary community. 

Planning for the AFA 2022 Spring Conference has centered around In Person education & networking, including the opportunity to again visit with Sponsors & Exhibitors – our colleagues who help to support our
conference and our association.

CEU Information

The 2022 Conference will be eligible for a total of 11.00 CEUs (6.0 on Thursday and 5.0 on Friday).  Final ethics credit units are still being calculated, however, a minimum of 3.0 will be available for in person attendees each day. 

 COVID-19 Protocols

The safety and welfare of our attendees, exhibitors, members, and team is our priority. AFA is actively monitoring the incidence of COVID-19 and is following the guidance of the CDC plus local Maricopa and Arizona health departments regarding large gatherings, including CDC recommendations on preventing the spread of COVID-19.

To lower risk to participants, we strongly encourage all persons who wish to attend the AFA Annual Training Conference to be fully vaccinated against COVID-19.  Face coverings are welcome for all attendees.

As a reminder, anyone feeling sick or displaying symptoms of COVID-19, or who has been in contact with someone who has tested positive for COVID-19, should refrain from traveling and attending the conference.

For members who are unable to attend the conference in person, AFA is offering a virtual component.  All general sessions and one of each of the concurrent breakout sessions will be live streamed via Zoom Webinars.  Virtual participation in the LIVE events is required to receive CEU credit.  Virtual attendees are not eligible for raffle drawings or daily registration rates, however recordings of sessions will be available to all virtual attendees. 

Upcoming events

Business Members:

We greatly appreciate the Business Members of the Arizona Fiduciaries Association. 

Their dues provide the critical base of financial support needed to supply our core structural needs. 

For more information on any of our Business Members, please click on the link below to explore their websites and services.

Licensed with the Arizona Supreme Court

    Affiliate Businesses (not licensed with the Arizona Supreme Court)                           

    December 7, 2020 - The Administrative Office of the Courts has issued an updated AO on Licensed Fiduciary's Obligation to Visit Wards thru March 31, 2021. Click Here to View a Copy of AO 2020-194 (replacing AO #'s 2020-66, 2020-118 and 2020-152

    Sept 25, 2020 -Administrative Order 2020 -118 re: Licensed Fiduciary's Obligation to Visit Ward Announced (Replacing Administrative Order Nos. 2020-66 and 2020-118)Click Here to Views a Copy of the Administrative Order Now
    July 22, 2020 - The Administrative Office of the Courts has determined that the concern for spread of COVID-19 and the Governor’s declaration of statewide emergency creates an emergency that necessitates granting immediate authority for licensed fiduciaries to comply with visitation requirements in the manner provided for in this order. Click Here to View a Copy of AO 2020-118 re: Licensed Fiduciary's Obligation to Visit WardMay 6, 2020 - Today, Administrative Director of the Courts, David K. Beyers, signed an Administrative Directive suspending licensed fiduciaries’ obligation to complete continuing education requirements for the June 1, 2018 through May 31, 2020 licensure period until December 31, 2020. Click Here for a copy of the Directive. Click Here for Copy of the Memo from AOC

    April 15, 2020 - In response to the ongoing concerns regarding the COVID-19 pandemic, the Certification and Licensing Division of the Administrative Office of the Courts is encouraging each licensed fiduciary to develop a continuity plan with another licensed fiduciary, in the event you have an event that affects your ability to comply with your responsibilities to those you assist.  Additionally, the Arizona Supreme Court has issued Administrative Order 2020-65 addressing a licensed fiduciary’s visitation requirements, a copy of which can be found HERE.

    The following statement has been copied from the Arizona Judicial Courts website and duplicated here for your convenience

    Attorneys, litigants, and the public are encouraged to check with their local courts for local practices and advisories. Local court information is available online at https://www.azcourts.gov/AZ-Courts/AZ-Courts-Locator and https://azcourthelp.org/arizona-courthouses.

    The Arizona Judicial Branch is monitoring the Coronavirus (COVID-19) pandemic and is committed to maintaining access to judicial branch services while keeping litigants, probationers, staff, and the public safe. The Administrative Office of the Courts (AOC) is coordinating with the state health department and other governmental agencies to ensure we are consistent with their guidance in the appropriate response while maintaining individual’s rights to justice.

    Updates will be posted to https://www.azcourts.gov/covid19 and on the Arizona Supreme Court’s social media outlets:
    @AZCourts on Twitter and Facebook @ArizonaSupremeCourt.

    The impact of Coronavirus varies within the state, and the level of response and adjustment will vary. Not all courts have a social media presence or website. The AOC will post court-specific information as it becomes available.


    In addition, the National Guardianship Association (NGA) has put together a webpage of links and resources that they have identified to guardians during this unprecedented time. Note that policies and laws vary from state to state. A policy’s inclusion on this list does not imply endorsement by NGA or AFA.

    Announcements and News

    Arizona Fiduciaries Association
    Executive Director: The Carlson Group, LLC
    Mailing Address: 8987 E Tanque Verde #309-125 Tucson, AZ 85749
    Telephone: (520) 338-0840  Fax: (814) 286-3953  execdirector@azfid.org