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Arizona’s “Small” Estate Affidavit Grows Up - Updates to A.R.S. §14-3971 Effective September 26, 2025

Total Credits: 1 CLE, 1 Estate & Trust Law Specialization

Average Rating:
   112
Categories:
Probate & Estate Planning
Faculty:
Shannon Marie Derksen
Course Levels:
Advanced
Format:
Audio and Video
Original Program Date:
Sep 30, 2025
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Description

Shannon M. Derksen, Fletcher Struse Wagner & Derksen PLC

This presentation will examine the new (effective September 26, 2025) statutory updates to the “small estate” limits in Arizona. Probate practitioners in Arizona will soon see the small estate affidavit limit increase from $75,000 to $200,000 for personal property and from $100,000 to $300,000 for real property.  We’ll briefly review how this 2025 change in law came about, outline the processes for collecting personal property and real property by affidavit, and discuss the potential effects of this change, both on practitioners in the field and the general public. Practical tips and red flags for practitioners will also be considered, along with potential challenges for professionals in this area.

Handouts

TM25464 _Small Estate_MATERIALS (919.9 KB) 52 Pages Available after Purchase

Faculty

Shannon Marie Derksen Related Seminars and Products

Fletcher Struse Wagner & Derksen PLC

Shannon M. Derksen is a partner at the estate planning and elder law firm of Fletcher Struse Wagner & Derksen PLC; she also serves as a Court-Appointed Attorney in guardianship/conservatorship matters and serves on the Executive Council of the Arizona State Bar Probate and Trust Section.


Reviews

5
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1

Overall:      4.6

Total Reviews: 112

Comments

David H

"She seemed very knowledgeable about the county where she paractices as well as Maricopa."

Stephen E

"Good current information."

Brian D

"Good review. Thank you!"

Andrew H

"Great job, Shannon!"

Mark A

"Good analysis and practical solutions. Good instructions re: attorney due diligence... and being a guard-dog for those with rights to property, not just preparing documents to get a fee. And thx for the case law citations."

Ronald Z

"covered material well"

David S

"A good summary of a very timely topic"

Michael H

"Shannon did a nice job of laying out these relatively simple rules and did not overcomplicate it. I appreciated the links and the forms to double check. After 30 years of practice I found something new I should consider the was ARS 14-3972"

ReNae N

"comprehensive review of statutes and updates, good power point presentation"

Lance A

"Very well put together. Timely topic and will be helpful."
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