Fiduciary License AZ Complete Exam
Study Guide (Questions and 100%
Correct Answers) | Guarantee Pass!
1. During a guardianship proceeding, who can the protected person cross-
examine? - ANSWER All witness, including the court appointed examiner
and investigator
2. Under what 3 circumstances must a guardian file an annual report to the
court? - ANSWER 1. Anniversary date
Resignation of Guardian
Termination of wards disability
3. What instrument designated another person as their principal agent if they
are incapacitated? - ANSWER DPOA
4. How far ahead must a ward receive a notice of the hearing? - ANSWER 14
days
5. How much time does the guardian have to place the ward he no longer needs
inpatient care? - ANSWER 10 days
6. If the wards attorney requests a hearing to review his placement in a level
one facility, how soon must the hearing take place? - ANSWER Within 3
days
7. If the ward has a guardian, can they still get a drivers license? - ANSWER
Yes
,8. If a G/C/PR is court appointed and related to the person, do they need to be
certified? - ANSWER No
9. Can a ward waive notice for a hearing to the appointment or removal of a
guardian? - ANSWER Yes but the waiver is not effective unless the
incapacitated person attends the hearing
10.If your ward is located outside the county or state, how often should a
guardian visit? - ANSWER At least quarterly
11.When it is not possible to determine the preferences of the ward, the
fiduciary shall make decision in the _________ of the ward. - ANSWER
Best interests
12.A guardian appointed for a 10 year old child, who is autistic,
institutionalized since age 3, and has no ability to express thoughts would
use _________ to make a decision. - ANSWER Best interest
13.Does a court appointed guardian ad litem need to be certified? - ANSWER
No
14.What 5 parties must the guardian mail a copy of the annual report to? -
ANSWER Ward, ward conservator, wards spouse, court appointed attorney,
any person who has filed a demand notice
15.Who does an attorney, accountant, trustee, guardian, or conserve others
handling property report abuse to? - ANSWER Peace officer, protective
services worker, public fiduciary
, 16.When a report of financial exploitation is made to the public fiduciary and
they are unable to investigate or it is outside the scope of their action, who
does the public fiduciary report it to, how and when? - ANSWER Protective
services worker, in person or by phone. Written report within 48 hours
17.If no conservator has been appointed, what are two powers a guardian has? -
ANSWER Institute proceedings and receive money/property on behalf of the
ward
18.If a G/C/PR is court appointed and not getting paid a fee, do they need to be
certified? - ANSWER No
19.If a conservator is appointed, what must a guardian do with the wards estate?
- ANSWER Pay all money to the conservator over and above what is
needed for the ward and provide and accounting
20.If the court appoints a guardian, when does the guardianship become
effective? - ANSWER Once letters of acceptance are filed with the court
21.When the ward is in a level one facility, how often must the facility assess
the ward? - ANSWER Every 30 days
22.Who received notice for a hearing appointing or removing a guardian? -
ANSWER Ward, spouse, parents, adult children, anyone serving as c or g
If no other person at least one closest adult relative
Any person who has filed a demand for notice
23.The fiduciary shall make all decisions in a manner that promotes the
_______ and ________ of the ward and maximizes _________ and
_________. - ANSWER Civil rights, liberties, independence, self-reliance
Study Guide (Questions and 100%
Correct Answers) | Guarantee Pass!
1. During a guardianship proceeding, who can the protected person cross-
examine? - ANSWER All witness, including the court appointed examiner
and investigator
2. Under what 3 circumstances must a guardian file an annual report to the
court? - ANSWER 1. Anniversary date
Resignation of Guardian
Termination of wards disability
3. What instrument designated another person as their principal agent if they
are incapacitated? - ANSWER DPOA
4. How far ahead must a ward receive a notice of the hearing? - ANSWER 14
days
5. How much time does the guardian have to place the ward he no longer needs
inpatient care? - ANSWER 10 days
6. If the wards attorney requests a hearing to review his placement in a level
one facility, how soon must the hearing take place? - ANSWER Within 3
days
7. If the ward has a guardian, can they still get a drivers license? - ANSWER
Yes
,8. If a G/C/PR is court appointed and related to the person, do they need to be
certified? - ANSWER No
9. Can a ward waive notice for a hearing to the appointment or removal of a
guardian? - ANSWER Yes but the waiver is not effective unless the
incapacitated person attends the hearing
10.If your ward is located outside the county or state, how often should a
guardian visit? - ANSWER At least quarterly
11.When it is not possible to determine the preferences of the ward, the
fiduciary shall make decision in the _________ of the ward. - ANSWER
Best interests
12.A guardian appointed for a 10 year old child, who is autistic,
institutionalized since age 3, and has no ability to express thoughts would
use _________ to make a decision. - ANSWER Best interest
13.Does a court appointed guardian ad litem need to be certified? - ANSWER
No
14.What 5 parties must the guardian mail a copy of the annual report to? -
ANSWER Ward, ward conservator, wards spouse, court appointed attorney,
any person who has filed a demand notice
15.Who does an attorney, accountant, trustee, guardian, or conserve others
handling property report abuse to? - ANSWER Peace officer, protective
services worker, public fiduciary
, 16.When a report of financial exploitation is made to the public fiduciary and
they are unable to investigate or it is outside the scope of their action, who
does the public fiduciary report it to, how and when? - ANSWER Protective
services worker, in person or by phone. Written report within 48 hours
17.If no conservator has been appointed, what are two powers a guardian has? -
ANSWER Institute proceedings and receive money/property on behalf of the
ward
18.If a G/C/PR is court appointed and not getting paid a fee, do they need to be
certified? - ANSWER No
19.If a conservator is appointed, what must a guardian do with the wards estate?
- ANSWER Pay all money to the conservator over and above what is
needed for the ward and provide and accounting
20.If the court appoints a guardian, when does the guardianship become
effective? - ANSWER Once letters of acceptance are filed with the court
21.When the ward is in a level one facility, how often must the facility assess
the ward? - ANSWER Every 30 days
22.Who received notice for a hearing appointing or removing a guardian? -
ANSWER Ward, spouse, parents, adult children, anyone serving as c or g
If no other person at least one closest adult relative
Any person who has filed a demand for notice
23.The fiduciary shall make all decisions in a manner that promotes the
_______ and ________ of the ward and maximizes _________ and
_________. - ANSWER Civil rights, liberties, independence, self-reliance
