Arizona Beneficiary Deed: How to Pass Real Estate Outside Probate

An Arizona beneficiary deed lets you transfer real estate to a chosen beneficiary at death without involving probate. It's been authorized since 2002 under ARS §33-405 and is one of the simplest and least expensive tools in Arizona estate planning.

1. Statutory form is required

ARS §33-405 spells out the basic requirements: title the document "Beneficiary Deed," identify the property, name the beneficiary, and sign before a notary. Substantial deviations from the statutory form can invalidate it.

2. Must be recorded in your lifetime

Sign and record the deed with the county recorder where the property is located before you die. After death, it's too late — the deed has no effect if not recorded.

3. Revocable until death

You retain full ownership during your life. Sell the property, refinance it, or revoke the deed (by recording a revocation or a new beneficiary deed) any time. The beneficiary has no rights until you die.

4. Beneficiary takes subject to encumbrances

Any mortgage, tax lien, HOA debt, or other encumbrance survives transfer. Federal Garn-St. Germain protects against "due on sale" mortgage acceleration in many family-transfer situations.

5. Multiple beneficiaries and contingencies

You can name multiple beneficiaries (joint tenants or tenants in common) and add contingent beneficiaries who take if the primary doesn't survive you. Be explicit — the statute doesn't fill in defaults.

Start a Free Chat Find a Estate Planning Attorney

Need a estate planning attorney? Browse partner attorneys for Wills & Estate Planning

NotALawyer.com provides general legal information, not legal advice.