Probate Court Reform Bill Introduced and Passed Feb 22 and March 2
FOR IMMEDIATE RELEASE
February 22, 2023
Media Contact
Kim Owens
Gordon C. James Public Relations
kowens@gcjpr.com
602-274-1988 c 602-689-9449
SB1291 - PROBATE REFORM BILL: PASSES IN SENATE JUDICIARY
COMMITTEE WITH BIPARTISAN VOTE
Sponsored by Sen. John Kavanagh-R and Rep. Quang Nguyen-R, bill gives priority to personal directives, requires disclosure of rights, and protects family visitation
PHOENIX, Ariz – Providing for statutory changes to protect the rights of citizens from unscrupulous actors and unintended consequences in the probate process. The bill, SB1291
sponsored by Sen. John Kavanagh-R and Rep. Quang Nguyen-R, passed Senate Judiciary with bipartisan support on Thursday, February 16, 2023, and Senate Rules on February 20, 2023.
Members of the committee from both parties spoke to the importance and value of the bill. It is headed for a vote on the Senate floor, when if passed, will go to the AZ House.
SB1291 is the second of two bills sponsored by Sen. Kavanagh with the focus on fixing the flaws that have been identified in the probate process. Introduced previously was SB1038,
establishing a probate advisory panel, which will include public members, to improve guardianship and conservatorship laws through statutory changes and requires the panel to
submit a report of its findings on or before November 15 of each year.
Sherry Lund, who leads the citizen effort on both SB1291 and SB1038 said, “While we know that some of cases in probate court are without issues and in the best interest of the individual, we cannot ignore the reality that not all have a happy ending. There is an urgent and serious need to reform the probate system to protect the rights of every individual, ensure that their personal directives have priority, and that these citizens are not separated from their family and loved ones without verifiable cause. Our constitutional rights must be upheld by the courts, such as the right to a jury trial before taking away someone’s freedom and their property. This
bill will go a long way in getting it right”.
Both bills are the product of hours of work between representatives of the court and private individuals with stories of lengthy and expensive court cases, among other issues the bill addresses estrangement from loved ones, reinforcing the right to a jury trial, and abuse resulting from actions in probate court.
ABOUT 5-14: Developed by a grassroots coalition of citizens who have experienced a loss of individual liberty, abuse, separation from loved ones, loss of personal property
and finances in the probate system, 5-14 is dedicated to protecting the liberty granted to each citizen in the 5th and 14th Amendments.
This story is happening in Arizona however Mrs. Lund will be making this a national issue and using the Arizona legislation as a model for other states. Given the huge amount of money and assets under management nationwide as a result of court action in guardianship or conservatorship, combined with the immense loss of personal liberty, the need for a very careful look at statutes in every state is obvious.
FOR IMMEDIATE RELEASE
MEDIA CONTACT
Kim Owens
Gordon C. James Public Relations
kowens@gcjpr.com
O 602-274-1988 / C 602-689-9449
SB1038 & SB1291: ARIZONA SENATE LEADS THE WAY IN PROTECTING INDIVIDUAL RIGHTS THROUGH REFORM TO PROBATE COURTS
With 1.3 million cases, $50 billion in assets under management due to probate in the US protections are needed immediately
PHOENIX, Ariz – March 2, 2023 – In what can only be described as a bold and broad reaching effort to reform a system that has made headlines for decades, Sen. John Kavanagh and Rep. Quang Nguyen are working to overhaul the laws that have been characterized as creating an environment that is ripe for corruption and abuse. On the Senate floor Tuesday, February 28th , SB1038 passed with bipartisan support in a 27-2 vote with SB1291 passing with broad bipartisan support on Wednesday, March 1st. Both bills are now headed to the House of Representatives and are the product of hours of cooperative efforts between advocates, court representatives, and lawmakers in an effort to correct the issues that have brought stories of abuse, loss of freedom, familial separations, and tremendous loss of personal finances and liberty.
Since the 2014 story of Marie Long, once a millionaire, who died destitute due to the abuses from her court appointed guardian and conservator was covered by Laurie Roberts and the Arizona Republic, advocates have fought for changes to this system. While minor changes were achieved a decade ago, the effort to repair what remained broken in the system did not end. Advocates have since shared stories of being denied due process, personal freedom, family visitation with elderly parents, with a loss of financial freedom, and physical neglect in care homes among other issues.
The grassroots effort advocating for the reform current Arizona laws that guide the probate courts has been championed by Sherry Lund, who founded the advocacy group “5 14 Protecting Liberty” dedicated to reforming probate laws nationwide through abiding by the intent of both the Fifth and Fourteenth Amendments. Lund is unwavering in her commitment and said, “The Constitution is the law of our land, we cannot allow court rules or state statutes, or failure to follow those court rules and state statutes, to override our Bill of Rights by denying individuals their due process, respect for their personal directives, and a jury of their peers. It’s important to express my gratitude to the courts for their collaboration in this process of working toward a goal that is so needed. All involved agree, the time is now for these changes to our laws.”
The pair of bills look to achieve a two-fold approach to addressing the issues proactively, taking care of immediate needs and looking to the future for continued improvement. SB1038 is a forward reaching bill and returns the Probate Advisory Panel, with the responsibility to file an annual report to the legislature for continuous improvement in the probate process as they are identified. Addressing issues known to need immediate attention, SB1291 will require an increased level of evidence needed before a private citizen can have their individual rights restricted and codify into law the necessity for the individual’s directives, Power of Attorney and valid directives, to be a priority in determining who can be named a guardian or conservator.
Senator John Kavanagh-R, sponsor of both bills, speaking on the Senate floor Tuesday called probate law “very complicated” and had this to say, “We are working with the courts, with attorneys, with people who are involved with probate rights. It’s an area that really deserves good study.”
After the passage of SB1291 on Wednesday Sherry Lund said, “With over $50 billion in assets under management of guardians or conservators, the threat of corruption is real. People have been waiting for decades for these reforms, all the while they are separated from their families, unable to make even the most basic decision for themselves, and some have even had their personal wealth liquidated. The Advisory Panel is a huge accomplishment, but we cannot wait for a year to address the issues we know are a problem today. The combination of both bills is what will be required to ensure people are protected and probate law in Arizona is Constitutionally sound.”
About 5 14 Protecting Liberty: Developed by a grassroots coalition of citizens who have experienced abuse, separation from loved ones, the loss of individual liberty, personal property and finances in the probate system. 5-14 Protecting Liberty is dedicated to protecting the rights of all.
Kim Owens
602-274-1988 / 602-689-9449