Your Trust Terms Come First
One of the most important principles in Arizona trust law is that the terms of the trust document generally control. If your trust says the trustee has certain powers or the beneficiaries have certain rights, those terms take priority over the default rules in the trust code.
Except as otherwise provided in the terms of the trust, this chapter governs: 1. The duties, powers, exercise of powers, resignation and appointment of a trustee. 2. Conflicts of interest of a trustee. 3. Relations among trustees. 4. Combinations or divisions of trusts. 5. The rights and interests of a beneficiary.
A.R.S. § 14-10105(A)This flexibility is what makes trust planning so powerful. You can tailor trustee powers, define how distributions work, set conditions on beneficiary access, and structure the trust to fit your family's specific circumstances.
Rules That Cannot Be Changed
Some protections are built into Arizona law and no trust document can override them. These mandatory rules exist to protect beneficiaries, preserve the integrity of the trust system, and keep the courts available as a safeguard.
The terms of a trust prevail over any provision of this chapter except: 1. The requirements for creating a trust. 2. The duty of a trustee to act in good faith and in accordance with the purposes of the trust. 3. The requirement that a trust and its terms be for the benefit of its beneficiaries and that the trust have a purpose that is lawful, not contrary to public policy and possible to achieve.
A.R.S. § 14-10105(B)(1)-(3)A trust cannot waive the trustee's duty of good faith. It cannot eliminate the court's authority to step in when something goes wrong. And it cannot strip beneficiaries of certain transparency rights, like the ability to request reports from the trustee of an irrevocable trust. These guardrails exist because a trust is a fiduciary relationship, and the law ensures that the person managing someone else's assets always has a baseline obligation to act honestly and in the beneficiaries' interest.
