Whether you are incapacitated for a long period of time, or die a sudden death, at some point, someone else (a surrogate or agent) will need to make decisions for you, and it is frequently a big job. It is easy to say “Oh, my children can work it out,” or “I’ll name John since […]
Transfer of Estate by Affidavit
If the only probatable asset of an estate is a bank account with $10,000, for instance, probate is not required. The appropriate person (such as the person named as the Personal Representative in the decedent’s will), may claim the asset by completing a “Transfer of Estate by Affidavit” and taking it to the bank. In […]
Arizona Probate Forms
Appointment of Personal Representative and Admission of Will If you are planning to handle the probate forms yourself, see the following helpful websites: Personal Representative Training Video Instructions and Forms
Legal Documents – Titles
A Question of Titles – Your Legal Documents When someone dies, what happens to that person’s assets frequently depends on the way title to that asset is held. You may think you know exactly to whom you will be leaving your property, but do you? Is your home in Joint Tenancy With Right of Survivorship […]
Personal Representative Appointment in Will
In Matters of Probate – If You Are Appointed a Personal Representative in a Will Mandatory Training for Personal Representatives and Guardians and Conservators Effective September 1, 2012, individuals who are not licensed fiduciaries are required to “complete a training program approved by the Supreme Court before letters to serve as guardian, conservator, or personal […]