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2 Answers | Asked in Estate Planning for Arizona on
Q: What should be included in a final will and testament?
Ryan K Hodges
Ryan K Hodges
answered on Sep 24, 2018

At a minimum, you should include who should receive your assets and who should serve as your personal representative. If you want your will to be effective, you also need to understand the execution requirements for a valid will, otherwise it probably won't be used.

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2 Answers | Asked in Criminal Law and Estate Planning for Arizona on
Q: Is this a criminal or probate matter?

MY father has been dead for less than 30 days and the real estate agent/property manager cleaned and gave his car back to the lien holder (Honda). I am assuming this is still part of his estate, and needs to be dealt with accordingly. Is there a cause of action against the agent?

Ryan K Hodges
Ryan K Hodges
answered on Sep 20, 2018

Without more information, that is a tough call. Did the car have any value above the lien amount? If not, then the estate didn't really lose anything. Was someone still making the payments? If not, then the lien holder may have been able to repossess it anyway. Strictly speaking, the real... View More

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1 Answer | Asked in Probate for Arizona on
Q: We need to get people out of a condo,

but can't find the will that gives it to other people. Who would be in charge of doing that while we look for the will?

Ryan K Hodges
Ryan K Hodges
answered on Sep 14, 2018

You can attempt to have a personal representative appointmented to manage the property until the will is found, if ever, or another determination is made as to ownership. However, the tenants may be able to stall eviction if they can show they are entitled or possibly entitled to live in the condo.

1 Answer | Asked in Estate Planning for Arizona on
Q: My grandfather died without a will. He owned two small plots of property. What happens now?
Ryan K Hodges
Ryan K Hodges
answered on Sep 10, 2018

Depending on the value of the properties, the heirs could use a small estate affidavit to transfer the properties to themselves without the need for a full probate. The court probably has the forms on its website, depending on what county they are in.

1 Answer | Asked in Estate Planning for Arizona on
Q: Are beneficiaries of an estate able to "buy" assets of the estate with no cash? Can I offset future proceeds by IOU?

Several autos are in the estate. Beneficiaries are interested, but do not have the cash to pay for these autos. Am I able to offset the cost of these items by deducting them from estate proceeds?

Ryan K Hodges
Ryan K Hodges
answered on Sep 5, 2018

A personal representative can make in-kind distribution of assets to the beneficiaries. These distributions, of course, count toward their total share of the estate.

1 Answer | Asked in Elder Law for Arizona on
Q: My 90 yr. old Mom lives in Phoenix. I live in Colorado. Could I request to be her guardian and move her to Colorado?

She has dementia, but hasn't gone through the complete diagnosis process as she refuses to see the doctor. What rights do I have as her daughter to provide a safe environment for her even if it is against her will? How can I compel her to move to an appropriate residence since she is in... View More

Ryan K Hodges
Ryan K Hodges
answered on Sep 5, 2018

The answer to most of your questions is to get guardianship of your mom. You will then be able to get her appropriate placement, even against her will. You will need to show that she is incapacitated and unable to care for herself. This is usually done with a doctor's report. Once you have... View More

1 Answer | Asked in Elder Law for Arizona on
Q: My 90 yr. old Mom won't have her lease renewed in Dec. and is in denial. Will the sheriff evict her and APS take over?

She has some dementia and does not have a will, powers of attorney, etc. despite my encouragement for years to get these documents. She won't listen to anyone regarding having to move out of the trailer park. If I went to court and was granted guardianship, would I be liable for whatever she did?

Ryan K Hodges
Ryan K Hodges
answered on Sep 4, 2018

Your mom could be evicted if the lease is not renewed. APS may get involved or at least investigate the situation. Guardianship sounds like a viable option, but you would be responsible for getting her placed somewhere safe.

1 Answer | Asked in Estate Planning and Probate for Arizona on
Q: What rights does a residuary beneficiary have in AZ to see all information re: estate debts, expenses, property, assets?

Dad died 7 mos ago. can't get any info from estate lawyer. being told only entitled to limited info and 1x/year accounting. As residuary beneficiary, I believe I am entitled to all info as all transactions ultimately will affect how much money I get. I can't find any detail on what... View More

Ryan K Hodges
Ryan K Hodges
answered on Aug 27, 2018

The amount of information you are entitled to depends on whether the assets are held in an estate or trust. If it is an estate, the personal representative must give you an initial inventory from the date of death and an income and expense report (i.e. accounting) from then until final... View More

1 Answer | Asked in Estate Planning for Arizona on
Q: My brother died in Feb. Will we ever be able to get a clear titles on his vehicles to sell them? (34K owed on them)

My brother died in February. He lived in a poor neighborhood in New Mexico. My dad has been appointed the Representative of his estate. All family, sibs and parents live in AZ. With my dad's permission, I drove to NM and collected his valuables, sold them and gave the money to him for the... View More

Ryan K Hodges
Ryan K Hodges
answered on Aug 20, 2018

Because the estate is proceeding under NM law, you will need to ask NM attorney for sure. Frankly, the estate will probably need to sell the vehicles to clear title and pay off the lienholders.

1 Answer | Asked in Probate for Arizona on
Q: After the probate period is completed, do I need a judge's approval to begin making distributions?

Probate period is complete. Informal probate, no creditors. Do I need court approval to move estate assets into trust so I can make distributions?

Ryan K Hodges
Ryan K Hodges
answered on Aug 13, 2018

Generally, you do not need court approval if the probate is unsupervised. You may want to seek agreement of the heirs and beneficiaries though.

1 Answer | Asked in Real Estate Law and Probate for Arizona on
Q: My father died and has a reverse mortgage on his house. Am I obligated to clean out the house before the bank takes it?

My father was living in Tucson, AZ, and I live in New York. I don't want the house or anything in it.

Ryan K Hodges
Ryan K Hodges
answered on Aug 13, 2018

You are not obligated to clean out the house. The bank will be clean it out and dispose of the items as the deem appropriate.

1 Answer | Asked in Estate Planning, Probate and Real Estate Law for Arizona on
Q: Father/grandma joint owned an AZ property. They live in CO. Father died after neglecting it. How can I take possession?

An AZ property worth <40k was joint owned by my father and his disabled mother. He died last week. There is a tax lein from his negligence in paying property tax. My grandmother is in late stage Alzheimer's. I am the next of kin for both of them. There is no will from either of them. I... View More

Ryan K Hodges
Ryan K Hodges
answered on Aug 10, 2018

If you grandma is still alive, then she would be the owner. If both of them are now deceased, then you may need to open a probate to transfer the deed to the property to the heirs.

2 Answers | Asked in Probate for Arizona on
Q: How can I get someone to show the will they claim was written after the one I have in my files

I am executor on my uncles estate and am named in the will. He recently passed away and his wife called to say I am no longer the executor of his estate and he left everything to her. He never told me this information and I have his will. I will not contest the will if this is true but she... View More

Ryan K Hodges
Ryan K Hodges
answered on Aug 9, 2018

You can attempt to determine if an attorney helped draft the new will and possibly get a copy from the attorney. Alternatively, you can file your will with the court, open probate, and provide notice to the wife. If she has a newer will, she will have the chance to bring it forward to the court and... View More

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1 Answer | Asked in Probate for Arizona on
Q: My wife was placed as personnal representative of our sons estate when he died.

He had a live in girlfriend who took everything from the house on my wife. Before being processed. What is the law on this?

Ryan K Hodges
Ryan K Hodges
answered on Aug 9, 2018

As personal representative, your wife can demand the return of the property that would belong to the estate and get a court order against the girlfriend if necessary.

2 Answers | Asked in Estate Planning for Arizona on
Q: In a small estate affidavit in Arizona, who would have equal or greater rights than a surviving spouse?

I am a surviving spouse of my husband who died without a will.

Ryan K Hodges
Ryan K Hodges
answered on Aug 8, 2018

If there is no will, then his kids may have equal rights if the kids are also not your kids. Otherwise, the surviving spouse it top of the list.

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1 Answer | Asked in Probate for Arizona on
Q: my trustee made a check out to my father thats supposed to be for me! But if im 28 y/o shouldnt the check be my name.

I was inherited money from my great grandma. My father gave me one of the checks .. and says that later on he will give me the other checks! He doesnt tell me the total amount! And my trustee who is a family friend, (who has never contacted me personally) apparently made the check out to my... View More

Ryan K Hodges
Ryan K Hodges
answered on Aug 6, 2018

Contact the family friend directly. The trustee has a duty to provide information to beneficiaries and to make the distributions fairly. The trustee should be able to tell you exactly what you are entitled to, including the total amount, if known. The trustee can also cancel checks or try to... View More

2 Answers | Asked in Probate for Arizona on
Q: Are we able to petition a court to change the executor named in my Dad's will?
Ryan K Hodges
Ryan K Hodges
answered on Aug 3, 2018

The short answer is yes. Depending on where you are in the probate process, you may be able to get an agreement by the heirs and nominated executor to have someone else appointed. Usually, the court will accept such an agreement and make the appointment accordingly. If no such agreement is... View More

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1 Answer | Asked in Probate for Arizona on
Q: Can my brother deposit my dad's insurance check in his personal checking account? Dad passed away in feb

My brother is executor of dad's estate and per dad will everything is suppose to be split 4 ways, decisions are to be agreed with us before actions can be made

Ryan K Hodges
Ryan K Hodges
answered on Jul 31, 2018

It depends on whether the check is made out to your brother personally or to him as executor for your dad. If he was personally named as the beneficiary of the policy, then it is probably his money. If it was designated to go to your dad or his estate, then it should be put into an estate account... View More

1 Answer | Asked in Estate Planning for Arizona on
Q: How do you change personal representative in a will? Wife is currently rep, but is ill and we want to change to another
Ryan K Hodges
Ryan K Hodges
answered on Jul 30, 2018

You can do a new will that revokes the previous one and names a new personal representative. Alternatively, you can draft a codicil (i.e. will amendment) and name a new personal representative.

1 Answer | Asked in Elder Law for Arizona on
Q: My mom has Parkinson's and gave someone power of attorney! I need help to over ride. Please help me

I have been my mom's care giver for 2yrs for her Parkinson's and have lived with her for 3yrs. She went to utah 3wks ago to visit my brother for 10days and now I have been informed she gave this man power of attorney of her life and he has taken control over her. Trying to evict me sale... View More

Ryan K Hodges
Ryan K Hodges
answered on Jul 24, 2018

Overriding a power-of-attorney is not easy unless your mom agrees and revokes it. One of the few ways to force this is to petition the court to get guardianship for your mom. This is result is by no mean certain, but it is one of the few options in this situation.

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