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2 Answers | Asked in Estate Planning for Arizona on
Q: Hello, do I have to make a "Letter of Appointment of Executor", for my dads estate if a will has been made?

He is on a fixed income and I am trying to get his affairs in order before his passing. I was told I had to have a letter to appointment me as an executor for his estate all tho he will be leaving a will naming me as the sole owner of his belongings and accounts. I'm needing some help with this.

Ryan K Hodges
Ryan K Hodges
answered on Jul 23, 2018

The Letters of Appointment or Letters of Personal Representative, as they are called in AZ, are issued by the court when the will is submitted to probate. This is done only after the death of the person. Having a will naming you as personal representative and gifting the assets to you is the first... View More

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1 Answer | Asked in Probate for Arizona on
Q: What happens to a person's student loans if he passes away without a will before he's paid them off?
Ryan K Hodges
Ryan K Hodges
answered on Jul 16, 2018

Federal student loans are forgiven when the borrower dies. Private student loans may not be and may need to be paid from the estate assets. If there is a living co-signer, the co-signer remains responsible for the debt.

1 Answer | Asked in Probate for Arizona on
Q: My ex-husband died with will & left everything to me. The will was not notarized, is that going to be an issue in AZ
Ryan K Hodges
Ryan K Hodges
answered on Jul 16, 2018

Wills in Arizona do not need to be notarized. However, wills must be signed by the decedent and by two witnesses to the will. Additional protections are given if it is also notarized, but it is not required for a valid will.

1 Answer | Asked in Estate Planning for Arizona on
Q: Is an executor able to pay people what they get in the will before she pays the debts?
Ryan K Hodges
Ryan K Hodges
answered on Jul 13, 2018

The executor can make early distributions to the heirs before paying all the debts. However, if the debts exceed the assets retained, then the executor could be personally liable for the difference, or the heirs could be required to return the early distributions to pay the debts.

1 Answer | Asked in Estate Planning for Arizona on
Q: My aunt died without a will and I can't locate her only child. What will happen to her estate?
Ryan K Hodges
Ryan K Hodges
answered on Jul 9, 2018

Another heir, such as yourself, can still open probate and continue the search for the child. The estate could then hire an investigator to assist in the search. If the child cannot be found in that process, Arizona has laws that may allow the child to be declared deceased if appropriate, then the... View More

1 Answer | Asked in Probate for Arizona on
Q: How do I reference statutes, in a petition for formal probate?

My father passed away in March 2018. He did not leave a will. He was in a 2nd marriage. I am his natural daughter. He has 2 other natural daughters(my two sisters). According to Arizona law (this is where my father lived), the order of heirs is: Spouse, then Natural Children. Spouse... View More

Ryan K Hodges
Ryan K Hodges
answered on Jun 25, 2018

You can reference statutes in a petition by quoting the relevant portion of the statute and providing a cite in the form of "A.R.S. § 14-XXXX" after the quotation. Quoting is optional, but generally helpful to the parties and judge in understanding your position.

1 Answer | Asked in Estate Planning and Real Estate Law for Arizona on
Q: Any requirement to update owner status prior to recording Beneficiary Deed?

Husband and Wife(Deceased) have home ownership as Community Property with Right of Survivorship. Husband would like to record a Beneficiary Deed. Is there any need to update records such as an affidavit with Wife's death certificate stating Husband and Wife(Deceased) granting ownership to... View More

Ryan K Hodges
Ryan K Hodges
answered on Jun 18, 2018

Recording an affidavit of death or the death certificate before recording the beneficiary deed is a good idea, but not required. You could record the beneficiary deed without doing this first, and it would still be valid.

2 Answers | Asked in Estate Planning for Arizona on
Q: Does it cost money to make an estate plan?
Ryan K Hodges
Ryan K Hodges
answered on Jun 8, 2018

You can make your own estate plan. There is no legal requirement that it cost any amount. However, it may not be as complete as it could be, or it may be legally insufficient. Most lawyers charge a fee for doing estate plans. There are other, non-lawyer services available too at varying costs.

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2 Answers | Asked in Probate for Arizona on
Q: With no will, is a fiance who lived with him part time and handled all his medical care be entitled to anything?
Ryan K Hodges
Ryan K Hodges
answered on May 25, 2018

Probably not. Arizona probate law does not make any provisions for fiances. Arizona does not even recognize common-law marriages in most situations.

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2 Answers | Asked in Estate Planning for Arizona on
Q: Can my spouse and I jointly title our property instead of doing an estate plan?
Ryan K Hodges
Ryan K Hodges
answered on May 18, 2018

Jointly owned property is an option for estate planning. You can also use beneficiary designations on accounts, life insurance, real property, etc. It avoids probates and you maintain access to the assets even upon the death of the joint owner. There are some downsides too like having to maintain a... View More

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1 Answer | Asked in Probate for Arizona on
Q: Who's responsible for handling the probate process if there wasn't a will?
Ryan K Hodges
Ryan K Hodges
answered on May 11, 2018

Arizona law lays out a priority for people who can request to be the personal representative when there is no will. It starts with the surviving spouse then other heirs (usually adult children of the deceased), the department of veteran services for vets, creditors, and lastly the public fiduciary.... View More

1 Answer | Asked in Elder Law for Arizona on
Q: What is the benefit of avoiding probate?
Ryan K Hodges
Ryan K Hodges
answered on Apr 23, 2018

There are two main benefits to avoiding probate: saving time and money. The first step of probate is to get a personal representative appointed, and this usually takes between 2-6 weeks. After that, Arizona law requires that most probates remain open for at least 4 months. Closing a probate usually... View More

3 Answers | Asked in Estate Planning for Arizona on
Q: Is an out-of-state will valid in Arizona?
Ryan K Hodges
Ryan K Hodges
answered on Apr 20, 2018

Arizona will recognized an out-of-state will if it complies with AZ law (generally meaning signed and two witnesses) or if it complies with the law at the time of state where it was executed, or of the law of the place where at the time of execution or at the time of death the testator is... View More

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