Lawyers, Answer Questions  & Get Points Log In
Arizona Estate Planning Questions & Answers
2 Answers | Asked in Estate Planning and Probate for Arizona on
Q: Easiest, least expense way to deal with a $1,800 final disbursement payment made to my deceased fathers estate.

In Maricopa County, AZ. Father was a widower with two equal heirs, myself and brother, he has (had) a will and trust document drawn up. I also obtained an estate EIN. His only account transferred as a POD account. No other assets, except this $1,800 check.

Could the check payable to... Read more »

Mike Branum
Mike Branum answered on Oct 7, 2020

https://superiorcourt.maricopa.gov/media/4062/pbse1z.pdf

Sorry for your loss. I hope the information above helps you resolve the issue.

View More Answers

1 Answer | Asked in Estate Planning and Probate for Arizona on
Q: Can my two brothers, who are and were living in my father's house stay in the home now that he's passed?

His final will and testament didn't include his new address. The will was made over 30 years ago with his old address. He owns his current home free and clear. No outstanding debts.

Ilene L McCauley
Ilene L McCauley answered on Oct 5, 2020

I am so sorry for your loss.

Even though this seems like a simple questions it is not. It is actually a very complicated question because the law is very complicated. It is complex in order to make certain that none of the people involved are committing fraud.

So, In order to...
Read more »

3 Answers | Asked in Estate Planning for Arizona on
Q: Non Arizona resident parent has been moved here so we can provide in home care.

The intent was for them to regain strength and return to a senior facility in Wyoming. If they die here are they subject to Arizona laws such a probate for estate? The Will was created in Wyoming with only money as assets.

Ilene L McCauley
Ilene L McCauley answered on Sep 23, 2020

Residency is a facts and circumstances test. However, a Last Will which was created in Wyoming, will generally work in Arizona, if residency has changed.

Probate will depend upon whether or not the beneficiaries have control over the assets. There are many ways to find out about...
Read more »

View More Answers

2 Answers | Asked in Estate Planning and Probate for Arizona on
Q: How can I collect personal belongs of my ex mother in laws who passed when her boyfriend doesnt wanna give us her stuff?

My ex mother in law died in a car accident 3 days ago, she didnt have a will but has stated to multiple people that I was the one that she wanted to be executor. she was suppose to get in writing but died before doing so. She was living with her boyfriend who is a drug addict and was abusive to... Read more »

Ilene L McCauley
Ilene L McCauley answered on Sep 23, 2020

I am sorry for your loss.

Unfortunately, when people do not put their wishes in writing, problems arise. What she said before her death, without written proof, may no longer apply. Her children are the best ones to open probate to get control of her assets. I recommend working with...
Read more »

View More Answers

2 Answers | Asked in Estate Planning and Probate for Arizona on
Q: My father passed away September 14. He owned property before he married his current wife. Rights of his children?

The original Will allowed his wife to remain in the home until her death and then property would be transferred to us. 2 weeks before he died he changed the Will and left everything to her. We believe coercion was involved? What are our rights? How do we find out who his attorney is?

Douglas Price
Douglas Price answered on Sep 19, 2020

The first thing to do is to see the original will. If the wife has it she will need to submit it to probate court and the Clerk will then have the original. You have a right to see it and to question it, especially under the circumstances. One question I have is the value of the house, in... Read more »

View More Answers

3 Answers | Asked in Estate Planning for Arizona on
Q: Officiating intestate succession. Boyfriends father dord 08/18/20, no will, and small estate only.

Vehicle and some money, no other assets or debts. He and siblings are obviously heirs but do they need to officiate that they are? They need to get hos vehicle out of impound asap but only in dads name.

Andre Lee Pennington
Andre Lee Pennington answered on Sep 2, 2020

The time constraint adds an element that is more difficult to address without probate. However, here is some good information for small estates; the only things is the decedent has to be dead for at least 30 days for it to be used:

https://superiorcourt.maricopa.gov/llrc/prob_pbse1/...
Read more »

View More Answers

3 Answers | Asked in Estate Planning for Arizona on
Q: my aunt set a trust up and named her husband the trustee. can we get money before he dies if it states not until he die

My aunt has passed, The trust supposedly states no monies to paid out until he dies. Can we get past that?

Ilene L McCauley
Ilene L McCauley answered on Aug 28, 2020

I am so sorry for your loss.

Generally speaking, when a husband and wife set up a trust the Trust is written so that the Trust assets stay in the trust, until both of them are gone.

If you believe that there are problems with this Trust, then I strongly urge you to bring a copy...
Read more »

View More Answers

3 Answers | Asked in Estate Planning and Real Estate Law for Arizona on
Q: How do I get a copy of my dads Death Certificate and his Will? I live in Arizona and my dad lived in New Jersey?

My sister is not cooperating with me at all. She claims all papers including his Will, and Death Certificates were destroyed in a mysterious house fire last year. My dad left some property and money behind and I believe my sister has been lying about everything.

Douglas Price
Douglas Price answered on Aug 24, 2020

Good afternoon,

Since your Dad was a New Jersey resident you need a New Jersey lawyer to assist. Perhaps the lawyer could start with a letter to your sister. I recommend one of my law school classmates who is licensed in New Jersey, Micahel D. Carroll. Give him a call or send an email:...
Read more »

View More Answers

1 Answer | Asked in Immigration Law, Estate Planning and Probate for Arizona on
Q: A person with green card marries a US citizen, they pass away. What spousal benefits is the illegal entitled to?
Kyndra Mulder
Kyndra Mulder answered on Aug 18, 2020

What are you saying? Is the person a green card holder (LPR) or is the peson an illegal? A person can not be both.

If the person is an LPR with conditions s/he must remove the conditions by filing a waiver of the joint filing requirement.

If the person is a 10 year green card...
Read more »

3 Answers | Asked in Estate Planning and Probate for Arizona on
Q: Somehow my dad's ex girl friend was a beneficiary on his bank account and took 117000 out can I contest the beneficiary

they haven't been together in over 7 years and they only dated for 4. I can't even believe he had her on the account in the first place. Also, it was in a money market account not his checking shouldn't the money market account have a different beneficiary

Ryan K Hodges
Ryan K Hodges answered on Aug 7, 2020

You could challenge the beneficiary designation. It may be difficult though and would heavily depend on the facts of your situation. You should consult a probate litigation attorney.

View More Answers

2 Answers | Asked in Estate Planning and Probate for Arizona on
Q: My dad died w/no will. He was divorced, and got house but never had ex's name rmvd. Does she get house now?

The deed is a joint tenancy with rights of survivorship. His ex wife never had her name removed from deed. So would the house automatically still go to her?

Peter H. Westby
Peter H. Westby answered on Jun 25, 2020

It should not go to the ex wife because of the divorce decree and because the divorce automatically terminated her right of survivorship under Arizona law. But she is now in a position to possibly take advantage. I recommend contacting a probate attorney immediately to take action to protect this... Read more »

View More Answers

2 Answers | Asked in Probate and Estate Planning for Arizona on
Q: Do you have to wait 6 months to file the small estate affidavit?
Ryan K Hodges
Ryan K Hodges answered on Jun 25, 2020

If the small estate affidavit is for real property, then yes. You also have the option of opening a normal probate if you do not want to wait that timeframe.

View More Answers

2 Answers | Asked in Estate Planning and Probate for Arizona on
Q: My father passed away 2 months ago. He had no valid will. And its pretty much just me. He has very little property.

He has an old trailer I need to sell or give away.

Ilene L McCauley
Ilene L McCauley answered on Jun 25, 2020

I am so sorry for your loss.

Motor vehicles has a small estate affidavit process which will probably work for you. There is a maximum value of $75,000 to use the Affidavit. However, as a result of COVID 19, MVD is not open. There are many independent vehicle title companies throughout...
Read more »

View More Answers

4 Answers | Asked in Estate Planning and Elder Law for Arizona on
Q: My father just passed, and we just realized that our step mom is not able to take care of her self.

What documents do we need to have her sign, so we can legaly take care of her estate if she were to pass and be able to pay her bills and any other issues regarding her.

Michael Gerity
Michael Gerity answered on Jun 11, 2020

Hello. I am sorry to hear of your loss, please accept my condolences.

The answer to your question would depend, in part, on what kind of estate planning your father had done. Your father's estate may have to go through the court process called probate in order to transfer assets to...
Read more »

View More Answers

2 Answers | Asked in Estate Planning and Probate for Arizona on
Q: As successor trustee of my mother's revocable trust, am I required to transfer title of her property?

My mother passed away a month ago. I am successor trustee of her revocable trust and executor of her will (she resided in AZ). I plan on selling her property right away. Am I required to transfer title in c/o my name as TTE? It was suggested I file informal probate bc she owed a substantial amount... Read more »

Gregory Christopher Poulos
Gregory Christopher Poulos answered on Jun 8, 2020

There is a piece of information that may missing from your question. That is, whether the property was in the name of the trust or her name only. The answer to that question will help guide your question about which direction you have to go. If the house is in fact in the trust which your question... Read more »

View More Answers

1 Answer | Asked in Elder Law, Estate Planning and Social Security for Arizona on
Q: Hi, What limits exist on transferring a home to an SSI/SSA receipient without effecting benefits? Thanks
Susan Michele Schaefer
Susan Michele Schaefer answered on May 28, 2020

For SSI, countable resources are limited to $2,000 for an individual and $3,000 for a couple. However, Social Security does not count the home the SSI recepient lives in and the land it is on. Therefore, you could transfer the home to the SSI recipient without affecting benefits if he does not... Read more »

1 Answer | Asked in Estate Planning for Arizona on
Q: Can a notary in Arizona notarize a will for an Alaskan Resident while visiting Arizona?

Testator's Last Will and Testament was formatted using a template for the state of AK, Testators property is in Alaska. Testator is visiting family in AZ and would like to have an 'Official' Last Will and Testament before leaving Arizona for Alaska

Andre Lee Pennington
Andre Lee Pennington answered on May 18, 2020

Yes, a notary from one state can notarize a Testator's signature for a last will and testament from another state.

1 Answer | Asked in Estate Planning for Arizona on
Q: Are assets in a irrevocable trust az state pay to debtors before sole beneficiary
Gregory Christopher Poulos
Gregory Christopher Poulos answered on May 17, 2020

Thank you for your question. Unfortunately it is a complicated one that requires more information. At the outset, you refer to debtors, but presumably you mean creditors? The answer to this question really depends on a reading of the irrevocable trust to determine if the payments to the beneficiary... Read more »

1 Answer | Asked in Estate Planning and Probate for Arizona on
Q: When our parents were married our father had 2 kids with another women during the marriage.

both my parents are now decesed there was a will and trust neither are mentioned and now those sibling are contacting us. Do we let them know they are not included in will nor named in trustor just ignore? There really is no money just a little equity in the home once it sells. It does state in... Read more »

Mike Branum
Mike Branum answered on May 15, 2020

This is not a family law question, just FYI. This should be asked in wills and probate to increase the chances of getting a better answer. The common sense answer is "don't be an a-hole, talk to your half siblings and explain things to them." The legal answer is, you should really... Read more »

1 Answer | Asked in Banking, Estate Planning and Probate for Arizona on
Q: I have money in my bank that is not mine how long until it is mine?

I acted as the executor for my father's passing. Because of covid my siblings could not be present for collecting his estates. I told them I would send there part once it's in my possession. I now have it in a bank account ready to go but they have not given me the information to transfer... Read more »

Nina Whitehurst
Nina Whitehurst answered on May 9, 2020

You can never claim it as your own. If you are unable to find the true owners within three years you must turn the money over to the state.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.