Informal probate is the method of probate administration used for simple estates that are not in dispute. It involves multiple steps to appoint a personal representative and administer the estate. Having a skilled, experienced Phoenix probate attorney by your side can help ensure this process runs smoothly, that documents are filed properly and on time, and that the closing of the estate happens as soon as practicable.
I offer experienced advice to many clients serving as personal representatives and trustees, helping ensure they properly fulfill their duties involving uncontested estates. I have the knowledge, training and detail focus needed to skillfully:
- Prepare and file probate forms with the court
- Represent trustees, personal representatives, beneficiaries and wards before Arizona probate courts.
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Assist with the preparation of estate and trust income tax returns
- Prepare asset and property inventories
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Prepare probate and conservatorship accountings
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Administer out-of state estates with respect to Arizona assets through an ancillary probate
Is Probate Necessary for Simple Estates?
When a person dies, if any property is still titled in his or her name, a probate proceeding is often required. In uncontested probate, transferring the title to or the possession of assets and property is the primary issue. The goal is to enable the beneficiaries to assume legal ownership of assets left to them as quickly as possible. Title to real estate and financial assets such as stocks and bonds must typically be probated to reflect the change in ownership, and a probate court gives the estate's personal representative the authority to transfer these titles.
Arizona law allows expedited probate proceedings for small estates when the value of the Arizona real estate involved is less than $75,000 and other property is less than $50,000 in value. Please contact me to discuss whether a probate is necessary for your case.
Even Basic Trust Administration Involves Complex Legal Considerations
Even if there are no disputes over assets or property in an estate, if any property has been left in a trust, administering the trust may require skilled asset management, proper payment of taxes on trust income and proper accounting of the trust assets. To help avoid a potential breach of fiduciary duty claim, the trustee should work closely with an experienced trust administration lawyer.
Call a Dedicated Phoenix-Scottsdale Probate Administration Attorney: 602-639-4618
I help clients throughout Arizona find sensible, effective strategies to protect, transfer and administer their valuable family assets through experienced legal advice and representation. Please contact me to discuss your uncontested probate or trust administration needs.
