Arizona Estate & Trust Law

Estate planning is necessary if you want to protect your loved ones from experiencing unnecessary expenses and complications if you were to die or become incapacitated. The reason many people do not plan their end-of-life choices is because they believe it is too complicated and costly to do so. Therefore, let's address these two reasons.

Deeds, sales contracts, leases, and other relevant documents for all real estate owned or being acquired. All life insurance policies and annuity policies on family members, including any group insurance policies. Beneficiary designations are extremely important and definitely needed. Beneficiary designations and settlement options are extremely critical and definitely needed.

Arizona Estate & Trust Law's estate planning fees are determined by the time spent on a client's behalf, the skill level required to provide the services, and the responsibilities assumed. For most legal services our fees are either a fixed fee or a minimum-maximum fee. If the nature of the work makes a fixed-fee or an accurate minimum-maximum fee difficult to determine in advance, the work is done on a quoted hourly basis.

2 The decedent's legitimate financial obligations must be satisfied by payment or agreement. This is necessary for the beneficiaries to get a clear title to any assets that are ultimately distributed to them. 3 After the first and second steps have been taken, the decedent's assets are transferred to those persons named as beneficiaries in the decedent's Will or trust.

The key to a successful estate administration is the same as is required to planning an estate. That key is providing the attorney with all of the necessary information. Without the necessary information, no one can intelligently proceed to correctly handle a decedent's final affairs.

General: Decedent's social security number; location of any safe deposit box and keys to box; numerous certified copies of decedent's death certificate; any trust or Will documents of the decedent; any estates or trusts in which the decedent had an interest; any estates, trusts, guardianships, or conservatorships in which the decedent was acting as an executor, personal representative, trustee, guardian, or conservator.