Archived
In AZ, if some of the beneficiaries of a Revocable Trust want the assets to go to the deceased's kids, does it void the trust?
Mark's answer
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Answered on January 09, 2021
There are a lot of factors to consider. Mr. Weible mentioned community property, which likely will be a point of contention regardless of whether...
I know "out of state' people can use a Beneficiary Deed for land in Arizona, BUT can "out of country' i.e. Canadians use it ?
Mark's answer
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Answered on November 10, 2020
Absolutely. This is a very common estate planning strategy. There are a few nuances; you should consult with an attorney (1) to make certain your...
Need to open an estate account in Maricopa County Arizona
Mark's answer
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Answered on October 31, 2020
You probably will need to start by opening a probate proceeding. Before you do so, you should confer with an experienced attorney. You may not...
Archived
My brother died in AZ and was divorced in TN over 35 years ago.
Does his ex-wife have any claim during probate? No will at all.
Mark's answer
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Answered on October 16, 2020
It is difficult to say with certainty that she would have no rights... there are various circumstances that could give her claims --- (1) Mr. Adams...
How do I get a certified letter of testamentary ,letter of authority, or small claims affidavit?
Mark's answer
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Answered on October 03, 2020
It is very common for financial institutions to have their own "form" for the heirs of their clients to collect small balances, as long as the...
Can we avoid probate to transfer house deed from deceased parent to the surviving one? Either way, how can we accomplish this?
Mark's answer
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Answered on September 25, 2020
This can probably be done through an affidavit for transfer of real property, which generally is a lower cost than a full-scale probate proceeding....
Archived
Should I contest my estranged husband's beneficiary?
Mark's answer
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Answered on September 21, 2020
You should consult with legal counsel as soon as your schedule permits. You should not stop with just asserting in interest in the life insurance;...
Archived
Work life Insurance no beneficiary?
Mark's answer
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Answered on September 14, 2020
I suggest you hire legal counsel right away. You and your brother will need to make a claim against those life insurance proceeds. If you fail to...
Can a property with multiple names on a deed be willed by one of the owners?
Mark's answer
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Answered on September 09, 2020
As a general rule, I agree with Ilene and James, but I've seen a probate commissioner in Maricopa County rule that a will devising joint tenancy...
Archived
Can someone have dying person not right in mind sign paperwork (ins.Policys) and there not beneficiary?
Mark's answer
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Answered on September 08, 2020
Your sister likely will be the appropriate person to pursue a claim on those life insurance proceeds. The life insurance company may also have...
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