I would speak with an attorney about your planned lending activity. It sounds like you will need an mortgage banker license. A mortgage...

My mother lived her final year in California where she died, but she lived in Arizona for 16 years prior.

If your mother owned property in California outside of the trust you referenced, then a California probate would likely be required. It is also...

Is my spouse responsible for capital gains tax if my father transfers his portion of ownership in my house to my spouse?

The gift of a partial interest in a house would not trigger capital gains tax for the recipient. However, if this property is encumbered by a...

How do I find out how much the house & property are worth. Do I go by the county assessment or do I have to get an appraisal?

It really depends on the details if the estate. Even when not required, an appraisal could be important to establish the basis of the property in...

Can I, as a daughter, open informal probate when my father who passed away was married and his spouse is still living?

If you do not have a waiver from your step mom, formal probate would be required for you to be appointed as personal representative. This is due...

What is the name of the document that assigns authority within a trust?

The trust agreement itself designates the powers and authority of the trustee. However, most estate planning attorneys will also produce a trust...

Where can i get a form for estate distribution release?

Arizona law does allow for beneficiaries to enter into a private agreement to alter their interests which are otherwise set by the Will or...

Mother & son co-own commercial property. Will GIFTING her shares to him, trigger reassessment of CA Property Taxes?

Prop 58 includes a parent-child exclusion from property tax reassessment. This exclusion applies to the transfer of a principal residence and up...

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How do I find out where or if my mothers estate and power of Attorney is filed, and by whom?

If your mother lived primarily in Arizona, you could contact the State Bar of Arizona (602.252.4804) and request that they send out an e-mail to...

My deceased father was the Executor and Trustee of my deceased grandmother's Will and Trust who/how do I proceed if I inherit?

If your grandmother’s trust was properly established and maintained, you may not need to probate her estate. However, in many instances,...