An estate planning, who may also serve as the executor of a recently deceased person's will, has significant fiduciary duties. They have the responsibility of shepherding a deceased person's estate through probate and dividing it according to the will or Arizona inheritance laws among the heirs. If you have recently been appointed as an estate planner by a Maricopa County probate judge or have been named as the executor of a loved one's will, you probably have a lot of questions. Our Mesa, AZ estate planning lawyer has answers. Please contact LifePlan Legal AZ today for a consultation.
Estate Planning Lawyer Mesa, AZ
Are you looking at your loved one's will and unsure where to start? Maybe your loved one passed away without a will (intestate), and you're totally lost about where to begin. Professional legal advice from our Mesa estate planning lawyer can make your tasks much easier. We explain what's required of an estate planner and how to go about completing those duties. Your first steps, which include inventorying and valuing the estate's contents, can become complicated, especially the valuation process. Our firm has access to resources like forensic accountants, real estate agents, and specialty appraisers who can help you properly value the estate.
Once you've established the value of the estate, you then must settle any valid debts. We can help you discern which debts should be paid, pay them, and complete your accounting of the estate. Finally, you distribute the balance of the estate to its beneficiaries and, if there is no will, according to Arizona state inheritance laws. Each of these tasks may require resources you don't have ready access to. We do, and we can oversee the inventory and valuation of the estate, ensuring that you're not taken advantage of. We can also vet creditors presenting debts to the estate, investigating each one to determine its validity and legitimacy.
An estate planner has considerable responsibilities; not everyone is equipped to fulfill them. If you do not have anyone in your life who can fulfill that role, our firm can serve as the estate administrator on your behalf.
Good Estate Planning Requires Solid Legal Experience
Estate planning can be a complicated, sometimes thankless, task. Let our Mesa estate planning lawyer take the burden off your shoulders. We can guide you through the probate process, help you complete all the tasks required of an estate administrator, and ensure that you've properly completed all tax and accounting filings. Our experience prevents you from making a mistake that could cost the estate.
- Glenn McMinn, senior attorney, offers over 30 years of estate planning experience to benefit you, our client
- Our estate planning law firm's mission is to help 10,000 Arizona families and small businesses develop solid protections for their heirs
- We are advocates for preventing conflict through savvy estate planning and planning
At LifePlan Legal AZ, we utilize our Values-Based Estate Planning strategy, developed by firm founder Jake Carlson, to create an estate plan and administration that honors what matters most to you. Call us today to get started.
