Filing Informal Probate Arizona

Summary

When filing for informal probate in Arizona, include a copy of the death certificate, proof of relationship, and your ID. Provide an accurate estimate of the estates value, including liabilities like mortgage and HOA fees. As a personal representative, you can access the deceaseds financial accounts. Ensure all interested parties are notified, even if no one contests the estate. Use the calculated estate value rather than rounding for accuracy. Include financial documents like mortgage statements for transparency.

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Do I have to submit my own personal documents like ID and marriage certificate with the forms?
In Arizona, when filing for informal probate, you generally need to include:
- A copy of the death certificate.
- The original will (if there is one).
- Proof of your relationship to the deceased, such as a marriage certificate.
- Your ID for verification.
Do you need help with any specific forms or documents?
for waiver of bond can I just a guess on how much is total estate?
For waiving the bond in an informal probate in Arizona, it's important to provide an accurate estimate of the estate's total value. Guessing may lead to issues later on. You might want to gather all necessary financial documents to make a more accurate estimate.
Would you like more details on how to estimate the value of the estate?
Ok
When estimating the value of the estate, try to gather details about all assets, including property, bank accounts, investments, and personal belongings. This will help provide a more accurate value and avoid potential issues.
Do you need more details on which financial documents to gather for the estimate?
The market value on is home is $ *,*, and the outstanding principal is *,*.* and he owes on back mortgage as */*/* *,*.*. He had a bank account but I don't know how much.
To estimate the total estate value for the waiver of bond:
- Calculate the equity in the home: $*,* (market value) - $*,*.* (outstanding principal) = $*,*.*
- Subtract any debts: $*,*.* - $*,*.* (back mortgage) = $*,*.*
- Include the unknown bank account value.
Do you need more details on how to gather information about the bank account?
Once I become the personal representative can I go back and go into his account. I don't know anything about his account right now.
Yes, once you are officially appointed as the personal representative, you will have the legal authority to access the deceased's bank accounts and other financial information. You can then gather necessary details about the account.
Do you need information on the steps to become a personal representative in Arizona?
sure
To become a personal representative in Arizona, you generally need to:
- File a petition for informal probate with the probate court.
- Provide required documents, such as death certificate and proof of relationship.
- Attend a court hearing, if required.
- Obtain Letters of Personal Representative from the court.
Do you need more details on any of these steps?
can i just round this amount to *,* or do I need to put this amount?
You should aim to be as accurate as possible when providing the estate value. Rounding to $*,* is close but might not reflect the exact value. It's best to use the calculated amount of $*,*.* to avoid any potential issues.
Do you need more information on how to complete the forms?
do I have to fill out proof of delivery or mailing notice of application informal proceeding if no one is contesting his estate at this time?
In Arizona, even if no one is contesting the estate, you typically still need to fill out the proof of delivery or mailing notice of the application for informal probate. This ensures all interested parties are properly notified.
Do you need more information on how to complete the proof of delivery form?
should I give them a copy of the mortgage statement?
You should include a copy of the mortgage statement as part of the financial documents to provide a clear picture of the estate's liabilities. This helps ensure transparency and accuracy in the probate process.
Do you need any assistance with the specific forms or documents required for probate?
what about HOA fees?
In Arizona, when dealing with probate and the total value of the estate, you should include all liabilities, including HOA fees. Be sure to gather statements from the HOA to provide an accurate reflection of any outstanding fees.
Do you need help with anything else related to the probate process?
so he owes back fees on his HOA of *.* do I add that to the estate value?
Yes, you should add the $*.* in back HOA fees to the estate's liabilities. This will help provide an accurate total value of the estate.
Do you need any further assistance with the probate forms or documents?