Probate, Estate Planning & Guardianship

Probate & Trust Administration

If you are a personal representative or trustee, our firm has the legal experience and knowledge to effectively assist you with the complexities of probate and trust administration to ensure that the personal representative’s and trustee’s duties and responsibilities are administered effectively and efficiently.

Probate Administration

A personal representative has the responsibility of administering the estate in accordance with the decedent’s will or Arizona’s intestate laws. The personal representative also owes a duty to the decedent’s heirs, devisees and creditors. A personal representative may be held personally liable if he or she violates his or her statutory duties and responsibilities. Although every probate is unique, most require the following:

  • Filing a petition with the proper probate court
  • Notice to heirs under the Will or to statutory heirs (if no will exists)
  • Inventory and appraisal of estate assets
  • Payment of estate debt to rightful creditors.

Trust Administration

Similar to the personal representative, a trustee is responsible for the administration of a trust in accordance with the trust agreement. In addition, the State of Arizona adopted the Arizona Trust Code, outlining a trustee’s duties and responsibilities, including keeping beneficiaries properly informed. Failure to administer the trust properly or provide adequate notice could lead to legal disputes. Our firm is able to assist the trustee in ensuring that he or she correctly administers the trust and in accordance with Arizona law.

For further information, contact Michael W. Margrave and Laura M. Trujillo at our AV-rated* law firm.

* CV, BV, and AV are registered certification marks of Reed Elsevier Properties, Inc., used in accordance with the Martindale-Hubbell certification procedures, standards, and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the judiciary. Martindale-Hubbell Ratings evaluate two categories–legal ability and general ethical standards.