Estate Planning, Probate & Guardianship

Areas of focus within estate planning, probate and 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.

Specific duties of a Trustee include:

  • Prudent management of trust assets
  • Aid in distributions to beneficiaries
  • Minimize estate taxes
  • Fiduciary accounting
  • Delegating certain functions to experts

Contact Our Team

Margrave Celmins P.C.

8171 E. Indian Bend Road Suite 101
Scottsdale, AZ 85250

(480) 994-2000

(480) 994-2008

Margrave Celmins

 

ANNOUNCEMENT

 

Effective January 6, 2020, attorneys Michael W. Margrave, Michael L. Kitchen, and Patrick J. Van Zanen, as well as paralegals Brittany Crane and Mallory Rasmussen, will join Sacks Tierney P A at their office located at 4250 N. Drinkwater Boulevard, Scottsdale, AZ  85251. Their new contact information is:

Michael W. Margrave    
direct line: 480-425-2606
fax: 480-425-4906
michael.margrave@sackstierney.com

Michael L. Kitchen
direct line: 480-425-2619
fax: 480-425-4919
michael.kitchen@sackstierney.com

Patrick J. Van Zanen    
direct line: 480-425-2623
fax: 480-425-4923
patrick.vanzanen@sackstierney.com

Brittany Crane
direct line: 480-425-2627
fax: 480-425-4927
brittany.crane@sackstierney.com

Mallory Rasmussen
direct line: 480-425-2629
fax: 480-425-4929
mallory.rasmussen@sackstierney.com

We hope to continue serving your needs at our new home with Sacks Tierney P.A. beginning January 6, 2020