Estate and Trust Administration Services

Our Services

Following is a list of the primary estate and trust administration services provided by Arizona Estate and Trust Law, PLC in administering probate estates or trusts following an individual’s death:

• Advising the client of their administrative responsibilities in serving as the personal representative of a decedent’s probate estate or as the trustee of the successor trust or trusts created by the decedent’s trust agreement.
• Helping the client assemble and classify all of the decedent’s various assets and valuing them for tax purposes.
• Helping the client collect all proceeds payable to the estate, the trust, or the beneficiaries from all possible sources.

• Establishing and funding an interim “administrative trust” for the post-death administration of a decedent’s revocable living trust document.
• Establishing and funding the post-death trust or trusts specified in the decedent’s revocable living trust document.
• Obtaining taxpayer identification numbers (TINs) from the Internal Revenue Service for probate estates or trusts that are separate tax-paying entities as a result of the decedent’s death.
• Working with the client’s other professional advisors to document the values of the decedent’s assets for tax and distribution purposes.
• Preparing and filing any estate tax returns required by the decedent’s death.
• Advising the client on their options (and the advantages and disadvantages associated with each option) in transferring the decedent’s assets to the beneficiaries.
• Transferring the ultimate legal ownership of all assets owned by the decedent to the designated beneficiaries.
• Updating a surviving spouse’s personal estate plan documents to reflect the decedent’s death.