How to file probate in Pima County, Arizona?

To file your probate paperwork in Pima County, you will need to go to the Superior Court. Pima County's Superior Court is located here. All probate documents can be submitted on the first floor of the courthouse with the probate clerk.

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Sample Letter to Bank concerning Accounts of Decedent

Decedent Account Bank Format In Pima

Category:

Letters - Legal - Estates

State:

Multi-State

County:

Pima

Control #:

US-0034LTR

Format:

Instant download

Description

The Decedent Account Bank Format in Pima serves as a formal request for financial information regarding a deceased person's accounts. This document is essential for legal representatives, such as attorneys and paralegals, to access the decedent's bank records necessary for estate administration. Key features of this form include a detailed request for account statements, certificates of deposit, and any legal obligations tied to the decedent. It instructs the bank to provide information for specified dates and to include details about any safe deposit boxes held by the decedent. The user is required to complete pertinent details such as the name of the decedent and relevant account information. Filling instructions emphasize clarity, requiring users to adapt the model as needed to reflect the specific facts and circumstances of the case. The form is beneficial for legal professionals engaged in estate planning, probate processes, or asset reviews, ensuring a comprehensive understanding of the decedent's financial standing. Overall, using this format allows for a systematic approach to gathering essential financial data, thereby facilitating the efficient management of the decedent's estate.

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FAQ

3: Financial Assets Bank accounts and brokerage accounts, business ownership interests, stocks, bonds, and other financial assets are also subject to probate. However, bank accounts, life insurance policies, and retirement accounts that have a designated beneficiary are not considered probate assets.

Opening Probate While some states allow up to six years to probate an estate, the state of Arizona will only accept probate cases that are opened within two years of the decedent's passing (ARS 14-3108).

To file your probate paperwork in Pima County, you will need to go to the Superior Court. Pima County's Superior Court is located here. All probate documents can be submitted on the first floor of the courthouse with the probate clerk.

In Arizona, probate is always required for wills and assets that aren't in a trust or included in a transfer-on-death deed. Probate is also required for large estates consisting of personal property valued at over $75,000 and real estate property valued at over $100,000.