Arizona Probate Legal Service Agreement

1. Handling any dispute over decedent’s social security payments.

2. Preparing any tax applications, returns, reports, or notices, except for applications to obtain a taxpayer identification numbers (Form SS-4), and notice of acting in a fiduciary capacity (Federal Form 56 and AZ Form 210).

3. Preparing any financial accounting reports.

4. Preparing any paperwork to collect assets located outside the state of Arizona.

5. Transferring any assets that pass by operation of law.

6. Handling any contested matter, we will not prepare, file, prosecute or defend the actions

7. Any work not described in Section 2 above.

The Firm will prepare a document called “Order to Personal Representative and Acknowledgment and Information to Heirs.” After the Probate Court signs this Order, the Firm will submit it to you for your signature, which is required by the Court. When you sign this Order, you will acknowledge receiving a copy of the Order and agree to be bound by its provisions, whether or not you read it before signing. This Order is a very important document because it is an order of the Court that imposes legal obligations on you with respect to your duties as Personal Representative of the Estate. Be sure to read the Order carefully and keep a copy of it handy for reference as the Probate progresses. If you have any questions about your duties or are uncertain about anything, please call Richard C. Keyt at 480-664-7472 or email him at [email protected].

When you sign and click on the Submit button below our system will send you an email that contains all the text in this Agreement.