Trust and probate record keeping

Trust and Probate Record Keeping

Last week we discussed record keeping for conservatorship matters. The rules are similar, but somewhat different, for trust and probate record keeping. Generally, accounting requirements for trusts and probate proceedings are somewhat easier to handle (at least in Arizona). But simpler accounting does not necessarily mean that record keeping is simpler. A trustee or a…

How do will contests work

How do Will Contests Work?

How frequent do you think will contests are? If you’re like most people, you almost certainly overestimate the frequency of probate, and only a small portion of those cases involve contested proceedings. It’s difficult to succeed with a will contest. We talk about some of the issues. There are reasons will contests are so rare…