Personal Representative Services

A Personal Representative (also known as an "Executor") is appointed by the court to manage the estate of an individual who has died. The deceased individual is commonly referred to as "the decedent". A Personal Representative is typically nominated in the Last Will and Testament of the decedent. However, if the decedent did not execute a Last Will and Testament, Arizona law dictates who can be appointed as a Personal Representative. A court proceeding must be initiated in order for a Personal Representative to be appointed. The court proceeding is sometimes referred to as "probating the Will."

A Personal Representative is entrusted with the duty of identifying the assets of the decedent, determining the value of each asset as of the date of the decedent's death, and administering the estate of the decedent in accordance with the provisions of the decedent's Last Will and Testament. If there is no Last Will and Testament, the decedent died "intestate" and Arizona law directs how the decedent's estate will be administered and distributed.

A Personal Representative is also responsible for settling the debts of the decedent and filing the decedent's personal income tax returns. Sometimes other types of tax returns may be necessary, such as gift tax returns, fiduciary income tax returns, and estate tax returns, the completion of which become the responsibility of the Personal Representative. A Personal Representative must maintain detailed accounting records for all transactions occurring during the administration of the estate and provide accounting reports to the estate's beneficiaries.

The death of a loved one is a difficult time for the family and friends of the decedent. The administration of an estate can be overwhelming and time-consuming. As your Personal Representative, Jeanette will ensure that your estate is properly, fairly, and timely administered after your death. Jeanette's compassion and extensive experience with the administration of decedent estates enables her to resolve all matters concerning your estate, and help everyone involved through the sometimes complicated and stressful experience of probating an estate.

Personal Representative Services Include:
  • Locate, identify, and safeguard assets belonging to the decedent
  • Negotiation and settlement of creditor claims and debts of the decedent
  • Preparation of the estate's inventory
  • Preparation of estate accountings
  • Filing of annual income, gift, fiduciary, and estate tax returns, as needed
  • Identify and manage unique assets and interests of the decedent, such as corporate ownership interests, valuable personal property items, or the pursuit of a wrongful death action, if needed
  • Resolution of disputes among estate beneficiaries
  • Distribution of estate
  • Legal closure of court probate proceedings