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EXECUTORS

In Arizona, the executor of a Will is known as the "personal representative" or "PR," for short.  PRs have duties to properly administer the Estate of a decedent (person who has died).  A PR has a "fiduciary" duty. The duties of an Arizona personal representative (executor) may be grouped into several broad categories:

  • Ascertaining the Estate

  • Collect the assets of the Estate

  • Preserve and protect the assets of the Estate

  • Manage the assets of the Estate

  • Give notice to beneficiaries and others

  • Value the Estate for tax and distribution purposes

  • Prepare and file all necessary tax returns

  • Pay all debts and expenses of the Estate

  • Distribute assets to heirs and beneficiaries

  • Close the Estate

Removal of Executor

A person interested in the estate may petition for removal of a personal representative for cause at any time.  Cause for removal exists under any of the following circumstances:

1.         If removal would be in the best interests of the estate.

2.       If it is shown that a personal representative or the person seeking the personal representative's appointment intentionally misrepresented material facts in the proceedings leading to the personal representative's appointment.

3.        If it is shown that the personal representative has disregarded an order of the court, has become incapable of discharging the duties of that office, has mismanaged the estate or has failed to perform any duty pertaining to that office. 

4.        If it is shown that the personal representative has disregarded the reasonable written wishes of the decedent regarding the disposition of the decedent's remains.

For more information about the duties of executors, click here.

For probate assistance in Arizona, call us at 928/445-3230 or click here to contact us. 
 

 

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