[WSBAPT] Simplified probate in Arizona??

[Lewis, Amy C.]

Arizona also allows Beneficiary Deeds.  Bill Viall has prepared these for a couple of my clients.  He would be happy to answer questions:

Bill Viall
Attorney
Billviall3 at gmail.com<mailto:Billviall3 at gmail.com>
12823 W San Pablo Dr.
Sun City West, AZ  85375
(623) 328-8469
Licensed in AZ and WA



Amy Lewis, Attorney
Pronouns she/her/hers
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909 A Street, Suite 600 | Tacoma, WA 98402
WE HAVE MOVED! As of 1/1/21 we will be at: 909 A Street, Suite 600, Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jennifer L White
Sent: Thursday, May 6, 2021 9:44 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Simplified probate in Arizona??

Josh,
Yes – AZ is a community property state and they have the option to vest title as husband and wife with right of survivorship. I’m not licensed in AZ, but hubby and I own a condo there and this is what we did.

Jennifer L. White, Esq.
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jen at appletreelaw.com<mailto:jen at appletreelaw.com>
PO Box 11037
Yakima, WA 98909
509.225.9813

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Josh Grant
Sent: Wednesday, May 5, 2021 12:30 PM
To: wsbar trust <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Simplified probate in Arizona??

I have some H&W clients coming in who are interested in an intervivos trust because they have a residence in both arizona and washington states.
I have done this but I generally don’t recommend those trusts unless it would avoid an unnecessary out of state probate.
When the first spouse dies in Arizona is there a simple and inexpensive procedure to get the title in the SS’s name?
Thanks
Joshua F. Grant
[cid:image002.png at 01D74262.0B9CE9A0]
P. O. Box 619
Wilbur, WA 99185
509 647 5578

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