- Secure personal possessions and real property
- Locate and inventory all assets
- If there is no will, determine and find heirs according to law
- Notify legal heirs and other beneficiaries of their interest in an estate
- File inventory list with the court
- Locate and notify creditors and verify any obligations
- Collect any outstanding income or benefits
- Pay allowable claims against the estate, including administrative costs and taxes
- Manage any investments in a prudent manner
- Consult with attorneys, accountants and other professionals as needed
- Prepare accountings and financial reports
- File tax returns and pay estate and/or income taxes
- Manage decedent's business until it is either transferred or sold
- Distribute property to the rightful heirs or beneficiaries
- File reports with the probate court
- Close the estate
Estate Administration by Licensed Fiduciary
We are available to assist after a loved one died and you are faced not only with grief and loss, but also with numerous tasks and responsibilities resulting from the death.
Premier Fiduciary Services can take on the responsibilities related to the deceased person's estate. We are here to help in any way possible, making sure the estate is protected and passed on to the rightful heirs as quickly as possible. Fiduciary service in Phoenix is provided by Kurt A. Tittelbach, Arizona certified fiduciary with offices in Scottsdale.
If the deceased had a will, the will names someone to serve as Executor or Personal Representative. If that person is not available, or when someone dies without a will, the probate court will appoint the personal representative.
The court prefers using family members or close friends as Personal Representatives. If family members are not available, for example if they live in a different state, they may ask the court to appoint a private fiduciary with whom they are comfortable.
If you need a competent and experienced executor, you may ask the court to appoint Kurt Tittelbach, Arizona Licensed Fiduciary to serve as Personal Representative.
The duties of the Personal Representative can be very complex and time consuming. Selecting Kurt Tittelbach as fiduciary assures your family that the affairs of the deceased are handled with compassion and integrity and in an efficient and timely manner.
Here are some of the responsibilities of an estate executor:
Please call today if you have questions about estate administration.
Consultations are free.
Call locally: 602-334-4084
Or tollfree: 1-866-616-7828