Protect your legacy and your family!
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- South Lakeshore Drive
The procedure to transfer assets of a decedent who died with a will (testate) or without a will (intestate). Documents that will be helpful in your meeting: ● Will and any Codicils ● Death Certificate (if available) ● Decedent’s most recently filed federal and state tax returns ● List of names and dates of birth of spouse and children ● Assets in the name of the decedent ● Assets payable to beneficiaries ● List of creditors
Requests are not confirmed until you receive a confirmation email/phone call! Same day requests, please call our office @ 480-730-6469 or send us an email!
4500 South Lakeshore Drive Suite 300 Tempe, AZ 85282