Legal Question in Wills and Trusts in Arizona
probate
Do I need to file probate in Arizona if a lawyer who was involved in an original law suit (23+yrs ago) is filling one in Oregon? The lawyer informed us he was no longer active with client(passed in Arizona) but has received a check($220k) and wants us (executors of will) to sign it & return to him to set up a trust of which he still gets his 1/3 and he�s filling probate in Oregon. He also wants the original last will & testament for the courts in Oregon.
2 Answers from Attorneys
Re: probate
More facts need to be known, especially in light of the large sums at stake. Why would he set up a trust? Would the funds not go to the estate heirs? Do you have copies of the file paperwork, such as the retainer agreement, judgment, etc.? Why did this matter take 23 years? Is it just now being paid, or has the lawyer been holding funds? There are a lot of questions here.
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You should consult with an estate attorney, who is knows litigation and injury cases. In my practice I have substantial injury work experience since 1979 and also probate and estate work on an equal basis. It is a little unusual to find an attorney with that background, in those two areas which are quite different, so I would be available to answer your questions, but need more facts in a free consultation to give a proper opinion and advice.
Best regards,
James D. Jenkins
Disclaimer: this post is not intended to create an attorney-client relationship, and is general educational information in response to an anonymous question posted on Law Guru, and not intended to be specific legal advice in a particular case. See an attorney for specific advice in your particular case.
Re: probate
Probate should be opened in the state where the deceased lived. I would be cautious about having the original lawsuit attorney set up the trust and open probate. I don't know the circumstances, but it may be wise to consult with another attorney who specializes in probate. You may e-mail me if you would like to discuss this further.