All Questions

April 30, 2026

[AZ] What is the next step after completing and notarizing an affidavit of survivorship after a joint tenant dies?

Hello, I had spoken with a lawyer over the phone who made a suggestion to complete an affidavit of survivorship. My grandmother and I own property and she has passed away. I believe I've entered all the correct information and am ready for the next step, which is getting the notary done. After that, do I just take the affidavit and death certificate, as well as the warranty deed, to the county recorder's office?

AZ Estate Planning

April 28, 2026

[AZ] Is spousal acknowledgment required on a TOD deed if both spouses are already listed as owners and have signed the deed?

I just did the beneficiary deed for Arizona, and I'm unsure of what the spousal acknowledgment is for.

AZ Estate Planning

April 27, 2026

[AZ] How can I structure a hard money loan to protect my funds and clarify marital contributions in case of divorce?

Hello, I am looking to have this hard money loan document reviewed. This will be filed in Arizona. I am a married man who sold my personal home which I had before the marriage. I have a $280k gift of equity letter from my father as he was the contractor on the home, and $220k of equity came from the sale of my prior residence, which I owned as a single man when I purchased and sold it. I am lending $400k to my father for a business venture, which will be a 36-month term with a balloon payment at the end and a 5.5% annual interest rate. My goal with this document is to provide a buffer and clarity in case my wife and I divorce. I want to make sure this protects the companies that will use the money and myself, and that it protects the funds.

AZ Business

April 20, 2026

[AZ] Can my sister legally gift me her home while keeping her VA loan without refinancing or triggering the due-on-sale clause?

My sister has a VA loan for her property in the state of Arizona. She wants to gift me her house, legally. I will be the full and only owner on this property. She still has the loan and is in full control, as well as continues payments. The VA and county told us to get a lawyer. I know the lender my sister uses.

AZ Real Estate Law

April 19, 2026

[AZ] Where do I list family relationship on an Arizona quit claim deed when transferring ownership to my stepchildren?

I am looking for a lawyer who is familiar with Arizona property transactions. I am purchasing my stepdaughter and stepson 25% ownership each of the house I own in Sedona. I own 50% now. Where on the quit claim deed would I establish this family relationship because we have different last names?

AZ Estate Planning

April 19, 2026

[AZ] Is it a conflict of interest to serve as power of attorney while also being a named beneficiary on TOD and POD accounts?

Is it a conflict of interest to be a person’s Power of Attorney (POA) and be the named beneficiary of the same person’s Transfer on Death (TOD) and Payable on Death (POD) arrangements?

AZ Estate Planning

April 19, 2026

[AZ] What affidavit or form should I use to claim financial assets from a small estate when a bank rejects my submission?

I sent in an Affidavit for Small Estates to a financial institution so I can be named beneficiary for my sister's estate (she died Oct. 11, 2025 and apparently the beneficiary had not been changed after her husband died in 2020). The financial institution says I sent the wrong form — the one I sent was medical permission but not financial permission. They said it was from Section 14-3974 but I can't find any form for the state of Arizona that identifies as that.

AZ Estate Planning

April 18, 2026

[AZ] Can I use photocopies as proof of ownership when filing a small estate affidavit for vehicles?

I am filing a small estate affidavit. Proof of ownership for the personal property must be submitted with the affidavit. Must they be original documents, or can they be photocopies?

AZ Estate Probate

April 17, 2026

[AZ] How do I establish myself as a successor in interest with a mortgage company so I can sell my deceased aunt’s home?

My aunt passed away a couple of years ago and I’m trying to get a successor of interest for the mortgage company so I can sell the home.

AZ Estate Planning

April 5, 2026

[AZ] Can you sue a home seller for failing to disclose structural defects and concealing foundation damage?

Do I have any legal right to sue the previous homeowner for not disclosing or downplaying the structural issues?

AZ Real Estate Law

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