Author: Matt Dana

The Dana name has become the symbol of a quality Estate Plan in Arizona. It has taken over 34 years to develop and continues to strive for excellence in the Estate Planning community. At its core is Estate Planning lawyer Matt Dana. [Learn more about Matt]

Who Has More Authority; Power of Attorney, Executor or Trustee?

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Many people are confused about the different legal titles, especially what power and authority a person has acting as a Power of Attorney for another person versus the power and authority of an Executor under a Will or a Trustee under a Trust. Actually, they have a lot of similarities. All of these documents […]

THERE IS A WILL: SO WHY DO I NEED A PROBATE

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At Jet Probate we take many calls a day regarding Probate. The most common question by far is: My Dad died, but he had a Will. Yet, the bank, real estate agent, or life insurance company is telling me, that the Will must go through Probate. The caller seems to believe that when Dad died […]

Probate is a Process: But Benefits are Immediate

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Over my 38-year career as an Estate Planning and Probate Lawyer I have heard way too many times about the “evils of Probate”. Since I can remember, many Estate Planning Lawyers have preached the “evils” in order to push a Revocable Living Trust. Although a Trust can eliminate the process of a Probate, that doesn’t […]

When is Probate Needed to Collect an IRA or Life Insurance Proceeds?

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One of the things that makes Probate so complicated is understanding what assets a deceased person owns that must go through Probate and what assets can be collected by just showing a Death Certificate. Generally speaking, any asset that has a “beneficiary designation” can be collected by simply showing a Death Certificate, no Probate needed. […]