samedi 2 décembre 2017

Estate Assets and Debts: What to Do with Small Refund Check Not Made Out to Trust

My question involves estate proceedings in the state of: Arizona

I am the currently serving trustee for a deceased relative's trust.

I didn't think there would be any need for probate, as I thought all of the deceased's assets were placed in her revocable trust.

She never named her trust as an additional insured on her homeowner's insurance, and there is a small ($250) refund payable due to cancellation of insurance after the sale of her home.

Is there an expedient manner in which to cash this check?

My brother and I are the only beneficiaries of the trust.

Thank you in advance.


Estate Assets and Debts: What to Do with Small Refund Check Not Made Out to Trust

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