Going through probate in Oro Valley, Arizona can feel stressful and confusing. Probate is the legal process of handling a loved one’s estate — paying debts, transferring property, and distributing assets. To make the process smoother, it helps to know the common mistakes people make during probate and how to avoid them.
Here are the top five mistakes to watch out for during probate in Oro Valley.
1. Missing or Overlooking Assets
One of the biggest mistakes is forgetting about certain assets like savings accounts, vehicles, or digital investments.
💡 Tip: Make a complete list of everything owned by the estate before filing probate. This saves time and prevents family disputes.
2. Not Notifying Creditors
In Arizona, the law requires that all creditors are notified during probate. If you skip this step, it can cause legal problems later.
💡 Tip: Send written notices to all known creditors and keep records of the communication.
3. Mixing Estate Money with Personal Funds
Some people make the mistake of using their personal bank account for estate transactions. This can lead to confusion or legal issues.
💡 Tip: Open a separate bank account just for the estate to keep everything organized.
4. Forgetting About Taxes
Even during probate, taxes must be paid — including property taxes or income taxes. Missing these payments can delay the closing of the estate.
💡 Tip: Work with a tax professional who understands Arizona probate laws.
5. Handling Probate Alone
Probate can be complex, especially if real estate is involved. Trying to manage it alone can lead to stress and errors.
💡 Tip: Get help from a local Oro Valley REALTOR® and a probate attorney to make the process faster and easier.
Final Thoughts
Avoiding these common mistakes can help you finish probate quickly and protect your loved one’s estate. If the estate includes property in Oro Valley, having the right real estate expert can make a big difference.
For help with probate real estate in Oro Valley, contact:
Ryan Comstock – REALTOR®
📞 520-261-4669
📧 ryancomstock@ryancomstock.com
🌐 www.ryancomstock.com