What Arizona Property is Not Transferred by Will?

Not all assets owned or controlled by a person are transferred by will.  Property that is not transferred by will includes:

If there are any provisions in a will concerning the transfer of property held as JTWROS, such provisions will be invalid.  However, it is possible that property might be owned between two people as joint tenants without the right of survivorship.  In that case, each joint owner can transfer his or her interest in the property by will.

What Estate Plan Will be the Best for Your Needs?

I work with clients to create an estate plan that will be the best for their needs based upon their assets, distribution wishes, and other factors affecting their lives.  Please call me to find out how I can help you.

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I’m a native Midwesterner, having lived most of my life in Minnesota. I would look forward to meeting you, and learning about how I may be of service to you.

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Oro Valley, AZ 85755
Phone: 520.989.0074
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