How can one close an estate bank account and obtain the required closing statement? – UT
Closing an Estate Bank Account and Getting the Final Closing Statement in Utah Short answer: The personal representative (executor or administrator) must gather the required documents (death certificate, letters testamentary/administration or court order), pay valid debts and taxes, prepare a clear final accounting (closing statement), and either present that accounting to the court (if the […]
Read article →Is probate administration required when there is no will? (UT)
When a person dies without a will in Utah: what happens and when is probate needed? Detailed answer — How Utah handles estates when there is no will If someone dies without a valid will in Utah, the person is said to have died “intestate.” Utah’s probate system is built to handle intestate deaths so […]
Read article →How to properly document and file receipts for payments to heirs or service providers in an estate — Utah (UT)
Detailed Answer: How to document and file receipts for payments to heirs or service providers in a Utah estate Short answer: The personal representative (executor or administrator) must keep clear, contemporaneous records of every payment from the estate—receipts, invoices, canceled checks or bank records, and written agreements where applicable—and include those records with interim or […]
Read article →How can next of kin qualify to be appointed as the estate administrator? (Utah, UT)
Can a next of kin be appointed as the estate administrator under Utah law? Detailed answer: how next of kin qualify to be appointed as estate administrator in Utah This section explains, in plain language, what it takes for a next of kin to be appointed as the estate administrator (personal representative) of a decedent’s […]
Read article →What documents are required to apply for probate appointment and oath in Utah (UT)?
Detailed Answer Short overview: To apply for appointment as a personal representative (executor or administrator) and to take the oath in Utah, you typically must file a probate petition with the probate court in the county where the decedent lived. The petition package must include a certified death certificate, the original will (if one exists), […]
Read article →Which statements and financial documents are required for annual and final probate accountings in Utah (UT)?
Detailed Answer — What to include in annual and final probate accountings under Utah law Short answer: For both annual (interim) and final probate accountings in Utah, a personal representative (executor/administrator) must prepare a clear, dated, and verified accounting that shows all receipts, disbursements, assets on hand, distributions to beneficiaries, and supporting source documents. The […]
Read article →What steps can estate heirs take to resolve an elective share dispute through mediation in Utah (UT)?
Detailed Answer: How estate heirs can resolve an elective share dispute through mediation in Utah Short answer: Heirs can often resolve elective share disputes faster, less expensively, and with more control than litigation by using mediation. In Utah, mediation can be used to negotiate how the surviving spouse’s elective share will be calculated, which assets […]
Read article →What steps can be taken to verify or contest a creditor’s payoff quote on an estate debt? (UT)
Overview This FAQ explains practical steps someone handling a Utah estate can use to verify a creditor’s payoff quote and, if necessary, contest it in probate. It assumes no prior legal knowledge and focuses on actions a personal representative (executor/administrator), heir, or interested party can take to protect the estate. Detailed answer — how to […]
Read article →What is the process for negotiating a creditor’s payoff amount in estate administration? (UT)
Detailed Answer — Negotiating a Creditor Payoff in Utah Estate Administration Disclaimer: This is general information, not legal advice. I am not a lawyer. Consult a licensed Utah attorney for specific guidance about an estate. When someone dies, the personal representative (executor or administrator) handles estate administration. That representative must identify, evaluate, and resolve creditor […]
Read article →How to submit an affidavit accounting for personal property in a small estate case in Utah (UT)
Detailed Answer — How to submit an affidavit accounting for personal property in a small estate case (Utah) Short answer: In Utah, a person who is entitled to receive a decedent’s personal property may use a small‑estate affidavit (sometimes called an affidavit for collection of personal property) to collect and distribute personal property without opening […]
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