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You are here: Home  Estate Planning Library  Estate Planning Seminars

Free Arizona Estate Planning Seminars

Estate planning is a subject that is complex and it can be overwhelming, which is why Arizona estate planning attorney Richard Keyt presents free 1.5 hour seminars each month in central Phoenix.  The seminar is an introduction to estate planning called "Family Protection & Peace of Mind."  Rick explains in English (not legalese) why everybody who has loved ones (regardless of the value of their estate) needs a good estate plan, especially people who have minor children or substantial assets.  Learn about the rich and famous (including Anna Nicole Smith) Rick uses as examples of estate planning disasters.

Future Seminar Dates

Our next estate planning seminars will be held on:

           Seminar Date

Start Time - End Time

January 26th, Saturday morning 9:00 am - 10:30 am
February 23rd, Saturday morning 9:00 am - 10:30 am

Seminar Flyer

Download the January seminar flyer or the February seminar flyer for more information about our up coming free estate planning seminars.

How To Make a Reservation for a Free Estate Planning Seminar

If you would like to attend one of Richard Keyt's free estate planning seminars, call our reservation line at 800-921-6856.  Our customer service representative will take your reservation 24 hours a day, seven days a week. 

Location

Our free seminars are open to the public and are held at the Sheraton Crescent Hotel located at 2620 West Dunlap, Phoenix, Arizona, which is on the northeast corner of Dunlap Avenue and Interstate 17 in central Phoenix.  If you are on Interstate 17, exit at Dunlap Avenue.

Free Consultation & Discount Offered All Seminar Attendees

If you attend one of our estate planning seminars, we will offer you the following bonuses at the end of the seminar:

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Free Consultation:  A free one hour no obligation consultation with Rick Keyt to discuss and design your estate plan.  If you are married, both spouses must attend the consultation.

bulletDiscount Certificate:  A certificate for a $300 discount off the total cost of your estate plan.

To receive the free consultation, you must make an appointment for with Rick before you leave the seminar.  The appointment must be within two weeks of the date you attend the seminar.  To take advantage of the discount, you must purchase an estate plan at the time of your free consultation.

Free Estate Planning Seminars for Your Organization

Arizona estate planning attorney Richard Keyt is available to give a free slide show presentation on estate planning to your group of 10 or more people.  Contact Richard Keyt at rickkeyt@keytlaw.com or 602-906-4953, ext. 101 if you would like Rick to schedule a talk on estate planning for your group..

Complete Our Estate Plan Questionnaire for Your Consultation

Before you come to our office for your free consultation, you must complete the appropriate online Estate Planning Questionnaire for a single person or a married couple.  The Questionnaire will start you thinking about your estate plan and asks questions that you must answer before we can prepare your estate plan.  You can complete the Questionnaire in 15 - 20 minutes.  If you have questions about the Questionnaire, call Rick at 602-906-4953, ext. 101.

Topics Discussed During the Consultation

The purpose of the free consultation is to answer your questions about Wills, Trusts and estate planning and to design a custom drafted estate plan that will protect you and your family and loved ones.  We will discuss the following topics:

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How the failure to plan for death can be a tragic disaster for your family and loved ones.

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How a good trust-based estate plan protects your family and loved ones.

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Revocable Living Trust:   What is it and why is it the key to your estate plan and so important for your family and loved ones?

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Personal Asset Trusttm:  What is it and why your revocable living trust needs an individual a PAT for each of your beneficiaries.

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Will:  What is it and how does it relate to your trust?

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Living Will:  What is it and how this document avoids the Terry Shaivo problem when one family member wants to pull the plug on life support and another doesn't.

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Financial Power of Attorney:  What is it and how can this document save your family thousands of dollars and avoid going to court if you become incapacitated.

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Healthcare Power of Attorney:  What is it and how can this document save your family thousands of dollars and avoid going to court if you become incapacitated.

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HIPAA Authorization:  What it is and how it authorizes your healthcare providers to give information about your health and medical condition and treatment to your designated agent.

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Mental Health Power of Attorney:  What is it and how can this document save your family thousands of dollars and avoid going to court if your mental health is impaired.

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DocuBank:  What is it and why it is important to have emergency access to your healthcare directives, 24/7/365, online and via phone or fax.  We purchase a one year membership for you when we prepare your trust.

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Post Mortem Wishes:  What is it and how can help your family if something happens to you.

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IRA Inheritance Trusttm:  What is it and how it can save your loved ones hundreds of thousands or even millions of dollars.  This new type of trust was first authorized by the IRS in 2005.  It's sole purpose is to receive distributions from IRA, 401(k) and other retirement accounts.  The IRA Inheritance Trusttm allows funds held in these retirement accounts to be paid ("stretched out") to an individual trust created for each beneficiary of the retirement account over each beneficiary's life so that the assets can grow tax free while in the IRA or retirement account.  The IRA Inheritance Trusttm  can also provide asset protection on funds distributed from the account to the trust.

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Fees:  We discuss the fixed fees we charge, which are stated on our website on the Estate Plan Preparation Service page.  Note:  The fees shown on this page are before applying the discount we give to people who attend one of our estate planning seminars.  We do not hide our fees.  You know exactly how much your estate plan will cost before you agree to go forward.

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Hiring Rick Keyt to Prepare Your Estate Plan:  If you decide to purchase an estate plan at the end of your initial consultation, you may sign an engagement agreement that states exactly what Rick Keyt will do and exactly how much you will pay.  Our policy for estate plans is to get one half of the cost of the estate plan at the time you sign the engagement agreement and the balance when you sign your estate planning documents.

Arizona Estate Planning Attorney

Richard Keyt prepares wills, living trusts, estate plans and other related estate documents for Arizona residents.  Rick, a former partner in one of the largest law firms in Arizona, has practiced law in Arizona since 1980.  Rick's email address is rickkeyt@keytlaw.com.  His direct phone number is 602-906-4953, ext. 101.  Rick's web site is KEYTLaw.com, located at www.keytlaw.com.

To subscribe to our free Arizona estate planning newsletters, click on the "Subscribe to Free Email Newsletters" at the bottom of this page.

To hire Richard Keyt to assist you in designing your estate plan and to prepare your estate plan documents, complete the appropriate online Estate Planning Questionnaire for a single person or a married couple and mail it to Rick or bring it to your initial consultation.

 

This page was last modified on February 14, 2008.

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