What You Will Learn at Our Seminar
Secure Your Legacy, Protect Your Loved Ones
Comprehensive Estate Planning Resources for Arizona Families
Navigating estate planning can feel like wandering through the desert without a map. Whether you are looking to safeguard your family’s future with a Revocable Living Trust, draft a Last Will and Testament, or ensure your medical wishes are honored through a Healthcare Power of Attorney, you’ve come to the right place.
In Arizona, estate laws have specific nuances—from community property considerations to unique probate simplified procedures. Whether you are just starting to think about a Last Will and Testament, wondering if a Revocable Living Trust is right for your family, or needing to update your Healthcare & Financial Powers of Attorney, you’ve come to the right place.
Why Knowledge is Your Best Asset
An informed client is a confident client. We’ve curated the articles below to help demystify the legal jargon and provide clear, actionable insights into Arizona estate law.
Explore our guides below to learn about:
The critical differences between Wills and Trusts.
How to avoid the time and expense of Arizona Probate.
- How to leave your assets to your loved ones in an asset protected irrevocable trust that protects the inherited assets from your loved one’s creditors, ex-spouses and bankruptcy courts.
Name in a Healthcare Power of Attorney the people who can make medical decisions for you if you can’t talk to your doctor
A Living Will in which you instruct your doctor to pull the plug if you are brain dead being kept alive by a machine.
Specialized planning for blended families and business owners.
From Information to Action
While these articles provide a foundation, no two lives are identical. A “downloadable template” can’t understand your family dynamics or your specific goals—but we can after we meet and learn about you, your family and your concerns.
Once you’ve had a chance to look through these resources, we invite you to take the next step. Let’s sit down, cut through the complexity, and build a custom plan that gives you total peace of mind.
Why You Should Hire Us
Learn why you should hire us to prepare your estate plan with a revocable living trust.
36 Documents & Services in Our Estate Plan
See the list of the 36 documents and services you will get if you hire us to prepare your estate plan with a revocable living trust.
Without a Trust, your private family finances become a public record. In Arizona, probate is an open book; that means anyone—from nosey neighbors to predatory scammers—can see exactly what you own and who will inherit the assets.
If you don’t have a will or a trust, the State of Arizona has a law that determines who inherits your assets. Dying ‘intestate’ means the government decides who gets your house, your savings, your investments, rental real estate and your heirlooms, regardless of what you told your family in private.”
Probate is a legal ‘waiting room’ that can freeze your family’s access to your cash for months. While your bills and mortgage keep coming due, your bank accounts could remain locked tight until a judge appoints a personal representative of your probate grants and gives the personal representative permission access your assets.
Estate planning isn’t just about death; it’s about ‘living death.’ If an accident, a stroke or dementia leaves you unable to manage your financial affairs, a loved one will have to file an application and spend money to get a Superior Court to appoint a guardian who has the legal power to care for you and a conservator who has the legal right to manage your financial affairs.
In a blended family, your children could be accidentally disinherited. Without a Trust, your assets could pass entirely to a surviving spouse, and then to your spouse’s children, leaving your own kids with nothing but memories.”
You can pay a little now to protect your family, or your estate can pay a lawyer a lot later to fix the mess you created by not creating a trust and ancillary documents. Every dollar spent on probate fees and court costs is a dollar that should have gone to your children or grandchildren.”
Do you own real estate outside Arizona? If you don’t have a trust that owns the out of state land, your family may have to endure the nightmare of multiple probates. That’s double the court dates, double the legal fees, and double the stress.”
Without a Trust, your 18-year-old could receive his or her entire inheritance in a lump sum. A trust allows you to ensure your hard-earned money is used for college and a career, rather than being exhausted in a single summer of bad decisions.”
Unclear DIY wills are an invitation for siblings to sue one another. A professionally drafted revocable living trust is the ‘lock and key’ that prevents family resentment from turning into a years-long courtroom battle.”
The most expensive thing you can leave your loved ones is an unorganized estate. Don’t leave your loved ones a mountain of paperwork and a date with a judge as your final legacy.”