Peace of Mind Starts Here: Your Simple
Roadmap to a Secure Estate Plan
We want to prepare an estate plan with a revocable living trust that protects your most valuable assets – your love one.
We serve people in Scottsdale, Phoenix, Paradise Valley, Tempe, Chandler, Mesa, Gilbert, Cave Creek, Fountain Hills and people who live throughout Maricopa County. Taking care of your family isn’t just about the here and now—it’s about ensuring they are held and protected no matter what the future brings.
If you own a home, a retirement account, or anything else you want to pass on to the people you love, you need a proper Arizona estate plan — and a will alone won’t cut it. Many Arizonans don’t realize that a will still has to go through Arizona’s probate process, which is time-consuming, expensive, and completely public. A revocable living trust, on the other hand, lets your assets pass directly to your loved ones without probate, without court involvement, and without unnecessary delay. After more than 45 years of practicing law in Arizona, I’ve seen firsthand what happens to families who planned well — and families who didn’t. The difference is significant.
At KEYTLaw, every estate plan we prepare is custom-designed around your family, your assets, and your goals. You won’t get a cookie-cutter document package. Your plan will include a revocable living trust, a healthcare power of attorney, a financial power of attorney, a living will, a deed transferring your home into your trust, and several other documents that work together as a complete, coordinated system. We also include irrevocable asset-protected trusts for your beneficiaries inside the plan, so that when your children or other heirs receive their inheritance, it’s shielded from creditors, ex-spouses, and bankruptcy courts. That’s protection most estate plans simply don’t provide.
We want to help you protect your most valuable assets — your loved ones. Whether you’re a retiree, a parent of young children, a business owner, or someone who simply wants the peace of mind that comes from knowing your affairs are in order, we’d love to talk with you. You can book a free office, phone, or Zoom video consultation at keytlaw.com/calendar, or learn more about Arizona estate planning at keytlaw.com. There’s no pressure and no obligation — just a straightforward conversation about what makes sense for you and your family.
To hire us to prepare your custom estate plan follow the simple steps described below. We typically prepare client’s documents and have the client come to our office to sign a week after the design meeting..
Why You Should Hire Us
Learn why you should hire us to prepare your estate plan with a revocable living trust.
Our Fees & 36 Documents & Services in Our Estate Plan
See the fees and the 36 documents and services in our custom estate plan with a revocable living trust.
We doubt you will find an estate planning attorney whose estate plan includes as many documents and services as we provide. Look at other estate planning lawyers’ websites, and they usually don’t tell you what you get if you hire them or the fees they charge. We don’t hide the ball. Our estate plan fees are shown below at the end of the list of documents and services.
Steps to Hire Us
- Step 1: Contents of Our Estate Plan: To protect your most valuable assets—your loved ones—read about the 36 documents and services you will get you if you hire us to prepare your comprehensive estate plan with a revocable living trust or watch our video about the 36 documents and services.
- Step 2: Book a Free Discovery Meeting: Book a free no-obligation office, phone, or Zoom video meeting with one of our estate planning attorneys to get answers to your questions and design your custom estate plan. We’ll chat about your family, your goals, and any specific concerns you have. This isn’t about legal jargon; it’s about us getting to know what matters most to you so we can determine the best path forward together. To book a free meeting, go to the Keyt’s online calendar or call our estate planning legal assistant Michelle Watkins at 480-664-7413.
- Step 3: Submit Our Online Estate Plan Questionnaire: Before your free meeting with a KEYTLaw, LLC, attorney, please complete and submit our Estate Plan Questionnaire so he has time to understand your situation before the meeting. Submitting the Questionnaire helps us design an estate plan that meets your goals. All information you enter will be strictly confidential. The more of the Questionnaire you complete, the better, but please don’t get stuck if there is something you aren’t sure of. If you don’t know how to answer a question, skip the question. You can always go back and fill in more of the information or make corrections later.
- Step 4: Meet with Richard Keyt or His Son Richard C. Keyt: During this meeting we will learn about you and your loved ones and your concerns, answer your questions and design a custom estate plan that will protect your most valuable assets – your loved ones. Once we’ve identified your concerns and you needs, we will go to work on your custom estate plan. We don’t believe in “cookie-cutter” templates. We will design a personalized estate plan strategy that satisfies your goals and objectives.
- Step 5: Sign Your Documents. During this meeting we will answer your questions, make any changes you want to make and you will then sign your documents. We will provide two witnesses and a notary. We are located at 7373 E. Doubletree Ranch Road, Suite 135, Scottsdale.
- Step 6: We Send you your Estate Plan Documents in a 3 Ring Binder. All your documents are organized behind tabs in the binder. You will also get a thumb drive that contains digital pdf files of all of your signed documents.
- Step 7 Funding Your Trust. A trust is like a safe—it only works if you put your valuables inside. We will prepare a deed that transfers your home to your trust. Transferring your other assets to your trust is your responsibility unless you hire us to do some or all of the funding. We give you a 22 page funding roadmap called “Funding Your Trust from A to Z.” to help you retitle your Arizona real estate, bank accounts, and investments into the name of your trust. This article explains how to transfer 13 different types of assets to your trust. To hire us to fund your trust submit our funding questionnaire.