A Seamless Estate Planning Experience With KEYTLaw in Scottsdale, AZ
Creating an estate plan can feel overwhelming—but it doesn’t have to be. At KEYTLaw in Scottsdale, Arizona, our goal is to simplify the process, eliminate confusion, and give our clients total confidence in their plan for the future. From start to finish, our system is built to make estate planning efficient, secure, and entirely personalized.
Let’s walk through what it’s like to work with KEYTLaw on your estate plan.
How Does the Estate Planning Process Start at KEYTLaw?
Every estate plan begins with a secure, online questionnaire. This isn’t just a generic form—it’s designed to gather all the information we need to create a fully customized plan.
You’ll be asked about your personal details, your spouse (if applicable), your children, and your wishes for inheritance. Whether you want to leave assets to someone or intentionally disinherit an individual, this questionnaire captures it. We’ll also ask who you’d like to name as your successor trustee if you and your spouse pass away.
Once submitted, the form is securely sent to you and to our team, and we begin drafting legal documents based on your specific responses. It’s a seamless intake process that sets the tone for the rest of your planning.
What If I Don’t Know Who to Choose as Trustee or Guardian?
It’s common for clients to feel uncertain about naming fiduciaries like trustees or guardians. If you're not sure who to choose, our team walks you through what responsibilities those roles involve. We'll help you think through practical considerations—like age, financial know-how, availability, and trustworthiness—to guide your decision. You’re not expected to figure this out alone.
What Is the Asset List and Why Is It So Important?
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