If you are an Arizona resident take our test to learn who will inherit your property if you die without a Will or a trust.
Our Silver & Gold Estate Plan Packages
To hire us to prepare your estate plan the first step is to complete and submit one of our two estate plan questionnaires:
- the Silver Estate Plan bundle ($997 for a single person or $1,497 for a couple). To purchase the Silver Estate Plan bundle complete our Silver Estate Plan questionnaire. This plan is for people who have important or valuable assets and they want to make sure that the assets are inherited by the person or people they want to inherit rather than the people who will inherit under the law of the decedent’s state of residence at the time of death. Arizona residents should learn Who Gets My Property If I Die Without A Will Or Trust?
- the Gold Estate Plan bundle ($2,997 for a single person or $3,497 for a couple). People who bought a Gold LLC from us get a $500 discount off the price of this estate plan. To purchase the Gold Estate Plan bundle complete our Gold Estate Plan questionnaire. If you buy our Gold plan make an appointment for a free 60 – 90 minute phone call or Zoom video conference with Richard C. Keyt by using his online scheduling calendar or by calling our estate planning legal assistant Michelle Watkins at 480-664-7413. During this meeting Ricky will answer your questions and work with you to design your estate plan.
- Asset List – Complete this pdf fillable form to make an inventory of your assets to give to your loved ones so your heirs will know what you own if you were to die.
Our Beneficiary Controlled Asset Protected Trust
If you want to give any valuable assets to a child or loved one now rather than after you die then you should hire us to prepare a beneficiary controlled asset protected trust (a BCAPT) so your child or loved one will be protected from his or her current and future creditors, current and future ex-spouses and a bankruptcy court, none of whom will be able to get any assets held in the trust. To learn more about these asset protected trusts see our article called “Beneficiary Controlled Asset Protected Trusts.” To hire us to draft an BCAPT complete and submit our BCAPT questionnaire.
P.S. The trust we prepare when hired to do a Gold estate plan provides that a BCAPT will be prepared for each person who becomes a trust beneficiary after the death of a sole initial trustee/beneficiary or the death of the second spouse when we do a joint trust.