Core Estate
Planning
Services
Our Core Estate Planning Packages
THE ESSENTIALS PLAN
I want to leave my loved ones with basic guidance.
- Last Will and Testament
- Health Care Power of Attorney, Mental Health Power of Attorney, and Living Will
- Financial (General Durable) Power of Attorney
- Deed transferring home to heirs upon death probate-free, if applicable
Plans start at $1000 for individuals and couples.
THE FAMILY TRUST PLAN
I want to design a comprehensive wealth transfer plan. 
- Everything in the Essentials Plan, with the design of:
- Revocable Living Trust and Certification for third parties
- Special Warranty Deed transferring your residence to the Trust
- Assignment of Personal Property to gift personal items
Plans start at $3,250 for individuals and $3,500 for couples.
THE LEGACY PLAN
I want to protect my heirs and secure my legacy.
- Everything in the Family Trust Plan, with advanced strategies to:
- optimize your estate to minimize tax burdens
- protect your assets and business interests in life and death
- account for your family’s unique circumstances and needs
Plans start at $4,500 for individuals and couples.
All packages include
Plan design and review meetings with an experienced attorney, with guidance on selecting your agents. We’ll explain every document’s function in your estate plan.
Comprehensive revisions based on your input and feedback. You’ll have electronic drafts of your documents so you can review with your loved ones.
A complete review of your finances and other assets, with tailored recommendations to maximize the value of creating and executing your estate plan.
Get in touch
Estate planning is a complex matter, and we’re here to help. You’ll be able to speak to an attorney at no obligation by requesting a consultation online. We’ll be in touch right away to get you scheduled.
If you’d prefer to talk to our office about your case to see how we can help, or ask any questions about our process, you’re welcome to call and we’ll get you scheduled for an estate planning consultation over the phone. Our team of specialists is just a phone call away.
Estate Planning Document Checklist
REVOCABLE LIVING TRUST
A Revocable Living Trust is the cornerstone of most of the estate plans we craft. It’s designed to avoid a costly probate, the risk of court interference, and family discord with regards to your wishes. Trusts are effective for incapacity planning, and they direct the disposition of your assets to your chosen beneficiaries upon death.
LAST WILL & TESTAMENT
If a revocable living trust isn’t for you, we can still help – a customized last will and testament can provide some useful guidance to direct your successors about your wishes regarding your assets. This is effective upon death and subject to the probate process; learn more about Arizona probates here.
CERTIFICATION OF TRUST
Sometimes you’ll want to conduct business on your trust’s behalf without disclosing this long, personal document’s entire contents. We’ll prepare a trust certification that you can take to any financial institution seeking proof of your trust’s existence. This will provide you with a quicker and more private trust funding process.
POWER OF ATTORNEY
A power of attorney allows your spouse (or another trusted person) to sign documents and handle financial matters on your behalf. This is particularly helpful if mental disability prevents you from managing your own affairs. This is one important facet of our plans, as it serves a critical role in incapacity planning.
POUR-OVER WILL
A properly funded revocable living trust shouldn’t require a will – however, this kind of will serves as a second line of defense to ensure your properties are passed on successfully. The “pour-over” function ensures that any assets in your name upon death pass on to the trust, and are governed by its rules. They can also name guardians for underage children.
HEALTHCARE DIRECTIVE
Advance health care directives give directions to physicians and family regarding continuation of life support, organ donations, and other medical treatment wishes. For Arizona clients, we prepare a comprehensive three-in-one document, encompassing physical health, mental wellness, and a living will.
WANT TO LEARN MORE?
LET’S GET IN TOUCH.
We counsel families and business owners with all of their estate, tax, and charitable planning needs. Contact us today to schedule your consultation.