What We Offer
Estate Planning Services
We prepare the documents your family needs to be protected — clearly, thoroughly, and without the confusion that often surrounds estate planning. With over 25 years of experience, we've helped thousands of Arizona families secure their legacy.
Last Will & Testament
Make your wishes known — and legally binding.
A last will and testament is the foundation of any estate plan. It clearly designates who receives your assets, names a guardian for your minor children, and appoints a trusted executor to carry out your instructions after you're gone.
Without a will, Arizona's intestacy laws take over — and the court decides who gets what. That process rarely reflects what you would have wanted, and it can create lasting conflict among the people you love most.
We work with you to prepare a comprehensive, clearly written will that leaves no room for confusion or dispute.
Get StartedWhat's Included
- Asset distribution instructions
- Guardian designation for minor children
- Executor appointment
- Specific bequests and personal property
- Digital asset provisions
Every plan is customized to your family's specific needs. Pricing is discussed during your free consultation.
Living Will
Speak for yourself — even when you cannot.
A living will, also known as an advance directive, documents your medical wishes in the event you become incapacitated and cannot communicate. It tells healthcare providers — and your family — exactly what kind of care you do or do not want.
Without this document, your loved ones may be forced to make agonizing decisions without any guidance. Disagreements over medical care are among the most painful family conflicts imaginable, and they're entirely preventable.
A living will is one of the most compassionate gifts you can give the people who care about you.
Get StartedWhat's Included
- Life-sustaining treatment preferences
- Artificial nutrition and hydration directives
- Pain management instructions
- Organ donation wishes
- Healthcare Power of Attorney designation
Every plan is customized to your family's specific needs. Pricing is discussed during your free consultation.
Living Trust
Transfer your estate privately, efficiently, and without court involvement.
A revocable living trust is the most powerful tool available for avoiding probate. Assets held in a properly funded trust transfer directly to your beneficiaries — bypassing the court process entirely.
That means no waiting 12–18 months for probate to conclude. No court fees eating into your estate. No public record of your assets, debts, or who received what.
For families with real estate, investment accounts, business interests, or significant personal property, a living trust is often the smartest estate planning decision you can make.
Get StartedWhat's Included
- Full probate avoidance
- Private, efficient asset transfer
- Successor trustee designation
- Incapacity protection during your lifetime
- Pour-over will to capture any remaining assets
- Coordination with beneficiary designations
Every plan is customized to your family's specific needs. Pricing is discussed during your free consultation.
Powers of Attorney
Appoint someone you trust to act on your behalf — before you need it.
A Power of Attorney is one of the most important — and most overlooked — documents in any estate plan. It designates a trusted person to make decisions on your behalf if you become incapacitated and are unable to manage your own affairs.
We prepare both Medical and Financial Powers of Attorney, ensuring every aspect of your life is covered:
A Medical Power of Attorney (also called a Healthcare Proxy) authorizes your chosen agent to make healthcare decisions on your behalf if you are unable to communicate your wishes. This works alongside your Living Will to give your family clear direction during an incredibly difficult time.
A Financial Power of Attorney authorizes your agent to manage your financial affairs — paying bills, managing bank accounts, handling real estate transactions, and more — so your life doesn't come to a standstill during your incapacity.
Without these documents, your family may be forced to pursue a costly and time-consuming court-ordered guardianship or conservatorship just to help you. Planning ahead protects everyone.
Get StartedWhat's Included
- Medical Power of Attorney (Healthcare Proxy)
- Financial Power of Attorney
- Designation of trusted agent(s)
- Durable provisions that survive incapacity
- Customized scope of authority
- Coordination with your Living Will and Trust
Every plan is customized to your family's specific needs. Pricing is discussed during your free consultation.
Common Questions
Frequently Asked Questions
Do I need both a will and a living trust?
Many clients benefit from having both. A living trust handles the bulk of your estate and avoids probate, while a "pour-over" will captures any assets that weren't transferred into the trust during your lifetime. We'll help you determine the right combination for your situation.
How long does the process take?
Most estate plans are completed within 2–3 weeks of your initial consultation. We move at your pace — if you need documents sooner, we can often accommodate that.
What does it cost?
We offer flat-fee pricing so you always know what to expect — no hourly billing surprises. Pricing is discussed during your free consultation based on the complexity of your plan.
Do I need to update my plan over time?
Yes. Major life events — marriage, divorce, the birth of a child, purchasing a home, or significant changes in assets — are all good reasons to review your plan. We recommend a review every 3–5 years.
Not Sure Where to Start?
Schedule a free consultation and we'll walk you through exactly what your family needs — no pressure, no jargon, just clarity.