Wills, Trusts, and Estate Plan Packages in Mesa, AZ
Trusted ESTATE PLANNING GUIDANCE, right here in Mesa
As Arizona estate planning attorneys headquartered in Mesa, Arizona, Fleming & Monroe works with Mesa residents at every stage, from longtime residents updating a plan they built years ago to new Arizona residents who need a will or trust from another state brought up to date with Arizona law.
Our estate planning services include living trusts, wills, trust funding services, financial powers of attorney, medical powers of attorney, advance directives, beneficiary property deeds, beneficiary designations, and related party deeds. We offer three flat-fee estate plan packages, and we tailor your plan from there. Completing estate planning documents can feel daunting, but our team partners with you every step of the way, right here in Mesa.
Estate Plan Packages for Mesa Families
Each package is a flat fee agreed on before any work begins, so you know the cost upfront. We also accept legal insurance plans, including MetLife Legal Plans and ARAG, which may cover some or all of your estate plan depending on your coverage.
Trust Package
Our most complete plan: a revocable living trust that can help your family avoid probate and keep your affairs private, plus your will and the documents that protect you during your lifetime.
A revocable living trust holds your assets while you are alive. You typically serve as your own trustee, so you keep full control and can change the trust at any time. You also name a successor trustee to step in if you become unable to manage your affairs or after you pass away, and that person can distribute trust assets to your beneficiaries without going through probate. The key is making sure your assets are actually held in the trust, which is why this package includes a deed and a personal property assignment, and we guide you through retitling your other accounts.
Trust documents
- Revocable Living Trust
- Declaration of Trust
- Certification of TrustA short summary that lets banks and title companies confirm your trust without seeing the full document
- One Deed
- Personal Property AssignmentTransfers household items and other personal belongings into your trust
Also includes
- Last Will and Testament
- Durable Financial Power of Attorney
- Healthcare Power of Attorney
- Living Will
- Final Disposition Instructions
Will Package
A will that directs who receives your property and names a guardian for minor children, plus the documents that protect you during your lifetime.
Your will is where you name who receives your property, choose a personal representative to carry out your wishes, and nominate a guardian for minor children. Without a will, Arizona law decides who inherits, which may not match what you would have chosen. A will does not avoid probate, so assets in your name alone will generally still pass through the court process, while assets with beneficiary designations or joint ownership pass outside it. For many young families and people with simpler estates, a will is a solid foundation that can be expanded into a trust later.
Includes
- Last Will and Testament
- Durable Financial Power of Attorney
- Healthcare Power of Attorney
- Living Will
- Final Disposition Instructions
Learn more about Wills vs. Trusts: Key Differences Explained →
Schedule free consultationAncillary Package
Protects you if you become unable to make financial or medical decisions on your own, and records your final wishes.
A power of attorney lets you choose a trusted person, called your agent, to act for you if an illness or accident leaves you unable to act for yourself. A durable financial power of attorney stays in effect if you become incapacitated and covers tasks like paying bills and managing accounts, while a healthcare power of attorney covers medical decisions. A living will records your wishes about end-of-life care so your family is not left guessing. Final disposition instructions record your wishes for your burial or cremation, so your family does not have to make those decisions on their own. Without these documents, your family may need to ask a court to appoint someone to make these decisions for you. Arizona has specific signing rules, including a witness and a notary for a financial power of attorney, and we handle the signing and notarization with you.
Includes
- Durable Financial Power of Attorney
- Healthcare Power of Attorney
- Living Will
- Final Disposition Instructions
Learn more about Power of Attorney in Arizona: Types & Requirements →
Schedule free consultationNeed a single deed prepared on its own? Flat fee, with the recording fee listed separately so you know the full cost upfront.
Compare what’s included
| Document | Trust | Will | Ancillary |
|---|---|---|---|
| Revocable Living Trust & Declaration of Trust | ✓ | — | — |
| Certification of TrustLets banks confirm your trust without seeing the full document | ✓ | — | — |
| One DeedMoves your home into the trust | ✓ | — | — |
| Personal Property AssignmentTransfers household items into your trust | ✓ | — | — |
| Last Will and Testament | ✓ | ✓ | — |
| Durable Financial Power of Attorney | ✓ | ✓ | ✓ |
| Healthcare Power of Attorney | ✓ | ✓ | ✓ |
| Living Will | ✓ | ✓ | ✓ |
| Final Disposition Instructions | ✓ | ✓ | ✓ |
Not sure which fits?
If you own a home, the Trust Package is often worth considering because a properly funded trust can keep your home out of probate. Others start with a will and add a trust later. We’ll walk through the options together.
Schedule your free consultation1. Understand
Everyone’s circumstances are different, with unique goals, family dynamics, and concerns when it comes to estate planning.
During this first step, we take the time to ask thoughtful, detailed questions so we can fully understand your needs and wishes. Whether you are seeking an estate planning attorney in Mesa, AZ, our goal is to ensure your estate plan reflects your individual situation and provides clarity and confidence for the future.
2. Draft
With a clear understanding of your goals, we begin drafting the customized documents that will be included in your estate plan.
We work closely with you throughout the drafting process, explaining each document and how it functions within your overall plan. As experienced Arizona estate planning attorneys, we ensure your documents are professionally written, comprehensive, and fully compliant with Arizona law.
3. Refine and Review
Once your estate plan is drafted, we provide the customized documents for your review.
We incorporate any changes you request and return the revised documents for approval. Throughout the refinement process, we answer questions, make recommendations when helpful, and accommodate revisions so your estate plan aligns with your expectations and long-term goals.
4. Result
Once the documents are approved, we set up a time to meet with you and get the documents signed and notarized.
It is rewarding to see our clients leave with peace of mind and a fully effective estate plan that protects against the unknowns and ensures that their legacy is protected.
Why Mesa Residents Choose Fleming & Monroe for Estate Planning
At Fleming & Monroe, we believe estate planning should be personal, clear, and built around your life, not a one-size-fits-all template. As a Mesa-based firm, we combine local accessibility with the flat-fee, no-surprises approach our clients count on.
Our approach focuses on:
• In-person consultations at our Mesa office on Baseline Road, with phone and Zoom options if that works better for you
• Experience helping new Arizona residents update wills and trusts drafted in another state
• Flat-fee estate planning so you know the cost upfront, no hourly billing surprises
• Clear, plain-language guidance from attorneys Jacob Fleming and Bob Monroe, from your first conversation through signing
If you are looking for an estate planning attorney in Mesa, AZ, schedule a free, no-obligation consultation at our Baseline Road office.
Frequently Asked Questions
Estate planning helps answer two important questions. First, what happens to your assets when you pass away. To address this, Fleming & Monroe, PLC prepares a Last Will and Testament and, when appropriate, a Revocable Trust.
Second, what happens if you are unable to make decisions on your own. In these situations, we create a Durable Financial Power of Attorney, Healthcare Power of Attorney, and Living Will. If you are asking either of these questions, our estate planning attorneys can guide you through a clear and straightforward process.
An estate plan typically includes a Last Will and Testament, Financial Power of Attorney, Healthcare Power of Attorney, and Living Will. Depending on your situation, a trust may also be included. These estate planning documents outline your wishes for asset distribution, medical decisions, and financial management.
A will is a legal document that explains how your assets should be distributed after death. It allows you to name beneficiaries, appoint a personal representative, and designate guardians for minor children. A will must go through probate, which not only can be time-consuming and costly but also becomes public record.
A trust is a legal arrangement that holds and manages assets during your lifetime and after death. Trusts help avoid probate, maintain privacy, and give more control over how and when assets are distributed.
Fleming & Monroe, PLC helps clients decide whether a will, a trust, or both are appropriate based on their specific estate planning needs.
Fleming & Monroe, PLC offers flat-fee estate plan packages, so you know the cost before any work begins:
- Trust Package (revocable living trust, declaration of trust, certification of trust, one deed, personal property assignment, last will and testament, durable power of attorney, healthcare power of attorney, living will, and final disposition instructions): $2,950 for a married couple, $2,150 for an individual
- Will Package (last will and testament, durable power of attorney, healthcare power of attorney, living will, and final disposition instructions): $1,750 for a married couple, $1,250 for an individual
- Ancillary Package (durable power of attorney, healthcare power of attorney, living will, and final disposition instructions): $950 for a married couple, $650 for an individual
- Deeds: $250, plus a $50 recording fee
We also accept legal insurance plans, including MetLife Legal Plans and ARAG, which may cover some or all of your estate plan depending on your coverage.
While it is possible to create some estate planning documents on your own, working with an experienced estate planning attorney helps ensure your plan is legally valid and tailored to your needs. Fleming & Monroe, PLC helps clients navigate estate planning laws and avoid common mistakes.
It is a good idea to review your estate plan periodically and after major life events such as marriage, divorce, the birth of a child, or a move to a new state. Fleming & Monroe, PLC helps clients update their documents so their plan continues to reflect their wishes.
Often, yes. Estate planning documents drafted in another state may not fully comply with Arizona law, particularly around witness requirements, powers of attorney, and how property is titled. We regularly review out-of-state wills and trusts for new Mesa residents and recommend updates where needed, so your plan holds up the way you intended if it’s ever needed.
It depends on your situation, and it is one of the most common questions we hear. A will may be enough if your assets are modest and already pass through beneficiary designations. A trust is often worth considering if you own a home, want to keep your affairs private, or want more control over how and when your family receives an inheritance. A few questions to think about before your consultation:
- Do you own a home or other real estate in Arizona?
- Do you have minor children, or beneficiaries who may need help managing an inheritance?
- Do you own property in more than one state?
- How important is it that your family avoids probate?
When you are ready, we can walk through your answers together during a free consultation and help you choose the plan that fits.
Often, yes. If your home is in your name alone and you rely only on a will, your family will usually need to go through probate to transfer it. A living trust that holds your home can let it pass to your family without probate and keeps the transfer private. Some homeowners use a beneficiary deed instead, and married couples who own their home together may have other options, so the right choice depends on how your home is titled and your overall goals. We are happy to review it with you during a free consultation.
Not automatically. Your parents’ trust covers their assets, not yours, so it does not plan for your home, your accounts, or your children. Whether you need a trust of your own depends on your situation, such as whether you own a home, have children, or want to keep your affairs out of probate. Seeing how your parents’ plan works can be a helpful starting point, but your needs may be different, and we can help you sort out what makes sense during a free consultation.
Funding a trust means moving your assets into it after it is signed, such as recording a deed that places your home in the trust and retitling bank or investment accounts in the trust’s name. A trust only controls the assets that are actually in it, so if a trust is never funded, those assets may still have to go through probate. Our Trust Package includes one deed and a personal property assignment, and we guide you through funding your other assets so your plan works the way you intended.
Yes. Fleming & Monroe accepts legal insurance plans, including MetLife Legal Plans and ARAG, which many employers offer as a workplace benefit. Depending on your coverage, your plan may cover some or all of your estate plan. Contact your plan provider or your HR department for your case or claim number, then reach out to us and we will help you get started.
Look for an attorney who focuses specifically on estate planning rather than treating it as a side practice, is transparent about fees upfront, and takes the time to explain your options in plain language. Meeting with a couple of attorneys before deciding is common, and most firms, including ours, offer a free initial consultation so you can see if it’s a good fit before committing to anything.