gain confidence and assurance that your estate is taken care of
As Arizona Estate Planning Attorneys, we provide comprehensive services. Some of these 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.
Completing these documents may seem like a daunting task, but we partner with you every step of the way to ensure that you feel supported in your experience. Our Estate Planning practice is focused on assisting Arizona families in preparing an estate plan that fits their needs and provides them confidence and assurance that their estate will be taken care of when they pass.
1. Understand
Everyone’s circumstances are different with their own individual goals when it comes to an estate plan.
During this step, we take the time to ask you important questions to help us fully understand your specific needs and wishes. We want you to feel assured that your estate plan will reflect your unique situation.
2. Draft
With a clear understanding of your needs and wishes, we begin drafting each of the customized documents that will be included in the estate plan.
We work closely with you every step of the drafting process. With our knowledge and experience, we ensure the documents are written in a professional and comprehensive manner.
3. Refine and Review
Once the estate plan is drafted, we send the customized documents to you for review.
We incorporate any changes you want made and then send the documents back for approval.
Throughout the refining process, we answer questions, make suggestions, and willingly accommodate any changes that you request.
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.
