ESTATE PLANNING SERVICE PACKAGES
Where applicable, Service Packages include but are not limited to: collection of information, document preparation and delivery, notarization, witness, and comprehensive strategy proposals including tax saving measures and probate avoidance.
• Simple Probate Avoidance Trust (Single Person or Couple)
• A/B or Marital Trust (Couple)
• Special Needs Trust
• Pet Trust
• Gun Trust
• Restatement of Trust (Trust previously created but needs updating)
• Last Will & Testament (Single Person or Couple)
Trust-Based Estate Plan Documents | Will-Based Estate Plan Documents |
Living Trust | Last Will & Testament |
Certificate of Trust | Assignment of Personal Property |
Assignment of Personal Property | Authorization to Physicians (HIPAA) |
Authorization to Physicians (HIPAA) | Durable Financial Power of Attorney |
Durable Financial Power of Attorney | Durable Healthcare Power of Attorney |
Durable Healthcare Power of Attorney | Durable Mental Healthcare Power of Attorney |
Durable Mental Healthcare Power of Attorney | Living Will |
Living Will | Final Instructions |
Last Will & Testament/Pour-Over Will | Arizona Health Care Directives Registry |
Final Instructions | Voluntary Advance Directive for Receiving Oral Feedings & Fluids in the Event of Dementia |
Arizona Health Care Directives Registry | |
Voluntary Advance Directive for Receiving Oral Feedings & Fluids in the Event of Dementia |
Services Included in an Estate Plan:
Notarization of Legal Documents
Electronic Storage of Documents
Trust Funding Consultation
Complimentary Annual Reviews
Emergency Medical Contact Wallet Card
Risk Management Assessment
Free Settlement Consultation for Successor Trustees
Three-Ring Embossed Binder
Other Services (optional):
In Home/Hospital Appointments, if needed
USB Flash Drive of Legal Documents
Assistance in Obtaining Financing for Estate Planning Package