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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