Thoughtful Planning for the Next Chapter

As you approach retirement—or move through major life changes—your estate plan should evolve alongside you. What worked ten or twenty years ago may no longer reflect your financial reality, family dynamics, or long-term goals.

At Windrose Law Center, we work with individuals and couples throughout Scottsdale, Peoria, and Mesa, Arizona to update and refine estate plans that align with life’s next phase. Whether you are preparing for retirement, transitioning out of a career, managing growing assets, or adjusting to changes in family structure, thoughtful estate planning helps ensure continuity, clarity, and control.

Estate planning at this stage often includes reviewing existing wills or trusts, evaluating beneficiary designations, coordinating retirement accounts, and ensuring powers of attorney and health care directives remain current. A well-structured plan can help protect assets, reduce the likelihood of probate, support loved ones, and provide clear guidance if incapacity or unexpected events arise.

Our approach emphasizes customization and long-term planning—so your estate plan reflects not only where you are today, but where you are headed. By working with an experienced Arizona estate planning attorney, you gain confidence that your documents are legally sound, properly coordinated, and designed to support your legacy for years to come.