Estate Planning, Probate, and Trust Administration


Estate Planning Services

 

Our Approach

No matter your age or income, everyone needs an estate plan. An estate plan will ensure that your family, life savings, and financial future are protected. A comprehensive estate plan enables individuals, families, and small business owners to minimize court interference, protect and provide for loved ones, and ease the strain that comes with significant life events such as death, disability, or incapacity. We will listen to you and guide you through the complex system of laws and regulations to help you craft a plan that takes care of your family.

What is in an estate plan?

There is no one size fits all approach to estate planning. An experienced attorney can help you formulate a plan that fits your family’s needs. Some estate plans may include wills, trusts, guardian designations, health care powers of attorneys, financial powers of attorneys, and deeds.

How does the process work?

Becoming a client starts with a Strategy Session. The purpose of the Strategy Session is to listen - for us to listen to you, what is going on in your life, what are your needs and concerns, who is in your family, and who do we need to protect. Knowing this information will help us begin to formulate a plan.

Steps:

  1. Give us a call to schedule your Strategy Session.

  2. At the Strategy Session, we will get to know you and you will get to know our firm. We have appointments during normal business hours, evenings, and weekends. We have locations across Arizona to meet you where is convenient.

  3. Our work begins. After the Strategy Session, we will draft a plan to fit your individual needs.

  4. Review your plan. Second appointment (in person or by phone, whatever fits your needs). We will meet to review the drafts and we will make any changes that you might want.

  5. Sign your plan before a notary and witnesses.

 

Probate and Trust Administration Services

 

Probate

Probate is the court supervised process of administering a person’s estate after they pass away. We are able to help families during the difficult time after their loved one passes away with administering their estate. We can help with:

  • Small estate affidavits

  • Informal probates

  • Formal probates

  • Counseling and guiding Personal Representatives (sometimes called Executors)

The probate process is paperwork intensive and we are glad to take the burden from your shoulders so that you can focus on healing and recovering from your loved one’s passing.

Trust Administration

If your loved one had a Trust and you need help administering it, we are here to help make sure that everything is done correctly and in accordance with the law.

  • Administering a Trust

  • Guiding and counseling Trustees