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Working Through Your Estate Planning Needs

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 probate court interference, protect and provide for loved ones, and ease the strain that comes with significant life events like death, disability or incapacity. At Windrose Law Center PLC, 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:

How Does The Process Work?

Becoming a client with us starts with a strategy session. The purpose of the strategy session is 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. The steps of our process include:

  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 as well as in the evenings and on weekends. We have locations in Scottsdale, Mesa, Phoenix and Peoria where we can conveniently meet with you. We can also meet clients in Prescott.
  3. Our work begins. After the strategy session, we will draft a plan to fit your individual needs.
  4. Review your plan and set up a second appointment (in person, by phone or Zoom – 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.

Our Other Estate Planning Services

Our goal is to help clients create an Estate Plan that does not require help administering later, but if our office did not draft your plan or if your loved ones might need a little more assistance, we offer Probate and Trust Administration services.

Probate

Probate is the court-supervised process of administering a person’s estate after they pass away. During this difficult time, we are able to assist families with the administrations of their loved ones’ estates. 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 off your shoulders so that you can focus on healing 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. We can assist with:

  • Inventorying assets
  • Administering a trust
  • Making distributions
  • Guiding and counseling trustees

Schedule An Appointment To Get Started

It is never too early to get your affairs in order by creating an estate plan. The team at Windrose Law Center PLC will answer your questions while creating an estate plan that best fits your unique needs. Contact us online or call 602-857-9386 to schedule your appointment.