Estate planning can be complicated, even scary.  It doesn't have to be.  If you meet with us, we will put you at ease and help you put together a plan that works!


What Estate Plan Packages Do You Offer?

Revocable Living Trust Packet:

• Revocable Living Trust
• Certification of Trust
• Durable Power of Attorney for Management of Property and Personal Affairs
• Health Care Power of Attorney and Mental Health Care Power of Attorney
• Pour-Over Will
• Living Will

Last Will and Testament Packet:

• Last Will and Testament
• Durable Power of Attorney for Management of Property and Personal Affairs
• Health Care Power of Attorney and Mental Health Care Power of Attorney
• Living Will

 


Do You Offer Telephonic Consultations?

While we prefer being able to meet face-to-face, we understand that circumstances can require adaptation.  We have successfully implemented telephonic initial consultations and will take whatever measures are necessary to make you feel secure.  We also are able to respond to short inquiries and scheduling via text at (623) 850-5699.


What Are The Documents That I Should Have in My Estate Plan?

An estate plan is much more that just a Will.  In order to best protect you, there are documents such as Medical and Financial Powers of Attorney which provide you with safety measures during your lifetime, while there are documents like a Living Will which help with end-of-life decisions.  If you wish to avoid Probate, a Revocable Living Trust may be the best option for you.  Because of the complexities of making sure that you have a complete plan, it is best to speak with our attorney.