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Estate Planning Service Packages

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
  • Genealogical Codicil 
  • 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

Last Will & Testament/Pour-Over Will

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

Assignment of Personal Property

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

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