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 |
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Voluntary Advance Directive for Receiving Oral Feedings & Fluids in the Event of Dementia |
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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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