Overview
Owning a home or any piece of land is often our biggest investment. Having a plan to manage it properly gives peace of mind. Estate planning ensures your wishes are followed, your loved ones are taken care of, and estate taxes are kept to a minimum. I prepare the full suite of Arizona estate planning documents and explain every one of them in plain English before you sign.
What's included
Last Will & Testament
Everyone has a will — either one you create, or one the state of Arizona writes for you through intestate succession laws. A personal will lets you choose your executor, name guardians for minor children, and direct exactly where your assets go. I draft simple and complex Arizona wills with self-proving affidavits so probate moves faster.
Revocable Living Trust
A revocable living trust lets you keep full control of your assets while you're alive, avoid the cost and delay of probate, and pass assets privately to your beneficiaries. You can change or revoke it at any time. I help you set it up and fund it correctly so it actually works when it's needed.
Pour-Over Will
A pour-over will is the safety net that catches anything you forgot to put in your living trust. After you pass, any leftover assets 'pour over' into the trust and follow the same instructions — keeping your estate plan unified and complete.
Living Will (Advance Directive)
A living will tells doctors and family what kind of medical care you want — life support, resuscitation, feeding tubes — if you can't speak for yourself. Anyone over 18 should have one. It prevents family arguments during the hardest moments and ensures your wishes are followed.
Durable Power of Attorney
A General Durable Power of Attorney appoints someone you trust to manage your finances and legal matters if you become unable to. Without it, your family may need a long, expensive court process to be appointed your guardian or conservator.
Medical Power of Attorney
A Medical Power of Attorney appoints someone to make healthcare decisions for you when you can't. It works alongside your living will to make sure your medical preferences are honored — fast — without disputes among loved ones.
At a glance
- ✓ Last Will & Testament with self-proving affidavit
- ✓ Revocable Living Trust (with funding guidance)
- ✓ Pour-Over Will to complement your trust
- ✓ Living Will / Advance Directive
- ✓ Durable Power of Attorney (financial)
- ✓ Medical Power of Attorney (healthcare)
I am an Arizona Certified Legal Document Preparer (AZCLDP). I do not provide legal advice or representation. If your matter requires legal counsel, I will tell you honestly so you can decide whether to engage an attorney.
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