True, there's a lot of estate planning document information on our website. Call (480) 229-6220, use the contact form below, or email us at Estate Planning ProcessĮstate planning doesn't need to be difficult. In-house and in-office estate planning appointments are available weekdays, weeknights and on weekends. The impact on relationships between family and heirs.The workload placed on those handling your estate.We believe there are three keys to consider during the creation of an estate plan: We explain the difference between a living trust and a will and answer common questions.ĭuring our complimentary consultations we review sample documents including a last will & testament, a revocable living trust, powers of attorney for financial, medical and mental health, a living will/ advanced directive, and various types of deeds to easily transfer real estate. Learn more about revocable living trusts. Living means that the trust was set up during a person's lifetime, not after their passing.
What is a revocable living trust? Revocable means that the creators of the trust can change or dissolve the trust at any time.
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We'll follow up with you annually to remind you to keep this information up-to-date.
4peaks download update#
We provide these forms for you to complete on your own and update over time. This information is not collected by us to prepare your documents. Locating documents (birth certificates, insurance policies, etc.) and assets (banks, IRA custodians, etc.), providing contact information (extended family, friends, employers, neighbors, etc.) and medical information (conditions, prescriptions, etc.) are just a few of the critical documents that save hours, days and weeks of searching. For those handling your estate during your incapacitation or upon your passing, our goal is to avoid the "treasure hunt" and instead help you provide "treasure maps". Having the correct legal documents in place is important but it is only half of what is needed.
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