Estate Planning

Leave a Lasting Legacy

View over shoulders of man and woman signing paperwork

We understand that every person and every family, regardless of its size or complexity, deserves comfort and assurance when it comes to estate planning. Our dedicated team is here to simplify the process and ensure your hard-earned assets are protected and distributed according to your wishes. With the right team in place, you can secure your future and leave a lasting legacy, worry-free.

Our Estate Planning services and expertise available to the entire Arizona community include:

  • Last Wills and Testaments
  • Trusts
  • Powers of Attorney
  • Advance Healthcare Directives
  • Beneficiary Designations
  • Charitable Giving
Estate Planning in Arizona A Workbook -cover

Your Estate Planning in Arizona Workbook

Five Actionable Steps to Fortify Your Estate Plan Today

Five Actionable Steps to Fortify Your Estate Plan Today

Golf and Estate Planning: A Hole-In-One Strategy

Golf and Estate Planning: A Hole-In-One Strategy

Navigating Solo:  Estate Planning for Single Adults

Navigating Solo: Estate Planning for Single Adults

The First Day of Fall: A Seasonal Reminder to Begin Your Estate Planning Journey

The First Day of Fall: A Seasonal Reminder to Begin Your Estate Planning Journey

Schedule Your Consultation Online

Through streamlined processes, adaptable schedules, and flexible payment terms, our approachable team takes a seemingly daunting task and simplifies it, so you can get back to what matters most.

Helpful Resources

On-demand webinars on the ins-and-outs of special needs and estate planning.

Register for upcoming live webinars and educational events.

Helpful tools and reading, including recommended planners, books, and tools for your protection and education.