Estate Planning Basics

Q: Do I really need an estate plan? I’m not “wealthy.”
A: Yes. Estate planning isn’t just about how much you have—it’s about protecting your family, your wishes, and your peace of mind. If you own a home, have children, or want someone you trust to make financial or healthcare decisions if you can’t, an estate plan is essential.

Q: What’s the difference between a will and a trust?
A: A will is a legal document that takes effect after your death and often requires going through probate. A trust can manage and distribute assets during your life or after, often avoiding probate and offering more privacy and control. We’ll help you decide what’s best for your goals.

Q: What happens if I die without a will in Arizona?
A: Arizona’s intestacy laws will determine who receives your assets, which may not align with your wishes. A judge could also decide who raises your children if you have minor kids. Creating a plan ensures you make those choices.

Powers of Attorney & Health Care Documents

Q: Why do I need a power of attorney?
A: A durable power of attorney lets someone you trust manage your finances if you're unable to. Without one, your loved ones may have to go through a costly and time-consuming guardianship process to help you.

Q: What’s the difference between a living will and a health care power of attorney?
A: A living will outlines your end-of-life care wishes (such as life support), while a health care power of attorney designates someone to make broader medical decisions on your behalf.

Trusts & Probate

Q: Will a trust help me avoid probate?
A: Yes—if it’s properly funded. A revocable living trust can avoid probate for assets titled in the trust’s name, but assets left out may still go through probate. We’ll ensure everything is aligned.

Q: How long does probate take in Arizona?
A: It depends on the complexity of the estate, but a typical uncontested probate takes 6–12 months. A well-crafted estate plan can reduce or eliminate this burden for your family.

Business & Succession Planning

Q: I own a small business. Do I need an estate plan?
A: Absolutely. Without a clear succession plan, your business could face confusion or closure upon your incapacity or death. We help business owners craft plans that preserve continuity and protect your hard work.

Q: Can I include my business in a trust?
A: Yes—in many cases. We’ll review your entity type and help structure ownership and succession to ensure a smooth transition.

Meetings & Appointments

Q: Do you offer virtual meetings?
A: Yes! We offer video consultations for your convenience, especially helpful for clients throughout Arizona or those balancing busy schedules.

Q: Can I meet with you outside of traditional hours?
A: We offer flexible appointments, including limited weekend and evening availability, to accommodate your schedule.

Costs & Process

Q: What do your services cost?
A: We offer transparent pricing, including flat-fee packages for most estate plans. During your initial consultation, we’ll walk you through options with no pressure.

Q: How long does the process take?
A: Most estate plans can be completed in 2–4 weeks, depending on complexity and your availability. We move at your pace while ensuring thorough, thoughtful planning.