Secure your family’s future with a complete, professionally drafted estate plan that
simplifies administration, protects assets, and ensures your wishes are followed.

What’s included
- Revocable Living Trust
- Certification of Trust
- Financial Durable Power of Attorney
- Trustee Durable Power of Attorney
- Pour-Over Last Will & Testament
- Living Will
- Health Care Power of Attorney
- Mental Health Care Power of Attorney
- Burial/Cremation Directions
- Heirloom Gift Form
- Administration Instructions for Successor Trustee
- Funding Letter for Financial Institutions
- Automobile Power of Attorney
- Automobile Beneficiary Form
- Real Estate Funding (includes preparation for 1 property in Arizona)
- Estate Plan Design Chart
 

 

Why choose this package
- Avoid probate and speed asset transfer with a revocable living trust
- Maintain control and privacy over your estate
- Comprehensive health care directives and powers of attorney for incapacity
- Clear, organized instructions to guide your successor trustee
- Assistance with funding one Arizona property to help ensure the trust works as
intended

 

How it works
1. Initial consultation to review your goals and current assets.
2. Drafting and review of documents tailored to your situation.
3. Final signing and instructions for funding assets (includes funding letter and one-
property real estate transfer assistance).
4. Follow-up guidance for trustee and beneficiaries.

 

Ready to get started? Contact me to schedule your initial consultation or to ask questions about customizing the package for your needs.