Trusts & Estates
North Phoenix & North Scottsdale call for additional locations available
***** Witnesses needed for the included HealthCare Directives *****
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Cannot be related to the principal
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Cannot profit in any way
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Cannot be a healthcare worker
Trusts can be set up as either Revocable or Irrevocable, depending on your specific needs and goals.
Establishing a trust is a thoughtful way to organize your affairs and prepare for life’s unexpected moments. It offers peace of mind, knowing your wishes are clearly outlined and your loved ones are protected.
You should consult an Attorney who specializes in Trusts & Estates. Another option is a Certified Legal Document Preparer, who has completed a formal certification program and is required to stay current with annual education and testing.
Both professionals will help ensure your documents are completed properly and with care.
Some of the documents included in a Trust & Estate binder
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Advance Directives & Trusts Administrative Documents
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Assignment of Personal Property Certification of Trust
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Durable Power of Attorney for HealthCare Elder Care Documents
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Fiduciary Powers and Duties of Trustee Life Insurance & Retirement Plans
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Living Will Declaration Living Trust
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Springing Durable Power of Attorney Successor Trustee
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Power of Attorney POA and Healthcare Directives
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Trust Documents Warranty Deed
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Wills and Trusts