Call or Text: 602-402-5514 Email: kim@bakermobilenotary.com
call or text for after hours and/or additional location availability
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.
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For guidance on preparing estate planning documents, we recommend consulting an attorney who specializes in Trusts and Estates.
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Another excellent option is a Certified Legal Document Preparer (CLDP), a professional who has completed Arizona's certification requirements and maintains their credentials through ongoing continuing education and compliance.
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Both professionals are qualified to help ensure your documents are prepared accurately, completed in accordance with applicable requirements, and tailored to your individual circumstances.
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Once your Trust & Estate binder has been prepared, contact us to schedule a convenient appointment for the signing and notarization of your documents.
Examples of Documents That May Be Included in a Trust & Estate Binder
Estate Planning Documents Supporting & Administrative Documents
Advance Directives Administrative Documents
Assignment of Personal Property Certification of Trust
Durable Power of Attorney for Healthcare Elder Care Documents
Fiduciary Powers and Duties of Trustee Life Insurance & Retirement Plan Documents
Living Trust Living Will Declaration
Springing Durable Power of Attorney Successor Trustee Documents
Power of Attorney (Financial) Power of Attorney & Healthcare Directives
Trust Documents Warranty Deed (will need to be recorded at County Recorders Office)
Wills Wills and Trusts Documentation
As a Notary Public, we are not authorized to provide legal advice or recommend which documents you should sign. If you have questions about which estate planning documents are appropriate for your situation or how they should be completed, we encourage you to consult a Trusts and Estates attorney or a Certified Legal Document Preparer (CLDP). These professionals are qualified to help ensure your documents are prepared accurately and reflect your wishes.