Will Package

  • Last Will and Testament
  • Living Will
  • Health Care Power of Attorney
  • Durable Power of Attorney

Payment Processing

Why use our paralegal service for Estate Planning? Certified Estate Planners and Financial Planners can not prepare the estate planning documents unless they are also Arizona Certified Legal Document Preparers!

ONE STOP SHOPPING AT AZ STATEWIDE PARALEGAL

Shannon Trezza is both a CEP and AZCLDP. Why go anywhere else? She can assist you with estate planning and prepare the documents all at the same time.


Wills/Trust

LivingTrust Package (20 documents total)

  • Trust
  • Schedule A
  • Procedure at Death (Husband and Wife)
  • Personal Property List (Husband and Wife)
  • Pour Over Will (Husband and Wife)
  • Health Care Power of Attorney (Husband and Wife)
  • Living Will (Husband and Wife)
  • Durable Power of Attorney (Husband and Wife)
  • Quit Claim Deeds (4)
  • Affidavit of Trust Existence
  • Assignment of Personal Property

Compare our look to that of an attorney! Same revocable trust, same look for thousands of dollars less!

 

Avoid Probate

If you have not seen it already look at our Probate page to see the process your heirs/beneficiaries could avoid if you have a Trust.

Click to go to the Probate page

Beneficiary Deed

If you have a small estate consisting of only 1 piece of real estate why not try avoiding probate with a Beneficiary Deed. You can name who you want to receive the property upon your death and then we record it with the county recorder. Upon your death the beneficiary files your death certificate and the property is transferred. It's that easy!

What is a Trust?

A Trust is an estate planning document which contains your wishes regarding the distribution of your assets upon your death.

What is a Last Will and Testament?

The most recent will of a deceased; the insturment ultimatley fixing the disposition of real and personal property at the testator's death.

 

Why does a Trust avoid Probate?

Unlike a Last Will and Testament, which requires the supervision of the Court during the process of distribution (aka Probate), the law does not require the Court to intervene when a valid Trust is in effect. So why would you force your heirs/beneficiaries to endure the Probate process?

Do I give up any control over my assets if I have a Trust?

No, not with the Trust we will provide. We will draft a Revocable Living Trust and you will maintain complete control over all of your assets. When you die, that control is passed on to someone that you appoint to be the Successor Trustee. During your lifetime you will be able to do anything with your assets you could do if they were not in the Trust.

What information do I need to gather to have a Trust drafted?

  • CHILDREN: Your Children's first and last names, their dates of birth, and the city and state in which they live
  • SUCCESSOR TRUSTEE: Name, Date of Birth, City and State where they reside
  • ALTERNATE SUCESSOR TRUSTEE: Name, Date of Birth, City and State where they reside
  • DISTRIBUTION: Have an idea of how you want your assets distributed and to whom
  • ASSETS: A copy of the deeds to any real property, names of financial institutions and account numbers, year and make of vehicles worth more than $50,000
  • LIVING WILL AND HEALTH CARE POWER OF ATTORNEY: Our Trust package comes with these documents.  Decide whether you will consent to an autopsy or want to make an organ donation

Our Trust is a complete package!

We will also prepare for you and your spouse (if you are married) the following:

  • A "Pour Over" Will
  • Living Will
  • Health Care Power of Attorney
  • Durable Power of Attorney
  • Schedule "A"
  • Personal Property List
  • Procedure at Death Instructions
  • Affidavit of Trust Existence
  • Quit Claim Deeds for Real Estate
  • Assignments for Personal Property

What is a "Pour-Over" Will?

A "Pour Over" Will is a document that names the Trust as beneficiary to your Will. When you and your spouse (if you are married) die, then anything that you have acquired during your lifetime that you have forgotten to put into your Trust will be "poured over" or placed into the Trust.

What is a Living Will?

A Living Will is a document that lets your family and friends know your wishes if you become seriously ill or incapacitated and are not able to make decisions for yourself in regard to your health care. This is the document that states whether or not you want to be kept alive by artificial means. If you only need a Living Will you can click to get started online.

What is a Health Care Power of Attorney?

A Health Care Power of Attorney gives an Agent, that you name, the authority to act on your behalf and to carry out your wishes if you become seriously ill and incapacitated.  This document states whether or not you consent to an autopsy or whether you want to be an organ donor.

What is a Durable Power of Attorney?

A Durable Power of Attorney gives an Agent, that you name, the authority to conduct any financial transactions on your behalf if you become seriously ill or incapacitated.

Do I need to change the Deed to my house?

Yes, we will prepare the Quit Claim Deed that transfers your house to the Trust. We will also record it with the appropriate Recorder's Office. If you already have a Trust and need the Quit Claim Deed to transfer your property into the Trust click to get started online

All of this is really simple if you've done it as many times as we have.

Call us for an appointment now at (520) 327-4000, or go to our contacts page on this website and set your own appointment. We will contact you to confirm it right away.