Document Preparation Services

Revocable Living Trust

Unlike a will, trusts do not require any form of probate. A trust agreement allows you to name a successor trustee who will carry out the terms of the trust agreement in the event of your death. During your lifetime, you, the creator of the trust (the trustor) maintains control of the assets in the [..]

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Amendments to a Trust

When a trust requires minor changes you can use an amendment to facilitate the changes. Amendments are designed for minor changes to the overall trust agreement and supersede any prior documents. Amendments can be used to change the name of the trustor because they were married, change the state of residency, change beneficiary designations, or [..]

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Complete Restatements

While minor changes may be made through an amendment, there are some changes that must be made by completely restating your trust. While the name of the trust will remain the same, you will still need to have the legal documents prepared to change your trust agreement. This is so you can keep the same [..]

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Durable Power of Attorney Documents

One of the most powerful estate planning tools you have at your disposal is powers of attorney. These documents, when properly prepared, allow you to plan for any event which may leave you unable to manage your own affairs or speak for yourself. Some of the specific powers you may wish to designate to a [..]

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Deeds

Deeds are the legal instrument used to transfer real estate from one person to another or from one person to a trust. In general, Arizona uses, Quit Claim Deeds, Beneficiary Deeds, or Warranty Deeds for transferring property. Quit Claim Deeds Quit Claim deeds are used to simply quit title in one manner and transfer the [..]

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Last Wills & Testaments

Specifying how you wish your assets to be distributed upon your death is important. Without a will in place, your family may not know how you wish your personal assets to be distributed. For those who have an estate that does not necessarily need a trust, a will is the best vehicle for ensuring your [..]

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Last Wishes Documents

Nearly all of us understand the stress and shocks associated with losing a loved one. There are countless arrangements to be made including publishing an obituary, providing information for a death certificate, overseeing a funeral and arranging for burial. However, these are not typically subjects we discuss with our family members and too often, they [..]

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Funding

Once you have established a trust agreement, the next step is ensuring your assets are properly transferred to the trust. This includes transferring bank accounts, investment accounts, real estate, timeshares, vehicles, stock certificates, Certificates of Deposit (CD’s), oil rights,bonds, mineral rights, and in some cases, life insurance policies. Why Should I Transfer Assets to My [..]

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