My son Ricky and I (Rick) are Arizona wills, trust and estate planning lawyers. We would love to prepare your estate plan documents. I suspect you are wondering why you would hire us. Here are some reasons.

  • We prepare wills, trusts and estate planning documents to protect your most valuable assets, your loved ones.
  • I’ve been practicing law in AZ since 1980 and estate planning law since 2001. See my bio.
  • I am a tax lawyer with a masters degree in federal income tax law (LL.M.) from New York University School of Law.
  • Ricky has a masters degree in accounting from Notre Dame University. He was a CPA for a national accounting firm before he became an Arizona attorney. Ricky has been practicing estate planning law with me since he graduated from ASU’s law school in May of 2012.
  • We offer a free estate planning consultation (in office, via Zoom or by phone) to learn about you and your loved ones and your concerns, to answer any questions you have and design an estate plan that will carry out your goals for your family.
  • We don’t charge to answer estate plan related questions before or after you hire us.
  • We’ve created two wills, trusts and estate planning websites. They are at www.arizona-wills.com and www.azestateplans.com/. The latter is an ebook my son and I wrote called “Family Asset Protection.” If you are thinking of hiring somebody else to prepare your estate plan ask them how many websites they have created that are exclusively about wills, trusts and estate planning.
  • The trust agreement we give our clients has been reviewed and used by 5,000+ estate planning lawyers who are members of WealthCounsel. I’ve been a member since 2005. WealthCounsel makes the state-of-the-art drafting software we use to make our trusts and all of our other estate planning documents. If you are considering hiring another person to draft your trust ask that person how many estate planning attorneys have reviewed and used their trust and ancillary documents.

Our Two Estate Plans

Our two estate plans described in detail below give you the option to pick the plan that is best for you.  Our estate plans are:

  • Silver Estate Plan: $1,997 for a single person and $2,497 for a couple.  This plan does not include a revocable living trust. To purchase the Silver estate plan complete our Silver Estate Plan questionnaire.
  • Gold Estate Plan: $2,997 for a single person and $3,497 for a couple.  This plan includes a revocable living trust that provides that the assets in your trust pass automatically on your death (or on the death of both spouses if you are married) to an irrevocable beneficiary controlled asset protected trust created for each of your heirs and their descendants.  Your heirs inherited assets in their trusts will be protected for life from their creditors, ex-spouses and bankruptcy courts.  Each heir's trust is also a "dynasty trust" that creates a trust for your heirs children on the heir's death. See "A Smart Option for Transferring Wealth Through Generations: The Dynasty Trust." If you bought our Gold LLC you get a $500 discount off the price of this estate plan.  To purchase the Gold estate plan complete our Gold Estate Plan questionnaire.