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Warning for Arizona Residents
The State of Arizona has a law that determines who inherits the assets of people who die without a will or a trust. This law may cause your assets to be inherited by the wrong person or people. To learn who will inherit your assets if you lack a will or trust see my article called Who Inherits Your Property If You Die without a Will or a Trust and take my short online quiz called Who Inherits Your Property. If the wrong person or people would inherit your assets the solution is for you to hire us to prepare a will or a trust that leaves your assets to the person or people you want to inherit the assets.
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.