Estate Planning Services for Arizona Families

What Is Estate Planning?

Estate planning is the process of preparing legal documents and strategies to protect your family and assets in the event of incapacity or death. It ensures your wishes are honored, avoids unnecessary court involvement, and gives peace of mind to those you care about most.


Explore your planning options below.

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Living Trusts

Avoid probate and retain control over your assets with a revocable living trust customized to your family’s needs.

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Wills & Last Testaments

Ensure your wishes are honored and loved ones protected with a legally sound will tailored to Arizona law.

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Powers of Attorney

Designate trusted individuals to make financial or medical decisions if you're ever unable to do so.

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Living Wills & Medical Directives

Make your healthcare choices known with clear documentation that ensures dignity and clarity during medical events.

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Business & Asset Protection

 Use LLCs, family partnerships, and custom trusts to secure your assets and simplify legacy planning.

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Planning Resources

Download helpful forms, checklists, and guides to start your estate planning journey with confidence.

Frequently Asked Questions

Common Estate Planning Questions in Arizona

Whether you're new to estate planning or updating an old plan, these are some of the most frequent questions we hear from Arizona clients.

We proudly serve families across Arizona, including Phoenix, Scottsdale, and Tucson.

  • What happens if I die without a will in Arizona?

    Arizona’s intestacy laws determine how your estate is distributed—typically to your closest relatives. This can lead to delays, confusion, and outcomes you didn’t intend.

  • How often should I update my estate plan?

    It’s smart to review your plan every few years, or after major life events like marriage, divorce, birth of a child, or a home purchase.

  • Does Arizona have an estate or inheritance tax?

    Arizona has no state estate or inheritance tax. However, federal estate tax may apply to very large estates.

  • Will a living trust avoid probate in Arizona?

    Yes—if properly drafted and funded, a living trust allows your assets to pass without court involvement.

  • How much does estate planning cost?

    It depends on your needs and complexity. We offer a complimentary consultation to explore the right plan for you.