Estate Planning Forms & Resources for Arizona Clients
Helpful Forms for Your Convenience
We’ve compiled a selection of estate planning documents to help you prepare for your consultation, understand your options, and stay organized. These downloadable forms are available for reference and convenience. That said, we highly recommend completing them with professional guidance to ensure they meet Arizona’s legal standards and your family’s unique needs.
Essential Arizona Estate Planning Forms
Each form below is provided to help you prepare for your consultation and organize your estate information in advance. Download the one that applies to your situation.
Client Information Form – Living Trust for Married Couple
Gather key details about your assets, goals, and family structure before your consultation.
Client Information Form – Living Trust for Single Person
Designed for individuals planning independently. Helps streamline your first appointment.
Temporary Guardianship Authorization for Minor Children
Assign someone you trust to care for your minor children in case of emergency.
Medical Authorization for Minor Children
Give temporary authority to another adult to make medical decisions for your child.
Child Care Authorization & Agreement
Document temporary care arrangements and instructions for your child’s wellbeing.
What to Expect Before Your Consultation
Preparing for your estate planning consultation is simple. Here’s how to make the most of your first visit with our team:
- Schedule Your Free Consultation: Call (602) 795-8000 to set up a time to meet with one of our estate planning professionals.
- Complete the Client Information Form: Download and fill out the appropriate form (for single individuals or married couples) to help us understand your assets and goals.
- Bring Your Property Deeds: If you own real estate, please bring a copy of the grant deed. If you’re unable to locate it, we can assist later in the process.
- No Financial Statements Needed: We do not require your bank, investment, or insurance documents at your initial meeting.
- Learn & Decide: During your no-obligation consultation, we’ll explain the basics of estate planning in Arizona and how they apply to your unique circumstances.
- Review & Sign: If you choose to proceed, we’ll prepare your estate plan and schedule a follow-up to review, revise if needed, and notarize your documents.
Still have questions? Contact our team anytime—we’re here to help.
Need to Update a Document?
Whether you're changing agents on a power of attorney or updating your estate plan after a life change, we can guide you through making legal updates. Reach out and we’ll provide the most current version of the necessary forms and help you complete them correctly.
Need to Pay a Retainer or Invoice?
Use our secure payment portal to pay for your consultation or planning services online.
Have Questions About These Forms?
We’re here to help you prepare with confidence. Contact our team today if you need help selecting the right forms or understanding what to complete before your appointment.