Services
The practice.
Estate planning, deeds, contracts, and the supporting instruments that hold a plan together. Every engagement starts with a conversation about what you actually need; the work is shaped from there.
The full practice
Everything we do.
A working list of the instruments and services we handle in-house. Every engagement uses some subset; nothing here is an upcharge added later.
Trusts and estate planning
Revocable living trusts (single and joint)Restated trusts and amendmentsSpecial-needs supplementsCo-trustee and successor-trustee provisionsTrust funding (the work of moving assets in)
Learn more Wills and directives
Pour-over willsSimple wills (when a trust isn’t warranted)Durable financial powers of attorneyHealthcare powers of attorneyAdvance directives (living wills)HIPAA authorizations
Learn more Deeds
Beneficiary deeds for Arizona real estateQuit-claim deedsDeed corrections and re-recordings
Learn more Probate
Informal probate of Arizona estatesSmall-estate affidavitsGuidance for personal representatives
Learn more Trust administration
Successor-trustee guidance after a deathBeneficiary notices and trust inventoriesAsset retitling and final distributions
Learn more Trust protector services
Trust protector provisions in new trustsService as an independent trust protectorTrustee oversight and replacement powers
Learn more Contracts and ancillary
Private contracts for family arrangementsProperty agreementsOther documents that hold a plan together
Learn more Where to start.
Start with a call. We’ll talk through your situation and point you toward the right plan — or refer you onward if we’re not the right fit.