(602) 523-0100 (Main)
(623) 434-0100 (North Valley)
(480) 883-0200 (East Valley)
9:00AM - 5:00 PM (M-F)
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Arizona

Legal SMART

" A Smart Alternative to High Legal Fees"

(602) 523-0100

     Problem: You have worked hard to acquire and grow your assets. In the event of your death, you want to leave your assets to certain people or organizations AND you want a legal means to make distribution of your      estate and the management of it easier on your heirs AND you want to be clear with your wishes and the      people/organizations you want to receive/inherit your estate.

     Solution: Arizona Legal SMART provides comprehensive REVOCABLE LIVING TRUST document preparation. Your CUSTOMIZED LIVING TRUST will include:

  1. Trust Agreement and related Exhibits
  2. Certificate of Trust 
  3. Asset Transfer Instructions
  4. Transfer Deed for Real Property (1 deed included) 
  5. Financial Power of Attorney (if married, one for each person) 
  6. Healthcare Power of Attorney (if married, one for each person)
  7. HIPAA Waiver
  8. Living Will - Healthcare Directives (if married, one for each person)
  9. Pour Over Will, (if married, one for each person)
  10. Summary of Estate Planning Documents with Helpful Information, AND
  11. Witnesses and notary for every document within the Arizona Revocable Living Trust package. If you prefer everything by email, we will provide detailed instructions on signatures and witnesses.

YOU TRUST WILL BE ASSEMBLED IN A BEAUTIFUL EMBOSSED BINDER

FOR YOUR EASE AND CONVENIENCE!

Individual Trust Package:   $695.00

Couple's Trust Package:     $795.00

Amend or Update a Trust:  To Be Quoted - Varies depending on situation


Revocable Living Trusts

Please call (602) 523-0100 or email us at info@azlegalsmart.com to request our questionnaire or to ask questions!

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