LAST WILL & TESTAMENT & LIVING TRUST

Around 70% of Americans still don’t have last will and testament. Many of us procrastinate. We don’t believe that we have enough assets or we simply don’t want to face our own mortality. The problem with this approach is that when one does not have a valid will, the State will decide what happens to the interest of someone dying ‘intestate” (without a will). Some critical issues such as distribution timing, guardianship of minor children or pets are now left in state hands to decide. A careful planing of our family and personal goals can give us a peace of mind.

I prepare this important document and arrange for your witnesses, if you do not have witnesses for the flat fee of $100. I am also available to talk and discuss the issues so that you can feel comfortable that your Will is exactly what you needed. I carefully read the statute and applicable law before I place anything on paper and after preparing over a hundred of estate planning documents, including wills, all my clients were satisfied with accuracy and content.

Whenever you need to change, revoke or replace your Will, I can assist you in such matter. I take my clients personally and understand the importance of the decision to prepare estate planing. Ask me about My Life Package, a signature product by Anthem Legal Services that contains all the documents needed to protect yourself , your family and your assets in the State of Arizona. While I don’t handle formal and informal Probate, I can provide information and My package can make Probate run smooth and fast, with some of your most important and valuable assets avoiding probate all together.

You will receive one original document in paper form and electronic form. Should you need more that one original document, the additional fee for each is $5.

Living Trust is the document used to place your personal assets in Trust, a contract form that transfers the assets from you to another upon meeting the decided terms by you. It is primarily used for real estate and valuables, such as precious stones, art collections, or any other items that you would like to avoid probate and transfer immediately to your beneficiary (ies). The other value of creating a Living Trust is the privacy of your assets as they are automatically transferred into trust. Trust does not need to be recorded. The most popular form is Revocable Trust that can be changed at any time, if your situation changes. Once the Trustor (the owner of the trust) is deceased, trust becomes irrevocable, unless there is a provision to transfer the power of Trustor to a spouse. This type of trust is also known as Family Trust.

I prepare your Living Trust for $250 that includes providing all the information you need, research is needed and notary signature. You will receive one original document in paper form and electronic form. Should you need more that one original document, the additional fee for each is $5.

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