Choose up to three:

• Last Will & Testament

• Financial Power of Attorney

• Medical Power of Attorney

• Mental Healthcare Power of Attorney

• Living Will 

 

For the Bronze package, all information will be obtained via electronic communications and the completed documents will be delivered to you via email.

Everything from Bronze PLUS:

• DNR form (if desired)

• Witnesses and notarization

• In-person delivery and consultation 

• Custom Estate Planning binder to hold your important documents

Everything from Silver PLUS

• Probate-Avoidance Checklist

• 1x Arizona Beneficiary Deed to keep your home out of probate (with the option to purchase additional deeds for $125 each)

• Recording Fees

Everything from Gold PLUS

• Revocable Living Trust

• Funding Instructions

• Certificate of Trust

• Summary of Living Trust (FAQs)

• Family Information Sheet

• Schedule of Trust Property

• Trust Minutes

• Transfer of up to 1x Arizona real estate into Trust (in lieu of Ben. Deed) (with the option to purchase additional deeds for $125 each)