Planning for tomorrow,

protecting today

Living trust Preparation Services in Arizona

Without a trust in place, your assets are likely to be controlled by the probate process. Probate means the court—not you—controls your assets.

This can lead to your valuables being sold off or beneficiaries not receiving what you intended for them.

Unfortunately, probate can be expensive, emotionally taxing, and take months or even years for the process to wrap up.

Trusts are a common and reliable tool to ensure you maintain control over your property, avoid unexpected taxes, and prevent unwanted surprises for your loved ones.

  • Avoid Probate: Avoid the court-supervised probate process and pass assets directly to your beneficiaries, saving time and expense.

  • Privacy: A trust remains private, unlike a will which becomes public record.

  • Control: You decide exactly how and when your assets are distributed—for example, setting conditions for children to receive an inheritance.

  • Flexibility: Trusts can be tailored to meet your family’s specific needs, whether it’s providing for minor children, protecting assets, or supporting a loved one with special needs.

  • Continuity: A trust ensures your affairs are managed seamlessly if you become incapacitated, without the need for a court-appointed guardian or conservator.

  • Protection: Certain types of trusts can help safeguard assets from creditors, lawsuits, or even beneficiaries’ poor financial decisions.

Modern house with wooden exterior, stairs, and stone pathway in front, surrounded by grassy hills and mountains in the background during daytime.
Scenic view of a mountain range in the distance with a lake in the foreground, some trees and a modern wooden building in the lower right corner, and mist over the mountains during sunrise or sunset.
Mountain landscape with snow-capped peaks in the background, green rolling hills, and a stone pathway with plants in the foreground.

Revocable Living Trust

A simple, guided process from start to finish

Steps

1. Conversation
We start by understanding your family, assets, and goals.

2. Review
We look at how everything is currently set up and identify potential gaps.

3. Options & Explanation
You receive a clear explanation of available options and how each would function in your situation.

4. Preparation
Documents are prepared based on the plan you choose.

5. Review & Signing
Everything is reviewed with you so you understand exactly what you’re signing.

Frequently Asked Questions

Scenic landscape of a turquoise lake surrounded by green hills and tall mountains with a cloudy sky overhead.

  • Yes! Revocable Trusts, Special Needs Trusts and Pet Trusts can all be arranged so that the creator of the trust controls and manages the assets during their lifetime.

  • Trusts aren’t just for the ultra-wealthy—they’re an essential and common tool that keeps you in control, protects what you’ve built, and ensures your loved ones are cared for without the delays, costs, and stress of probate.

  • A trustee should be someone you trust completely to responsibly manage your assets and carry out your specific wishes as expressed in your Revocable Trust.

  • A will is a great component of estate planning. Unfortunately, a will must go through probate court, which can be time-consuming (months to years) and expensive. Trusts can help you avoid these drawbacks.

Have more questions? We’re happy to answer them and find the best plan to protect you and your family’s future.

Start your financial security today.

Learn more