Guides · Arizona Estate Planning
Estate planning guides for Arizona, in plain words.
Short, plain-language answers to what families ask us most. Read one before your free consultation, and you'll know which questions to bring.
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Start here.
Start with how wills, inheritance, and trusts work in Arizona.
- Inheritance without a will in ArizonaUnderstand how Arizona's family inheritance rules apply when someone leaves no will.
- Will, trust, and probate privacySee how probate records and trust disclosure rules affect your family's privacy.
- What is a living trust in Arizona?How a living trust works, who runs it, and why it keeps your home out of probate court.
- Living trust vs. will in ArizonaThe two plans side by side: cost, privacy, probate, and what happens if you get sick.
- The benefits of a trust over a willEight things a funded trust does that a will can't, and the cases where a will is still enough.
Choosing and building your trust.
How to choose help, build a trust, and coordinate your family's plan with your business.
- Business succession and estate planningPlan for who runs your business and who receives your ownership interest.
- Choosing estate planning helpCheck credentials, legal advice, fees, and who will handle each part of your plan.
- Revocable vs. irrevocable trustsWhich kind you can change later, which kind protects assets, and which one most families pick.
- How to set up a trust in ArizonaThe steps from first meeting to signing, and the funding step most people forget.
- What a trust costs in ArizonaWhat moves the price, flat fee vs. hourly, and what probate can cost your family instead.
- Why cheap online trusts failWhere low-cost online trusts go wrong, and what it costs a family to fix one later.
- HEMS trust provisions in ArizonaWatch Irma explain how a trust can pay for health, school, and everyday living costs.
For your home and the ones you love.
Guides for one asset or one person: the family home, a loved one with a disability, and the animals you care for.
- Home ownership and marriage in ArizonaWatch Irma explain why your deed and your family plan need to work together.
- Beneficiary deed vs. living trustTwo ways to pass an Arizona home without probate, and when one is enough.
- Special needs trusts in ArizonaHow to leave money to a loved one with a disability without cutting their SSI or AHCCCS.
- Pet trusts in ArizonaWho keeps your pet, who holds the money, and how much to leave under Arizona law.
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