Skip to content

Arizona Estate Planning

Check who prepares your plan.

Before you pay for estate planning help, ask who can advise you and what the service includes. Irma explains why qualifications deserve a closer look.

5.0 on Google40+ years combined experienceServicios en Español
Irma C. Davenport, Owner and Founder. English audio with captions on screen.This video is general information for educational purposes. It is not legal advice.

Match the provider to the work you need.

You may need help choosing a trust, checking a deed, or understanding a family member's rights. Ask who will answer those questions before you agree to a service.

Check what a professional knows and what they are authorized to do. Start with a name and a role.

Check the person's credentials.

Ask for the name of the person responsible for your legal advice. The State Bar of Arizona provides a public directory where you can check an attorney by name and review the information about their practice. Use the official listing rather than relying on a title in an advertisement.

Ask how that person handles the work you need. For a Scottsdale homeowner, that might mean reviewing an existing trust alongside a property deed. Bring copies of both.

Separate document help from legal advice.

Arizona certifies legal document preparers who can provide document assistance and general legal information. The Arizona Judicial Branch says they may not give legal advice. Other authorized providers can have their own limits, so ask which role applies to the person helping you.

Ask who will explain a proposed decision, who will prepare the documents, and who will review them. Get clear answers for each task you need.

Agree on the work before you pay.

Two quotes can cover different services even when both mention a living trust. Ask for a written description of the work, the fee, and the person responsible. Compare those details together instead of comparing the price alone.

If a task is excluded, ask who will handle it and whether there is another cost. Keep the answers with your agreement.

Ask what happens after drafting.

For example, ask whether a proposed trust service includes advice about transferring your home into the trust. Find out whether deed preparation, recording, and account instructions are included or require separate work. Do not assume that every task follows from signing the trust.

Ask who you can contact when a bank requests another document or your family circumstances change. Find out how later questions are billed.

Bring questions in your preferred language.

Ask whether the person explaining your plan can speak with you in English or Spanish. Bring your current documents so the discussion starts with your real situation.

At Turquoise Law Group, your free consultation is a chance to discuss your Arizona estate planning questions. Ask who will provide advice, what a proposed service covers, and what it costs.

Your questions, answered plainly.

Does a low price mean the service is wrong?

No. Ask what the price includes, who gives legal advice, and which tasks cost extra. A useful comparison looks at the scope of the work and the provider's authorized role alongside the fee.

Can a document preparer choose my estate plan?

Arizona's certified legal document preparers may provide general legal information and document assistance, but they may not give legal advice. Ask who will advise you about choices that depend on your own family, assets, or rights.

Where can I check an Arizona attorney?

Use the State Bar of Arizona's public directory. Search the person's name and review their listing. If a business offers legal help, ask for the name of the person who will be responsible for advising you.

What should my first meeting cover?

Discuss your goals, your existing documents, and any family or property details that may affect the work. Ask about credentials, who handles each task, fees, and later questions. You can request explanations in English or Spanish.

Read the video transcript

Read the original spoken words

We do everything legal. Have you heard of a business or an individual say that to you? Remember the saying, jack of all trades, master of none. Just because someone says they can handle everything legal doesn't mean they're qualified or authorized to do everything. The law has different areas, rules, and requirements that you need an expert for. Someone who does everything may not be an expert at anything. And when you're dealing with your assets, your family, and your future, choosing a one-stop shop without understanding their qualifications can cost you much more than choosing the right professional from the beginning. Would you trust your plumber to review your x-rays? Don't look for someone who says, I can do everything. Look for someone who can tell you, this is what I do, this is what I know, and this is what I'm authorized to do. Because when it comes to your legacy, you don't need a jack of all trades. You need the right professional for what you need. Call us today at Turquoise Law Group at 480-863-6303.

This page and video share general information for educational purposes. They are not legal advice about your family, property, or business. Reading or watching does not make us your lawyers. Review your own documents and circumstances with a qualified legal professional.

Turquoise Law Group, PLLC contracts with Roddy & Urness, PLLC or Nancy C. Pohl, PLLC in order to provide legal advice to your matter at an affordable cost.

Schedule your meeting

Get clear answers before you choose.

Schedule a free consultation with Turquoise Law Group. Ask who will advise you, what your estate planning work includes, and how we can help in English or Spanish.

  • Phone, video, or in our Scottsdale office
  • Free and with no obligation
  • Available in English and Spanish

Prefer to talk now?

(480) 863-6303
Call (480) 863-6303