Phoenix Estate Planning Attorney

Virtual Services for Wills, Trusts and Probate

Looking for a trusted estate planning attorney in Phoenix, AZ, who offers convenient, secure, and virtual solutions for your legal needs? With over 40 years of experience, I provide comprehensive estate planning services, including wills, revocable trusts, and powers of attorney, all designed to be accessible from the comfort of your home.

Comprehensive Online Estate Planning Solutions

My virtual estate planning services begin with a simple and secure online questionnaire that allows you to provide essential information about your assets and family. This efficient approach ensures we focus on crafting a plan that meets your needs while saving you time.

Complimentary Telephone Consultations

I offer complimentary telephone consultations to discuss your estate planning goals and provide professional guidance tailored to your unique situation. Whether you need a revocable living trust, health care directive, or power of attorney, we will develop a plan that secures your legacy and provides peace of mind.

Secure Online Portal for Document Review

Once we’ve created your estate plan, you will have access to a secure online portal where you can review draft documents. This platform offers the flexibility to make changes and communicate efficiently before finalizing your documents. All finalized documents are scanned and available through your portal for easy access and safekeeping.

Convenient Signing Options – In-Office or At Home

To complete your estate plan, I offer flexible signing options. You can choose to sign documents in my office or, if you prefer not to travel, I can arrange for witnesses and a mobile notary to come to your home, ensuring the process is convenient and efficient.

Will-Centered Estate Planning

This basic plan uses your Last Will and Testament as your primary planning document. Ancillary documents included are financial power of attorney, health care power of attorney and living will.

Trust-Centered Estate Planning

This plan uses a revocable living trust as the cornerstone of your estate plan. Included with this plan is a pour-over will, durable financial power of attorney, health care power of attorney, living will, trust funding instructions, assignment of personal property, trust certificate, and personal property memorandum. Additionally, we assist you with properly funding your trust.

Areas of Practice

Estate Planning

Estate planning is the process of creating a comprehensive plan to manage, protect, and transfer your assets during your lifetime and after your passing, ensuring your wishes are honored and your loved ones are cared for. It involves preparing essential documents, such as wills, trusts, powers of attorney, health care directives, and living wills, to establish clear instructions for handling financial matters, medical decisions, and the distribution of your assets. With a solid estate plan, you can minimize taxes, avoid probate, and prevent unnecessary legal challenges, all while securing your legacy and providing peace of mind for you and your family.

Special Needs Planning

Special needs planning is the process of creating a customized plan to protect and provide for a loved one with disabilities, ensuring their long-term financial security, quality of life, and access to essential government benefits. It often involves establishing a special needs trust to safeguard assets without jeopardizing eligibility for programs like SSI and Medicaid, as well as appointing trusted individuals to manage funds and make important decisions. Special needs planning empowers families to secure their loved one's future while ensuring they receive the care, support, and resources needed to thrive.

Probate Services

Navigating the probate process can be complex and emotionally taxing. With over 40 years of legal experience, I offer comprehensive probate services to guide you through every step from opening to closing.

Virtual Consultations

Understanding the need for convenience, I provide virtual consultations, allowing you to discuss your probate situation from the comfort of your home.

Comprehensive Court Procedure Handling

I manage all aspects of the probate process, including:

  • Filing necessary court documents

  • Communicating with beneficiaries and creditors

  • Resolving disputes and challenges

  • Ensuring timely distribution of assets

My goal is to alleviate the burden on you during this challenging time by handling the legal complexities efficiently and effectively.

"You don't need to be rich to leave an inheritance; you just need to be thoughtful." 

– Unknown

Contact Us Today

Whether you are in Phoenix, Glendale, Scottsdale, Anthem, or Surprise, AZ, I am here to assist you. Schedule your complimentary telephone consultation today to take the first step toward securing your future and protecting your loved ones with a comprehensive, customized estate plan.

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