
Setting up a smooth inheritance isn’t as hard as you might think. Without proper planning, your family and your assets are vulnerable to the costs and delays of Probate. In order to exercise full control, avoid unintended consequences and protect your assets for future generations, well-drafted legal documents can make your end-of-life transition as simple and painless as possible for your loved ones.
We, at Life Planning Inc., create the Wills, Trusts and Powers of Attorney you’ll need in order to achieve maximum control, protection and peace-of-mind around your Life Planning goals! We’re committed to keep your confidential information safe and secure.
Avoids Probate; says who gets what, how and when; protects assets for future generations; avoids contests; provides for special needs
Proves trust’s existence for banks, brokerage, insurance companies
Names and empowers the people we trust to make financial and healthcare decisions for us if we become incapacitated
Declares our wishes re. Life Support in the event of terminal illness, persistent vegetative state or coma – allows Agent to ‘pull the plug’
Serves as a safety net for assets that have been left out of the Trust; allows Executor to ‘pour over’ into the Trust any forgotten assets
Transitional Documents that may be needed in the future
Letters to banks, brokerage, insurance companies requesting the transfer of ownership or beneficiary designation to the Trust
Transfers Real Estate into Trust; Transfers LLC and Corporate ownership interests into Trust
If not, LPI demystifies and streamlines the entire process, making it easier, faster, and more cost-effective for you. It’s high time to update your Estate Planning documents, if you fall under any of the following 3 categories:
Don’t let your family be at risk a moment longer. Contact us below to schedule a Free consultation with one of our Estate Planning experts.
Life Planning, Inc. (LPI) is an Arizona Certified Legal Document Preparer (AZCLDP #81386) authorized by the Arizona Supreme Court to provide consumers with legal information and legal document preparation services. We are not a law firm, we do not represent lawyers and we never give legal advice. All client information is treated as confidential – but not privileged information.