Trustworthy Estate Planning In Scottsdale

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Avoid probates & courts among your heirs with apt Estate Planning!!!

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.

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Revocable Living Trust

Avoids Probate; says who gets what, how and when; protects assets for future generations; avoids contests; provides for special needs

Certificate of Trust

Proves trust’s existence for banks, brokerage, insurance companies

Powers of Attorney (Assets and Health)

Names and empowers the people we trust to make financial and healthcare decisions for us if we become incapacitated

Living Will

Declares our wishes re. Life Support in the event of terminal illness, persistent vegetative state or coma – allows Agent to ‘pull the plug’

Pour-Over Will

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

Administrative Documents

Transitional Documents that may be needed in the future

Funding Letters

Letters to banks, brokerage, insurance companies requesting the transfer of ownership or beneficiary designation to the Trust

Warranty Deeds, Corporate and LLC Amendments

Transfers Real Estate into Trust; Transfers LLC and Corporate ownership interests into Trust


So, have you planned for what’s to come?

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:

  1. ‘Life Changes’ like marriage, divorce, birth, and death;
  2. Changes in the Law impact your documents and your desired outcomes;
  3. “Passage of Time!” The older our documents, the less likely it is that they reflect our wishes. Some banks may refuse to honor Powers of Attorney that are more than 5 years old.

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.