Living Trusts And Wills

Living Trusts, Arizona Document Preparation Services

Protect your life’s work, mitigate conflict for loved ones, and safeguard your legacy with AZ Statewide Paralegal in Tucson and Phoenix, AZ. As dedicated experts, we extend our knowledge towards comprehensive estate planning solutions, custom-tailored to your unique needs and circumstances.

Understanding Living Trusts

A living trust is a legally binding, estate planning document, used for the purpose of transferring ownership of your property to allow your loved ones to avoid probate in the event of your passing. Trusts may include specific stipulations and circumstances that highlight your wishes regarding property distribution when you pass away. In most cases, the individual creating the trust is deemed the trustee, retaining complete control of their property during the lifetime. This ensures you are able to sell, use, or dispose of your property in the same manner you would if you did not have a trust in place. With a living trust, the trustee must select a successor trustee who will be responsible for transferring property to the beneficiaries named in the trust.

Unwavering Guidance For Living Trust Document Preparation

AZ Statewide Paralegal is your source for unwavering guidance in the process of creating a living trust. If you are married, you and your spouse will be trustors and trustees. This means, when one spouse passes away, the living spouse maintains full authority and control over the trust. To prepare for drafting your trust, there are several pertinent pieces of information required, including the following:

  • Your children’s first and last names, birth dates, and cities and states of residence.
  • Name, date of birth, and city and state of residence of your successor trustee.
  • Name, date of birth, and city and state of residence of your alternate successor trustee.
  • Asset documentation, including copies of deeds to real estate property, names of financial institutions, account numbers, and make, model, and year of vehicles valued above $75,000.
  • Living will and health care power of attorney.
Living Trust, Arizona documents that have been prepared by a paralegal

Understanding Last Will and Testament

Many people confuse living trusts with a last will and testament. While they are both estate planning documents, they serve different purposes. A last will and testament allows you to nominate a personal representative to be in charge of distributing property in your name to beneficiaries and how you wish for the property to be distributed. This document is filed in probate court after your passing to appoint your personal representative. Personal representatives cannot begin the distribution of property until they are court appointed and have received the certified letters of testamentary.

If you choose to pursue a last will and testament, our Arizona certified legal document preparers are here to ensure a seamless process. You may choose to pursue a last will and testament for a flat rate of $250, or a last will and testament package for $500, which includes the following document preparations:

  • Last will and testament
  • Living will
  • Healthcare power of attorney
  • Durable power of attorney

Achieve Peace of Mind With Our Complete Living Trust Package

Our complete living trust package is the epitome of effective estate planning, helping you and your spouse (if you are married) arrange and prepare the documents and filings required to secure an efficient living trust that outlines your wishes. Our complete living trust package is $975, plus additional recording fees of $30 per document when applicable, including the following document preparation:

  • Revocable living trust
  • “Pour Over” will
  • Living will
  • Health care power of attorney
  • Durable power of attorney
  • Schedule “A”
  • Personal property inventory
  • Procedure at death instructions
  • Affidavit of trust existence
  • Quit claims deed for real estate
  • Assignment of personal property

Protect Your Wishes With a Living Will

A living will is a legally binding document that represents your healthcare wishes. These documents are used to ensure your loved ones understand your healthcare choices in the event that you become incapacitated or severely ill, prohibiting you from verbally making decisions on your own behalf. This document outlines whether you want to be kept alive by artificial means.

Get The Personalized Attention You Need

At AZ Statewide Paralegal, we understand that estate planning is a highly personal journey that must be handled with compassion and meticulous attention to detail. As such, our experts provide comprehensive guidance, helping you navigate the process with the utmost professionalism, empathy, and commitment to your wishes. With a dedication to efficient work and transparent communication, we will keep you well-informed from start to finish, addressing any concerns you may have throughout the process. However, please note that we are Arizona Certified Legal Document Preparers, meaning though we have extensive knowledge of living trusts, we are unable to interpret some of the legal language found in the living trust documents. For more extensive legal assistance, an estate planning attorney may be required.

An elderly mother and her daughter reviewing her Arizona living trust documents

Let’s Begin Your Estate Planning Documents Today

If you’re ready to embark on the path to compassionate estate planning document preparation, AZ Statewide Paralegal is here to assist you. Our Arizona Certified Legal Document Preparers are here to oversee the document preparations and filing of your living trust or last will and testament. Contact our team today to get started.

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