Phoenix Estate Planning Attorney
Virtual Services for Wills, Trusts and Elder Law
Virtual Services for Wills, Trusts and Elder Law
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.
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.
Secure Online Portal for Document Review
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.
Elder Law and Protection Against Financial Exploitation
As an experienced attorney in elder law, I represent clients facing cases involving financial exploitation of vulnerable adults. If you or a loved one is a victim, I provide compassionate, effective legal representation to protect your rights and assets.
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.
Elder Law
Elder law is a specialized area of law that addresses the unique legal needs of older adults and those planning for long-term care, financial security, and health care decision-making. It encompasses a range of issues, including Medicaid planning, guardianships, powers of attorney, estate planning, and protection against financial exploitation. Elder law attorneys help individuals and families navigate complex regulations to preserve assets, access government benefits, and ensure their legal, financial, and personal interests are protected as they age. This area of law promotes dignity, security, and peace of mind for seniors and their families.
"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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