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Bouman Law Firm

(50)

Understand
Felt
Explanations

“The entire update was handled in just two days, and he even provided an excellent pair of recommendations for firms to execute my estate plan, or to manage my affairs if I am incapacitated prior to my passing.”

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Eréndira Castillo, A Law Practice

(3)

Estate Planning, Estate Tax Protection, Trust Administration

“Every step of the way, she would take my phone calls, return emails and personal texts, that to me, was extremely impressive as lawyers I've dealt with in the past never do this.”

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Kinghorn Law

(46)

Knowledge
Team
Documents

“We settled on Kinghorn Law for estate planning based on demonstrated expertise, local office, and sincere commitment to their customers (periodic policy reviews, continuing education, webinars).”

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Law Office of J. Marc Montijo

(35)

Business Law, Estate Planning, Family Law

“Marc carefully reviews the final documents with you to insure that you understand each section and he also provides guidance with respect to asset titling and the reasons for doing so in order to avoid probate.”

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Moore Law Firm

(19)

Immigration, Asylum, Wills and Trusts

“Mr Moore and his assistants are very great he helped me to get my citizenship very quickly unfortunately I lost naturalization certificate he he is helping me again for free to get the new one they are so professional and great heart thanks Mr Moore...”

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Paul B. Bartlett

(40)

Knowledge
Elder Law
Will

“He was very efficient in putting together the necessary documents that will help us manage our unknown health challenges in the future, and also save our loved ones both time and money after we're gone.”

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Doug Newborn Law Firm

(48)

Phone
Probate Process
Conversation

“I don't know if I'll need to file probate, as there is some confusion about the value of the assets in question, but I can certainly recommend the consultation to get some answers and ease your mind as you deal with this difficult chapter.”

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Bogutz & Gordon

(37)

Fiduciary Services, Probate and Trust Administration, Public Benefits Planning

“Many firms in Tucson offered to help guide me to be the personal representative, and Teresa definitely offered that, but she also was able to offer the service that the firm would themselves act as representative.”

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Law Office of David I. Karp

(49)

Team
Confidence
Feel

“David and his staff ensured every detail of our estate planning was completely and correctly executed; that is a detail of their service we greatly appreciated.”

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Dorris Law Group

(45)

Mediation, Alimony, Divorce

“At this point I'm sure John would be more than happy to see us go and have this finished and yet he has stood by our side, and continues to stand by our sides, through everything.”

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Mesch Clark Rothschild

(31)

Fee
Team
Call

“MCR provided me with an experienced attorney who guided me through all of the paperwork, always responded promptly, and helped me and my family stay as calm as possible during the process.”

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Kruchek Law

(20)

Incapacity and End Of Life Issues, Specialty Trusts, Estate Tax Reduction

“That was until I looked deeper into his online presence and found a picture he had posted of him and his wife with Clarence Thomas with the caption "such a good man".”

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Law Office of Peter G. Schmerl

(8)

Elder Law, Estate Planning, Probate & Trust Administration

“I was referred to Attorney Peter Schmerl by my CPA and have been using his services to set up a rather complicated trust fund as well as a will, a living will, and a medical power of attorney.”

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Valentine & Valentine

(10)

Prenuptials, Corporate Services

“Working with attorney Christopher Valentine in particular and his associates in dealing with the challenges of estate/trust law following the death of a loved one showed us that this office was caring, knowledgeable.”

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Cleere Law Offices

(7)

“Kathy has helped out my family for the past 25 years and is still out 1st choice for legal advice and assistance!”

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Farhang & Medcoff

(12)

Sports Law, Commercial Litigation, Mergers & Acquisitions

“First time in my professional career that I have meet a legal representative that is in sync with our company needs and I never have to remind Neal to do his job or ever check up on him.”

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Hillman Law

(1)

“Katrina Hillman easily made the changes for me while explaining some of the articles and pointed out pages for my personal wishes.”

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Whitehill Law Offices

(20)

Business Law, Estate Planning, Probate, Real Estate

“Even though I only had several minutes conversation with him, I felt his kindness and I will definitely want to hire lawyer like him if I have the need in the future.”

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Jarvis Legacy

(10)

Family Estate Planning, Business Planning

“My favorite thing about Todd is that he is that rare attorney who goes above and beyond with genuine care to make sure his clients experience a good outcome.”

Featured

With the arrival of the New Year, you may be thinking more about the future. That makes now the perfect time to schedule a consultation at Jarvis Legacy to discuss your estate planning needs. If you’re not sure where to start with estate planning, try our free 18-minute estate planning web course before booking your consultation. Everyone should have a plan for their assets and their family legacy in place at any stage of life. With Jarvis Legacy, you can easily adjust your plan to adapt to the changes that come in your life. Our family life planning services are fully customizable to suit our clients’ needs and lifestyles. Don’t wait to proactively plan for your family’s future as you usher in the new year.

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Fletcher Struse Wagner & Derksen, PLC

(5)

Trust and Estate Administration, Estate and Trust Planning, Guardianship/Conservatorship

“He was able to answer all of our questions about our particular situation in a way that helped me fully understand the law regarding our circumstances (and I am not law-savvy).”

FAQs

What is Intestacy?

Intestacy is what happens when you die without a valid Will. The proceedings are generally similar to probate, except that state law, not your own wishes, determine who will act on your behalf, and who will receive your property.

What is a Trust and Why would I need one?

In the most general terms, a trust is an arrangement with a Trustee (which can be one or more individuals or corporations) holding assets for the benefit of one or more beneficiaries, managing, controlling, and distributing those assets under the powers, discretions, and specific terms of the trust instrument.

What are the Advantages of a Living Trust?

A Living Trust offers two primary advantages from a Will because either method can be used to create Credit Shelter, Marital and Generation Skipping Trusts. The first advantage is that a Living Trust is established during your lifetime, and as such, it allows for management of your assets in the event of incapacity. Most individuals name themselves as the initial Trustees of their own trust, and nominate successor Trustees to serve when they cannot act. In the event of incapacity, this successor Trustee would manage the assets in the trust as provided in the trust, typically making payments and managing assets for your benefit and maintenance.

What is involved in Funding a Living Trust?

After creating a Living Trust, the next step is to fund it. This means transferring title of assets to the trust. For example, after creating a Living Trust for a married couple with a home, a brokerage account, and a life insurance policy, we would prepare a deed to transfer the home into the Living Trust, assist the clients to transfer the brokerage account into the name of the Living Trust and name the Trust as the beneficiary of the life insurance policy. This is necessary to avoid a probate administration. The time and effort necessary to fund a Living Trust thus can vary greatly depending on the nature and extent of your assets.

What is Continuing Trust?

A Continuing Trust for a beneficiary represents any situation where you wish to delay outright distribution of an asset. For instance, if you have minor children, then you may wish to provide that if something happened to you, they will not receive their inheritance outright until age 25 or 30. Until the child attains the stated ages, the assets will be held in a trust for the child's benefit, with the Trustee paying any necessary or appropriate expenses, but not allowing the child to waste or dissipate the assets.

You can find more info on the FAQ page of our website.

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Harn Legacy

(13)

Trust
Team
Knowledge

“Harn Legacy is a great organization ran by great people!”

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Law Office of Zarina N. Aguilar

(12)

Estate Planning, Child Support, Guardianships & Conservatorships

“As a former customer she has gain all my trust and all my business, if you are looking for a very aggressive but at the same time an attorney that will provide you with knowledge and dedication to get your family matters resolved well, she is the one...”

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Moore, Masunas & Moore

(6)

“My husband and I were very pleased and would highly recommend her to anyone needing these type of services.”

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Elkins & Muir

(11)

Family Law, Divorce, Legal Document Preparation

“Just wanted to show my appreciation to the team that got me trough my Divorce and Walked me through the Process.”

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Average Cost	$442
Minimum cost	$221
Maximum cost	$2873
Avg Per Hour Rates	$332

Best Estate Planning Attorneys in Casas Adobes, AZ

The highest-rated Asset Protection & Estate Planning Law companies out of 172 vetted & reviewed in the Casas Adobes area.

Bouman Law Firm

Eréndira Castillo, A Law Practice

Kinghorn Law

Law Office of J. Marc Montijo

Moore Law Firm

Paul B. Bartlett

Doug Newborn Law Firm

Bogutz & Gordon

Law Office of David I. Karp

Dorris Law Group

Mesch Clark Rothschild

Kruchek Law

Law Office of Peter G. Schmerl

Valentine & Valentine

Cleere Law Offices

Farhang & Medcoff

Hillman Law

Whitehill Law Offices

Jarvis Legacy

Fletcher Struse Wagner & Derksen, PLC

Harn Legacy

Law Office of Zarina N. Aguilar

Moore, Masunas & Moore

Elkins & Muir

Estate Planning Legal Services in Casas Adobes, AZ Cost Estimates

Why these companies made our list

Estate Planning Lawyers near Casas Adobes

Popular in Casas Adobes