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Our Arizona estate planning checklist helps people prepare their estate prior to death. It also protects them if they become incapacitated or unable to ... Dispose of your property and the more complete the information is, the better we will be able to provide the best possible estate planning options for you.15 pages
dispose of your property and the more complete the information is, the better we will be able to provide the best possible estate planning options for you.Determine your assets: include what you currently own, and how you expect those assets to gain in value (ex: bank accounts, IRA accounts, savings, real property ... Complete the Estate Planning Questionnaire. · You'll receive a complete copy of everything you've submitted, · You'll meet with an attorney to discuss everything ... State the names requested below exactly as you want them to appear in your will and other estate planning documents. Where the space on the form ... Put your trust in our Phoenix, Arizona-based law firm and get the experienced legal guidance you need. Call us at 602-548-3400 or complete our contact form. Those are the goals of estate planning and I look forward to meeting with you to help you accomplish that. To do so, it's important that I have complete and ...9 pages
Those are the goals of estate planning and I look forward to meeting with you to help you accomplish that. To do so, it's important that I have complete and ... ESTATE PLANNING QUESTIONNAIRE FOR: REFERRED BY: DATE OF 1ST MEETING: Please provide the following information and bring this questionnaire to our initial ... We will retain this document as part of your permanent file in our office, but be assured that all of the information you furnish is strictly confidential, and ... Fill out the form below. · Fill out your questionnaire ? it will ask you about the details of your desired Estate Plan. · Our attorney will draft your will, and ...