Estate Planning

Structured Legacy Planning

Our system will empower you to ensure that your loved ones are protected.

Gain the confidence and peace of mind that comes from knowing your family will be taken care of.

Book Your Structured Legacy Planning Session

We Make Estate Planning Simple and Convenient

Congratulations on taking the first steps toward protecting your loved ones and preserving your legacy. Estate planning is truly one of the most meaningful acts of love.

Family is everything. Whether your family is by blood, marriage or blended, we will provide you with a Structured Legacy Plan that works for you.

Through my own personal experiences, I know the blessings of a thorough and well-crafted estate plan and also the tragedy when a solid structure is not planned for properly. I have seen first-hand the importance of planning for unexpected events to make sure your children will be taken care of by the people you choose, and your assets would be available at the times and under the circumstances that you decide.

As an attorney, I bring my education, professional and personal experiences to help you build your Structured Legacy Plan for you and your family.

Starting . . . It’s Easy. Take Your First Step Today

Our Structured Legacy Planning system is designed so that your first step is handled exclusively online through our secure Client Portal. In fact, our entire process is designed to save you valuable time and money by using various online tools, including Zoom.

• Watch our pre-recorded Webinar: If you want to learn about Estate planning now, watch our pre-recorded webinar. Watch Webinar
• Book a Structured Legacy Planning Session: If you know you are ready to get your estate plan in place, book a one-on-one SLP Session with Scott. Book Session.
• Attend a live Webinar: If you want to attend our free Webinar, “Structured Legacy Planning for Busy Families”, register here. Register

Comprehensive Structured Legacy Planning

Let’s get it all done!

• Comprehensive Estate Plans
• Revocable Living Trusts
• Irrevocable Special Use Trusts
• Business Succession Planning
  
• Asset Protection Entities
• Non-Citizen Estate Planning
• Powers of Attorney
• Advance Health Care Directives
• Living Wills
• Guardians
• Last Wills & Testaments

Book Your Structured Legacy Planning Session

Working With Us Is As Easy As A Walk In The Park!

We want to hear your story.

During your Structure Legacy Planning Session, we’ll discuss your goals and needs for your family’s future. After that, we’ll discuss what will work best for you.

Then We Design!

We’ll jointly design and build a plan during our Design Meeting to implement the results of the Planning Session.

Sit back, breathe and live!

While you focus on your life, we put the design into action and structure your plan.

• Frequently Asked Question By Estate Planning
  

Start Your Structured Legacy Plan Today!

Protect your family and assets from the comfort of your own home.

Book Your Structured Legacy Planning Session

Your Structured Legacy Planning Session shall be a 60-minute Zoom call with us. During this session, we kindly invite you to openly share your goals, concerns, and any questions you may have.

Rest assured, we will provide thorough and comprehensive answers tailored to your specific needs.

Your satisfaction and peace of mind are our top priorities, and we are committed to ensuring that your time with us is both informative and comforting.

You will gain a comprehensive understanding of our process and transparent flat fee pricing packages, ensuring you know what’s included and the expected timeline.

If we decide to proceed together, we’ll discuss the next steps.

Regardless of the outcome, our session will leave you well-informed about the essential safeguards your family and assets require.

More Information

• Trusts & Wills 101: Your Essential Arizona And California Estate Planning Documents
  
• Controlling Fate: The Ultimate Goal Of Proper Estate Planning
  
• Arizona And California Estate Planning: Misconceptions And Essentials