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Estate Planning in Arizona

Smart Estate Planning, Made Simple.

With Spirit West, Arizona families find peace-of-mind through simple and affordable estate planning. Our professional team will guide you through the various estate planning documents and options that are available to you and will assist you in creating an individualized plan that will accomplish your goals.  

For those who already have documents in place we offer a one-hour review to make sure everything is up-to-date and in good order.

Estate Planning isn’t about how much money you have.

It doesn’t matter if you have $30,000 or $300,000, you should still plan for the future.  Estate planning can be as much about protecting what you have for you DURING YOUR LIFETIME, as it is for giving to the ones you love AFTER YOU ARE GONE.  Having a plan in place can ensure that you remain in charge before and after your death.

Thinking about estate planning, but not sure where to start?

The FREE Arizona Estate Planning Checklist gets you started and gives you the tools you will need to start a successful Estate Plan. Includes:

  • A 25-point comprehensive Arizona Estate Planning checklist:
  • How to select beneficiaries, Power of Attorney and Executer
  • How to choose your Estate Planning Professional
  • Important questions to ask your Estate Planner
  • A useful glossary of Estate Planning Terms
  • And answers to Frequently asked questions about Arizona Estate Planning.

Get Your Copy Today
Estate Planning in Arizona
Estate Planning in Arizona

Serving Across Arizona

Visit one of our offices or chose to take advantage of a remote consultation by phone or on-line video.  We even make old-fashioned home visits for those with mobility issues. Our estate planning services are available to individuals and families in Scottsdale, Phoenix, Mesa, Gilbert, Apache Junction, Gold Canyon, Chandler, Marana, Prescott, Prescott Valley, Cottonwood, Sedona, Chino Valley, Oro Valley, Tucson, and Green Valley

Featured Articles

Estate Planning

Perhaps you have been putting off creating a Living Will and selecting representatives to act as your Medical and Financial Powers of Attorney? The recent occurrence of Covid-19 and the resulting Pandemic, however, have cast a new light on the importance of having up-to-date and concise medical directives and end-of-life instructions.

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Estate Planning

I'm Not Rich - Why Do I Need an Estate Plan?

For many, estate planning conjures up images of mansions and millionaires. A popular misconception is that estate planning and a living trust is only for the very rich. Nothing could be further from the truth. Every family can benefit from estate planning documents. 

Estate Planning

Why End of Life Planning Doesn't HAVE to Be Stressful

Believe it or not, planning for the eventuality of your own death or possible incapacity can be a positive experience - if you choose the right professional to work with.

Estate Planning

Playing Peacekeeper

No family is perfect. For many of us disputes or conflict between family members are common place. Some disputes are small and are healed by time, others are complicated and last for years. Finding an estate planning professional that understands, and is willing to listen to you, can make all the difference.