Arizona Wills, Trusts, Powers of Attorney

Helping Arizona Families since 2007

Fill out this quick form to get started on your planning needs with our 5 star estate planning team.

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We Make Estate Planning Easy.

New to Estate Planning?

We make everything easy for you from your first complimentary consultation through the process of estate planning. We’re there for you every step of the way.

Already Have an Estate Plan?

We offer a one-hour review to make sure everything is up-to-date and in good order.

Here’s What Our Clients Are Saying

Kevin helped us to create our family trust exactly how we imagined! He was extremely patient, knowledgeable and friendly. He took the time to hear us! He answered all our questions and addressed our concerns, making everything that was complicated easy to understand. We appreciate the values he represents in his work. Great advise! Great overall experience. Thank you, Mike and Lisa

Mike M

We were very pleased with having all our questions answered and now being able to understand our living trust. It was a reasonable cost and we are able to call ANYTIME with questions in the future. Very professional. We are very happy we came into their office.

Suzanne Priolo

I put creating a trust off way too long. Coming to Spirit West and Kevin made this painless. He was very informative and I felt like we were in very capable hands. He was professional and accommodating. His staff was wonderful as well. I highly, highly recommend Spirt West for all of your end of life needs.

Thomas MacPhee

My wife and I are very satisfied with the level of service Jonathan Borrette and the rest of the team at Spirit West Certified Planning provided. We needed our Living Will and Trust amended and after a careful review of our existing Trust by Jonathan, we ended up having our entire Trust redone as our existing Trust was not set up to benefit my spouse, myself, or those who we charged with our affairs if something were to happen to the both of us. The team at SWCP were very attentive, patient, and able to answer all of our questions as well as addressed any concerns and adjustments needed toward the end of the entire process. I will definitely be recommending Jonathan and his team to anyone looking for similar services and will not hesitate to use them myself if needed again.


Don’t put off Estate Planning and financial planning goals! Spirit West helped us to make sure this process went smoothly and easily and to avoid probate. My own mother had a hand-written will and her estate took two years to close for her children. Jonathan and Kevin will professionally and efficiently help you through this process so you have peace of mind. Don’t wait. This is so important! Go to the best-Spirit West!!

Betsy Cuttone

Have existing documents but need to make a change to them?

Have your estate planning documents been gathering dust? We understand how easy it is to procrastinate, but it’s also important to remember that your estate planning documents control all of your assets.  

Keeping your existing documents complete and up-to-date could be critical to the ultimate success of your plans. A good rule of thumb is to review your documents every 2-4 years

Any of the following may also be a reason to schedule a quick review:

  • You recently relocated to Arizona or moved.
  • You have new Grandchildren.
  • You need a change of Beneficiary or Trustee.
  • Your child is encountering an Addiction Issue.
  • You’re experiencing Death or Divorce.
  • You made a Real Estate Purchase.
  • You’re having medical issues.

Estate Planning lets you make important decisions before someone else does that for you. By having the essential documents in place, your assets can go exactly where you want, when you want, and to whom you want. 

Perhaps even more importantly, certain estate planning documents could not only provide protection and control of your assets while you are living, but could also ensure that your wishes and requests will be honored should you become incapacitated and can no longer speak for yourself. 

Should any of this happen to you, Estate Planning makes certain that:

  • You stay in control.
  • Your family avoids Probate.
  • Your special needs family members are secure and in good hands with the same capacity as they would under your loving care. 
  • You have protections for your spouse and other family members.
  • You’re alleviating any unnecessary tax obligations.
  • Your charitable giving requests are honored.  

Contact our office today to get a quick and complimentary one-hour review of your Estate Planning documents. An initial review with us can help you make sure your documents are still current while pinpointing any changes you may wish to make. 

Discover the peace of mind in knowing your documents are up-to-date, in good order, and are aligned with your wishes. 

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Fill out this quick form to get started on your planning needs with our 5 star estate planning team.

Thank you! Your submission has been received. Someone from our team will reach out to you as soon as possible.
Oops! Something went wrong while submitting the form.