Wills and Trust

Don’t be the Jess Putitoff villain when it comes to wills and trusts.

Why create a will or trust, to leave a meaningful, lasting legacy for the people they love and the causes they care about.

You think I’m not sick.  I don’t like to think about death.  I’ll procrastinate.  I don’t need an estate plan.  I may not even feel like I have an estate.

Many problems with death and incapacity are avoidable with planning.

It is easy to put off estate planning.  There are many more exciting ways to spend your time and money.  And no one wants to talk about incapacity or death.  But putting together your will or trust is one of those “adulting” activities that shows your family that you care about them and value their security and comfort.

As the Legacy Lifeguard, I can guide you through the legal estate planning process in just a few weeks, leaving you the peace of mind that comes with a comprehensive plan.

Let me help you create your estate plan that Lifeguards Your Legacy.  Ask your questions now in a quick 15-minute call.  If you are ready to move forward, we will schedule our next appointment from there.

I will do the work.  I’ll ask you questions, you provide answers.  I’ll guide you through the many choices to create an estate plan that gives you peace and comfort.  And you won’t have to fill out any forms–other than signing your name.  In the end you’ll have your original documents as well as an online resource that makes it easy for your family members to fulfill your wishes.

Still want to do some research first?  I wrote the book.  “Lifeguard Your Legacy” is available on Amazon for $9.95 download (or $14.95 softcover), you can download my book here for FREE.  It will cover the difference between wills and trusts, how to avoid probate in Arizona, pitfalls to avoid, and so much more.

Having a will or
trust you can

Instead of:

Still Have Estate Planning Questions?

Who needs an estate plan?

Learn more in this video.

What could go wrong without one?

What dangers lie in Estate Planning's uncharted waters? Watch out for the Ruthless Rays, Circling Sharks, Battling Eels, and Jolting Jellyfish. For more...download our 5 big mistakes in estate planning.

Should I create one myself?

Building that lifeboat yourself may sound like a good idea, but nothing beats the precision and quality of a true craftsman creating a legal vessel to carry your legacy. Questions? Schedule a 15-minute Q&A phone call.

Is my current plan good enough?

Do you have a boat that floats? Let us walk you through our professional estate plan checklist designed to take it to the next level and cut through those big waves of uncertainty and ambiguity.

What does a will do?

Learn more in this video.

What does a Trust do?

Learn more in this video.

What else is included in a comprehensive estate plan?

Learn more in this video

What does an estate plan cost?

Check out our pricing page to find the right "S-State Protection Formula" for you.