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Wills and Trusts

Estate Planning Solutions

We’re here to make estate planning simple, affordable, & accessible, so you can live comfortably knowing your affairs are in order, in case something happens.

A goal without a plan
is just a wish.

OUR VISION & PURPOSE
We are committed to building and maintaining a lifetime relationship with each and every client based upon integrity, compassion, and exceptional service.

Through this and more, we will positively enrich the lives of countless individuals and their loved ones in our community.

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What's the difference between...

Wills

Wills will have to go through the probate
process and are NOT private.

Wills will have to go through the probate process and are NOT private.
Probate is the legal process of distributing your estate after you die. A court oversees the process to make sure your debts are paid, and your final wishes are followed. Probate proceedings are public record, meaning anyone can request and access them.

Probate court can be expensive and lengthy, which is why some people opt to create a Trust. Assets in a Trust don’t need to go through probate court, so your heirs can receive their assets much quicker.

Trusts

The proceedings of trust are kept private.

Trusts are a private record, which can be attractive to those looking to protect their heirs’ privacy.

A Trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a Trust fund on behalf of a beneficiary. A Trust greatly expands your options when it comes to managing your assets.

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Don’t know where to start?
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choose a "will", we will contact you.

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Phone: 928-854-7233
375 So. Lake Havasu Ave. Suite D
Lake Havasu City, AZ 86403

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