Trust & Estate Planning

Our estate planning process is very streamlined. Good estate planning creates a roadmap to ease the burden of estate administration. We will listen to your needs and goals, make recommendations based upon your individual circumstances, and prepare documents including:

  • Wills
  • Revocable Living Trusts that will bypass probate in Arizona
  • Irrevocable Trusts
  • Arizona Limited Liability Company ("L.L.C") Formation 
  • Testamentary Trusts in Wills for younger children and dependents
  • The naming of guardians for minor children. 
  • Charitable Gifts 
  • Trusts designed to minimize federal estate tax
  • General Durable Powers of Attorney for financial matters
  • Durable Powers of Attorney for health care decisions
  • Living Wills (Advanced Health Care Directives)
  • Community Property Agreements
  • Trustee Affidavits 
  • Trust Certifications 
  • Memorial Instructions

We believe that all families can benefit from estate planning. What that estate plan looks like will be determined by a number of factors- including your age,the type of assets you hold and their values, whether you have children and grandchildren, own a business or professional practice, how much you have saved for retirement, and many other factors that our attorneys will go over with you on your initial estate planning meeting. 

After your initial meeting with Lawrence Scaringelli or James Theut in person at our North Phoenix office or virtually, we will schedule an in-depth design meeting where we will go over all aspects of your estate plan. If you are married, it will be necessary for you and your spouse to be heavily involved in this process. You can schedule your initial meeting today with Lawrence or James using the "Request Consultation" option above or by calling 602.830.0300.