Trusts in Arizona
Evergreen Estate Planning in Mesa, AZ
Living Trusts & Revocable Trusts
Whether you refer to them as a trust, a living trust, or a revocable trust, trusts are the first choice solution for many as they can help to avoid the messy and expensive probate process. The main purpose of a trust is to direct the transfer of your assets after your death in a clear and irrefutable manner. A revocable (or living) trust can be changed or restated multiple times while you are alive, as your needs change, and as laws surrounding trusts change. We not only ensure that your trust is set up to serve you and your needs, we also help you understand how to fund your trust to make sure your assets are protected.
Why Do I Need a Trust?
It is recommended that you use a trust to ensure your estate planning wishes, especially if you have any the following:
- Property or real estate
- Assets in excess of $75,000
- Very specific instructions for the distribution of your assets
- Need to be able to add and remove assets easily or change the instructions
- Avoid expensive probate
- Need to protect your assets from lawsuits or creditors
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Estate Planning Checklist
Our easy-to-follow estate planning checklist will help you organize and understand what you need to do to get your affairs in order. It will tell you what documents you need, what data you need to gather, and help you keep track of it all as you plan for the future.