✦ Flat-fee estate planning for Florence families — no surprise upcharges. Ever. (480) 805-4357 · Gilbert, AZ
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Serving Florence, Arizona

Estate planning in the town where probate happens.

Florence is Pinal County's seat — the courthouse where every probate in the county is filed sits right in town. Living near it doesn't make the process faster, cheaper, or less public. AVID builds flat-fee estate plans for Florence's historic neighborhoods and the retirees of Anthem at Merrill Ranch alike — so the courthouse down the street stays a building you drive past.

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Free consultation · In person in Gilbert or fully virtual

5.0 · 293+ Google reviews Flat fees on every estate plan Serving Florence from Gilbert since 2017 In person or fully virtual
County SeatPinal probate is filed in Florence
VirtualConsults & meetings, start to finish
Flat FeeAll-inclusive, quoted upfront
$0Your first consultation

Planning in Florence

The courthouse is close. That's not the same as convenient.

Here's Florence's odd distinction: when a Pinal County resident dies without a working estate plan, the probate is filed at the Superior Court right here in town. Proximity changes nothing about the process — it's still public record, still commonly months to a year, and still a judge overseeing decisions your family could have owned. A revocable living trust, properly funded, transfers your home and accounts privately, with no filing at all.

Living in the county seat doesn't make probate faster — it just makes the courthouse closer. A funded living trust means your family skips the line entirely.

Florence's two populations need two different conversations. Anthem at Merrill Ranch retirees often arrive with out-of-state documents that only partly work under Arizona law — healthcare directives, the mental health care power of attorney, and community property treatment all differ here, and we update only what actually needs it. Younger Florence families need the foundations: guardianship nominations so a judge never chooses who raises the kids, and a trust so life insurance reaches children through a trustee you picked instead of a court-supervised conservatorship.

And you don't need to make the drive to us: consultations, plan design, and document review all work fully virtually, with signing logistics coordinated to your schedule. Our Gilbert office is there when you want to sit across a table. Every plan is a flat fee, quoted before we start.

What we handle for Florence families

One firm for the plan — and everything after.

Every service below is flat-fee or clearly scoped before we begin.

Revocable Living Trusts

The core of a probate-free plan — your home and accounts transfer privately. About trusts →

Wills & Guardianship

Your backstop documents — and the nominations that decide who raises your kids. About wills →

Powers of Attorney

Financial, healthcare & mental health care POAs, so incapacity never means a court. About POAs →

Probate & Trust Administration

When a loved one passes, we guide (or handle) the process step by step. How it works →

Special Needs Trusts

Provide for a loved one without risking their public benefits. Learn more →

Business Succession

Your company coordinated with your trust, so it never freezes in probate. Learn more →

Trust Funding — Included

We deed your home into the trust and guide account retitling. An unfunded trust is an unfinished plan.

Plan Reviews & Updates

Out-of-state documents reviewed honestly — we update only what actually needs it.

Questions from Florence families

Local answers, plain English.

The probate court is right here in Florence. Doesn't that make probate easy for my family?
Unfortunately not. Venue is the only thing that's local — the process is the same public, months-long court proceeding regardless of your zip code, with the same costs and waiting. The way to make it easy on your family is to make it unnecessary: a funded revocable living trust transfers everything privately, no filing required.
We retired to Anthem at Merrill Ranch from out of state. Is our old plan still good?
Often partly — and we'll tell you which parts. Arizona's healthcare power of attorney, living will, and mental health care power of attorney differ from most states, and community property rules change how married couples' assets are treated. Most out-of-state plans need targeted updates, not a rebuild, and we quote a flat fee for exactly what's needed.
We're a younger family — what are the must-haves?
Three things: guardianship nominations naming who raises your kids (otherwise a judge decides), powers of attorney for incapacity, and a trust if you own a home or carry life insurance — because a minor child can't legally receive a payout, and without a trust a court holds it until age 18. All of it is flat-fee, quoted upfront.
Can we really do the whole thing without driving to Gilbert?
Yes — every step. Consultations, design meetings, and draft reviews all happen virtually, and when it's time to sign we send a mobile notary and witnesses to your home in Florence. Many Pinal County families never visit the office at all — though you're always welcome.

For Florence families

One free conversation. Total clarity.

Meet us at our Gilbert office — minutes away — or entirely virtually. You'll leave knowing exactly what your family needs, what it costs, and what happens next.

Wondering whether you need a will or a trust? I can answer that in about a minute — or book your free consult.