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For The Ones You Love
Premium Estate Planning Services for Phoenix Families
At AVID Estates, we are dedicated to assisting families in the Phoenix, Gilbert, Chandler, Mesa, and Queen Creek regions with their estate planning requirements. Our legal team has firsthand knowledge of the significance of estate planning and the consequences of neglecting it. We utilize this knowledge to provide our clients with Practical Estate Plans that are tailored to their specific needs and designed to operate effectively in the real world rather than just in legal theory. Let us assist you in safeguarding your assets and planning for your family’s future.
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Our estate planning packages are FLAT-FEE, so you know exactly how much your plan will cost before you start working with us. Have peace of mind and focus on running your business instead of worrying about unexpected legal bills.
With our help, you can avoid common pitfalls, such as losing assets to the state, and ensure your business and assets are protected for your family’s future.
We leverage our legal expertise to recommend the best legal options and documents to fulfill your wishes. We offer various estate plan packages, so you can choose the one that best suits your business needs.
Our Services
Our all-inclusive packages encompass all the necessary documents for your family’s estate plan to meet your goals and desires.
We take great care in meticulously crafting each document to suit your unique needs and requirements. You can trust that the legal documents we provide will be tailored precisely to your family’s individual wishes.
Our estate plans comprise the necessary legal documentation to designate both long-term and short-term guardians for your children, as well as a healthcare power of attorney.
However, what happens to them when we can no longer provide care? Sadly, many pets end up in shelters or are put down following the owner’s passing or incapacitation.
We offer solutions to address this issue and help you plan for your pet’s future. We can assist you in creating a pet trust that ensures your beloved pet is provided for even after you are gone.
Our attorneys know the hardships that arise from inadequate or absent estate planning.
OUR PROCESS
We have developed an estate planning process that is intended to be as simple and convenient for you as possible!
Step 1: Family Estate Planning Consultation & Design
We initiate the process by conducting a comprehensive Family Estate Planning Consultation with you and your partner/spouse.
During this session, we will assess your family’s present assets, goals, apprehensions, and estate plan. If you don’t have one yet, the state has one for you, and you’re unlikely to be satisfied with it!
We can only determine what needs to be amended after we review your family’s current plan. We will assist you in choosing the most suitable strategies.
Following the consultation, we will begin designing your new estate plan! By the end of our meeting, you can be confident that your family will soon be looked after.
Once the consultation and design meeting are finished, we will schedule a signing ceremony for you. Our team will then assemble all the essential documents for your estate plan and get ready for your signing day.
Step 2: Review Documents
Approximately one week before your signing date, we will communicate with you to examine our drafted documents through our online client portal.
This is where you’ll have the opportunity to go over your estate plan at your leisure to make sure the documents meet your expectations. If there are any adjustments that need to be made, we will work with you to make them before your signing.
Step 3: Signing Ceremony
During the signing ceremony, we will be joined by a witness and a notary. We will also bring along a thick binder containing all the necessary estate planning documents that your family will require. Don’t be surprised by the binder’s size, as it is essential for fulfilling your wishes.
The signing typically takes about an hour to complete, during which we will notarize, witness, and sign all your estate planning documents. Once signed, the documents become legally enforceable and effective, providing your family with security from that point forward.
For clients who have opted for a Trust, we will provide a set of instructions to ensure it is properly funded. Our team will digitize your entire portfolio during the signing so that you can access electronic copies, and we will give you the estate planning binder to keep in a secure location after the ceremony. You will have access to your digital copies through your client portal.
Scheduled Reviews
After providing you with the estate planning binder, we consider the bulk of our work done, and you can rest assured that your family is protected. However, we will continue to keep in touch with you. We will reach out to review your estate plan at least every three years (or every year if you enroll in our membership program).
Estate planning is not a one-time task. Laws change, your family changes and your assets may change over time. Therefore, we want to sit down with you periodically to review and ensure that the plan we created originally is still the best option for your family.
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