✦ Flat-fee, all-inclusive estate planning — no surprise upcharges. Ever. (480) 805-4357 · Gilbert, AZ
HomeEstate Planning

AVID Estates · Flat-Fee Program

Arizona estate planning, finally finished.

You've been meaning to do this for years. We've made it simple: one flat fee, every document included, every page explained in plain English — with special depth for families who own a business. Most plans are complete in two to three meetings.

Schedule Your Free Consultation

Exact flat-fee quote at your free consult — before any commitment

5.0 · 293+ Google reviews 2–3 meetings to a complete plan All-inclusive flat-fee packages Gilbert office · serving the East Valley

What we prepare

Every document your family needs — nothing you don't.

We'll tell you honestly what your situation calls for. Many families need less than they fear; some need more than they realize.

How it works

Three meetings. Zero mystery.

Most families finish in a few weeks. You'll always know exactly where you are and what comes next.

01

Free Design Consultation

We listen first. You tell us about your family, your assets, and your business. We explain your options in plain English and quote your exact flat fee — no commitment required.

≈ 60 minutes · Free
02

Review & Refine

We draft your complete plan and walk you through it page by page. Ask anything — unlimited questions are included. We revise until it says exactly what you want.

1–2 weeks later
03

Sign & Fund

Formal signing with proper witnesses and notarization, then funding guidance so your trust actually holds your assets. You leave with a finished, working plan.

You're done. Truly.
Start with Step 1 — It's Free Same-week openings are often available.

Is this you?

Plans built around real lives.

Business owners & entrepreneurs

Your company is likely your largest asset — and the one most at risk without a plan. We coordinate your trust, operating agreement, and succession strategy as one system. This is our specialty.

Parents with minor children

Guardianship nominations, trusts that manage assets until your kids are ready, and clear instructions — so a judge never has to guess what you would have wanted.

New Arizona residents

Moved from California or another state? Arizona's rules for healthcare directives, POAs, and community property differ. We review what you have and update only what actually needs it.

Blended & modern families

Second marriages, stepchildren, unmarried partners, family members with special needs — we design plans that honor your whole family, exactly as it is.

Not ready to book? Read the guide first.

Our free e-book walks you through exactly how estate planning works for families who own a business — what to protect, what to avoid, and what it really costs. No pressure, genuinely useful.

Get the Free E-Book
"Our assets are quite complicated and my husband was very hesitant to talk about end-of-life plans — but Aaron was able to explain a very complex subject in a way we could actually understand."
Lindsey P. Estate Planning Client · Google Review
Read 293+ five-star reviews →

Common questions

Asked every week, answered honestly.

Do I need a trust, or is a will enough in Arizona?
A will alone still passes through probate if your estate exceeds Arizona's small-estate limits. A revocable living trust transfers assets privately, without court involvement, and provides for incapacity during your life. At your free consultation we'll tell you honestly which one your situation actually calls for.
What documents are included in a complete plan?
A revocable living trust or will, financial (durable) power of attorney, healthcare power of attorney, mental health care power of attorney, living will, and HIPAA authorizations — plus trust funding guidance so your plan actually works when it's needed. Business owners also get coordination with their operating agreements.
What does "trust funding" mean — and is it included?
A trust only controls assets that are titled to it. Funding means retitling your home, accounts, and business interests into the trust. Many firms hand you documents and leave funding to you — we include funding guidance in every flat-fee package, because an unfunded trust is an unfinished plan.
How do you handle my business in my estate plan?
We review your operating agreement or bylaws, coordinate ownership transfer provisions with your trust, and address succession triggers — so your company doesn't freeze in probate while your family and employees wait. This is core to our AVID Estates program, not an add-on.
How often should I update my plan?
Review after major life events — marriage, divorce, a birth, a death, a move to Arizona, buying property, or a significant business change — and at least every three to five years. Laws change, and so does your life.

One hour. That's how this starts.

Cross this off the list for good.

A free, no-pressure design consultation — you'll leave knowing exactly what your family needs and exactly what it costs. Even if you don't hire us, you'll leave smarter.

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