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High-end estate planning solutions for entrepreneurs in Arizona

At Avid Esq. Group, we understand that as a business owner, you have worked hard to build your business and ensure its success. However, it’s important to also consider what will happen to your business and assets in the event of your incapacity or passing. That’s why our premium estate planning services for business owners in Phoenix, Gilbert, Mesa, Chandler, and Queen Creek are tailored specifically to meet the unique needs of your business.

Our experienced attorney’s will work with you to create a comprehensive estate plan that addresses important business succession planning, protects your assets, and ensures that your business continues to thrive even in your absence. With our practical estate plans,  you can have peace of mind knowing that your business and loved ones will be taken care of according to your wishes.

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Simplified Billing
As a business owner, you understand the importance of having predictability in your expenses. At Avid Esq. Group, we know that estate planning is crucial for business owners.

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.

Comprehensive Consulting
Business owners often have complex estates with unique challenges that require special attention. Avid Esq. Group recognizes this and takes the time to develop practical estate plans that work in the real world.

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.

Personalized Programs
We understand that every business owner has unique needs and goals. That’s why we take the time to understand your business and family situation, aspirations, and objectives before crafting an estate plan tailored to your specific needs.

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.

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Our Services

Looking for an estate plan that caters to the unique needs and wishes of your business? Look no further than our all-inclusive packages, which will provide you with all the necessary documents to ensure your assets are properly protected.

Our team of legal experts takes the time to meticulously draft each document to meet your specific business needs and wishes, ensuring that your estate plan is comprehensive and effective.

Business Succession Planning
This is an essential part of estate planning for business owners as it outlines how the business will continue after they retire, pass away, or become incapacitated.

A well-crafted business succession plan can help avoid conflicts, ensure the smooth transfer of ownership and control of the business, and maintain the stability and continuity of the company.

Asset Protection Planning
Business owners face significant risks, such as lawsuits, creditors, and economic downturns, that can threaten the survival of their business.

Asset protection planning can help shield their personal and business assets from such risks and preserve their wealth for their heirs and future generations.

Tax Planning
Estate taxes can significantly reduce the value of the estate that business owners leave behind for their heirs. Therefore, it is crucial to implement tax planning strategies to minimize the estate tax liability and maximize the amount of wealth that goes to the beneficiaries.

Tax planning can also help business owners reduce their income taxes, capital gains taxes, and other taxes that affect their businesses.

All Estate Planning Essentials
In addition to Wills and Trusts, there are several other crucial estate planning documents that business owners should have.

A medical power of attorney, a durable power of attorney, and a living will. Having these documents in place can provide peace of mind for your loved ones, knowing that your affairs are in order and your wishes are fulfilled.

Our attorneys understand the challenges that business owners face when they don’t have an estate plan or have a poorly executed one.

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Our Process

We have streamlined our estate planning process to be hassle-free and convenient for busy business owners

Step 1: Business Estate Planning Consultation

We begin by having a comprehensive Business Estate Planning Consultation.

During this session, we will assess your business and family’s present assets, goals, apprehensions, and estate plans. 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 business and 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

Following 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 business and family are 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 business and 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 you.

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