For Latter-day Saint families in Arizona

Estate planning for families who think in generations.

We serve many Latter-day Saint families across the East Valley, and their plans have real particulars most firms never think about: a missionary who becomes a legal adult the day they leave, guardianship for a house full of kids, and a tithing legacy that shouldn’t end when you do. Flat-fee, all-inclusive planning that takes all of it seriously.

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Free consultation · Short timelines welcome before departure dates

5.0 · 293+ Google reviews Flat fees on every plan & POA package Serving the East Valley from Gilbert since 2017 In person, virtual, or mobile notary to your home

18A missionary is a legal adult at departure

18–24 moAway — while life at home continues

Flat FeePOA packages & full plans alike

$0Your first consultation

The missionary gap

They’re called to serve. You’re still on call at home.

Here’s the legal detail that catches families in the rush before a departure date: the moment your son or daughter turns 18, you no longer have automatic authority over their affairs — and then they leave for 18 to 24 months, often with limited contact. The mission handles their life in the field. It can’t handle the bank account, the tax return, the car title, the college deferment, or the medical situation back home that suddenly needs a signature only they can give.

A missionary power of attorney package is quick, inexpensive, and quietly one of the most useful things a family can sign before the farewell.

The fix is simple and takes one short appointment: a durable financial power of attorney naming a parent to act on their behalf, a healthcare power of attorney and HIPAA authorization so that if something happens on the other side of the world, doctors can talk to you and you can act. We prepare these on short timelines all the time — and many parents use the same appointment to finally finish (or update) their own estate plan while everyone’s thinking about it.

In a hurry before the farewell? You can start our Young Adult Protection Package online right now — you purchase in two minutes, your missionary answers a five-minute questionnaire from their phone, and an attorney prepares everything for one flat fee.

Beyond the mission

Planning that fits how your family actually lives.

Guardianship for a full house

With more children, guardianship nominations need a deeper bench — first choices, backups, and clear guidance that your kids stay together. Without nominations, a judge decides all of it. We build the plan around keeping your family whole.

A tithing legacy, done right

Many families want their giving to continue — to the Church, its missionary and humanitarian funds, or institutions like BYU. Charitable gifts in a trust must name the recipient correctly to land as intended. We draft that language properly, whether it’s a percentage, a specific gift, or an ongoing legacy.

Inheritance on your timeline

Six kids don’t need six identical checks at 18. Trusts let you stagger distributions, provide for missions and education first, and treat children equitably even when their needs differ — with a trustee you chose carrying it out.

Stewardship, made legal

Families who trace their line back ten generations understand stewardship better than anyone. An estate plan is the legal half of that same work — making sure what you’ve built, and what it means, passes intact to the people who come next.

Questions we hear from LDS families

Straight answers, plain English.

Our son leaves on his mission in a few weeks. Why does he need a power of attorney?

Because the day he turned 18, your automatic authority as a parent ended as a legal matter — and now he'll be gone for up to two years, often with limited contact. Without a durable financial power of attorney, you can't manage his bank account, sign his tax return, renew his registration, or handle a school deferment. Without a healthcare power of attorney and HIPAA authorization, doctors may not even be able to talk to you if something happens far from home. The package is quick and inexpensive, and we routinely turn it around before departure dates.

What documents should a missionary have before leaving?

Three core documents: a durable financial power of attorney naming a parent (with a backup), a healthcare power of attorney, and a HIPAA authorization. Missionaries with savings, a car, or other assets sometimes add a simple will. We prepare the full set in one short appointment — in person in Gilbert or virtually — and many parents use the same visit to update their own plan.

The departure date is close. Can you get it done in time?

Almost always, yes. Missionary POA packages are short, standardized documents we prepare on quick timelines routinely. Consultations and reviews can happen virtually, and if getting to the office is the bottleneck, we can send a mobile notary and witnesses to you for signing.

How do we leave tithing or donations to the Church in our estate plan?

Through properly drafted charitable provisions in your trust or will — a percentage of your estate, a specific gift, or a remainder after family needs are met. The key is naming the recipient correctly (the Church, its missionary or humanitarian funds, or institutions like BYU) so the gift is delivered the way you intend. We draft that language as part of any flat-fee plan.

We have a big family. How do guardianship nominations work with five or six kids?

The same way as with one — but the stakes and logistics are bigger, so the plan needs a deeper bench: first-choice guardians, backups, and written guidance that your children are to stay together. Your trust then manages what they inherit on a schedule you set — missions and education first, for example — rather than equal lump sums at 18. Without nominations, a judge makes every one of those decisions.

Before the farewell — or long after

One free conversation. Generations of clarity.

Whether it’s a missionary POA package on a deadline or a full family plan, we’ll tell you exactly what you need, what it costs, and how fast we can have it ready.

Book a free consultationShort timelines welcome · Gilbert office or virtual Call (480) 805-4357Mon–Fri · Our Gilbert team picks up