What is Estate Planning?
Estate planning is mapping out how you want your personal and financial matters to be handled during periods of incapacity or at your death.
An estate plan should be implemented with the assistance of an experienced estate planning attorney, and funding should be completed by a Fiduciary.
Who needs an Estate Plan?
Estate planning is not just for the wealthy (in fact, estate planning can be more critical for smaller estates). Estate planning allows you to make sure that loved ones will be provided for and not overly burdened by personal and financial matters. In addition, an estate plan clarifies your wishes and can help avoid family disputes.
What is Estate Planning?
Estate planning is mapping out how you want your personal and financial matters to be handled during periods of incapacity or at your death.
An estate plan should be implemented with the assistance of an experienced estate planning attorney, and funding should be completed by a Fiduciary.
Who needs an Estate Plan?
Estate planning is not just for the wealthy (in fact, estate planning can be more critical for smaller estates). Estate planning allows you to make sure that loved ones will be provided for and not overly burdened by personal and financial matters. In addition, an estate plan clarifies your wishes and can help avoid family disputes.
What benefits do Estate Plans provide?
- Pass assets to heirs strategically
- Appoint guardians for children
- Reduce or avoid estate taxes
- Avoid probate
How much does an Estate Plan cost?
In Arizona, Estate Planning Attorneys charge an average of $3,000-$5,000 to create Living Trusts. The cost of making a Will in Arizona averages between $1,750-$3,500.
These prices can be lower if you work with a Paralegal. However, it is important to note that they cannot provide legal advice and generally use templates that may not provide the protection you need.
At SG, all Estate Planning services are available at significantly discounted rates. In addition, we refer clients to Attorneys that have agreed to offer a 75% off standard pricing.
What is included in an SG Estate Plan?
- Attorney drafted legal documents*
- Fiduciaries to help with funding your Trust
- Biannual reviews of your estate plan
- Notary services (available by appointment)
- Professional ongoing guidance
- Advice from commission free consultants
- Settlement services for loved ones
- Secure online document access
SG Estate Packages:
| Legal Documents | Living Trust Package |
|---|---|
| Living Trust | ✔ |
| Community Property Agreement | ✔ |
| Memorandum of Distribution | ✔ |
| Assignment of Personal Property | ✔ |
| Certificate of Trust | ✔ |
| Last Will and Testament | ✔ |
| Financial Power of Attorney | ✔ |
| Health Care Power of Attorney | ✔ |
| HIPAA | ✔ |
| Living Will | ✔ |
| Final Instructions | ✔ |
| Digital Vault Access | ✔ |
| Trust Funding Guidance | ✔ |
| Legal Documents | Will Package | Living Trust Package |
|---|---|---|
| Last Will & Testament | ✔ | ✔ |
| Healthcare Power of Attorney | ✔ | ✔ |
| Financial Power of Attorney | ✔ | ✔ |
| HIPAA | ✔ | ✔ |
| Advance Directive | ✔ | ✔ |
| Living Will | ✔ | ✔ |
| Certificate of Trust | ✔ | |
| Living Trust (section) | ✔ | |
| Memorandum of Distribution | ✔ | |
| Final Instructions | ✔ |
The estate services team for SG Insurance & Estate Services, LLC assists with providing general education services for estate planning, asset protection, legacy planning, and tax strategies. *SG Insurance & Estate Services is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal advice and/or representation, all clients are able to consult separately with an estate planning attorney or law firm.
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