Estate Planning

An estate plan does more than guarantee property transfer. It provides a roadmap for loved ones so they are taken care of and your wishes are honored. A proper estate plan helps lighten the burden on your family in the event of your mental or physical absence.

Estate plans answer questions like:

  • Who will take care of the children?

  • How do we ensure the house stays within our family?

  • How will we pay for all the expenses?

  • How do I know that my financial affairs will be taken care of when I can’t manage them myself?

  • How will my children give me the best care possible if I am unable to speak for myself?

  • How do I know my family will move forward with as few hurdles as possible when difficult times arise?

What is an Estate?

Your estate consists of all the property you own at the time of your death including retirement plans, life insurance, real estate, bank accounts, investments, and any of your personal property, such as cars, artwork, jewelry, and recreational equipment.

What is an Estate Plan?

An estate plan is a collection of legal documents that is essential for managing and distributing your assets after you die or if you become incapacitated. Some estate planning documents are used to minimize the taxes paid when transferring property to loved ones or safeguard retirement. Other estate planning documents entrust specified individuals to make healthcare decisions in the event you could not communicate your intentions or outline your wishes in regard to life-prolonging medical care.

Why Estate Planning?

Proper planning can ensure that your assets are properly passed down to the next generation. The number one reason for an estate plan is that planning gives you control over where your money goes after you pass away. An estate plan allows you to control the beneficiaries of your estate, can alleviate tax burdens, avoid the time and money expenses of probate, protect your loved ones from creditors, and ensure your wishes are followed after you pass. For parents of young children, appointing guardians for your minor children in your estate plan helps make monetary decisions to provide for your children into adulthood.

Estate planning requires investing time and money now, in order to save your family tremendous amounts of time and money in the future. If you need assistance, get in touch with Rilus Law for the best estate planning in Arizona and start protecting your legacy.

What Does a Rilus Law Estate Plan Include?

After a Personal Family Legal Session, which is a one-hour meeting with an estate planning attorney to design a custom estate plan, you will be able to choose between a Will Package or a Trust Package.

The Will Package includes:

The Trust Package includes all of the contents of the Will Package plus:

Contact Us About Your Estate Planning in Arizona

If you or someone you know is interested in probate or estate planning services in Arizona, please give us a call at (480) 924-4424. Our qualified estate planning team is here to help you.

Estate Planning and Probate Law Firm Phoenix AZ

Ready to Get Your Estate Plan Done?

Contact us today to schedule your free one-hour meeting with an attorney to assess your estate planning needs.

What Our Clients Say About Us

  • “Estate planning can be very complex, however, Rilus did all the heavy lifting for us and made the process easy to understand, and provided us with insights and strategies that hadn’t been explored by our previous attorneys. The paralegal and office staff are also experts in their field and are very friendly and helpful as well. It’s a pleasure working with these folks, and we couldn’t be happier with our results. It’s a great feeling to know that our planning needs have been expertly handled.”

    Mary G.

  • “Professional, friendly, and very accommodating. I was on a time restriction and Rilus Law sped up the process to meet my scheduling needs. A great team, super positive, and a pleasant experience from all levels in the organization. I would highly recommend.”

    Troy K.

  • “Being a previous paralegal, I was more than impressed with Mr. Dana. He took his time to explain all the choices we had available and was patient in explaining everything thoroughly. Even though he is professional, he is also personable. Just recently we had to, again, obtain his advice. Again, he gave serval options and explained each so that we could make a knowledgeable decision. Highly recommend him for any estate planning and problems; probate, etc.”

    Carol D.

  • “Had a great experience. Rilus Law was very professional and attentive. Listened to all my concerns and gave great advice. They are there for you and your needs and not just to get paid. Would definitely recommend them.”

    Melody C.

  • “Although the subject matter is quite serious, Rilus Dana made the entire experience comfortable, understandable, and professional. It was a wonderful experience and I would definitely recommend them if you’re in the market for creating a trust or a will. Super people!”

    Anastasia K.

  • “Great service, a great attorney. Efficient, thorough, and affordable. I highly recommend them. Estate planning is not just for millionaires, it is the next step to make your loved ones feel at ease.”

    Jay H.

  • “We completed our original will and trust with Rilus Law in 2014 and now an update in 2022. During both occasions, we found Rilus to be professional and to provide excellent service. He makes a complicated process easy for us laymen. We highly recommend him and his team.”

    Michael P.