Estate Planning

When it comes to estate planning, time is of the essence. Regardless of age or health status, you must have a solid estate plan in place to ensure your loved ones are taken care of in case the unthinkable happens.

That’s precisely where Walk-In Wills comes in. Our Chandler, AZ firm can help clients with essential processes, including the creation of wills and trusts, along with many other important estate planning tasks.

Securing the right legal assistance ensures that your complete estate plan is solid and legally binding. Trusted legal counsel can also help you avoid common errors and oversights that may prevent your heirs from receiving assets in the manner you specify.

How to Avoid Common Estate Planning Mistakes

It’s far too easy to make mistakes when developing an estate plan. And even minor mistakes can affect how your assets are handled. In this case, you must be aware of the most common mistakes to ensure that your plan is accurate and binding:

Forgetting Secondary Beneficiaries – Secondary or contingent beneficiaries are people you name in your will in addition to primary beneficiaries. If a primary beneficiary dies before assets are distributed, the secondary beneficiary will receive said asset.

Neglecting Disability Planning – Disability planning ensures you have access to the right medical care in the event you become incapacitated by illness or injury. In this case, a revocable trust can ensure your finances are well managed when you’re incapable of doing so.

Selecting the Wrong Executor – An executor has lots of responsibilities, so it’s important to choose a trustworthy and reliable person to carry out the task. You can choose family members, friends, co-workers, or even financial institutions.

Failing to Update Your Plan – Your estate plan must change as your life does. For instance, it’s best to review the entire plan after a new marriage, divorce, the birth or adoption of a new child, or drastic changes to your finances.

It’s also a good idea to review your estate plan every three to five years to ensure it still meets your needs.

Frequently Asked Questions

1. Why is it important to put an estate plan in place now?

Having a plan set up early gives you peace of mind and ensures your family knows exactly how you want your assets handled if something happens to you. Waiting can leave loved ones facing uncertainty or legal hassles down the line.

2. What are some mistakes people often make when planning their estates?

Some common oversights include not naming alternate beneficiaries, forgetting to plan for disability or incapacity, picking the wrong person to manage the estate, and failing to update the plan after major life changes.

3. How often should an estate plan be reviewed?

Life changes like marriage, divorce, having children, or major shifts in financial status are good triggers to take another look at your plan. Many attorneys recommend reviewing it roughly every three to five years to make sure it still reflects your intentions.

4. How can legal guidance help with estate planning?

An experienced estate planning attorney can help organize your will, trusts, and other documents correctly so they hold up legally, avoid common pitfalls, and make sure your heirs receive assets the way you intended.

5. How do I book an initial Chandler estate planning package consultation today?

Use our website scheduler or call the Chandler office for immediate booking—consults start at $99.

6. What’s included in your basic Chandler estate planning bundle price?

Basic bundle ($599) includes will, POAs, living will, and review—everything signed in one visit.

7. Can we draft, review, and sign my full estate plan in one Chandler visit?

Yes, complete your full plan—will, trusts, POAs—in one 60-90 minute Chandler appointment.

How Our Attorneys Help with Estate Planning

At Walk-In Wills, we offer the best of both worlds when it comes to estate planning. We have the skill and knowledge of a high-end law firm, but we strive to make the process as easy and streamlined as possible.