Estate Planning in Gilbert, AZ

Most people don’t give much thought to estate planning until later in life. However, it’s never too early to consider your assets and how they can be used to support your loved ones after you’re gone. A solid estate plan can also benefit you while you’re still alive should you experience a serious illness or injury.

Here atWalk-In Wills, we have the experience and know-how to assist our clients in creating comprehensive estate plans. Whether you own numerous assets or have a relatively simple estate, we can help you leverage the right tools to ensure your legacy remains intact. We also help clients plan for incapacity while still alive, which offers immense peace of mind.

What Should You Include in Your Estate Plan?

No two estate planning situations are alike, but we can help clients in Gilbert, Phoenix, and Tempe, AZ select the right tools, including:

Will Creation – Wills are the central aspect of most estate plans, as they provide information on how you want your assets to be handled after you’re gone.

Trusts – Trusts provide more control over how your assets are dispersed. They can also safeguard your assets against creditors and taxes.

Medicaid Planning – Medicaid planning ensures you have access to essential health benefits while also retaining your assets, as benefits often come with certain income thresholds.

Powers of Attorney – Powers of attorney give another person authority over your health and finances. These tools are essential in the event you become incapacitated and can’t make decisions on your own.

Transfer on Death Deeds – TODs allow property to pass from the owner to a beneficiary immediately after the owner dies. These tools help bypass probate, which can be costly and time consuming.

Our firm can also provide guidance in other areas, including contested wills. For instance, we can discuss adding a no-contest clause to the document if you have concerns about an heir.

Frequently Asked Questions

1. What does an estate plan cover, and how can Walk-In Wills help me build one?

An estate plan includes more than just a will — it can involve trusts, powers of attorney, Medicaid planning, and transfer-on-death deeds to suit your goals. At Walk-In Wills, their team works with you to understand your situation and put together the right mix of tools so your assets are protected and your family is cared for both now and in the future.

2. Why should I start estate planning even if I don’t have a complex financial situation?

Even with modest assets, having a solid plan in place gives you peace of mind. It ensures your wishes are clear, helps protect your loved ones if you become incapacitated, and can avoid costly probate later. Walk-In Wills helps clients at all stages of life make practical plans that fit their needs.

3. What makes the estate planning process with Walk-In Wills different from doing it on my own?

There’s a lot to consider in estate planning — from how assets will be distributed to who will make decisions if you can’t. The attorneys at Walk-In Wills take time to explain your options, prepare documents that follow Arizona law, and make sure nothing important is missed, which helps reduce confusion or disputes down the road.

Let’s Discuss Your Estate Planning Needs

The sooner you develop an estate plan, the greater peace of mind you’ll feel when it comes to your assets and family. Call our firm today at (480) 470-7000 to schedule a free consultation.
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