Wills and Trusts

What happens if you suddenly become mentally or physically incapacitated?
Will your family be taken care of?
Have you considered the importance of a will and health directives?

In Arizona, anyone who has more than $50,000 in assets, has minor children, has assets or children from a previous marriage, or wants to avoid probate is a good candidate for a Revocable Living Trust. How do I know if I need a will or a trust?

Desert Schools Financial Services is committed to helping you and your family gain peace of mind, by knowing that these and other questions are answered and that you are prepared for unforeseeable events.

Member Asset Preservation Services (MAPSTM) offers comprehensive estate planning document preparation services that reflect your individual needs.

  • Revocable Living Trust Packages
  • Last Wills and Will Packages
  • Living Wills
  • Beneficiary Deeds
  • Powers of Attorney – Financial
  • Powers of Attorney – Health Care
  • Amendments and Restatements
  • Articles of Organization for Limited Liability Companies (LLCs)
  • Amendment Documents to Limited Liability Companies (LLCs)
  • Quit Claim and Warranty Deeds
  • Funding Letters
  • Revocation of Trusts

If you would like a Wills and Trusts representative to contact you, simply click the Get Started button above or email financialservices@desertschools.org.

©2013 Desert Schools Financial Services