Arizona Living Trust $1,199
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What Is a Living Trust?
A living trust is an estate planning trust created during your lifetime to hold and manage assets according to your instructions. A properly funded living trust can help your family avoid probate, provide a plan if you become incapacitated, and control how assets pass to your beneficiaries. Most living trusts used for everyday estate planning are revocable, which generally allows you to remain in control and make changes during your lifetime.
Our $1,199 Complete Living Trust Package Includes
- Customized Living Trust and Certificate of Trust
- Last Will & Testament
- Durable and healthcare powers of attorney
- Mental health power of attorney and Living Will
Living Trust Funding & Execution Support
- Customized transfer letters and Schedule of Assets
- One trust transfer deed
- Witnesses and notary for document execution
- Guidance for transferring assets into your living trust
How a Living Trust Helps Avoid Probate
A living trust works best when the appropriate assets are transferred into the trust. Assets properly titled to the trust can generally be managed and distributed by your successor trustee under the trust terms rather than through probate. Your living trust can also provide instructions for management during incapacity and for distributions to children or other beneficiaries after death.
Benefits of a Living Trust
Avoid Probate
Transfer your assets to your beneficiaries without court costs, attorney fees, personal representative fees, and other expenses. Keep your estate private and efficient.
Plan for Incapacity
Your living trust can provide continuity in the management of trust assets if you become unable to manage them yourself, helping your successor trustee act under instructions you established in advance.
Protect Minor Children
Assign guardianship and conservatorship over your children. Ensure your children are taken care of and your assets follow them—not end up in the custody of the state.
Plan for Beneficiaries
Your living trust can include continuing-trust provisions and customized distribution instructions for minor children or other beneficiaries who may benefit from additional management and oversight.
What Our Clients Say
"We needed to get our trust done immediately and he got us in right away, completed it quickly, and even helped execute and fund the trust. We were going to use Legal Zoom but would have spent over $800 without getting everything we got from Wealth Guardian."
— Lavern T.
"Very Professional. I was extremely impressed! My parents just got a stack of papers from their attorney, but mine was bound in a nice leather binder, with tabs and everything. They also provided the witnesses and Notary to make it official."
— Robert & Phyllis M.
"One attorney told me his price was higher because he provided marital agreement, which most trusts don't include. His price was $3,000. Wealth Guardian provided the Marital Agreement and other documents...all for $1,199."
— Craig J.
Our Process - What to Expect
Data Gathering
This 45-minute appointment provides us with the information we need to prepare your documents. You'll select which Trust Package fits your needs.
Document Preparation
We prepare your documents accurately and precisely. These are not templates or fillable forms, but customized documents just for you. Generally takes about a week.
Execution
We provide two disinterested witnesses and a notary public, ensuring everything is executed properly. You'll receive an electronic PDF and originals bound in a padded leather binder.
Transfer of Assets
Once your documents are completed and executed, we assist you in transferring your assets to your trust—commonly known as funding the trust.
Find the Right Plan for You
- ✓ Revocable Living Trust
- ✓ Certificate of Trust
- ✓ Marital Property Agreement
- ✓ Last Will & Testament
- ✓ Durable Power of Attorney
- ✓ HealthCare Power of Attorney
- ✓ Mental Health Power of Attorney
- ✓ Living Will
- ✓ Memoranda & Instructions
- ✓ Administrative Documents
- ✓ Customized Transfer Letters
- ✓ One Trust Transfer Deed
- ✓ Schedule of Assets
- ✓ Guardianship for Minors
- ✗ Creditor Protection Trust
- ✗ Divorce Protection Trust
- ✗ Bankruptcy Protection Trust
- ✗ IRA Beneficiary Trust
- ✗ Irrevocable Trust
- ✓ Everything in Complete Plan
- ✓ Creditor Protection Trust
- ✓ Divorce Protection Trust
- ✓ Bankruptcy Protection Trust
- ✓ IRA Beneficiary Trust
- ✗ Irrevocable Trust
- ✓ Everything in Ultimate Plan
- ✓ VA Planning Trust
- ✓ Medicaid Planning Trust
- ✓ Special Needs Trust
- ✓ Creditor Protection Trust
- ✓ Other Irrevocable Trust
Arizona Living Trust FAQs
How much is a Living Trust package?
Our Complete Living Trust package is $1,199. Adding a spouse or second grantor is $250 and includes the applicable duplicate individual documents.
What is a living trust?
A living trust is an estate planning trust created during your lifetime to hold and manage assets according to instructions you establish. A revocable living trust generally lets you retain control and make changes while you are living and competent.
Can a Living Trust help avoid probate?
Yes. Assets properly transferred into your living trust can generally be administered under the trust instead of through probate. Assets left outside the trust may still require probate depending on ownership and beneficiary designations.
What documents are included?
The Complete package includes a customized Living Trust, Certificate of Trust, Last Will & Testament, powers of attorney, healthcare directives, administrative and transfer documents, one trust transfer deed, a Schedule of Assets, and related execution support.
Do I keep control of a revocable Living Trust?
Generally, yes. A revocable living trust normally allows you to remain in control of trust assets and amend or revoke the trust while you are competent, subject to the trust terms and applicable law.
