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Estate Planning

Planning for Everyone You Love and Everything You Have

Do you know what would happen legally – to you, your loved ones, your money – if something unexpected happened to you?

Do you know that a will alone, without other planning tools, some of which are quite simple and inexpensive, guarantees your assets will go through probate?

And that even if you don’t have an estate plan, the State of Arizona has a default plan for you?

Do you know what the people you love would have to deal with if something unexpected happen to you?   If you don’t know, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you. To do this, we conduct a Holistic Planning Session, where we spend time together and you’ll get informed.

If you decide the current state of affairs is unacceptable, and if we both decide that it’s a fit to work together, then we can design an estate plan together that will best suit the needs of your family. For people with additional needs, we provide advanced estate planning services.

Your Holistic Lawyer at Loose Ends Legal Solutions will educate you, take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you.