Estate planning documents

Estate Planning

Wills and living trustsDocuments that match your life.

Whether that is a straightforward will, a revocable living trust, or a combination with powers of attorney—we build the plan around your goals.

Will vs. trust: what most Mesa families need to know

A will directs how assets titled in your name alone are distributed and can nominate guardians for minor children. A revocable living trust can help assets transfer outside of probate when funded correctly, and it can provide continuity if you become incapacitated.

We help you decide based on your home, accounts, family structure, and goals— not a one-size-fits-all package.

Documents commonly included

  • Last will and testament
  • Revocable living trust and pour-over will
  • Durable financial power of attorney
  • Health care power of attorney and living will
  • Beneficiary deed for Arizona real property when appropriate

Planning for children

Parents often need more than a will. We can structure trusts for minor children, separate guardianship nominations from money management, and reduce the chance of conflict later.

Next Step

Get a flat-fee quote for your plan

Book a call with Robert Larson. We’ll listen, explain your options, and outline a clear next step.