Estate Planning

Sedona, Arizona

Estate planning is an essential service for all individuals, not just for the wealthy. Just as essential as your operations, estate planning is a critical part of managing your business and personal assets. We handle both personal and business succession estate planning for a variety of people, including high-net-worth individuals. As an essential extension of our services, we make sure day-to-day operations and plans for the future of your business are as thorough and well-rounded as possible.

  • Simple and complex estate plans, including revocable and irrevocable trusts
  • Last wills and testament
  • Financial durable general powers of attorney
  • Healthcare powers of attorney
  • Living wills
  • Mental health care powers of attorney
  • HIPAA release, and authorization forms
  • Business succession planning
  • Assignments of company interest
  • Property agreements
  • Property transfer documents, including Beneficiary Deeds, Warranty Deeds, and Quitclaim Deeds
  • Buy-sell agreements
  • Deferred compensation
  • Family business structures