Estate planning for families in Arizona’s East Valley

Make a plan for the people and things that matter to you. Tetrant Legal helps you think through who should receive your assets, who can act for you when needed, and how to put your wishes into estate planning documents.

We work with individuals and families across Mesa, Gilbert, Chandler, Queen Creek, Apache Junction and San Tan Valley, primarily in Maricopa and Pinal counties. Our offices are in Gilbert and Queen Creek.

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Wills, trusts and powers of attorney

Your plan should reflect your family, your assets and your wishes. Depending on your needs, it may include a will, a revocable living trust, financial and healthcare powers of attorney, a living will and related documents.

A practical place to start

1. Identify what you have

We help you take stock of your bank accounts, investments, insurance, real estate and other assets, so your plan starts with a clear picture of what needs to be addressed.

2. Decide who you want to provide for

Talk through the people and organizations you want to benefit, whether that means a spouse, children, other loved ones or charities.

3. Choose the documents that fit your wishes

We help you consider how and when assets should pass to the people you choose, then identify the estate planning documents appropriate to your goals. Depending on your needs, those documents may include the following.

  • Revocable Living Trust. This package of documents generally includes: trust documents, certificate of trust, last will and testament (pour-over will), durable power of attorney, healthcare power of attorney, living will, HIPAA authorization, trust funding instructions, successor trustee instructions, glossary of terms, records location worksheet, statement of wishes, and memorial instructions

  • Last Will and Testament. This package of documents generally includes: last will and testament, durable power of attorney, healthcare power of attorney, living will, HIPAA authorization, glossary of terms, records location worksheet, statement of wishes, and memorial instructions

  • Other types of trusts/provisions. Sometimes different tools are needed to accomplish your goals - some of these additional tools may include: IRA Beneficiary Trusts, Special Needs Trusts, Dynasty Trust Provisions, Irrevocable trusts, Charitable Remainder Trusts, Charitable Lead Trusts, and more...

Estate Administration & Probate

Need help after a loved one’s death? Tetrant Legal helps with uncontested probate and trust administration in Arizona.

Explore Estate Administration & Probate →

Start with a conversation

Tell us about your family, your questions and what you want your plan to accomplish. Call (480) 639-6460 or schedule a meeting to discuss your estate planning needs.

Schedule an Estate Planning Conversation →