Consultation for Your Future

To ensure your estate is handled properly when the time comes, it can be beneficial to speak to an Estate Planning attorney. Our Estate Planning team is able to lay out a plan to give you a working understanding of the needs and condition of your estate.

Regardless of the type of estate that you have, JacksonWhite recognizes the challenges that come with each of them and work to make the process as simple and straight to the point as possible. We know that when it comes to estates, it becomes very personal. We work to make a plan that fits your specifications.

In the consultation, our team can help determine what your specific estate requires. Sometimes, it’s a simple will that can help avoid a difficult time in probate. Other times, the estate might need more complicated types of arrangements – some that you might not have even heard of. An attorney can explain to you the benefits and drawbacks of your options.

Getting the Most out of Your Consultation

JacksonWhite attorneys are able to give an answer to a wide variety of questions that someone planning their estate’s future might have. To best serve you, however, it is important that we have a full understanding of your background in regards to your estate. The more information that is provided, the better the attorney’s planning can be for you.

Knowing and categorizing the types of assets that you have is great information to have. Understanding the amount and worth of financial accounts, businesses, properties, and possessions that you have can give you and the attorney a helpful start. Having a general idea of your possible beneficiaries—or people that will inherit certain parts of your estate—is also very important.

When you know what and who you want to include in your plans, it becomes easier to identify who can be part of other portions of your estate planning outside of inheritance. There are powers of attorney that can be considered and how certain situations should be handled with your wishes in mind. With there being two primary types of powers of attorney—Healthcare and Financial, not to mention regular and living wills—it is important to discuss your options with an attorney to give you the most accurate information to consider.

A Step in the Right Direction

Estate planning for anyone is an important decision to make. It will secure that what you’ve worked hard to earn and build will be in safe hands in the future. It is important to find a legal team that understands the intrinsic value of a family’s estate and treats it with respect. That’s why when you retain our services, in many instances the consultation fee is absorbed into the flat rate fees.

Legal Fees

Because no estate is the same, the cost can vary.  Something that doesn’t vary, however, is our dedication to find a plan that best fits you and your loved ones. Let the JacksonWhite Estate Planning team help you navigate through the types of safeties that you can build into your estate plans. Whatever the size of the estate is, we can find a plan that protects you and your family.

Wills

There is a wide variety of ways to organize and decide what to include into a will, with our flat fees starting at $850. Having a valid will in place is a key necessity when planning your estate. At their most basic, every estate plan should have a will.

Being without a will could leave you and your loved ones vulnerable and to a process called an “Intestate Succession” which is a statutory process that may leave your estate to those you do not intend to inherit. This leaves too much up to state law on how to distribute your belongings and less on the importance of the relationship that you have with your loved ones.

What you have worked for your entire life should go to the people in your life that you choose. No matter what the size of the estate that you are leaving to your loved ones, it is important that your wishes are being listened to. The JacksonWhite Estate Planning team understands how personal it is to decide how to organize a will and are sure to be attentive to the needs of the client.  When you work with JacksonWhite, you work with an attorney that cares as much as you do.

Trust Packages

Families wanting to secure their assets in depth should consider a variety of options that can be used to help set up a trust portfolio.  Trust packages can be as specific and thorough as you need. Customized trust packages start at $1,850.

Trusts help set a plan for your future in multiple scenarios. They can help your family avoid troublesome and costly probate by setting up a variety of safeguards. Revocable Living Trusts can be amended and modified while you are living and provide for assets to be transferred to your beneficiaries outside of probate or to remain in trust for the benefit of children or grandchildren.

Setting up proper trusts like these can also help you avoid unnecessary estate taxes, if your estate is of a sufficient size. The JacksonWhite Estate Planning team is experienced in navigating Arizona estate laws that can prove to be beneficial for your trust planning.

Call the JacksonWhite Estate Planning team to see how we can best help with your estate planning needs at (480) 464-1111.