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Phone: (480) 229-6220
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New Clients
Start on your own at your pace. The tools below can prepare you with questions when meeting with an attorney or estate planner.

Includes a living trust vs will chart and worksheets.

Print our Arizona Estate Pre-Planning Kit
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Updates and Resources for Clients

Trust Funding Instructions

After your documents are signed, steps are STILL NEEDED to complete transfer of assets into your living trust. Otherwise assets may not be distributed as intended and potentially be subject to probate.

If you have any questions, don't hesitate to contact Four Peaks Planning, Inc. Funding your Living Trust is the most important step.

Trust Instructions PDF





Contact info for Beneficiaries, Successor Trustees & Power of Attorneys
NEW AUG '08

Make it easy for people named in the trust to contact each other.
List names, phone numbers, home and email addresses.

Recommended Self-Review: Annually

MS Word
Excel
Blank PDF





Easy-to-update Asset Checklist
UPDATED AUG '08

Imagine yourself the Successor Trustee of your estate, responsible for collecting assets, paying debts and distributing the estate.  How time-consuming would that be?  Simplify the task for your Successor Trustees by preparing an asset checklist.  Neither Four Peaks Planning, Inc. nor your Successor Trustees receives a copy.  This page is for your binder.

Recommended Self-Review: Semi-annually

MS Word
Excel
Blank PDF





Arizona County Recorder Websites

Check the status of recorded deeds.

Apache County Recorder's Office
Cochise County Recorder's Office
Coconino County Recorder's Office
Gila County Recorder's Office
Graham County Recorder's Office
Greenlee County Recorder's Office
La Paz County Recorder's Office
Maricopa County Recorder's Office
Mohave County Recorder's Office
Navajo County Recorder's Office
Pima County Recorder's Office
Pinal County Recorder's Office
Santa Cruz County Recorder's Office
Yavapai County Recorder's Office
Yuma County Recorder's Office




Current Laws
Supreme Court of Arizona
Arizona Revised Statutes



Contact via website

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Important: Please consult with Four Peaks Planning, Inc. before undertaking any actions. The information in this website is provided with the understanding that the publisher is not engaged in rendering legal, tax or investment advice. While every attempt has been made to provide current and accurate information, neither the author nor the publisher can be held accountable for any errors or omissions. You agree not to hold any employee of Four Peaks Planning, Inc. liable for action you take from the information on www.fourpeaksplanning.com.

 

Our attorneys prepare living trusts for Scottsdale, Mesa, Tempe, Gilbert, Chandler, Phoenix, Ahwatukee, Glendale, Fountain Hills, Peoria, Sun City, Maricopa, Pima, Tucson, Flagstaff, Sun Lakes and other Arizona cities.
Important: Please consult with Four Peaks Planning, Inc. before undertaking any actions. The information in this web site is provided with the understanding that the publisher is not engaged in rendering legal, tax or investment advice. While every attempt has been made to provide current and accurate information, neither the author nor the publisher can be held accountable for any errors or omissions. You agree not to hold any employee of Four Peaks Planning, Inc. liable for action you take from the information on www.fourpeaksplanning.com.
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