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Affordable estate planning for Arizona families using powers of attorney, wills and trusts. Call 480-229-6220 to schedule a complimentary consultation at your home or in our Ahwatukee office. Living Trust Phoenix Title
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Last will and testament in Phoenix, AZ
Your list of resources
Tip: Keep a list of your resources with your estate planning documents for easy reference. Those named in your estate may need to contact these resources when handling your affairs!
Recommended resources in Arizona

Below are a list of state agencies, organizations and recommendations of local businesses who have worked with Four Peaks Planning, Inc. and their clients.

Existing clients will find the county recorder office links useful for research the status of recorded deeds.

If you are in need of a financial or insurance advisor, attorney or other professional contact several advisors below to find one matching your personality. We are interested in your feedback to ensure we offer only quality recommendations.


Arizona County Recorder Websites

Check the status of recorded deeds.

Out-Of-State Deed Preparation

California: Ron Reis (530) 295-1459


Vehicle Titles

Alternatives to the Motor Vehicle Department:

Desert Title Services
Alma School and Guadelupe
(480) 777-9820

Savings Bonds

Paper bonds have to be mailed to the Treasury to reissue them in the trust name (see http://www.treasurydirect.gov/indiv/research/indepth/ebonds/res_e_bonds_eereplace.htm).

Before doing this, consider converting paper bonds to digital bonds first (if that is desirable) so bonds will not need to be mailed to the Treasury twice. Digital bonds might make it easier for original and successor trustees to manage. To convert to digital bonds, see http://www.treasurydirect.gov/indiv/research/indepth/smartexchangeinfo.htm.



Government Agencies

Social Security offices in Arizona

IRS - Internal Revenue Service

Arizona Department of Health Services - Vital Records - Birth / death certificates

Arizona Department of Veteran's Services


Informal Probate

Small Estate Affidavit


Free or Inexpensive Legal Help

  • Arizona Center for Disability Law
    (520) 327-9547

  • Arizona Senior Citizens Law Project
    (602) 252-6710

  • Community Legal Services:

  • Maricopa County
    (602) 258-3434

  • East Maricopa County
    (480) 833-1442

  • Mohave County
    (800) 255-9031

  • Yavapai County
    (520) 445-9240

  • Yuma/LaPaz Counties
    (520) 782-7511

    College of Law Legal Clinics:

  • Arizona State University
    (480) 965-6968

  • University of Arizona
    (520) 621-1975


  • Accountants / CPA's

    Al Bick - Bick CPA
    3133 E. Calaveros Dr.
    Phoenix, 85028 Phone: (602) 568-4802

    James Laubham - Capital Accounting Group
    15215 S 48th Street, Ste 139
    Phoenix, AZ 85044 Phone: (480) 783-8870

    Roger Lamberson - Roger Lamberson, PLC
    609 S. Gilbert Rd. Suite B
    Gilbert, 85296 Phone: (480) 220-4111


    Attorneys

    Construction, Business, Real Estate - Jennifer Peddy Berg -
    The Peddy Berg Law Firm, PLLC
    9655 E. Via De Ventura, Suite G-200
    Scottsdale, 85258 Phone: (480) 382-3109

    Employment - Kim Eckert Moore - Eckert & Facciola
    Tempe, 85283 Phone: (480) 456-4497

    Estate Planning - Thomas Leavell - Leavell & Rivera
    4001 E. Mountain Sky Ave #202
    Phoenix, 85044 Phone: (480) 948-7114

    Estate Planning - Ron Adams - Hoopes & Adams
    2410 W. Ray Road Suite #1
    Chandler, 85224 Phone: (480) 345-8845

    Family Law - Barbara Fuqua - Fuqua Law Firm, PC.
    1820 East Ray Road
    Chandler, Arizona 85225 Phone: (480) 656-8356

    Family Law - Londa Rivera - Leavell & Rivera
    4001 E. Mountain Sky Ave #202
    Phoenix, 85044 Phone: (480) 948-7114

    Real Estate, Business, Debtor-Creditor Rights - Buntrock Law Firm
    2158 N. Gilbert Road, Suite 119,
    Mesa, 85203 Phone: (480) 664-7728


    Lenders / Mortgage

    Gordon Goosen (MB-0917581) - Pilot Mortgage
    633 E. Ray Rd. #114, Gilbert 85296
    Gilbert, 85295 Phone: 480-320-2322

    Laura Lockie - iMortgage
    4800 N. Scottsdale Rd, #1000
    Scottsdale, 85251 Phone: 480-388-8504


    Disability Insurance

    Hal Elliot - Aflac
    6197 S Rural Rd #103
    Tempe, 85283 Phone: 480-206-8134


    Health Related

    Chiropractic - Dr. Greg Hauser - Great Choice Chiropractic
    15810 S. 45th St #160
    Ahwatukee, 85048 Phone: 480-704-6600

    Medical Massage - Audrey Washington -
    ALW Massage Therapy
    15810 S. 45th St #160
    Ahwatukee, 85048 Phone: 480-704-6600

    Financial Advisors

    Interview local advisors in your area with complimentary consultations.

    Bill Drogo - Edward Jones
    3651 E. Baseline Rd. Suite #-234, Gilbert 85234
    Gilbert, 85234 Phone: (480) 8336353

    Rene Espinoza - Ameriprise
    4450 S. Rural Road #A140
    Tempe, 85282 Phone: (480) 730-8700

    Jonathan Gentile - Purity Wealth Advisors
    1819 E. Southern Ave. #A-15
    Mesa, 85204 Phone: (480) 307-9909

    Joe Laux - Silverhawk Financial
    21090 N. Pima Road
    Scottsdale, AZ 85255 Phone:(480) 296-0200

    Christine Lobdell-Raney - Edward Jones
    10325 E. Riggs Rd. Suite 107
    Sun Lakes, 85248 Phone: (480) 802-0741

    Jeremy McClymonds - Form Prosperity
    1490 S. Price Rd #113
    Chandler, 85286 Phone: 480-382-3676

    Steven McIntyre - Pacific Southwest Financial & Insurance Services
    4215 E McDowell Rd #103
    Mesa, 85215 Phone: (480) 699-3612

    Chuck Mills - Edward Jones
    675 S Cooper Rd #105
    Gilbert, 85233 Phone: (480) 539-4562

    Joseph Ortiz - Edward Jones
    4902 E. Warner Rd. Suite 1
    Phoenix, 85044 Phone: (480) 753-7664

    Michelle Ovadia - Edward Jones
    2730 S. Val Vista Dr., Bldg 3, Ste 114
    Gilbert, 85295 Phone: (480) 855-7426

    Mallory Reis - Edward Jones
    235 E Warner Rd, B-102
    Gilbert, 85296 Phone: (480) 545-3214

    Brock Somsen - LPL Financial
    2231 E. Pecos Road, Suite 2
    Chandler, AZ 85225 Phone: 480-422-4979

    Rich Vandermolen - Family Life Financial Solutions
    1166 E. Warner Rd. #101
    Gilbert, 85296 Ph: (480) 420-2015

    Brice Willoughby - Symphony Financial
    15022 S 40th Pl
    Ahwatukee, 85044 Phone: (480) 577-2617

    Insurance Agents

    Four Peaks Planning, Inc's thoughts on insurance agents: When you have an accident, your first question to your agent will not be "What's my monthly premium?" Having an agent who understands where to properly apply coverage and who will fight on your behalf to maximize your claim from the insurer is worth its weight in bold.

    Sue Beyer - American Family Ins
    1539 W Elliot Rd #103
    Gilbert, 85233 Phone: (480) 507-8879

    Chris Bolton - State Farm
    1630 N 7th St
    Phoenix, 85006 Phone: (602) 252-1330

    Justin Crain - State Farm
    4243 W. Bethany Home Rd.
    Phoenix, 85019 Phone: (602) 242-4141

    Debra Ernzen - American Family Ins
    8040 E Indian School Rd #105
    Scottsdale, 85251 Phone: (480) 990-8855

    Greg Geryak - Farmer's Insurance
    10235 S. 51st St, Suite 150
    Phoenix, 85044 Phone:480-598-1110

    Kevin Shelton - Farmer's Insurance
    2651 W. Guadalupe Rd #202
    Mesa, 85202 Phone: (480) 948-6115

    Roger Morsch - State Farm
    2450 S Arizona Ave #6
    Chandler, 85286 Phone: (480) 855-4632

    Kevin Shelton - Farmer's Insurance
    3303 S Lindsey Rd #103
    Gilbert, 85297 Phone: (480) 718-9498

    Brandon Walsh - State Farm
    20261 E Ocotillo Rd #118
    Queen Creek, 85242 Phone: (480) 988-6800

    Mike Wilson - State Farm
    1046 E McKellips
    Mesa, 85203 Phone: (480) 926-0388

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    Disclaimer: 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.

    Copyright: Four Peaks Planning, Inc. © 2016 - Last will & testament and revocable living trust estate planning. Serving all of Arizona including Anthem, Chandler, Flagstaff Gilbert, Glendale, Goodyear, Mesa, Payson, Peoria, Phoenix, Scottsdale, Sun City, Sun Lakes, Tempe and Tucson.