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Estate planning · Surprise & Carefree, Arizona
A will, a trust, and the paperwork that keeps your family out of court. Prepared by the same Arizona family for three generations. The first conversation is free.
What a plan does
Without a plan
With a plan
We are Arizona Certified Legal Document Preparers, not a law firm. That means the same documents without attorney pricing, and we tell you plainly if you ever need an attorney. About certified preparers
Who this is for
You do not need to be wealthy. You need to have people you care about.
The biggest thing most people leave behind. A trust sends it to your kids, not through court.
Decide who gets what, and who steps in for them if they are young.
Documents from another state may not work here. We review them for free.
No court, no waiting, and no one arguing over who gets what.
You do not need to be wealthy. You need to have people you care about.
What your family gets
Most families need three or four. We tell you which ones, and why, at your first conversation. Nothing you do not need.
See everything we prepareSays who gets what, and who is in charge of making it happen.
Keeps your home and your accounts out of probate court, and private.
Lets someone you trust handle your money if you cannot.
Your medical wishes, followed when you cannot speak for yourself.
Most families need three or four. We tell you which ones, and why, at your first conversation. Nothing you do not need.
See everything we prepareThe next few weeks
Most families are finished within a few weeks of the first conversation.
Free, about 45 minutes. Phone, Zoom, our office, or your kitchen table. You leave knowing what it will cost.
Our team drafts every document to fit your family and situation, then checks every page before you see it.
We walk you through each document, notarize them, and hand you a finished plan. Usually within a few weeks.
You hear your price before we start. Half when we begin, half when you sign. No hourly billing.
More about pricingMost families are finished within a few weeks of the first conversation.
From Stephanie
“None of us are promised tomorrow, and most of us would rather not think about it. I understand that. But planning is easier and far less expensive than families imagine, and not planning costs the people you love much more. When it is done, almost everyone says the same thing: ‘I feel so much better.’”
What families say
Most of our work comes from families telling other families.
“We all let her know what our concerns were and she just took care of it. Recently (six years later) our needs were more urgent and amplified. As it turns out she had done such a good job back then that the only thing we needed to do was add a co-trustee. She had anticipated our future needs.”
Tracey G. · via Google
“I always knew I needed to have a trust prepared but I thought it was going to be difficult, costly and time consuming. The process at Premier Estate Planning was professional, concise, cost friendly, thorough and enjoyable. Lia Moats is a delight to work with.”
Julie · via Google
“Lia was friendly, knowledgeable and spent a lot of time with my husband and I. She explained everything thoroughly and really cared about making sure our trusts were right for us. We truly appreciate Lia’s expertise, guidance and patience throughout this process.”
Deb · via Google
Most of our work comes from families telling other families.
Talk to us
Monday to Friday, 9am to 5pm
educate@premieraz.netVirtual, in person, or at your kitchen table.
West Valley
14985 W. Bell Rd., Suite 125North East Valley
748 Easy St., Suite 11By appointment only
DirectionsProud members and affiliates
