We help families through the process when a loved one has passed. While we can't handle a full Probate, we can direct you to a qualified Attorney. If your family member used a Revocable Trust for their Estate Planning, there is no need for Probate as long as all assets were funded to the Trust. The process involves paperwork, which we can help you facilitate. If you need help with this process, please contact our office. There is no charge to have a consultation. If we are hired, you will be given a firm price for any work that needs to be completed.
How many estates have you settled? How many estates have your children settled? If you do planning with our firm, we offer Successor Education. We don't talk about the details of your plan, we talk about the process. If the last person is now incapacitated, what do your successors do? If the last one is now deceased, what do they do? If we aren't here to help your family, what will they do? Will they be empowered to ask the hard questions? Will they know that they can ask how much the services will cost and how long it should take? If you already have existing documents and would like to take advantage of this servcie, we will be happy to do it for a fee. Call to learn more.
Do you have dust on your Trust? Did you create a Last Will and Testament years ago when your babies were actually babies? Have your recently moved to Arizona and want to make sure all of your documents are compliant with local laws? Perhaps its time for a review. We never charge to review existing documents. Call today to make an appointment to get the answers you need.
We do not have a set price for our plans. We base the price of your documents on the amount of work that needs to be done. While there are always time-tested areas of planning, each family has unique situations. Once we understand what we need to accomplish for your plan, we can give you a firm price. We ask for half down at the data collection and the other half once all documents are signed and delivered. We don't want cost to stop families from planning. If you need a special payment arrangement, we can talk about that at a consultation. Remember, the price of most people's current plan is far more expensive than anything I could offer. If you are thinking, "I don't have a plan"....that's your plan.
Steve is a native of Arizona. In his spare time, he really enjoys watching soccer, fishing and spending time with his adult son. Steve has been working with our firm for over 25 years. Shortly after graduating at the top of his class from a local law school, he began working with us. He is an Estate Planning practitioner making this his specialty. When the Arizona Legal Document Preparer program began in 2003, he opted to serve as a Document Preparer instead of a registered member of the Bar Association. He doesn't wish to have a personal practice, being the face of Premier. Instead, he loves crafting our documents for our clients. There is no problem, within reason, that Steve can't devise a solution for.
Jaimie has been working at The Wealth Store & Premier Estate Planning since 2014. He has several years of estate planning experience specializing in legal document preparation and case management. He also assist in all areas of customer service for The Wealth Store. He graduated from Phoenix College with an Applied Science in Paralegal Studies Degree (ABA approved program). His greatest enjoyment from working with this firm is the interaction with the clients.
Stephanie Maloney has been in and around this business for 15 years. She enjoys building client relationships and maintaining them. It is never my goal to complete a job for a client and say “your on your own now”. I expect that when the client needs assistance on an existing issue or something new arises, they will never hesitate to call. I want to help clients and associates work through the challenges that currently face them….no need to do it alone, when you have a team. In addition to Premier Estate Planning, she is an important part of The Wealth Store.
Brad has been working with The Wealth Store & Premier Estate Planning since November of 2016. He has 13 years of experience in the financial and estate planning arena. He holds his Arizona life and health insurance license, notary certification and is in the process of being approved as an Arizona certified legal document preparer. Brad has a lovely wife, Jodi and a teenage son, Jadon. He has served on the worship team at Reunion Community church for 20 years. In his spare time, he enjoys spending time with his family, making music with his brothers and being active playing softball and golf.
Brad loves his job and building relationships with every client he works with, especially knowing that what he does effects people’s lives in such a positive way.
Michael has been working with his father in the field of Estate Planning since he was 19 years old. He began his career in Iowa, traveling all around the Midwest doing Estate Planning Education for other professional's clientele. Looking for a change in 1992, he and his father moved to Arizona and began a personal practice in Estate Planning & Financial Services. Michael has had a 28 year career and continues to serve his clients and other professionals.
Frank was Born and raised in Iowa and completed his studies at Iowa State University. Moving to Colorado in 1994, he and his wife Kim have gone on to raise two beautiful daughters, Mckenna & Bailey. Frank is an entrepreneur, having owned several companies in the construction industry. One of his specialties has been land acquisition. In recent years, Frank has developed a passion for working with people to educate them on the process of growing their wealth. Regardless of how large or small a client is, they get the same treatment with Frank. He works with a team of professionals, finding insurance strategies to help accomplish his client’s objectives.
Pending Approval for Bio. & photo.
I pride myself in getting to know each client, so that I can understand their individual needs and what matters most to them. In addition to assisting familes in the area of Estate Planning, he also works with The Wealth Store and families financial goals. He recognized the value of the Estate Planning, insuring that all of the potential issues could be handled proactively. It's important to have all of the controls in place, just in case that horrible event should happen
My beautiful wife, Karen, and I have been married for 18 years. Together, we have three children, Hayden, Alyssa, and Keenan. A graduate of Arizona State University, I enjoy playing golf with my friends and family and attending my children’s sporting even
Jesus has been in the financial services industry for over 25 years. He added Estate Planning to his list of services over the last several years. He recognized the value of making sure this part of an overall plan was taken care of.
Jesus and his wife Terry have one son, A.J. who graduated from Grand Canyon University. In his free time, Jesus enjoys playing music with his band, and playing basketball
Aaron has a background in banking and financial services. Adding Estate Planning to his practice has put his existing clients in a better place. He sees the value of the control of one's estate under all circumstances.
In his personal time, he loves to spend time with his wife of 14 years, Dawn & 3 beautiful daughters. He is also involved in coaching football.
Samantha is the newest member of Premier Documents. She is currently working to get her life & health insurance license. In the interim, she is serving as a Trainee under the AZCDLP program to become proficient in the areas of Estate Planning that are focused on at Premier Estate Planning. In addition to her administrative roles with both The Wealth Store & Premier Documents, she is also finishing her associates degree @Phoenix College. She is a definite value add for our clientele and everyone she encounters.
It would be amiss to leave Michael Moloney, SR. off our valued team. While he is semi-retired now, he still works with existing clients. He began his work in the area in 1968, in Detroit, MI. He has over 50 years of knowledge that encompass most imaginable scenarios. He was an amazing mentor to his son, Michael Maloney, JR., teaching him so much about Estate Planning and the value of the client experience and relationships.