Notary, Wills, Financial & Medical Power of Attorney, Trust, Special Needs Planning
Notary, Wills, Financial & Medical Power of Attorney, Trust, Special Needs Planning
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. You can schedule here.
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.
Stephanie Maloney has been in and around this business for 30 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 ca
Stephanie Maloney has been in and around this business for 30 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.
Michael began his career in Estate Planning over 30 years ago. 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
Michael began his career in Estate Planning over 30 years ago. 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 32 year career and continues to serve his clients and other professionals.
Michael formally joined Premier in 2020, but he has literly grown up in the business. He is a local, hometown guy, growing up in Cave Creek, Arizona. Michael is a graduate of Cactus Shadows & attended Phoenix College to play football. Much of his youth & adolesents was spent in youth sports, giving his an understanding of being a team
Michael formally joined Premier in 2020, but he has literly grown up in the business. He is a local, hometown guy, growing up in Cave Creek, Arizona. Michael is a graduate of Cactus Shadows & attended Phoenix College to play football. Much of his youth & adolesents was spent in youth sports, giving his an understanding of being a team player. Every family that walks through our "door", is going to be takend care of by the Premier Team, so Mike is a natural fit. He is the next generation to serve clients, making sure we will be here well into the future.
William C (Bill) Harper has worked in the financial industry for over 25 years. As such, he is very familiar with estate planning and the need for individuals to have proper documents in place that will assure individuals that their wishes will be followed in the event they become incapacitated or upon death. He has been a residential mortgage loan officer and is Certified as a Notary Signing Agent. He is a member of the National Notary Association as well as the Fidelity National Title Group.
Bill is also an ordained minister and serves as an Elder at Scottsdale Worship Center. He has been in ministry for the last 40 years and has served at several large churches in different parts of the United States. Bill was married and has two sons, 9 grandchildren and 2 great grandchildren.
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 spending time witth my friends and family.
Jennifer joined Premier Estate Planning in October 2020. She brings much wisdom and compassion to our families. She desired to become an Estate Planning educator, so she can help families avoid the issues that her own parents' estate went through. She is well aware of the importance of getting the proper legal documents in place, before there is a problem that only attorneys can solve. She takes the time needed to help families and individuals actually understand what the process entails and what the various documents are. She looks forward to serving you.
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
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.
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