What Is Estate Planning?

Estate planning is the process of making legal arrangements for the management and distribution of your assets after your death. It is also making decisions in advance to protect your health, finances, and personal wishes during your lifetime. It’s not just about “who gets what,” but about preserving your wealth, expressing your intentions clearly, and preparing for life’s unexpected turns.

This includes drafting essential documents such as wills, trusts, advance healthcare directives, living wills, and durable powers of attorney (for both medical and financial matters). These tools ensure that your medical and financial decisions are honored if you’re ever unable to express them yourself. In short, estate planning is about taking control so that your voice is heard, and your legacy is protected.

What Clients Are Saying…

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I was very pleased with the professionalism and efficiency. We were able to get our Living Trust and Wills set up and Kristi made it so easy for us! – Kelsey Schumacher

Kristi set up a trust for us and we were very happy with the service. She is very knowledgeable and was able to explain the legal jargon to our level. We will not hesitate to call on Kristi for our future needs. – Sharon Hood

Kristi has handled numerous legal items for me including the creation of my family trust. I always appreciate her getting to the heart of an issue and providing the guidance I need. I highly recommend her services. She’s also a wonderful person! – Sherrie Marney

Questions Your Attorney Will Ask You…

 List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets

  A recent bank statement

 List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities

  A copy of the deed to any real estate you own – if you can find it

 Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above

 Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above

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📍 3707 E Southern Ave #1389, Mesa, AZ 85206