Education Center

Learn before you plan.

Articles, guides, and downloads on Arizona estate
planning so you walk into your consultation already a step
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  • What Does it Mean to Fund a Living Trust?

    Trusts are wonderful tools for protecting estate assets like bank accounts, money market accounts, properties, businesses, cars, boats, and more. Another big benefit of living trusts is that they keep your estate out of probate court.
    By
    Phelps LaClair
    3 minutes
    read
    Read article
Articles

Estate Planning Topics

  • How Setting Up a Trust Helps You Avoid Probate

    Setting up a trust is one of the most practical things you…

    April 13, 2026

  • How Much Are Probate Fees in Arizona?

    When Angela lost her father unexpectedly last year, she had no idea…

    April 13, 2026

  • How to Deed Titled Property in Arizona

    Titled assets like real estate, land, and vehicles usually have to go…

    April 6, 2026

  • What Exactly Happens During Probate?

    There are seven steps in the probate process. First, the court will…

    April 2, 2026

  • Talking to Your Parents About Their Estate Plan

    Very few conversations feel as uncomfortable as sitting down with your parents…

    March 31, 2026
  • A family baking together at home

    Meet Us at the Sharing Down Syndrome Walk in Tempe on April 18

    Mark your calendar for Saturday, April 18, 2026, because the Sharing Down…

    March 27, 2026
Resources & Downloads

Free guides & checklists

Practical tools you can use today — no email required to start, though we’re happy to send updates.
Checklist

Life & Estate Information Organizer

Everything to gather before your first consultation, in one printable page.
Download PDF
Worksheet

Prepare for your Estate Planning Consultation

Organize beneficiaries, accounts, and property in one place for your family.
Download PDF
Guide

Revocable Living Trust: Funding Workbook

A step-by-step workbook to make sure your assets are titled into your trust.
Download PDF
Worksheet

Prepare for Your Probate & Trust Consultation

Organize your loved one’s important documents and information before your probate appointment.
Download PDF

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