Simply give us a call to get started in any one of our 4 convenient locations in Tucson (520) 327-4000, Phoenix (602) 253-1515 or Mesa (480) 745-2552

Complete the information below and on the following pages. Once we receive your submitted form we will prepare your Last Will and Testament with the information provided.

At the end of the Last Will questionnaire you will have the option to take advantage of our Will Package which includes a Last Will and Testament, a Health Care Power of Attorney, Living Will and Financial Power of Attorney for only $500. This is a savings of $350.00 if you were to purchase each document individually. The powers of attorney are used during your lifetime by someone you designate to make your health care decisions and financial decisions in the event that your health condition does not allow you to do so for yourself.

Let us know how to contact you. Please provide the information below

If your children are still minors when you pass away do you want their Guardian to manage their finances or do you wish to form a custodianship under the Uniform Transfer to Minors Act (UTMA) or do you want to create a Testamentary Trust within this Last Will and Testament.

If you chose to create a custodianship under UTMA or a Testamentary Trust please name your first and second choices for custodian or trustee.

The Personal Representative is the person who will handle the distribution of your Estate and pay your creditors and your taxes for you if any out of the funds from your assets. All creditors will get paid prior to distribution of your remaining assets.

If your first choice for personal representative is unable or unwilling to perform their duties who is your second choice if any?

Do you want your first and second choices for Personal Representative to act jointly (together) or in succession (if your first choice is unwilling or unable then your second choice will act)

If any beneficiary you have named passes away before you do then when you pass away do you want that person's share of your estate to go to the other beneficiaries that you have named? OR Do you want that person's share to go to that person's children?

Is there any person that you wish to exclude from receiving any portion of your estate?

If there is anything else that you would like to include in your Trust Package or Will Package such as burial instructions or whether you would like to be cremated etc please add that below.

You'll receive a Last Will and Testament, Health Care Power of Attorney, Financial Power of Attorney and Living Will. Just a few more questions and you'll be all set!

We've received your Last Will entries. We need a few more bits of information for the remaining documents

1) In the event that you are incapacitated, do you want your life to be prolonged?

2) In the event that you are incapacitated, do you want life sustaining treatment beyond comfort care, that would serve only to artificially delay the moment of your death?

3) If you are in a terminal condition or an irreversible coma or a persistent vegetative state that your doctors reasonably feel to be irreversible or incurable, do you want the medical treatment necessary to provide care that would keep you comfortable?

4) Check all below that you DO NOT want.

5) Notwithstanding your other directions, do you want the use of all medical care necessary to treat your condition UNTIL your doctors reasonably conclude that your condition is terminal or is irreversible and incurable or you are in a persistent vegetative state?

6) When in the process of determining your incapacity, may all individually identifiable health information and medical records be released to the person(s) nominated by you as your Health Care Power of Attorney?

7) Will you be attaching additional special provisions or limitations to this document to be honored in the absence of you being able to give health care directions?

8) Do you have a Prehospital Medical Care Directive (Orange colored paper signed by your physician. Commonly known as a DNR (Do not rescusitate)

9) Do you consent to an autopsy?

10)May your health care power of attorney have permission to consent to or refuse an autopsy?

11) Do you want to make an Organ or Tissue Donation?

12) Do you have additional information you want to provide?

1) Do you want to donate ANY needed organs or parts? or specific parts? or whole body donation

2) If you chose Specific Parts list them in the text box below. If you chose whole body donation, list the organization that you have or will be making arrangements with.

3) Do you want to donate your organs and tissue for ANY legally authorized purpose OR for transplant or therapeutic purposes only? (Skip for whole body donation)

4) Do you already have a signed written agreement or donor card? If so, enter the name of the organization that you are registered with.

5) Do you have any additional information that you want to provide?

1) Designate your financial power of attorney who may conduct transactions for you, access banking accounts and otherwise conduct business for you in the event of your incapacity.

2) Will your choices for financial power of attorney act jointly? Or in order listed above?

Select the package you are purchasing and complete the payment information to purchase your selection. Once your Documents are prepared they will be emailed to you for your review. You may submit changes or corrections when the email is received.

IF YOU CHOSE THE TRUST PACKAGE WE WILL PREPARE UP TO 4 ARIZONA DEEDS TO TRANSFER YOUR REAL ESTATE TO THE TRUST. THE RECORDING FEES FOR THE DEEDS ARE $30 EACH PLUS $30 TO RECORD THE AFFIDAVIT OF TRUST. PLEASE SELECT THE NUMBER OF PIECES OF REAL ESTATE THAT YOU LISTED ON THE PROPERTY SECTION THAT ARE IN ARIZONA ONLY (PLEASE NOTE THAT ANY REAL ESTATE LISTED THAT IS NOT IN ARIZONA WILL REQUIRE A DOCUMENT PREPARER IN THAT STATE TO PREPARE THE DEED FOR YOU.

We will email your documents to you for your review and if there are no changes or corrections you may call to schedule a signing appointment at our Tucson office when you are ready to sign your documents or you may print and sign the documents on your own or we will print the documents and mail them to you for signing. . Please note that if you choose to sign your documents outside of our office your Last Will requires 2 witnesses and a notary to notarize your signature and if you chose the Will pack your Durable Financial Power of Attorney requires one witness.