Introducing the “Essentials Package” from The Law Offices of Brandon White, P.C., Experienced Trusts and Estates Attorneys
For those who need estate planning documents immediately, we have created the “Essentials Package” with only the key documents every adult should have.
All Documents prepared will comply with Arizona Law and you must be a resident of Arizona to take advantage of this package.
Step 1: If you wish to create estate planning documents through our Essential Package, you may request information using the form on this page. We will email you back by the next business day to confirm that we are able to represent you.
Step 2: At that time, you will be asked to review online and electronically sign an engagement agreement that explains our services and provide credit card payment for those services. You then will be directed to complete an online information questionnaire.
Based on the information that you provide through the questionnaire; we will prepare your draft estate planning documents. You will receive those draft documents within three business days of completing the questionnaire. We will schedule a mutually agreeable time for a 30-minute telephone or video conference with one of our experienced trusts and estates attorneys to explain the documents and answer your questions.
Step 3: During this meeting, we will finalize your documents and then send them to you for activation. Your documents are not effective until signed by you in the presence of two disinterested witnesses and a notary public. You will be responsible for executing the documents that we prepare for you, but we can assist you with that if needed.
If it is determined during your conference that your legal needs are more complicated and you want to address those needs in a more comprehensive way, you may choose to further engage our firm and apply the fee already paid towards that new representation.
The cost for the “Essentials Package” of trusts and estates documents is $750.00 for individuals or $950.00 for married couples. If you would like our firm to assist you in activating the documents at our office location, we will do so for an additional fee of $50.
Additionally, we are able to offer a package of the four key associated documents (the Power of Attorney, Healthcare Power of Attorney, Living Will, and HIPAA Authorization) without the Last Will and Testament. Some people prefer that avenue if their Will is in good order, but they need updated health-related documents. Please let us know which package you prefer. These fees are $550.00 for an individual and $750.00 for a couple. Again, we can make arrangements for you to have these notarized in our office for an additional fee of $50.00.