Protect Your Estate
From Taxes and Probate

No matter what your net worth, it is important to have your estate plan in place. Having the right estate plan for you will:

Save Money for both you and your beneficiaries.

Save Time by avoiding the court and probate process.

Save Effort by not having any complicated government forms to fill out.

Eliminate Probate which costs time, money and heartache.

Keep You In Control by having your wishes written out.

Maintain Your Privacy by not having your estate show up in public court records.

Where Do I Start?

Watch These Videos:

• Learn Why You Need an Estate Plan
• Learn About the Two Most Popular Types of Estate Planning: Wills and Living Trusts

Visit the Secrets of Wealth Preservation Blog for more estate planning tips.

How Do I Establish an Estate Plan?

Just Follow These 3 Easy Steps:

1. Download the Confidential Estate Planning Questionnaire PDF (If you have a PC, we suggest you "right click" and select "Save Target As" to save to your computer).
    
2. Fill Out the Questionnaire. It is a fillable PDF, so you can fill it out online and then print it. Or you may print it and then fill it out by hand. Please PRINT CLEARLY.
    
3. Fax Us the completeld Questionnaire and signed Fee Agreement to my office at (480) 644-0072.
    
4. Call Us as soon as you send your Questionnaire and we will set up a telephone meeting with Mr. Allen to discuss your specific needs and requirements. Our office phone number is (480) 644-0070.