Trust Package

Arizona Trust Package

Complete Probate Protection from $2,999

Attorney-drafted. Fully funded. Verified complete. The only trust package that confirms every asset is where it needs to be.

What Is a Living Trust and Who Needs One?

A revocable living trust is a legal container that holds your assets during your lifetime. When you pass, those assets transfer directly to your beneficiaries — no probate court, no 6–18 month delays, no $10,000–$15,000 in legal fees. Your family gets what you intended, immediately and privately.

In Arizona — a community property state — a properly funded trust is especially powerful. Your home, joint accounts, and retirement assets can all be structured to pass immediately and privately, with no court involvement.

The key word is “funded.” A trust that isn't properly funded is just an empty container. Your assets still go through probate. This is exactly why we verify every asset — and why our trust package includes funding verification as a standard feature, not an upsell.

What's Included

Revocable Living Trust
Comprehensive Transfer Document
Pour-Over Will
Certification of Trust
Community Property Agreement (if applicable)
Schedule of Assets
Financial Power of Attorney (FPOA)
Healthcare Power of Attorney (HPOA)
Funded trust verification (retitling + beneficiary updates)
First-year amendments (free)
Leather-bound premium binder (shipped to your door)
Personal digital dashboard access
Dedicated attorney assigned to your file
30-day post-delivery support

Will vs. Trust

WillTrust
Avoids probate
Court supervised
Private (not public record)
Immediate asset transfer
Funding verification included

Who the Trust Package Is Best For

Arizona homeowners with real estate
Families with minor children
Anyone wanting to avoid probate
Those with retirement accounts to coordinate
Couples with significant joint assets
Anyone who values privacy — trusts don't become public record

Trust FAQ

Estate plans from $1,299

Attorney-led · SOC 2