Plan builder
Your estate plan, in 90 seconds.
Eight questions about your family and assets. We’ll show you the combination of documents most clients in your situation choose, with itemized pricing. No email required.
- ~90 seconds
- Tailored to your answers
Estate plan recommendation
Are you currently married?
Do you have children?
Do you own real estate in Arizona?
A home, condo, rental, or land.
Roughly, your total estate value:
Home + retirement + investments + life insurance. A rough number is fine.
Do you own property outside Arizona?
Do you own a business or have closely-held company interests?
Do any of your beneficiaries have special needs?
Anyone who receives SSI, Medicaid, or AHCCCS benefits.
Do you have any estate planning documents already?
Even old or DIY documents count. We'll review what you have and tell you what's still useful versus what needs replacing.
Plan looks right? Let’s make it real.
Free 30-minute consultation with Jon. Flat-fee quote at the end of the call. No pressure.