60-second decision tool
Should I get a trust?
The right answer for most Arizona families depends on five things. Answer them and we’ll tell you straight. Trust, will, or somewhere in between.
- ~60 seconds
- No email required
- Arizona-specific
Quick decision tool
Should I get a trust?
Five questions. About 60 seconds. You’ll get a clear recommendation tailored to Arizona estate planning. No email required, no sales pitch.
Educational only. This isn’t legal advice. For your actual plan, talk to a licensed Arizona attorney.
The short version
When does a trust actually make sense?
The quiz tries to answer this in your context. The short version below is the framework underneath.
A trust usually wins when…
- You own real estate in Arizona
- Your total estate is over ~$100,000 (the AZ small-estate threshold)
- Privacy matters. You don't want your estate in public probate records
- You own property in another state, too
- You want a clean plan for incapacity, not just for death
A will is often enough when…
- You rent or don't own real estate
- Your total estate is modest (under the small-estate threshold)
- You're comfortable with probate being public record
- You don't have property out of state
- Your primary need is naming guardians for minor children
Either way, you probably want…
- A Healthcare Power of Attorney (and HIPAA waiver)
- A Financial Power of Attorney
- A Living Will (Advance Directive)
- Updated beneficiary designations on retirement accounts
- A conversation about Arizona's community-property rules
FAQ
Common questions about trusts and wills.
Quiz pointed you somewhere? Let’s make it real.
Free 30-minute consultation with attorney Jonathon Scibilia. Flat quote at the end. No pressure.