Estate Planning 101: 25 Documents & Services In Our Estate Plan

Get free answers to questions about wills, trusts, and estate planning by calling Arizona estate planning attorneys Rick Keyt at 480-664-7478 ([email protected]) or his son Ricky Keyt at 480-664-7472 ([email protected]). See Rick's bio at https://www.keytlaw.com/rick and Ricky's bio at https://www.keytlaw.com/ricky

1. Read about the 25 documents & services you will get if you hire us to prepare your estate plan with a revocable living trust at https://www.keytlaw.com/ep-contents or watch our video at    • Estate Planning 101: 25 Documents & S...  
2. Arizona residents: Learn who will inherit your assets if you die without a will or a trust at https://www.keytlaw.com/whoinherits
3. Arizona residents only: Book a free phone, office or Zoom estate plan meeting with an Arizona estate planning attorney at https://www.keytlaw.com/calendar
4. See our 368 5 star reviews & testimonial videos at https://www.keytlaw.com/review
5. Estate plan questionnaire https://www.keytlaw.com/epq
6. Get our free article called "13 Reasons Why You Need an Estate Plan" at https://www.keytlaw.com/free-articles

Have you protected your most valuable assets - your loved ones if you were to die or become incapacitated?

The 25 documents and services we give people who buy our estate plan are:

1. Revocable living trust that causes your assets to pass on your death or the death of you and your spouse if you are married automatically without the need for an expensive superior court probate to your heirs named in the trust.

2. Custom incentive and disincentive provisions for the trust agreement.

3. Certification of trust

4. Trust ID card that shows the terminology used to title assets into the trust.

5. Successor trustee manual that explains the duties and obligations of the successor trustee.

6. Funding Your Trust A to Z is our article that explains how to transfer all types of assets to your trust.

7. Deed that we record that transfers your Arizona home to your trust.

8. Last will & testament that names the person you want to raise your minor children if you have any minor children and both parents are deceased. The Will says that if you die and any of your assets are in your name rather than owned by the trust, then a probate will cause those assets to be transferred to your trust.

9. Healthcare & mental healthcare power of attorney that names the person you authorize to make medical decisions for you if you cannot communicate with your doctor.

10. HIPAA authorization by which you authorize your healthcare agent to get your medical information from your doctors.

11. Living will that instructs doctors and hospitals to pull the plug if you are brain dead and being kept alive by machines.

12. Financial power of attorney that names the person you authorize to deal with your financial affairs if you lack the mental capacity to manage your assets.

13. Assignment of Personal Property that assigns your personal property such as equipment, furniture, and jewelry to your trust.

14. Personal Property Memorandum that you use to make gifts of personal items such as jewelry and artwork to specific people so the personal items aren't retained in the trust after you die.

15. Asset list. We give you a pdf fillable file you can save on your computer. We recommend that you enter into this file an inventory of your assets so you can tell your loved ones everything you own and where to find the assets. If your loved ones don't know everything you own and where to find the assets they won't get the unknown assets if you die.

16. Prehospital Medical Care Directive, also called a DNR – Do Not Resuscitate.

17. Post Mortem Wishes is an optional document you can complete to tell your loved ones what you want to happen if you die.

18. Pet emergency card. We give you two pet emergency cards to carry in your wallet or purse. This card informs people that you have pets that need care and tells the person who to call to inform them that you are in the hospital and can't care for your pets.

19. DocuBank five-year membership. We give your Healthcare Power of Attorney, Living Will, and HIPAA Authorization to DocuBank. It gives you an ID card to carry in your wallet, so if you are in a hospital, it tells the doctors how to get these 3 documents faxed to the doctor 24/7.

20. Family Asset Protection book. We will give you a hard copy of the book about estate planning written by Rick and his son Ricky.

21. Thumb drive. We give you a thumb drive that contains pdf files of every signed, witnessed & notarized document listed above.

22. Three-ring binder that contains all of the above documents organized behind tabs.

23. Free Changes. We don't charge to make changes to your documents during the first 90 days after you sign.

24. Follow-up Emails. After you sign your documents we will send you many emails that explain post-signing issues.

25. Update Reminders. We will send you reminders every six months to remind you to review your estate plan documents.