Screening Questions

Are you US Citizens?

We are US Citizens We are NOT US Citizens

Are you Arizona Residents?

We are Arizona Residents We are NOT Arizona Residents

How are your assets owned?

(real estate, financial, etc)

We own everything jointly We (one or both of us) have individual assets, held in our individual names, that we do not wish to combine

With all assets accounted for, is the estimated total value of your estate under 3 million dollars?

Yes, under 3 million dollars No, NOT under 3 million dollars

The Trusts that we offer are fully revocable living trusts. In the event that either yourself or your spouse passes away, the surviving spouse will continue to have full amendment and revocation rights, including the power to change the distribution and beneficiaries.

Do you wish to proceed with a fully revocable living trust?

Yes, proceed No, do NOT proceed