Estate Planning Arizona
   Living Trust Arizona

Trust Funding Instructions

After your documents are signed, steps are STILL NEEDED to complete transfer of assets into your living trust. Otherwise assets may not be distributed as intended and potentially be subject to probate.

Trust Instructions PDF




Contact info for Beneficiaries, Successor Trustees & Power of Attorneys
NEW AUG '08

Make it easy for people named in the trust to contact each other. List names, phone numbers, home and email addresses.

Recommended self-review: Annually

MS Word
Excel
Blank PDF



Easy-to-update Asset Checklist
UPDATED AUG '08

Imagine yourself the Successor Trustee of your estate, responsible for collecting assets, paying debts and distributing the estate.  How time-consuming would that be?

Simplify the task for your Successor Trustees by preparing an asset checklist.  Neither Four Peaks Planning, Inc. nor your Successor Trustees receives a copy.  This page is for your binder.

Recommended self-review: Semi-annually

MS Word
Excel
Blank PDF


Arizona County Recorder Websites.

Check the status of recorded deeds.

Apache County Recorder's Office
Cochise County Recorder's Office
Coconino County Recorder's Office
Gila County Recorder's Office
Graham County Recorder's Office
Greenlee County Recorder's Office
La Paz County Recorder's Office
Maricopa County Recorder's Office
 Mohave County Recorder's Office
Navajo County Recorder's Office
Pima County Recorder's Office
Pinal County Recorder's Office
Santa Cruz County Recorder's Office
Yavapai County Recorder's Office
Yuma County Recorder's Office

Current Laws
Supreme Court of Arizona
Arizona Revised Statutes


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This site is part of Four Peaks Planning, Inc., a firm dedicated to quality and affordable estate plans for Arizona families.

Phone:  (480) 229-6220
Address:
2529 S Evergreen St
Tempe, AZ 85282
What Information Do We Collect? Account numbers, birthdates and social security numbers are not needed.
Only first names, middle initials and last names of people you will be listing as trustees, beneficiaries, guardians, etc. are needed

We do not do financial nor insurance planning. You will not be sold other products. We can, however, recommend local Arizona financial and insurance advisors.
Found us on the web?

Choose Four Peaks Planning as your estate planner with confidence. We service clients of many financial planners and insurance agents in Arizona. Contact references below or contact us for more.


Reference - Read more

I am a State Farm agent. I have many customers that have a long over due need to put their estate in order. Estate Planning, including a living trust, is NOT just for the more affluent. Most of my customers have average incomes and certainly need to complete their estate plan.

To date I have directed all of my clients to Jamie Kahn of Four Peaks Planning. He is professional and keeps the entire process simple.

If you are wondering if you need an Estate plan... you do! Contact Jamie to find out how easy your plans can be put into action.

-- Roger Morsch - Insurance advisor, Chandler, AZ
(480) 855-4632 - Daytime
www.EastValleyIns.com
Phone:  (480) 229-6220
Address:
2529 S Evergreen St
Tempe, AZ 85282


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Important: Please consult with LivingTrustArizona.com or a legal professional before undertaking any actions. The information in this web site is provided with the understanding that the publisher is not engaged in rendering legal, tax or investment advice. While every attempt has been made to provide current and accurate information, neither the author nor the publisher can be held accountable for any errors or omissions. You agree not to hold any employee of LivingTrustArizona.com liable for action you take from the information on LivingTrustArizona.com. References and testimonials are personal comments and do not reflect nor indicate an endorsement by his or her employer.

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