Existing Client Resources
This page provides links and tools for existing clients and those named in their clients' estate plans. Contact Four Peaks Planning, Inc. at any time if you have questions or need assistance.
ASSET & LIABILITY CHECKLIST - Make the task simpler for your financial power of attorney agents, executors and trustees. Organize a list of your monthly expenses, location of assets and liabilities along computer logins and passwords. Eighteen (18) pages.
CONTACT INFORMATION - Reduce the time those managing your estate spend locating contact information for important people in your life, such as family, physicians, work and more. Fourteen (14) pages.
DOCUMENT LOCATOR - Save your power of attorney agents, executors and successor trustees time with a list locating important and often overlooked documents.
INSTRUCTIONS FOR CHILDREN'S GUARDIANS - Share insight into the lives of your children should your guardians raise your children. List medical, educational and dietary information along with your personal feelings on a variety of important subjects. Four (4) pages.
LEGACY INFORMATION - Share background about yourself and previous generations, anecdotes and any other pieces of your life you wish passed along to future generations!
MEDICAL INFORMATION - Include important medical information with medical power of attorney documents so your agent can efficiently communicate with your physicians and family. Four (4) pages.
PET INFORMATION - Include important pet care information for your pet's caretakers, including vet, feeding and other general care information.
SENTIMENTAL VALUE ITEMS - Share the history, meaning and potential value of personal items with your family and other beneficiaries.
TRUST FUNDING INSTRUCTIONS - After your documents are signed, it is vital to transfer desired assets into your living trust. Otherwise assets may not be distributed as intended and potentially be subject to probate. Three (3) pages. Self-Review: Annually
SUCCESSOR TRUSTEE GUIDE - Instructions for successor trustees during an incapacitation or upon the trustors' passing. Six (6) pages.
Arizona County Recorder Websites.
Check the status of recorded deeds.
Out-Of-State Deed Preparation
California: Ron Reis (530) 295-1459Vehicle Titles
Alternatives to the Motor Vehicle Department:
Desert Title Services
Alma School and Guadelupe
(480) 777-9820
Accountants / CPA'sAl Bick - Bick CPA3133 E. Calaveros Dr. Phoenix, 85028 Phone: (602) 568-4802
Roger Lamberson - Roger Lamberson, PLC AttorneysConstruction, Business, Real Estate -Jennifer Peddy Berg - The Peddy Berg Law Firm, PLLC 9655 E. Via De Ventura, Suite G-200 Scottsdale, 85258 Phone: (480) 382-3109 Employment - Kim Eckert Moore - Eckert & Facciola Tempe, 85283 Phone: (480) 456-4497 Estate Planning - Thomas Leavell - Leavell & Rivera 4001 E. Mountain Sky Ave #202 Phoenix, 85044 Phone: (480) 948-7114
Estate Planning - Ron Adams -
Family Law - Londa Rivera -
Personal Injury - Bruce Hayman - |
Lenders / MortgageGordon Goosen - Pilot Mortgage2200 E. Williams Field Rd #200 Gilbert, 85295 Phone: 480-320-2322 Laura Lockie - iMortgage 4800 N. Scottsdale Rd, #1000 Scottsdale, 85251 Phone: 480-388-8504 Disability InsuranceHal Elliot - Aflac6197 S Rural Rd #103 Tempe, 85283 Phone: 480-206-8134 Health RelatedChiropractic - Dr. Greg Hauser - Great Choice Chiropractic15810 S. 45th St #160 Ahwatukee, 85048 Phone: 480-704-6600 Medical Massage - Audrey Washington - ALW Massage Therapy 15810 S. 45th St #160 Ahwatukee, 85048 Phone: 480-704-6600 |
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Financial AdvisorsRon Crupe - Edward Jones4080 W. Ray Rd. #19 Chandler, 85226 Phone: (480) 491-1064 Rene Espinoza - Ameriprise 4450 S. Rural Road #A140 Tempe, 85282 Phone: (480) 730-8700 Joe Laux - Silverhawk Financial 21090 N. Pima Road Scottsdale, AZ 85255 Phone:(480) 296-0200 Christine Lobdell-Raney - Edward Jones 10325 E. Riggs Rd. Suite 107 Sun Lakes, 85248 Phone: (480) 802-0741
Alexi Mavrellis - Edward Jones
Jeremy McClymonds - Form Prosperity 675 S Cooper Rd #105 Gilbert, 85233 Phone: (480) 539-4562
Joseph Ortiz - Edward Jones
Brock Somsen - LPL Financial 655 W. Warner Rd. #112 Tempe, 85284 Phone: (480) 763-5756
Brice Willoughby -
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Insurance AgentsSue Beyer - American Family Ins1539 W Elliot Rd #103 Gilbert, 85233 Phone: (480) 507-8879
Chris Bolton - State Farm
Justin Crain - State Farm
Debra Ernzen - American Family Ins
Greg Geryak - Farmer's Insurance 2651 W. Guadalupe Rd #202 Mesa, 85202 Phone: (480) 948-6115
Roger Morsch - State Farm
Kevin Shelton - Farmer's Insurance
Brandon Walsh - State Farm
Mike Wilson - State Farm
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