Scottsdale Estate Plan Attorneys' Estate Plan Contents
by Arizona estate planning attorneys Richard Keyt (Rick, the father) and Richard C. Keyt (Ricky, the son)
We are Scottsdale estate planning attorneys with over 50 years of combined estate planning experience who have prepared 630+ estate plans. We want to have a free meeting with you to answer your questions and design a comprehensive estate plan that protects your most valuable assets – your loved ones.
Sixty-seven percent of Americans do not have an estate plan. Don't be one of them. If you don't have a will or a trust the intestate succession law of your state of residence, not you, will determine who inherits your assets. To learn who will inherit your assets if you are an Arizona resident and die without a will or a trust see our article called Who Inherits Your Property If You Die without a Will or a Trust.
Get Peace of Mind and Protect Your Loved Ones
If you hire us to prepare your estate plan you will get:
- A revocable living trust that: (1) becomes irrevocable after your death (cannot be amended) and leaves your assets to the person or people you want to inherit your assets, (2) provides lifetime asset protection of the inherited assets from your beneficiary's creditors, ex-spouse and bankruptcy courts, (3) has standby special needs trust provisions if a loved one is a special needs person now or later in life, and (4) names a trusted person or people to manage assets for minor children or young adults if you or you and your spouse die or become incapacitated.
- A deed that transfers your home to your trust.
- A last will & testament that transfers any assets that remain in your name after death to your trust. If you have any minor children your will also names the person or people you want to become the guardian(s) who raise your minor children if both of their parents are deceased.
- A healthcare power of attorney in which you name the person who can make medical decisions for you if you cannot communicate with the doctor.
- A living will is instructions from you to doctors to pull the plug if you are brain-dead and being kept alive by machines.
- A financial power of attorney in which you name a person who can manage your financial affairs if you are unable.
- A personal property memorandum in which you describe personal items such as jewelry or art and name the person who gets the item if you die.
- Digital pdf files of all your signed documents so you can give them to people who need them if you die or become mentally incapacitated.
- Peace of mind
The first step to protect your loved ones and ensure your assets go to your desired heir(s) is to book a free office, phone, or Zoom video consultation with one of the Keyts. During this no-obligation meeting they will answer your questions and design your estate plan. Make an appointment with:
- Richard Keyt (Rick, the father) call or text 24/7 at 480-664-7478 or go to his online calendar. See his virtual business card.
- Richard C. Keyt (Ricky, the son) call or text at 480-664-7472 or go to his online calendar.
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25 Documents & Services You Get if You Hire Us
We doubt you will find a Scottsdale or Phoenix estate planning attorney whose estate plan includes as many documents and services as we provide. Look at other estate planning lawyers' websites and they normally don't tell you what you get if you hire them or the fee they charge. We don't hide the ball. Our 25 documents and services are described below. Our estate plan fee is shown at the end of the list of documents and services.
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. The main reason people buy our estate plan with a revocable living trust is because when they die they want their trust to create a beneficiary-controlled asset-protected trust for each of their loved ones so the inherited assets can never be reached by the loved one's creditors, ex-spouses or a bankruptcy court.
2. Optional language you could include in your trust. If you want a pet trust we will put pet trust language in your trust. We email you a Word file that has optional incentive and disincentive provisions you can include in your trust agreement. You can edit our incentive and disincentive provisions and add your own text. See our list of incentive/disincentive provisions.
3. Certification of trust that you give to somebody who asks for a copy of your trust. You don't want to give people your trust because it contains confidential information.
4. Trust ID card that shows the terminology used to title assets into the trust. Show the card to third parties like a banker or follow its guide when you update your life insurance beneficiary designations or pay on death forms with financial institutions.
5. Successor trustee manual that explains the duties and obligations of the successor trustee who will be in charge of your trust assets if you die or become incapacitated or if both spouses die or become incapacitated if you are married.
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 or people you want to raise your minor children if both parents are deceased when you have minor children. This document also says that if you die and any of your assets are in your name, not owned by your 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 are in a coma or unable to communicate.
10. HIPAA authorization by which you authorize your healthcare agent to get your medical information from your doctors.
11. Living will that is instructions from you to 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 all the information about 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. You and your doctor sign the DNR that informs emergency medical technicians (EMTs) or hospital emergency personnel not to resuscitate you if you suffer a cardiac or respiratory arrest. If they have your DNR EMTs and other emergency personnel will not use equipment, drugs, or devices to restart your heart or breathing, but they will not withhold medical interventions that are necessary to provide comfort care or to alleviate pain.
17. Post Mortem Wishes is an optional document you can complete to tell your loved ones what you want to happen if you die. You can say you want to be cremated, name songs and scriptures for your funeral, name your pallbearers, and anything else you want your loved ones to know.
18. Pet emergency card. We give you two pet emergency cards to carry in your wallet or purse. This informs healthcare people and EMTs that you have one or more 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 and hospital how to get DocuBank to fax these three documents to the doctor or hospital 24/7. Learn more at DocuBank's about page.
20. Family Asset Protection book. We give you a hard copy book about estate planning written by Richard Keyt and his son Richard C. Keyt.
21. Thumb drive. We give you a thumb drive that contains pdf files of every signed, witnessed & notarized document listed above. You can give important people copies of some or all of your signed estate plan documents.
22. Three ring binder. This binder 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 a reminder and a text message every year after you sign your documents to remind you to your estate plan and determine if you need to update any of your estate plan documents.
Stop Procrastinating: Protect Your Family Before It is Too Late
Book a Free Estate Plan Consultation
If, like most people, you have procrastinated and do not have an estate plan that protects your loved ones and if you do not purchase our gold estate plan, the sad reality is that you will most likely continue to procrastinate for many years to come and probably will die without protecting your loved ones. That’s ok if you want the State of Arizona to decide who inherits your property and if you don’t care about the problems and expense your family may suffer if you die without planning ahead.
Isn’t your family your most valuable asset? Don’t you want your family to have the protection that a good estate plan provides? If the cost is preventing you from making an appointment, compare the cost of an estate plan against money you have spent on things for yourself such as a flat screen TV, furniture, swimming pool, computer system, hi-fi system, car or SUV, boat, country club membership, jewelry, art and other “toys” or expensive items. Don’t spend more on “stuff” than you spend to protect your family if something happens to you.
Estate Plan Fee
Our fees to prepare all of the documents listed above and provide the other related services (no charge for phone calls, office meetings, emails or texts) are:
- $4,497 for a married couple
- $3,497 for a married couple who bought our Gold LLC within 120 days
- $3,497 for one person
- $2,497 for one person who bought our Gold LLC within 120 days
How to Buy Our Estate Plan
1. Book a free office, phone or Zoom video consultation to get answers to your questions and to plan and design your estate plan.
- Richard Keyt (the father) at 480-664-7478 or go to on his online calendar. See his virtual business card.
- Richard C. Keyt (the son) at 480-664-7472 or go to his online calendar.
2. Complete and submit our online estate plan questionnaire.
Book a Free Estate Plan Consultation
Warning for Arizona Residents
The State of Arizona has a law that specifies who inherits the assets of Arizona residents who die without a will or a trust. This law may cause your assets to be inherited by the wrong person or people if you lack a will or trust. To learn who will inherit your assets if you die without a will or a trust see my article called "Who Inherits Your Property If You Die without a Will or a Trust" and take my short online quiz called "Who Inherits Your Property." If the wrong person or people would inherit your assets you need to hire us to prepare a will or a trust that leaves your assets to the person or people you want to inherit the assets, not to the people Arizona gives your property to.
Book a Free ConsultationThe first step to protect your assets and ensure they go to your desired heir(s) is to book a free office, phone or Zoom video consultation with one of our estate planning attorneys. During this no-obligation meeting, they will answer your questions and design your estate plan. Make a free appointment with:
- Richard Keyt (Rick, the father) text or call 24/7 at 480-664-7478 or go to his online calendar. See Rick's virtual business card.
- Richard C. Keyt (Ricky, the son) text or call at 480-664-7472 or go to his online calendar.
Steps to Hire Us
1. Have your free consultation with one of Keyts.
2. Complete our online estate plan questionnaire. When you submit the questionnaire our system will send an email message to you and to us that contains all the information you entered into the questionnaire.
3. Attend your free estate plan consultation.
4. Come to our office to sign your documents in front of two witnesses and a notary.
Total time from start to signed documents is one to two weeks.