Scottsdale Estate Planning Attorneys'
Estate Plan Contents & Fees 2026
Richard Keyt (Rick, the father 480-664-7478) and his son, former CPA Richard C. Keyt (Ricky 480-664-7472), are Arizona wills, trusts and estate planning attorneys. They have 294 5-star Google reviews and 407 5-star Google, Facebook & Birdeye reviews. They want to prepare a custom estate plan for you that protects your most valuable assets – your loved ones. Call, email, or book a free office, phone or Zoom video meeting.
Arizona Residents Warning: Learn Who'll Inherit Your Assets If You Die with No Will or Trust
The State of Arizona has a law that specifies who inherits the assets of an Arizona resident who dies without a will or a trust. This law may cause your assets to be inherited by the wrong person or people if you don't have a will or a 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.
Benefits of an Estate Plan with a Revocable Living Trust
See our articles called “15 Benefits of Having an Estate Plan with a Revocable Living Trust” and “18 Benefits of a Revocable Living Trust.”
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 when you die.
How to Hire Us
- Book a free office, phone or Zoom video meeting to get answers to your questions.
- Complete and submit our online Estate Plan Questionnaire.
Our 5 Star Reviews
36 Documents & Services in Our Custom Estate Plan
We doubt you will find an estate planning attorney whose estate plan includes as many documents and services as we provide. Look at other estate planning lawyers' websites, and they usually don't tell you what you get if you hire them or the fees they charge. We don't hide the ball. Our estate plan fees are shown below at the end of the list of documents and services.
Documents & Services Table of Contents
Click on blue text to be taken to the text for that subject. You can also scroll down and see all of the documents and services in order from 1 to 36.
16. Living Will
18. Assignment of Personal Property
19. Personal Property Memorandum
20. Organ Donation Declaration
1. Estate Plan Questionnaire
This optional questionnaire gives us information about you and your family and tells us about your concerns so we can design a trust and estate plan customized for you. The questionnaire is online at “Life & Legacy Planning Session Questionnaire.” You can submit the questionnaire before our planning meeting or we can collect the information during our meeting.
2. Revocable Living Trust
The trust agreement is the most important document in your estate plan. The reasons people create a revocable living trust are:
- You, not your state of residence, designate who inherits your assets in the trust on your death or the second spouse's death if you are married.
- Our trust provides that when you and your spouse die if you are married, a special needs trust will be be automatically created for your heirs who are special needs, people at the time of your death or later in the beneficiary's life. This prevents your special needs heir from losing government benefits.
- You can disinherit one or more people.
- You can name a trusted person as the trustee who manages assets inherited by minor children or people who should not be in charge of money.
- You can name a spouse or a trusted person as a trustee who can manage your trust assets if you lose your mental capacity.
- To avoid probate. The trust automatically causes your assets to pass on your death or the death of you and your spouse if you are married to your heirs named in the trust without an expensive, time-consuming public superior court probate. Our typical fee for a simple uncontested Arizona probate is $3,500, which takes five months.
- Your estate is private. Assets that go through probate and their recipients are public in a Superior Court probate.
- Low maintenance. Because your trust is a revocable trust, it does not file a federal or state tax return. All income and deductions of the trust are reported on your tax returns. Trusts do not have any expenses, such as state fees or taxes. They only require updates occasionally to reflect changes in your life.
To learn more about revocable living trusts go to:
3. Diagram of Your Estate Plan
4. Optional Incentive & Disincentive Provisions
We give you optional language you can put in your trust agreement that encourages certain actions and penalizes bad conduct. Click to see these optional provisions. If you want any of the provisions in your trust agreement cop,y the text you want and email it to Ricky Keyt at [email protected].
5. Certification of Trust
Whenever somebody asks for a copy of your trust, give them this document rather than a copy of your trust. You don't want to give copies of your trust to third parties because your trust contains confidential information. This document summarizes your trust, verifies its existence, and provides key details about the trust, like the trustee's identity and authority to act on behalf of the trust, without revealing confidential information such as specific asset details or beneficiary names. When managing trust assets, it's often used to prove the trust's legitimacy to third parties like banks or title companies.
To learn more about Certifications of Trust go to:
6. Death or Incapacity Checklist
This document is a list of tasks your loved ones should do if you die or become incapacitated.
7. Trust ID Card
This ID shows the terminology used to title assets into your trust. Show the card to third parties like a banker when you ask the banker to transfer ownership of your bank acccount to the trust. Use it to update pay on death beneficiary forms.
8. Asset Inventory
If you hire us to draft your custom estate plan with a revocable living trust we will send you an email message that contains a link to our online Asset Inventory. Use this inventory to make a list of your bank accounts, investment accounts, stocks, LLCs, partnerships, real estate, vehicles and other valuable assets. We recommend you complete the Asset Inventory because our system will create a downloadable Excel spreadsheet that lists all of the assets you enter in the inventory. You will be able to download your asset list and update it from time to time as you acquire new assets and dispose of existing assets.
This Excel asset spreadsheet is:
- Your checklist of assets to transfer to your trust if you do the transfers yourself.
- Our checklist of your assets to transfer to your trust if you hire us to do the transfers.
- A document you can give to important people in your life so they know what you own and where to find the assets because if the right person or people do not know everything you own and where to find it, those assets will not go to your loved ones of you die (and your spouse if you are married) or become mentally incapacitated.
You must have an inventory of your assets because if you don't, your loved ones are not going to be able to find any or all of your assets when you are gone or mentally incapacitated.
Sample Asset List
9. How to Fund Your Trust
Our 22-page article explains how to transfer different types of assets to your trust. After you sign your trust your short term goal will be transferring your assets to the trust. Assets that you do not transfer to the trust may have to go through a time-consuming, expensive and public Superior Court probate after your death. We will prepare a deed that transfers your home to your trust, but your job will be to transfer your other assets to the trust.
This article explains how to transfer the following types of assets to the trust:
- cash accounts
- investment accounts
- corporate stock
- stock options
- bonds
- personal effects
- retirement plans & pensions
- insurance
- annuities
- money owed to you
- real property
- assets you own with others
- timeshares
To learn more about how to fund your trust go to:
10. Deed for Your Home
We prepare a Deed that we record with the county recorder that transfers your Arizona home to your trust.
To learn more about Arizona Beneficiary Deeds go to :
11. Successor Trustee Manual
We give you our successor trustee manual that explains the duties anda obligations of the successor trustee or trustees 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. A trustee has legal obligations and fiduciary duties owed to the beneficiary of a trust. We recommend you give this book to the person who will become the successor trustee of your trust because your successor trustee must know the trustee's duties and legal obligations.
12. Last Will & Testament
We prepare a Last Will & Testament that states that if any of your assets remain in your name after your death and if a Superior Court probate is needed to distribute the probate assets, all of the assets will go into your trust. We call this a “pour over” Will because it pours all your probate assets into the trust. The Will is a “safety valve” type of document that hopefully will never be used because all ot your assets will be in your trust and none of your assets will remain in your name after your death.
To learn more about Wills see our article called Why Every Arizona Resident Needs a Will.
13. Financial Power of Attorney
We prepare a financial power of attorney that names the person or people you authorize to manage your financial affairs if you lack the mental capacity to manage your assets. A financial POA can be used for many tasks, including:
- Paying bills
- Managing bank accounts
- Handling investments
- Filing taxes
- Buying or selling real estate
- Cashing checks
- Corresponding with financial institutions.
To learn more about Financial Powers of Attorney see our article called Why Not Having a Financial Power of Attorney Could Harm You.
14. Healthcare Power of Attorney
Your healthcare & mental healthcare power of attorney names the person or people you authorize to make medical decisions for you if you are in a coma or unable to communicate with your doctor.
To learn more about Healthcare Powers of Attorney, see our article called Why Every Arizona Adult Needs a Healthcare Power of Attorney.
15. HIPAA Authorization
You HIPAA authorization authorizes your healthcare agents to get your medical information from your doctors and hospitals.
The HIPAA Privacy Rule (effective since April 14, 2003) introduced standards covering allowable uses and disclosures of health information, including to whom information can be disclosed and under what circumstances protected health information can be shared.
The HIPAA Privacy Rule permits the sharing of health information by healthcare providers, health plans, healthcare clearinghouses, business associates of HIPAA-covered entities, and other entities covered by HIPAA Rules under certain circumstances. HIPAA authorization is consent obtained from a patient that permits a covered entity or business associate to use or disclose personal healthcare information (“PHI”) to an individual for a purpose that would otherwise not be permitted by the HIPAA Privacy Rule. Without HIPAA authorization, such a use or disclosure of PHI would violate HIPAA Rules could attract a severe financial penalty and may even be determined to be a criminal act.
To learn more about HIPAA Authorizations, see our article called What Is a HIPAA Authorization & Why Every Arizona Adult Needs One.
16. Living Will
You living will is instructions from you to doctors and hospitals to pull the plug if you are brain dead and being kept alive by machines. A living will is a legal document that outlines your preferences for medical treatment if you are unable to make decisions about emergency care yourself. In this document, you can specify which medical treatments or types of care you would like to receive, which ones you wish to avoid, and the conditions under which each choice applies. This differs from a traditional will, which provides legal instructions regarding a person’s estate, including the distribution of property and financial assets.
To learn more about Living Wills, see our article called Arizona Living Will: What It Is, Why You Need One, & What Happens Without It.
17. Confirmation of Names
This document names your successor trustee(s) and the people you've named as your healthcare power of attorney agents, financial power of attorney agents, HIPAA agents, and personal representative of your estate if a probate is needed after you die because one or more of your assets were not transferred to you trust.
Review this document from time to time to determine if you need to change your successor tustee(s), an agent under your healthcare or financial power of attorney or the person who will do your probate if a probate is necessary after you die because you did not transfer one or more assets to the trust.
18. Assignment of Personal Property
This document transfers your personal property such as jewelry, equipment, furniture and art work to your trust.
19. Personal Property Memorandum
This document gives you the power to make gifts of specific items of personal property by describing the item on the PPM and then stating who will get the item if you die. These items go to the named person if you die, not into your trust. For example, if you want your ring to go to a specific person on your death, rather than have it become an asset of your trust, you can describe the item on the memorandum and then state who gets the item if you die.
20. Organ Donation Declaration (Optional)
Your three ring binder will contain this optional document that you can complete if you want to donate any of your organs after you die.
21. Prehospital Medical Care Directive, aka DNR – Do Not Resuscitate (Optional)
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 necessary medical interventions to provide comfort care or to alleviate pain.
22. Post Mortem Wishes
This 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 or not cremated, name songs and scriptures for your funeral, name your pallbearers and anything else you want your loved ones to know if you were to die.
23. Beneficiary Car Title
We will give you a form created by the Arizona Department of Transportation called “Beneficiary Designation for Vehicle Car Title Transfer on Death.” This form can be used by a person who is the sole owner of an Arizona-titled vehicle to transfer the title of the vehicle on the owner's death to the person or people named in the form.
24. If You Have Any Minor Children: Healthcare Power of Attorney for a Minor Child
If you have any minor children, we will prepare a Healthcare Power of Attorney for each of them in which you name one or more people who can make medical decisions for your minor children if you and their other parent cannot be reached. If you are on a cruise or camping in Alaska and can't be reached and your minor child is in the hospital and the doctor wants to know whether to operate or not, this document gives a trusted person the legal power to make medical decisions for the minor child.
25. If You Have Any Minor Children: Long Term Guardian of Minor Children
We will prepare a long-term permanent Guardian of Minor Children if you have any children under the age of 18, aka a minor. This is the document that tells the court who you want to raise your minor children if both of their parents are deceased or incapacitated. If the person you name as the guardian does not live close to you, you can also name a short-term guardian who lives close to you who can care for your minor(s) until the primary guardian can travel to your home and get the kids.
To learn more about naming a guardian for minor children go to:
26. If You Have Any Minor Children: Short Term Guardian of Minor Children
If your long-term permanent guardian who you name to care for your minor children does not live close to you then you can name a short-term guardian who lives close to your home who will care for your minor children until your long-term guardian can travel to your home to care for the children. This prevents your kids from being put in the care of Child Protective Services until your long-term guardian arrives at your home.
27. If You Have Any Minor Children: Letter to Court Stating Who Should Never Raise Your Minor Children
If there are one or more people you never want to be a guardian of your minor children, we will prepare a document called “People Who Can't be a Guardian of Our Minor Children.” This document tells the Superior Court that you never want a person named in the document to be the legal guardian of any of your children under the age of 18, aka a minor.
28. If You Have Any Minor Children: Tell the Court Who You Want to Manage a Minor's Assets
This document tells the court who you want to manage your minor children's assets if both parents are deceased or incapacitated. Arizona law says that minor children cannot manage their assets. With this document, the person you name as a minor's conservator can get a court order that names that person as the minor's conservator who has the legal power to manage the minor's assets until the minor is 18.
29. 5 Year Docubank Membership
We buy you a five year DocuBank membership. We give your Healthcare Power of Attorney, Living Will, and HIPPAA Authorization to DocuBank. It gives you an ID card to carry in your wallet or purse so if you are in a hospital it tells the doctors and hospital the name and phone number of your emergency contact and how to get DocuBank to fax these three documents to the doctor or hospital 24/7.
Your DocuBank Card:
Carrying your plastic wallet card means that hospitals have instant access to the information they need to provide the best care possible, and family members aren't scrambling to find it when they should be by your side.
Medical Alerts
- Your DocuBank card lists important medical conditions and allergies so that they are immediately available
- The name and phone numbers for your primary emergency contact also appear so they can be reached by healthcare professionals
- A complete list of your current medications, vaccinations and a highlight of your medical story can also be transmitted when your info is requested
- Your emergency contacts can receive an alert when your card is used so that they know where you are and be at your side
Medication List Access:
Upload a list of your personal medications that you already have, or use the online form, to add and revise medications on docubank.com as they change. Members who provide their medication information will have this indicated on their DocuBank cards so doctors know to go online to obtain this information.
Medical Snapshot:
Add critical medical information so that it is in one easy, organized spot for you and your family. Filling in your Medical Snapshot from the comfort of your home means you and those you love aren't scrambling to find or remember this information when it is needed at the hospital.
- Doctors and Specialists: List of any doctors so they can be consulted
- Medical History: Highlights of important medical info
- Vaccinations: Upload cards, fill in manufacturer and date info
- Surgeries and Hospitalizations: list important events, upload info
- Allergies: combines with the info on the card, list notes and reactions
- Family History: list of medical history
DocuBank SAFE:
DocuBank SAFE is a complementary part of every DocuBank membership. SAFE should be used for those documents you would like access to, but should not be transmitted when DocuBank is used by hospital staff. You can create your encrypted SAFE password and begin uploading documents immediately from your personal computer. All memberships include 2 GB of SAFE storage FREE.
Share Important Files
Create SAFEShare Users for friends and family so they can view the files you wish them to see.
30. Pet Emergency Card
If you have any pets we give you two pet emergency cards to carry in your wallet or purse. These cards inform healthcare people and EMTs that you have one or more pets that need care and tell the person to call your pet caregiver to inform the caregiver that you are in the hospital and can't care for your pet(s).
31. Family Asset Protection book
We give you a copy of this book about estate planning written by Richard Keyt and his son Richard C. Keyt.
32. Three Ring Binder
We give you a three-ring binder that contains all of your estate plan documents organized behind tabs.
33. Thumb Drive
We give you a thumb drive that contains pdf files of every signed, witnessed & notarized document listed above. You can easily give important people copies of some or all of your signed estate plan documents.
34. No Charge to Make Changes
We don't charge to make changes to your documents during the first 90 days after you sign them.
35. Post Siging Informational Emails
After you sign your documents we will send you many emails that explain post-signing issues such as funding your trust.
36. Reminders to Update Your Estate Plan
We will send you an email reminder and a text message every six months after you sign your documents to remind you to review your estate plan and determine if you need to update any of your estate plan documents. This email reminds you to review your Confirmation of Names to see if you want to change anything in your estate plan.
Our Estate Plan Fees
Our fees for preparing an estate plan with a revocable living trust and providing the other related services (no charge for phone calls, office meetings, emails or texts) are:
- $4,497 for a married couple or two people who are partners
- $3,497 for a married couple who bought our Gold LLC within 120 days (a $1,000 discount)
- $3,497 for one person
- $2,497 for one person who bought our Gold LLC within 120 days (a $1,000 discount)
- + $1,000 if you want your trust to create life-time asset protected trusts for your heirs that protects their inheritance from their creditors, ex-spouses & bankruptcy.
The 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 custom estate plan.
Call, email or text Richard Keyt, the father
Direct phone: 480-664-7478
Email: [email protected]
Call, email or text Richard C. Keyt, the son
Direct phone: 480-664-7472
Email: [email protected]