Buy an Estate Plan with a Revocable Living Trust

If you are an Arizona resident, take our test to learn who will inherit your assets if you die without a will or a trust.  Arizona residents should learn Who Gets My Property If I Die Without A Will Or Trust?

  • Step 2 Book a Free Meeting:  Book a free no-obligation office, phone, or Zoom video meeting with one of our estate planning lawyers to get answers to your questions and design your custom estate plan.  To book a free meeting, visit the Keyt’s online calendar or call our estate planning legal assistant, Michelle Watkins, at 480-664-7413.  We will answer your questions during this meeting and work with you to design your estate plan.
  • Step 3 Submit Our Online Estate Plan Questionnaire: Before your free meeting with a KEYTLaw, LLC, attorney, please complete and submit our Estate Plan Questionnaire so he has time to understand your situation before the meeting.  You must create a username and password to access our secure online questionnaire.  Submitting the Questionnaire helps us design an estate plan that meets your goals.  You can optionally enter information about your assets and download an Excel spreadsheet that lists all of your assets that you can use to transfer assets to your trust, or we can use the list if you hire us to transfer assets to your trust. All information you enter will be strictly confidential. The more of the Questionnaire you complete, the better, but please don’t get stuck if there is something you aren’t sure of. If you don’t know how to answer a question, skip the question. You can always go back and fill in more of the information or make corrections later.
  • Step 4 If you want to hire us to transfer some or all of your assets to your trust, Submit our Trust Funding Questionnaire:  After you sign your trust, you must (1) transfer your assets to your trust yourself or (2) hire us to transfer your assets to your trust.  See our Trust Funding Questionnaire if you want to hire us to do some or all of your funding.
  • Comprehensive Estate Plan Fee: ($3,497 for a single person or $4,497 for a couple) that includes a revocable living trust.  People who bought a Gold LLC from us within the last 120 days get a $1,000 discount off the price of the estate plan.
  • Asset Inventory – Complete our online asset list to make a downloadable Excel spreadsheet that lists all of the assets you can use to fund your trust.  You can give this spreadsheet to your loved ones so your heirs know what you own and where to find your assets if you die.  This asset list is not for us.  It’s for you and the person or people you want to know what assets you own and where to find them if you die.

Amend a KEYTLaw Estate Plan Trust or any Ancillary Document

If we prepared your trust and other estate plan documents, and you want to amend the trust or any other estate plan documents, complete and submit our Questionnaire to Update Your Trust Agreement & Estate Plan Ancillary Documents.

Purchase a Trust Agreement without any other Documents

To buy a new or amended and restated trust agreement, a certification of trust, and our article “Funding Your Trust A to Z” complete and submit our Revocable Living Trust Agreement Questionnaire.

Amend a KEYTLaw Confidential Trust

If you want to amend the confidential trust we prepared for you when you hired us to form a Gold LLC for $347, complete and submit our Confidential Trust Amendment questionnaire.

Our Beneficiary Controlled Asset Protected Trust

If you want to give any valuable assets to a child or loved one now rather than after you die, then you should hire us to prepare a beneficiary-controlled asset-protected trust (a BCAPT) so your child or loved one will be protected from his or her current and future creditors, current and future ex-spouses and a bankruptcy court, none of whom will be able to get any assets held in the trust.  To learn more about these asset-protected trusts, see our article “Beneficiary Controlled Asset Protected Trusts.”  To hire us to draft a BCAPT, complete and submit our BCAPT questionnaire.

P.S.  The trust we prepare when hired to do an estate plan gives you an option to buy a BCAPT for each person who becomes a future trust beneficiary after the death of a sole initial trustee/beneficiary or the death of the second spouse when we do a joint trust.