Arizona Estate Plan Questionnaire

Complete and submit this no-obligation Questionnaire as the first step to hire Arizona estate planning attorneys Richard Keyt and his son Richard C. Keyt to prepare a revocable living trust and other estate plan documents for an Arizona resident. See a detailed description of each of the 34 documents and services that you will get if you hire us to draft your estate plan.

When you click the Submit This Questionnaire button at the end of this Questionnaire, our system will send you and us an email message with the questions and answers you enter in this questionnaire.

It takes 5 – 10 minutes to complete this form. If you don’t have time to complete this Questionnaire in one sitting, scroll to the end and click on the Save and Continue Later button and we will send you an email message that has a link you can use to return to your Questionnaire later.

If you would rather submit this questionnaire as an Adobe PDF file that you can download, save on your computer, print, enter your data then email the questionnaire to [email protected] or bring it to your office meeting on of the Keyts.

Alert: Richard Keyt (480-664-7478) and his son Richard C. Keyt (480-664-7472) encourage you to call one of them if you need help answering the questions in the questionnaire.

Questionnaire for an Estate Plan with a Revocable Living Trust

Questionnaire Date(Required)

Contents of Your Estate Plan

See a detailed description of the 35 documents and services that you will get if we draft your custom estate plan with a revocable living trust. Our services include a free office, phone or video meeting to answer your questions and design your estate plan. We don’t charge for phone calls, emails and texts to answer your questions. If you bought our Gold LLC within 120 days of the date you submit this questionnaire you get a $1,000 discount.

How did you hear about us?

Who referred us to you?(Required)

What terms did you search?(Required)

Purpose of This Questionnaire

Completing this Questionnaire is the first step to hire Arizona estate planning attorneys Richard Keyt and his son former CPA Richard C. Keyt to prepare your revocable living trust, last will & testament and other important estate plan documents.

The purposes of this Questionnaire are to: (i) get you thinking about what you want to happen if you were to die or become incapacitated, and (ii) assist you in gathering the information the Keyts need to design your estate plan and prepare your estate plan documents.

Note: Complete as much of this Questionnaire as you can. If you are not able to complete all of the questionnaire that's ok. Submit your complete or incomplete Questionnaire so we can discuss it with you during your video estate plan consultation. We will answer your questions and finish the questionnaire when we talk.

Section 1. General Information

Your Marital Status(Required)

Single

Married

Who is buying our estate plan documents?(Required)

My spouse and I

Only me, but not my spouse

Your Legal Name(Required)

Prefix First Middle Last Suffix

Your Preferred Phone Number(Required)

Your Nickname, if any?

Your Email Address(Required)

Enter Email Confirm Email

When you click on the submit button below we will email this Questionnaire and all the information you entered to this email address.

Your Mailing Address(Required)

Street Address Address Line 2 City State ZIP Code

Your Gender(Required)

Male

Female

Your Birth Date

Your Citizenship(Required)

I am a U.S. citizen

I am not a U.S. citizen

What is Your Country of Citizenship?(Required)

When Were You Married?(Required)

Section 1.a. Spouse's Information

Spouse's Legal Name

Prefix First Middle Last Suffix

Spouse's Nickname, if any?

Spouse's Preferred Phone Number

Spouse's Email Address

Enter Email Confirm Email

Spouse's Gender

Male

Female

Spouse's Birth Date

Spouse's Citizenship(Required)

Spouse is a U.S. citizen

Spouse is not a U.S. citizen

What is your Spouse's Country of Citizenship?(Required)

Do You & Your Spouse Have a Pre or Post Nuptial Agreement?(Required)

Yes and I will email a copy of the agreement to Richard C. Keyt at [email protected] or bring it to our estate plan meeting.

Section 2. Children Information

Which Statement Applies to You & Your Spouse?

All of my children and my spouse's children are our children.

I am the only one who has any children

My spouse is the only one who has any children

My spouse and I have children who are not children of both of us

Do You Have any Children?

Yes

Legal Names of Your Children

Child's Name

Birth Date

Alive (A) or Deceased (D)

Enter information for your children. If you have more than one child click on the + sign to add another row.

Legal Names of All Your Children

Child's Name

Birth Date

Alive (A) or Deceased (D)

Enter information for your children. If you have more than one child click on the + sign to add another row.

Legal Names of Your Children & Your Spouse's Children

Child's Name

Birth Date

Alive (A) or Deceased (D)

Enter information for your children. If you have more than one child click on the + sign to add another row.

Legal Names of All Your Children & Your Spouse's Children

Child's Name

Birth Date

Child of H or W?

Alive (A) or Deceased (D)

Enter information for your children. If you have more than one child click on the + sign to add another row.

Legal Names of Your Spouse's Children

Child's Name

Birth Date

Alive?

Enter information for each of your spouse's children who are not your children. If your spouse has more than one child who is not your child click on the + sign to add another row. In the Alive field enter A for alive or D for deceased.

Section 3. People Named in Your Estate Plan Documents

People named in the fields below will be displayed in later questions so you can pick names from a list instead of typing the name each time. If you are married enter spouse in the first field on the left. In other fields enter the legal names of people you will name later in this questionnaire to be named as successor trustees, healthcare agents, financial power of attorney agents, guardians, conservators and personal representatives (aka executors) under your Last Will & Testament. If you want two people to serve at the same time enter their names in the same field. If you have more than four names click on the + symbol on the far right of the column to add another row.

List All People Who Will be Named Later in This Questionnaire(Required)

1st Person

2nd Person

3rd Person

4th Person

Click on the + symbol to add fields for additional people.

Section 4. Your Revocable Living Trust

About Trusts, Trustees & Successor Trustees

The trust is the primary document and key to your estate plan. Assets owned by the trust avoid probate on death and can provide asset protection for the beneficiaries. See our brief article to learn more about revocable living trusts, irrevocable trusts, trustees and successor trustees.

Trusts & Asset Protection

The trust we create for you will be a revocable living trust. Because it is a revocable trust the IRS treats it as if it does not exist. This means the trust does not file a federal or state income tax return and all income and deductions earned by the trust will be reported on your personal tax return.

You will be the trust maker, trustee and current beneficiary. If you are married you have the option to cause your spouse to also be a trust maker, trustee and current beneficiary. Because the trust is revocable (meaning it can be amended) the trust does not protect your assets. When you die your trust provides that assets will transfer automatically to the future beneficiaries named in your trust agreement.

Do You Have an Existing Trust?

Yes

What Happens to Your Existing Trust

If you hire us to update your trust we will amend and restate your trust. This means your trust retains its name, creation date and trustees. The updated trust will replace all of the words in your existing trusts with new words. The end result is you will have an updated trust and will not have to change the ownership or title of any of your existing trust's assets.

Exact Name of Your Existing Trust(Required)

Date of Your Existing Trust(Required)

Names of the Trustee(s) of Your Existing Trust

Please Deliver a Copy of Your Existing Trust to the Keyts(Required)

Bring the trust and all amendments to your office meeting or email a copy of your trust agreement and all amendments to Richard C. Keyt at [email protected]. You can also mail the document to Richard C. Keyt, 7373 E. Doubletree Ranch Road, Suite 135, Scottsdale, AZ 85258.

Which Statement Applies to Your Trust?(Required)

We want a joint trust in which both spouses are trustmakers, trustees and current beneficiaries.

Each spouse will have a separate trust in which the spouse will be the sole trustmaker, trustee and current beneficiary.

Name of Your New Trust?(Required)

Naming a trust is like naming a child. You can call it anything and you do not need the permission of the government. We recommend that you not put your name in the trust's name because sometimes your trust name may be on a public record and if your name is in the trust name the public will know who created your trust. Example 1: Homer & Marge Simpson Trust (no confidentiality). Example 2: Camelback Mountain Trust (confidentiality).

Who Inherits the Assets in Your Trust after Your Death?(Required)

Who Inherits Assets in Your Trust after Your Death?(Required)

Options: (1) all to my children equally, (2) 1/3 to my son Robert and 2/3 to my son Joseph, (3) my car to my son Robert and everything else equally to my children, (4) 75% to my brother Walter S. Smith and 25% to my friend Ned Flanders, (5) all to the Salvation Army. If a future beneficiary is not your child give the full legal name and relationship, if any, of the beneficiary.

Name of Your Spouse's New Trust?(Required)

Who Inherits Assets in Your Trust after Your Death?(Required)

Who Inherits Your Trust's Assets after You and Your Spouse Die?(Required)

Who Inherits the Assets in Your Spouse's Trust after Your Spouse's Death?(Required)

When Will Your Trust Pay Future Beneficiaries?(Required)

Option 1: At certain ages I select

Option 2: No required pay outs. I want to pay an additional $1,000 for my trust to create an irrevocable asset protected life-time trust for each of my future beneficiaries.

The asset-protected trusts will protect the inherited assets from the future beneficiary’s creditors (now or in the future), ex-spouses and bankruptcy courts because the future beneficiary’s trust, not the future beneficiary, owns the inherited assets. The future beneficiary can be the trustee of his or her trust and have control of the inherited assets. For example, the future beneficiary as trustee could cause the trust to buy a home owned by the trust and the future beneficiary could live in the home rent free and the trust would pay all the expenses to maintain the home. Trust could sell the home and then reinvest the sales proceeds. If the future beneficiary dies, the assets in the trust will be held for the children of the deceased future beneficiary. If you don’t want the future beneficiary to be the trustee of his or her trust ever or until he or she reaches a stated age, you can name somebody else or a trust company to be the trustee.

When Do You Want Assets Paid to Future Beneficiaries?(Required)

When do you want future beneficiaries to get assets from their trust? The the future beneficiary’s trust will allow the trustee of the trust to pay for the beneficiary's needs, but you can also tell the trustee when to make larger distributions to a future beneficiary. Examples: all to the beneficiary if the beneficiary is over age 20 or age 24 or age 29 (max age is 35); 1/2 at age 25 and the balance at age 30; 1/3 at age 25, 1/2 of balance at age 30 and the remainder at age 35.

What Happens to a Gift to a Prospective Heir If the Prospective Heir Were to Die?(Required)

The gift goes equally to the children of the deceased heir, but if the deceased heir has no children then the gift goes equally to the other living heirs.

The gift lapses and goes equally to the other living heirs

None of the above

Describe What Happens to a Gift if a Prospective Heir Dies?

Is there an Heir Who Should Never Be Trustee of His or Her Trust?(Required)

Yes

Name Heirs Who Can Never be the Trustee of His or Her Trust

Name of Future Heir

Who Should Be Trustee of this Heir's Trust?

At What Age Can an Heir (Other than an Heir Named in the Preceding Field) Become the Trustee of His or Her Trust?(Required)

Unless you provided for distribution of assets immediately after funding a trust created for a beneficiary after your death a trust will be created for each beneficiary to hold the assets inherited by the beneficiary for the life of the beneficiary. Initially after creating and funding a beneficiary's trust the successor trustee will be the trustee of the beneficiary's trust. Unless you know that a beneficiary should never be the trustee of his or her trust you can allow the beneficiary to become trustee of his or her trust when the beneficiary reaches a specified age. At what age to you want to allow a trust beneficiary to become the trustee of his or her trust?

Do You Want to Disinherit Anybody?(Required)

Yes

Who Do You Want to Disinherit?(Required)

Does Your Spouse Want to Disinherit Anybody?(Required)

Yes

Who Does Your Spouse Want to Disinherit?(Required)

Name(s) of Successor Trustee(s) of Your Trust(Required)

1st Successor Trustee

2nd Successor Trustee

3rd Successor Trustee

Name of the person(s) or trust company you want to become the trustee or co-trustees of your trust if you die or lose your mental capacity. You must name at least one successor trustee. You can have two people serve as co-trustees by naming both people in the same field. If you are not sure who to name at this time enter "not sure" in the name field and you can let us know later. If you want to name more than three successor trustees click on the + icon on the right of the column to add another row.

Name(s) of Successor Trustee(s) of Your Spouse's Trust(Required)

1st Successor Trustee

2nd Successor Trustee

3rd Successor Trustee

Name of the person(s) or trust company your spouse wants to become the trustee or co-trustees of your spouse's trust if your spouse died or loses his/her mental capacity. You spouse must name at least one successor trustee. Your spouse can have two people serve as co-trustees by naming both people in the same field. If your spouse is not sure who to name at this time enter "not sure" in the name field and your spouse can let us know later. If you want to name more than three successor trustees click on the + icon on the right of the column to add another row.

Name(s) of Successor Trustee(s) of the Trust On Death of Second Spouse(Required)

1st Successor Trustee

2nd Successor Trustee

3rd Successor Trustee

Name of the person(s) or trust company you want to become the trustee or co-trustees of the trust if you and your spouse were to die or lack mental capacity. You must name at least one successor trustee. You can have two people serve as co-trustees by naming both people in the same field. If you are not sure who to name at this time enter "not sure" in the name field and you can let us know later. If you want to name more than three successor trustees click on the + icon on the right of the column to add another row.

Section 5. Last Will & Testament

Who Will Be the Personal Representative of Your Estate if a Probate is Necessary?(Required)

1st Personal Representative

2nd Personal Representative

3rd Personal Representative

Your Will is used only if you die and any of your assets remain in your name, which causes your family to have to open a Superior Court probate to transfer those assets to the trust. Please indicate above your choices for the Personal Representative of your probate estate. This is the person who will do the probate. You must name at least one person. Additional people are optional, but recommended in case your first choice cannot serve. People named as a Personal Representative do not have to be residents of Arizona. Warning: Do not name co-personal representatives

Who Will Be the Personal Representative of Your Spouse's Estate if a Probate is Necessary?(Required)

1st Personal Representative

2nd Personal Representative

3rd Personal Representative

Do You Have any Children Under Age 18?(Required)

Yes

Does Your Spouse Have any Children Under Age 18?(Required)

Yes

Long-Term Permanent Guardian(s) of Minor Children(Required)

Name a person or people to be the long-term permanent guardian(s) of your minor children under age 18. If any child is under age 18 then name one or more people to raise the child to age 18 if both of the child's parents were to die or become incapacitated. A person named to raise a minor children is called a guardian. You can name one person or two people to be co-guardians. A guardian must be approved by an Arizona Superior Court.

Who Do You Want to be the Long-Term Permanent Guardian of Your Minor Children?

1st Guardian(s)

2nd Guardian(s)

3rd Guardian(s)

Short-Term Guardian(s) of Minor Children(Required)

If your permanent long-term guardian(s) do not live close to you and it would take time for he/she/them to travel to your home you can name a person or people who live close to you to be the short-term temporary guardian(s) of your minor children.

Who Do You Want to be Short-Term Temporary Guardian of Your Minor Children?

1st Guardian(s)

2nd Guardian(s)

3rd Guardian(s)

Do You Want to Name People Who Should Never be a Guardian of Your Minor Children?

Yes

If you want to name one or more people who should never care for any of your minor children we will prepare a letter for you to sign to give to your long-term guardian(s).

Who Should Never Be a Guardian of Your Minor Children?

1st Person

2nd Person

3rd Person

Conservator of a Minor Child's Assets(Required)

Arizona law prevents a child under age 18 from owning assets. You need to name a trusted person to be the conservator of your minor child’s assets if you were to die before all your children are over age 17. This person will have legal title to the minor’s assets and manage the assets. When the minor is 18 the conservator must transfer ownership of the assets to the child. The conservator only deals with assets that are not in a trust. The successor trustee or trustees deal with assets in the trust held for the child’s benefit. A conservator must be approved by an Arizona Superior Court.

Who Do You Want to be the Conservator of Your Minor Children's Assets?(Required)

1st conservator

2nd conservator

3rd conservator

Who Do You Want to be the Person in Charge of Your Minor Children's Assets?

Who Does Your Spouse Want to be the Guardian of His or Her Minor Children?(Required)

1st Guardian(s)

2nd Guardian(s)

3rd Guardian(s)

Who Does Your Spouse Want to be the Custodian of His or Her Minor Children?(Required)

1st Conservator

2nd Conservator

3rd Conservator

Section 6. Financial Power of Attorney

This document names the person or people you want to deal with your financial affairs if you lose your mental capacity.

Who Do You Want to Be Your Agent Under Your Financial Power of Attorney?(Required)

1st Agent

2nd Agent

3rd Agent

Who Does Your Spouse Want to Be His or Her Agent Under the Financial Power of Attorney?(Required)

1st Agent

2nd Agent

3rd Agent

Section 7. Healthcare Power of Attorney

This document names the person or people you want to make medical decisions for you if you are not able to communicate with the doctors.

Who Do You Want to Be Your Agent Under Your Healthcare Power of Attorney?(Required)

1st Healthcare Agent

2nd Healthcare Agent

3rd Healthcare Agent

Who Does Your Spouse Want to Be His or Her Agent Under the Healthcare Power of Attorney?(Required)

1st Healthcare Agent

2nd Healthcare Agent

3rd Healthcare Agent

Section 8. Transferring Your Assets to Your Trust

Your Short Term Goal After Signing Your Documents(Required)

The main reason you sign a trust agreement is because you want your assets to pass automatically to your beneficiaries named in your trust agreement when you die. This works only with respect to your assets that you transfer to the trust before you die. Transferring assets to your trust means changing the owner of the assets from you to your trust. This is called “trust funding.” If you buy our estate plan it includes us preparing a deed to transfer your Arizona home to your trust. You can transfer your other assets yourself or you can hire us to transfer your assets to your trust for $2,000.

Do You Want to Hire Us to Fund Your Trust for $2,000(Required)

Yes. The fee includes 2 AZ LLCs & 2 parcels of Arizona land. Additional AZ LLCs are $450 each and preparing additional deeds for Arizona parcels is $295/deed. Our funding service does not include us transferring out of state entities or land to your trust.

No. I will fund my trust myself.

Section 9. Additional Information

How Much Life Insurance Do You Have?

Life Insurance on You?

Life Insurance on Your Spouse?

How Much Life Insurance Do You Have?

Life Insurance on You?

Do You Anticipate You Will Inherit More than $100,000?

yes

Does Your Spouse Anticipate Inheriting More than $100,000?

yes

Will Assets be Inherited Outright or in an Asset Protected Trust?

There are two ways you can inherit assets, the unprotected way or the asset protected way. See our article called Beneficiary Controlled Asset Protected Trusts to learn why it is critically important for you to inherit assets that cannot be reached by your creditors, ex-spouses or a bankruptcy court.

Do You Have an Additional Information You Want to Tell the Keyts?(Required)

Yes

Additional Information

Section 11. Fees

Fees Payable Only if You Hire Us to Prepare Your Estate Plan Documents

$4,497 for an estate plan with a revocable living trust for a married couple or two partners

$3,497 for an estate plan with a revocable living trust for one person

$1,000 for life-time asset protected trusts for all future beneficiaries

$2,000 to hire us to transfer your assets to your trust

-$1,000 discount because you bought a Gold LLC within 120 days of the date of this questionnaire

If you hire us we ask that you pay 1/2 of the fee at that time and the balance when you sign your documents.

Your Next Step

Review the Data In This Questionnaire

When you click on the Submit This Questionnaire button at the bottom of this questionnaire our system will send an email message to you and us that contains all your information. Please review the questionnaire and reply and tell us all info is correct or correct anything you want to change.

Book a Free Office, Phone or Zoom Video Meeting

Your next step is to schedule a free in office (7373 E. Doubletree Ranch Road, Suite 135, Scottsdale), phone or Zoom video meeting with Rick Keyt (the father) or Ricky Keyt (the son) to get answers to your estate plan questions and to go over this questionnaire. Go to their online calendar at www.keytlaw.com/calendar and book a free meeting with Rick or Ricky. Plan on spending 45 - 60 minutes.

Book a Free Estate Plan Consultation

Warning for Arizona Residents

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.

Why You Need an Estate Plan with a Trust

See our article, "15 Benefits of Having an Estate Plan with a Revocable Living Trust.” Learn the 34 documents and services you will get if you hire us to prepare your estate plan with a revocable living trust.

Book a Free Consultation

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 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 before two witnesses and a notary.

The total time from start to signed documents is one to two weeks.