Why You May Want to Hire Us
A Lawyer Who Listens
There are no “Big Law” egos here. I will not pass you off to a junior associate. You are the star of your life’s story and I am your guide.
I am here to advise and guide you so that you can rest assured your legacy will endure, your finances are secure, and you can live life to the fullest.
Protect & Grow Your Legacy
You are successful and have big goals. We can help you protect your legacy and achieve those goals. Let’s plan against life’s uncertainties.
Comprehensive Advice
Receive comprehensive life advice. Whether it is financial, business, or legal, I have answers. Even if the question is personal.
Contact Us
Our Process
Crafting and Protecting Your Legacy with Our Process
1
Consultation
Get to know us.
Ask Questions.
Tell us your story.
We’ll discover your goals and discuss your options.
2
Design
Decide on the people and mechanisms you’d like to protect your legacy.
We’ll design and draft the best plan for you.
3
Review & Sign
Review your estate plan.
We’ll make any final changes and prepare your
estate plan binder.
Sign and review the final plan.
4
Take Action
We will coordinate your assets with your estate plan and prepare any beneficiary designations.
Estate Planning
Planning for the future is essential to protect your assets and provide for your loved ones. At Copper State Planning, our experienced Phoenix estate planning lawyers offer personalized solutions tailored to your unique needs. We specialize in estate planning in Phoenix, ensuring your estate is managed according to your wishes.
With our dedicated team of lawyers for estate planning, you can secure your legacy and gain peace of mind. We guide you through every step of the process, from drafting wills and trusts to minimizing tax liabilities. Trust Copper State Planning to navigate the complexities of estate planning with professionalism and care.
Wills
A well-crafted will is the cornerstone of a solid estate plan. Copper State Planning assists clients in creating legal wills in Phoenix that reflect their specific wishes. Our knowledgeable Phoenix will lawyers ensure your will meets all Phoenix will requirements, providing clarity and security for your loved ones.
We understand that discussing wills can be sensitive, but our compassionate approach makes the process straightforward. By working with our experienced lawyers for wills, you can rest assured that your assets will be distributed according to your intentions, avoiding potential disputes and ensuring peace of mind for your family.
Trusts
Protecting your assets and ensuring they are managed appropriately requires careful planning. At Copper State Planning, our skilled trust attorneys in Phoenix specialize in establishing Revocable Living Trusts in Phoenix. We help you navigate Phoenix trust laws to create trusts that suit your specific circumstances.
Our team is dedicated to simplifying the complex world of Phoenix living trusts. Whether you’re looking to avoid probate, minimize taxes, or provide for a loved one with special needs, we offer personalized solutions. Let Copper State Planning help you secure your assets and provide for future generations.
Get In Touch
Don’t worry, we’ve got this. We’ll guide you through every step of the process and
make sure everything will be okay.
Call us today to speak with your legacy guide.
Probate
Navigating the probate process can be overwhelming, but you don’t have to do it alone. Copper State Planning’s experienced Phoenix probate attorneys are here to guide you through probate law in Phoenix. We strive to make the process as smooth as possible, helping you understand your options and obligations.
Whether you’re dealing with the estate of a loved one or planning ahead to avoid probate in Phoenix, our dedicated team can assist. We handle all aspects of probate, from filing necessary documents to resolving disputes. Trust Copper State Planning to provide compassionate and professional support during a difficult time.
Elder Law
As we age, legal and financial matters can become more complex. Copper State Planning specializes in elder law, offering comprehensive solutions to address the unique needs of seniors. Our knowledgeable Phoenix elder law attorneys are committed to protecting your rights and assets.
We provide guidance on a range of issues, including long-term care planning, guardianship, and asset protection. With a deep understanding of Phoenix elder law, we help you make informed decisions for your future. Let Copper State Planning be your trusted partner in navigating the legal challenges of aging.
Arizona Long-Term Care System (ALTCS)
Securing long-term care can be challenging, but Copper State Planning is here to help. We specialize in ALTCS Gift Planning and ALTCS Crisis Planning, guiding you through the Arizona Long-Term Care System. Our experts can assist with ALTCS Miller/Income Only Trust arrangements to help you qualify for benefits while preserving your assets.
Understanding the intricacies of ALTCS is crucial for effective planning. We work closely with you to develop strategies that meet your needs, whether you’re planning ahead or facing an immediate need for care. Trust Copper State Planning to provide compassionate and knowledgeable support in navigating long-term care options.
Get In Touch
Don’t worry, we’ve got this. We’ll guide you through every step of the process and
make sure everything will be okay.
Call us today to speak with your legacy guide.
Small Estate Affidavit
Handling a small estate doesn’t have to be complicated. At Copper State Planning, we assist clients with the Phoenix small estate affidavit process, offering an efficient way to settle estates without formal probate. Our experienced Phoenix small estate affidavit attorneys guide you through the requirements outlined in the Phoenix small estate affidavit statute.
We simplify the process of preparing and filing the affidavit of small estate, ensuring compliance with all legal obligations. This approach can save time and reduce stress during a difficult period. Let Copper State Planning help you manage small estates with professionalism and care.
Special Needs Trust
Providing for a loved one with special needs requires careful planning. Copper State Planning offers expertise in establishing special needs trusts in Phoenix to secure their financial future. Our dedicated special needs trust lawyers in Phoenix understand the complexities of special needs trust Medicaid payback provisions.
We work closely with families to create trusts that preserve eligibility for government benefits while enhancing quality of life. By tailoring solutions to your unique situation, we help ensure your loved one is cared for now and in the future. Trust Copper State Planning to navigate the intricacies of special needs planning with compassion.
Get In Touch
Don’t worry, we’ve got this. We’ll guide you through every step of the process and
make sure everything will be okay.
Call us today to speak with your legacy guide.
