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Tax & Estate Planning Checklist

Estate Planning Consultation

We are thrilled to help you prepare for that extremely important task of gathering information for your first Estate Planning consultation. Family Tree Planning offers a FREE service in all of Arizona, call (602) 795-8000 to schedule an initial consultation with one of our expert Estate Planning Consultants.

Here are a few helpful tips that you can follow to get a jump start on that critical Estate Planning session for the first time:

  1. CALL to make an appointment for your free consultation with Family Tree Estate Planning at (602) 795-8000. You can also email us at info@familytreeplanning.com to schedule your initial consultation with one of our expert consultants.
  2. Fill out the client estate planning information forms the best you can prior to your appointment. You can find & download these forms by clicking here.
  3. Please have a copy of “grant deeds” for any real estate you own ready for your appointment. If you can’t locate your deed, we can wait for your deed until just prior to the preparation of your documents.
  4. We do not need copies of your bank or financial statements or insurance policies.
  5. You can decide if you would like us to come to your home or place of business for the initial consultation at no extra charge to you. Alternatively, you can visit Family Tree Planning at our Scottsdale, AZ office which is located at 15825 N 71st Street, Suite 110. There is ample and free parking for your convenience.
  6. Get acquainted with all the terminology and key definitions involved in the Estate Planning process. Family Tree Planning has created an excellent Glossary which you can access by clicking here, definitely worth reading through!
  7. At your initial consultation (which is always FREE and without obligation) we will discuss the basics of estate planning and how it relates to your specific situation and for your family.
  8. Once we agree on how to proceed, we will then make an appointment with you to go over your estate planning documents.
  9. If you are satisfied with your documents, we will execute your documents and have your signatures notarized.

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