TRUSTS IN ARIZONA

Navigating estate planning requires more than just paperwork. It requires foresight, legal expertise, and a plan that reflects your family’s unique needs. At Obsidian Ridge Law, we help Arizona families use trusts to protect assets, avoid unnecessary court involvement, and ensure loved ones are cared for in the way you intend.

WHAT IS A TRUST?

A trust is a legal arrangement that allows you (the trustmaker) to appoint a trusted individual (trustee) to manage your property and accounts for your benefit and the benefit of your chosen heirs. Unlike a will, which only takes effect after death, a revocable living trust is effective immediately—serving you during your lifetime, any potential period of incapacity, and after your passing.

woman walking down a hall talking on a cell phone

When properly funded, a trust may:

  • Specify how your assets are divided and who receives them

  • Allow your estate to bypass probate, saving time and expense

  • Appoint a successor trustee to manage affairs if you become incapacitated

  • Provide continuity in financial and property management

  • Incorporate estate and income tax planning

  • Offer asset protection for beneficiaries

  • Be amended or revoked during your lifetime for flexibility

A trust may cost more initially than a simple will, but for many families it offers greater value, privacy, and peace of mind.

green binder and papers on a table

HOW A TRUST PROTECTS YOUR FUTURE

  • Privacy and Efficiency: Trusts allow your estate to bypass probate, avoiding public court proceedings and unnecessary delays.

  • Protection During Incapacity: If you become unable to manage your affairs, your successor trustee can step in seamlessly.

  • Peace of Mind for Loved Ones: Clear instructions reduce confusion and potential disputes among family members.

  • Flexibility for Changing Needs: Revocable trusts can be updated as your family, assets, or goals evolve.

  • Integration with Estate Planning: We ensure your trust works alongside wills, powers of attorney, and other estate planning tools for a complete plan.

OUR TRUST PLANNING PROCESS

STRATEGY SESSION

We start with a conversation about your goals, assets, and family needs. This helps us understand whether your priority is avoiding probate, protecting property, or caring for heirs.

DESIGN

We draft a trust that complies with Arizona law while reflecting your unique wishes. Every detail is customized to fit your situation and long-term goals.

SIGNING

Once the trust is finalized, we review it together for accuracy. You then sign with a notary and witnesses to make the document legally binding.

DELIVERY & FUNDING GUIDANCE

You’ll receive your trust portfolio along with step-by-step instructions for funding it. We walk you through retitling assets, accounts, and property so your trust functions properly.

CONTINUED GUIDANCE

As your life or circumstances change, we remain available for updates and reviews. This ensures your trust continues to protect your assets and your family.

PRICING

At Obsidian Ridge Law, we believe in transparent, upfront pricing so you know exactly what to expect.

With every will-based plan, you receive:

  • A revocable living trust tailored to your needs and goals

  • Medical power of attorney and advance directive

  • Financial power of attorney

  • Pour-over will for added protection

  • Protective provisions for minor children

  • Guidance on trust funding and asset transfers

Base Flat Price Range:

  • Couple: $3,795 – $5,795

  • Individual: $3,295 – $4,295

Fees may vary outside of this range depending on your needs. Fees are subject to change. All plans include a free review after three years.

FREQUENTLY ASKED QUESTIONS

  • A will takes effect after death, while a trust becomes effective immediately and continues through incapacity and beyond.

  • Not all. A properly funded revocable living trust typically avoids probate, but assets outside the trust may still go through probate.

  • A revocable trust can be changed or revoked during your lifetime. An irrevocable trust generally cannot, but offers stronger asset protection and tax advantages.

  • Assets in a revocable trust remain accessible to the trustmaker’s creditors. Certain irrevocable trusts may provide greater protection.

  • A revocable trust usually becomes irrevocable. The successor trustee then manages or distributes assets according to your instructions.

  • Some trusts can help minimize estate taxes or distribute income more efficiently. We coordinate with tax professionals to maximize these benefits.

PROTECT WHAT MATTERS MOST WITH A TAILORED TRUST

Your future and your family deserve clarity and protection. Book a consultation with Obsidian Ridge Law today to create a trust that reflects your wishes and safeguards your legacy.

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