Estate Planning and Probate
September 19, 2025 · 3 min read
The Biggest Mistake People Make With Estate Planning Templates
Summary (TLDR): Estate planning templates may seem convenient, but in Arizona they often fail when execution rules, incapacity, or blended family issues arise. When documents don’t meet state requirements, families are left without enforceable authority…
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September 12, 2025 · 3 min read
The Arizona Probate Timeline: What Families Should Expect
Summary (TLDR): Probate in Arizona does not begin automatically after death and rarely moves quickly. Statutory notice requirements, creditor claim periods, and court procedures mean even uncomplicated estates often take many months to complete. The…
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September 4, 2025 · 3 min read
What Happens When Your Spouse Dies Without a Will in Arizona
Summary (TLDR): When a spouse dies without a will in Arizona, intestacy laws decide who inherits based on community property, separate property, and family structure. The result often surprises families and can require probate even when accounts were…
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August 28, 2025 · 5 min read
Who Will Take Care of Your Kids — and How?
My kids are 4 and 7. It’s a thought I hate: someone else tucking them in at night, cheering at their soccer games, or answering their hard questions about life. But part of parenting is preparing for the things we hope never happen. And that includes…
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August 21, 2025 · 6 min read
“We’re not rich — do we still need a trust?”
Summary (TLDR): You do not need to be wealthy to benefit from a trust in Arizona. Trust planning is less about taxes and more about avoiding probate, managing incapacity, and keeping control in your hands instead of the court’s. I hear this question all…
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August 14, 2018 · 2 min read
Could “XO” on a Sticky Note Decide Who Gets Your Estate?
Summary (TLDR): An Arizona appeals court ruled that a sticky note ending with “XO” was not a valid handwritten will. Even though Arizona allows holographic wills, informal notes that lack a signature, clarity, or testamentary intent do not control how an…
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