Trust Review & Amendment Services
Already have a trust? Ensure it's current, compliant, and still meets your needs. Our experienced team provides comprehensive trust reviews and professional amendments.
Two ways to get your trust reviewed:Professional Trust Review: Keep Your Estate Plan Current
Life changes, and so should your trust. Our comprehensive review process identifies outdated provisions, compliance issues, and opportunities to better protect your family's future.
Upcoming Free Estate Planning Seminars
These seminars cover essential topics including wills, trusts, and how proper estate planning integrates with your overall financial plan while helping you avoid costly mistakes.
Our Locations
Arizona's #1 estate‑planning company!
We're here to assist you with all your estate‑planning and financial needs.
Scottsdale Office
4110 N. Scottsdale Road #170
Scottsdale, AZ 85251
Tucson Office
5151 E. Broadway Blvd, #750
Tucson, AZ 85711
We also offer virtual consultations for your convenience.
Contact us to schedule an appointment today!