Trusts and Wills
We have been planning and settling estates for over 23 years. From the most complex, multi-tiered Estate Plans for the ultra-wealthy - involving collaboration with multiple professions and firms - to the simplest of estate plans where only a will is needed, we can help all individuals no matter their specific needs. Our Riverside and Phoenix clients have relied on us to provide full service, high quality Living Trusts at a great price.
We have the knowledge and experience to meet and exceed your expectations customized to fit your specific needs.
No-Cost Introductory Consultation
We examine your specific Estate Planning needs and explain to you what documents you will need to cover those needs
Information Gathering Session
Professional & Thorough
Together, we fill out a questionnaire, which will be used to prepare your Estate Plan documents
Document Delivery and Notarization
We deliver your full trust packaged in a binder and then we will go over it with you. Mobile Notary Available if Requested.
Full Trust Package Includes
Pour Over Will
Power of Attorney Health Care
Springing Power of Attorney Finances
HIPPA Release Form
Quit Claim Deed (if needed)
Full Trust Package
What Clients Say
"Brad was communicating with us every step of the way. He explains things in a way that is easy to understand. I have recommended him to several of my friends, and they are happy with him too".
Lyle Wilkes, Retired Pilot, Palm Desert
Monday Morning Trust
Get a Trust Package Brochure