SELF-GUIDED TRUST PLANS
FOR ONE PERSON
$220
Revocable Living Trust
Pour-Over Will
Healthcare Power of Attorney
Financial Power of Attorney
Living Will
Certificate of Trust
Trust funding instructions
Deed for transferring your Arizona home (when applicable)
Includes:
FOR A MARRIED COUPLE
$275
Revocable Living Trust
Two Pour-Over Wills
Healthcare Powers of Attorney
Financial Powers of Attorney
Living Wills
Certificate of Trust
Trust funding instructions
Deed for transferring your Arizona home (when applicable)
Includes separate estate planning documents for both spouses:
ATTORNEY-GUIDED TRUST PLAN
Starting at $1200
Want an attorney involved in your plan?
Get the Clear Path process plus individualized legal guidance from an Arizona attorney
Includes:
Attorney consultation
Review of your circumstances and planning choices
Opportunity to ask legal questions
Attorney review of your completed plan
Recommendations for changes when appropriate
Not Sure How Much Guidance You'll Need?
Start with the self-guided option. If you later decide you need more assistance from our team, 100% of what you've paid for your Clear Path plan will be credited toward the attorney-guided option.
You simply pay the difference.
Start With Confidence
If you begin with a Clear Path self-guided plan and later determine that you need attorney guidance, the amount you paid for your self-guided plan can be applied toward an attorney-guided plan at any time.
If you determine that the self-guided documents are not right for your situation and you do not want to move forward with attorney-guided services, you may request a full refund within 30 days of purchase.
Still Need Help?
Have a question about a plan or need some additional guidance? We're here to help you determine your next step.
You Don't Need to Have Your Entire Estate Plan Figured Out Before You Begin.
You just need to get started.
Your path. Your plan. Your peace of mind.