Estate Planning
For executives and high-net-worth individuals, estate planning isn’t just about drafting a will. You’re managing a sophisticated financial ecosystem with complex assets, stock options, business interests, and significant tax exposure. Without proactive planning, a substantial portion of your lifetime achievements can be eroded by taxes, legal delays, or poor structuring.
Secure your future.
Protect the people you love.
Preserve your legacy.
At Executive Estate Plans, we believe estate planning is about more than documents — it’s about peace of mind. Whether you’re planning ahead for your family, managing a lifetime of hard work, or caring for a loved one with special needs, having a clear and customized plan ensures your wishes are honored and your assets are protected.
Our experienced professionals guide you through every step, providing the clarity, compassion, and expertise you deserve.
Why Estate Planning Matters
Estate planning allows you to make important decisions before they become urgent. Without a plan, Arizona law — not you — determines how your estate is handled. Creating a personalized plan ensures your property, finances, and healthcare choices reflect your true intentions.
An estate plan can help you:
Protect your assets for your family and loved ones
Avoid costly court proceedings or probate delays
Name guardians for minor children or dependents
Appoint trusted individuals to handle your affairs if you’re unable to
Minimize taxes and maximize what you pass on
Provide for family members with special needs or unique circumstances
Leave a lasting charitable legacy
What's Included in an Estate Plan
Every person’s needs are different, and that’s why every plan we create is unique. Depending on your goals, your estate plan may include:
Last Will and Testament – Directs how your property is distributed and who will oversee your estate.
Living Trust – Helps your heirs avoid probate and keeps your affairs private.
Durable Power of Attorney – Appoints someone to manage your finances if you’re unable to.
Healthcare Power of Attorney & Living Will – Ensures your medical wishes are respected.
Beneficiary Designations – Keeps your retirement accounts, insurance, and other policies up to date.
Special Needs Trusts – Protects benefits while providing lifelong care for loved ones with disabilities.
Real Estate Deeds – Transfers ownership efficiently and according to your wishes.
Compassionate Planning for
Every Stage of Life
Whether you're:
Starting A Family
and want to name guardians for your children.
Nearing Retirement
and thinking about preserving your estate.
Caring for Aging Parents
and need help managing their affairs.
We’re here to make the process straightforward and stress-free.
Our goal is to help you prepare today so your loved ones don’t face uncertainty tomorrow.
Our Process
Consultation
We listen carefully to your goals, concerns, and unique family dynamics.
Design
We craft a personalized plan that reflects your values and wishes.
Review & Sign
Every document is explained clearly before finalization.
Ongoing Support
As your life changes, we're here to update and maintain your plan.
Why Choose Executive Estate Plans
Availability of Private
In-Home Services
We Cater to the Special Needs Community & Their Families
We offer Special Needs Trusts & Miller Trusts
Competitively Priced
Willingness to Travel
We Service Clients State-Wide
We Can Assist with DDD, ALTCS and DES
