Private In-Home Estate Planning Services
At Executive Estate Plans, we believe that legal planning should be convenient, comfortable, and accessible for everyone — especially for seniors, individuals with disabilities, or families with busy schedules. That’s why we proudly offer private in-home estate planning services throughout Arizona.
Bringing Professional Legal Guidance to the Comfort of Your Home.
Whether you need help drafting a will, trust, power of attorney, deed transfer, or Special Needs Trust, our team comes directly to you. We bring the same level of professionalism and legal expertise you’d expect from an office visit — delivered in the comfort and privacy of your own home.
Why Choose In-Home Estate Planning?
Estate planning conversations are deeply personal. Meeting in your own space often allows for a more relaxed and productive discussion. Our clients choose in-home services because they
:
Prefer one-on-one privacy and personalized attention
Have mobility, transportation, or health limitations
Need flexible scheduling around family or caregiving responsibilities
Appreciate a compassionate approach that meets them where they are
We make the process easy and stress-free by providing on-site document review, notarization, and signing assistance — so you can complete your entire plan in one visit.
What We Offer During In-Home Visits
Our in-home services can include:
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Wills & Trusts — Create or update documents to ensure your assets are protected and your wishes honored.
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Special Needs & Miller Trusts — Protect eligibility for benefits while securing care for loved ones with disabilities.
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Powers of Attorney — Assign trusted individuals to make healthcare or financial decisions on your behalf.
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Deed Preparation & Transfers — Simplify the process of transferring real estate ownership.
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Notary & Document Execution — Finalize your estate plan with on-site signatures and witness services.
We take time to explain every step clearly and answer all your questions, ensuring that you feel confident and informed throughout the process.
Serving Families Across Arizona
Executive Estate Plans offers statewide coverage, with flexible scheduling and travel options. We frequently provide in-home estate planning services to clients in:
Kingman
Bullhead City
Lake Havasu City
Prescott
Flagstaff
Phoenix Metro and surrounding areas
We’re also willing to travel outside of standard service areas by request — because your peace of mind is worth the extra mile.
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
