A-la-carte Estate Planning Documents
Build the exact documents you need — no unnecessary add-ons, no attorney pricing.
Select individual documents tailored to your situation. Each item is prepared by a Certified Arizona Legal Document Preparer (AZCLDP) and compliant with Arizona legal formatting and filing requirements.
Why Choose A-la-carte Documents
Not everyone needs a full estate plan. Some Arizona residents simply want specific documents — like a will, a power of attorney, or a health directive — at an affordable flat rate. Our à-la-carte option lets you pick only what you need, with transparent pricing and professional preparation.
All documents are delivered digitally after you complete our intake form. Optional printing and binding available for physical copies.
Last Will & Testament — Specify how your assets transfer and who you trust to administer your estate.
Pour-Over Will — Works with your trust to catch assets not transferred into the trust during life.
- Revocable Living Trust — Manages your assets during life and often avoids probate.
Good for clients who want legacy control and probate avoidance without a full package.
Financial Power of Attorney — Appoint someone to handle finances if you can’t.
Health Care Power of Attorney — Choose a trusted agent to make medical decisions for you.
Living Will — State your care preferences ahead of time.
Mental Health Power of Attorney — Designate someone to help with mental health care decisions.
Protects you from unexpected incapacity with clear authority for trusted people in your life.
Letter of Intention — Communicate your wishes and guidance to family.
Testamentary Trust (Minors) — Provides for minor beneficiaries through a trust after death.
Pet Trust Provision (Simple) — Ensure your pet is cared for according to your wishes.
Spendthrift Clause (Basic) — Protect inherited assets from creditors and misuse.
Add additional clauses or provisions when your planning needs go beyond basic forms.
Customize Your Order
Health Directive Format
Choose how your health documents are formatted:
Custom prepared — Tailored and professionally drafted from your answers
Free forms (deduct $100) — For clients comfortable using standard template forms
Optional Add-Ons
- Printing — High-quality printed copies
- Binding — Professionally bound document set
These help you keep a physical packet ready for filing, storage, or sharing with your trusted agents.
Need Help Choosing?
If you’re unsure which documents you need: consider downloading our Arizona Estate Planning Checklist or schedule a free consultation. Proper planning helps protect your family and property according to your unique situation.
Important Notes
Documents are prepared by an Arizona Certified Legal Document Preparer (AZCLDP) — we help you complete legally valid, Arizona-specific forms but do not provide legal advice.
For complex situations (multiple states, business interests, contested estates), we recommend consulting an estate planning attorney in addition to these documents.
Build Your Plan Your Way
Choose only the documents you want, and build your plan your way.
Protect your assets, your loved ones, and your peace of mind