Most living trusts are broken from the start.
Creating a living trust is the right first step, but if you don’t have a system to keep it up to date for the rest of your life, is it really any good to your family?
Typical firms treat wills and trusts like a once and done document. Then, they happily charge your family huge probate fees when it falls apart years later.
We challenge you to think about this as more of a lifetime commitment than a document. Keystone maintains relationships with our clients long after the estate plan is signed. You see, as your life changes, so should your plan. Yet, too often, firms do nothing to follow up with their clients to make sure the plan still works after the signing appointment. We have lifetime relationships with our clients so that their families aren’t left with a mess.
As your life changes, your family grows, and the laws evolve, our TrustCare program is the only service in Arizona that gives your family a written guarantee that your plan will avoid probate.
We keep all your estate planning documents accessible to you in an electronic file, and schedule timely reviews so that we can give you three very important services:
- Keystone makes sure all of your assets such as your home and accounts are owned correctly so your family isn’t stuck dealing with expensive, unnecessary, and public probate court process. Establishing a Trust once and then never looking at it again isn’t the answer – our plans include regularly updating documentation on all your assets!
- We make sure that the guardians you have named for your minor children, the successor trustees you have chosen to carry out the terms of your trust, and the agents you designate to make health care decisions for you in case you cannot make them yourself are still the people you want in charge.
- Our team here at Keystone Law Firm helps you record your values, experiences, family history and other important intangibles that you want to pass on to future generations so they are never lost. We help you ensure that you are protected for far more than just your money, focusing on what matters most — your values, insights, stories and experience. The things most often lost when someone dies.
Ever Wondered What Would Happen If You Didn’t Make It Home Today?
If you can’t answer this confidently, we hope you will call us for a free consultation right away!
We make it simple for you. Call us at (480) 418-8448. We offer services for clients throughout Arizona, including Chandler, Gilbert, Sun Lakes, Tempe, Phoenix, Mesa, Scottsdale, and Apache Junction.
