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Legal Documents


It is estimated that only 20% of American have a Revocable living trust, it is important that you have taken the appropriate measures to create the appropriate legal documents…


Starting a business is an overwhelming feat, and it starts with ensuring that you have properly created and submitted your business to the correct agencies.


After experiencing the loss of a loved one the last thing that one wants to do is spend hours in court trying to navigate the complicated probate system…

3009, 2020

Common Probate Terms

By Annick Rodarte|2020-10-01T09:07:11-07:00September 30th, 2020|Legal Documents|

Common Probate Terms There are common probate terms that you will come across during the course of your proceedings. Below, we will define these common probate terms to help you better prepare for carrying out your duties. Probate Before going into specific probate terms, it is important to briefly define what probate is. Probate is the court guided process through which a deceased person’s property is distributed and their debts are paid. If someone [...]

209, 2020

Celebrity Estate Planning Mistakes-Part 3

By Annick Rodarte|2020-09-24T16:15:33-07:00September 2nd, 2020|Legal Documents|

Celebrity Estate Planning Mistakes This is the third installment in our celebrity estate planning mistakes series. In this article, we will go over the mistakes Princess Diana, Florence Griffith Joyner, Jimi Hendrix, Jenni Rivera, and Michael Jackson made. We can all learn from their mistakes and protect our families. Princess Diana Died: August 31, 1997 Estimated Worth: $31.5 Million When Princess Diana passed, she had a Will that named her mother and sister as [...]

2907, 2020

Duties of Being a Successor Trustee

By Annick Rodarte|2020-09-25T08:51:28-07:00July 29th, 2020|Legal Documents|

Duties of Being a Successor Trustee The duties of being a successor trustee will vary from trust to trust. But your role does not come into effect until the initial trustee becomes incapacitated or is deceased. In this article, we will go over some of the duties of being a successor trustee to give you a better idea of what may be required of you. Information You Need Now While the initial trustee is [...]

107, 2020

Duties of Being a Personal Representative

By Annick Rodarte|2020-09-25T09:02:29-07:00July 1st, 2020|Legal Documents|

  Duties of Being a Personal Representative In Arizona, when your initial probate documents have been approved you are appointed as the personal representative. Having this designation means that the court has given you the authority to act on behalf of the estate. What exactly does this involve? In this article, we will go over some of the duties of being a personal representative. Secure All Estate Assets Your first duty as being a [...]

2705, 2020

Creditor Protection Trust

By Annick Rodarte|2020-09-25T10:01:22-07:00May 27th, 2020|Legal Documents|

Creditor Protection Trust When looking into estate planning there are some who are hoping to get a creditor protection trust. Unfortunately, some do not realize all that is entailed in setting up one successfully. In this article, we will go over how to set up a creditor protection trust properly so you can protect your assets. How a Creditor Protection Trust Works A successful creditor protection trust should be an irrevocable trust. An irrevocable [...]

304, 2020

Veterans Asset Protection Trust

By Annick Rodarte|2020-09-25T11:09:28-07:00April 3rd, 2020|Legal Documents|

Veterans Asset Protection Trust A Veterans Asset Protection Trust is a special type of trust that allows a veteran to protect their assets and qualify for veteran benefits. In this article, we will go over the basics of setting up a Veterans Asset Protection Trust and how they work. How It Works A Veterans Asset Protection Trust is a type of irrevocable trust. You, as the veteran, create the trust. You will also need [...]

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