Wills and Trusts

Estate planning is far more than assigning your assets and property to family members. In order to protect your family from the unexpected, a will, living will, and living trust are only the beginning. Scott Schoeller, an expert paralegal who can work both in California and Arizona, will sit down with you at your home to draft a cohesive plan that covers the goals you have for your family, your finances, and your future. This cohesive plan will include, but is not limited to:

  • Living Trust
  • Durable General Power of Attorney
  • Health Care Power of Attorney
  • Living Will
  • Pour Over Will
  • Declaration of Anatomical Gift
  • Certificate of Trust
  • Arizona Transfer Deed
  • Transfer Documents
  • Notary Services

Special Needs Trust

Unfortunately, many California and Arizona families with special needs children are not aware of how important a special needs trust is simply because most families are not familiar with the legalities of government benefits and beneficiaries. In the event that a parent is no longer able to care for their special needs child, they will have a trust set up and left to their child. However, if the trust is not set up specifically for a special needs situation, receiving a large sum of money as a beneficiary could in fact disqualify that child from receiving any government assistance. If you have a special needs child in Arizona or California, Scott Schoeller, a paralegal expert, has ample experience in these delicate situations and can ease your fears with the proper special needs trust.

Learn more about Arizona Special Needs Trusts.

LLC and More

A limited liability corporation (LLC) business structure is commonly used for many types of Arizona and California businesses. An LLC is an effective and useful corporate structure that can protect business owners from various forms of personal liability. Forming an LLC has a number of unique steps, and an LLC business formation expert can be hired by business owners who are not familiar with these steps.

For new or experienced business owners the thought of registering a LLC for their business may come up at some point. Creating an LLC can have numerous benefits for a business owner and allows business owners to protect their personal assets and keep them separate from their business related liabilities. Even small businesses and non-business owners with substantial assets should consider forming one due to the large amount of protections they offer.