Secure your legacy
Protect your loved ones and ensure your wishes are carried out with a detailed estate plan
Estate planning may seem daunting, but with professional assistance, this essential process can be seamless and stress-free, ensuring your loved ones are cared for, and your assets are distributed according to your wishes. As experienced estate and tax attorneys, our firm understands the complexities of this process, the possible pitfalls, and how to reduce potential tax liabilities. We’re here to guide you through every step – let’s work together to create your ideal estate plan and safeguard your legacy for future generations.
Advance healthcare directive (AHCD):medical care preferences
An AHCD, drafted in conjunction with a living will, outlines medical preferences, designating a healthcare agent for decision-making in the event you become unable to do so yourself.
Financial power of attorney (POA):manage your finances
POA ensures your financial matters are handled by a person of your choosing when you are not able, due to permanent or temporary incapacity, mitigating the need to go to court so your trusted agent can handle your affairs on your behalf.
Insurance policies & financial information: centralize records
Organized records facilitate a seamless transition, preventing oversight of valuable assets. We help to compile and organize policies and financial data, ensuring nothing is missed.
The benefits of a plan
Last will & testament:
your foundation
Your will allows you to specify asset distribution and name guardians for your children and pets. We help you to craft a clear, legally sound will, tailored to your unique needs and wishes.
Revocable living trust:
avoid probate hassles
A trust streamlines asset distribution, bypassing probate to save time and costs. Setting up a trust with a trust and estate attorney ensures your assets smoothly transition to your heirs.
Last will & testament:
your foundation
Your will allows you to specify asset distribution and name guardians for your children and pets. We help you to craft a clear, legally sound will, tailored to your unique needs and wishes.
Beneficiary designations:
direct asset transfers
Non-probate assets like 401(k)s and life insurance plans pass directly to beneficiaries. By updating beneficiary designations, you prevent complications in asset transfers.
N. Davis Law, LLC
At N. Davis Law, LLC, we guide you through the estate planning process. First, we sit down and talk about how you want to preserve your legacy and protect your assets. Then we work together to identify all your assets, title them correctly, and draft a plan that meets your needs during your life and fulfills your wishes upon your passing.
To get started click the link below to set up a consultation with me and my team of experienced estate planning attorneys. We can have a phone call, a Zoom meeting, or an in-person meeting at our offices in Oro Valley or Tucson.
We look forward to working with you to create a plan that meets your unique requirements.
Financial power of attorney
:manage your finances
POA ensures your financial matters are handled by a person of your choosing when you are not able, due to permanent or temporary incapacity, mitigating the need to go to court so your trusted agent can handle your affairs on your behalf.
Proof of identity documents:
executor assistance
Centralized identity documents ease administrative processes for your executor or trustee. Assembling these documents ensures your executor has the necessary information.
Insurance policies & financial information: centralize records
Organized records facilitate a seamless transition, preventing oversight of valuable assets. We help to compile and organize policies and financial data, ensuring nothing is missed.
Titles & property deeds:
avoid legal disputes
Proper titles and deeds ensure assets pass to intended beneficiaries, bypassing probate. Transferring assets to your trust helps prevent legal challenges to property ownership.
Funeral instructions & wishes: personalize your farewell
Clearly outlined funeral wishes provide comfort to your family, honoring your memory. Documenting your final wishes ensures your legacy lives on in the way you envision.
Proof of identity documents:
executor assistance
Centralized identity documents ease administrative processes for your executor or trustee. Assembling these documents ensures your executor has the necessary information.
Titles & property deeds:
avoid legal disputes
Proper titles and deeds ensure assets pass to intended beneficiaries, bypassing probate. Transferring assets to your trust helps prevent legal challenges to property ownership.
Funeral instructions & wishes: personalize your farewell
Clearly outlined funeral wishes provide comfort to your family, honoring your memory. Documenting your final wishes ensures your legacy lives on in the way you envision.
Last will & testament:
your foundation
Your will allows you to specify asset distribution and name guardians for your children and pets. We help you to craft a clear, legally sound will, tailored to your unique needs and wishes.
Beneficiary designations:
direct asset transfers
Non-probate assets like 401(k)s and life insurance plans pass directly to beneficiaries. By updating beneficiary designations, you prevent complications in asset transfers.
Revocable living trust:
avoid probate hassles
A trust streamlines asset distribution, bypassing probate to save time and costs. Setting up a trust with a trust and estate attorney ensures your assets smoothly transition to your heirs.
Advance healthcare directive:medical care preferences
An AHCD, drafted in conjunction with a living will, outlines medical preferences, designating a healthcare agent for decision-making in the event you become unable to do so yourself.