Metric 01
250+
families and owners served
TRUST SERVICES
Trust Help You Can Count On
Trust help for living trusts, probate, fiduciary work, and estate settlement. We keep the steps plain so families and owners know what comes next.
Metric 02
15 yrs
of trust and estate work
Metric 03
4.8/5
average client rating
OUR PROCESS
How It Works
Monthly trust records, notices, and beneficiary updates for settled estates.
Monthly or as needed
Trust Administration
From $1,250
Monthly trust records, notices, and beneficiary updates for settled estates.
2-week start
Living Trust Setup
From $2,900
Ongoing support
Fiduciary Services
From $3,500
01Case by case
Probate Assistance
From $4,250
Court forms, deadlines, and heir updates for simple probate and estate cases.
02Estate closeout
Estate Settlement
From $5,500
Asset lists, debt checks, and close-out steps after a death or change of trust.
03For owners
Succession Planning
From $6,500
Business handoff notes, owner roles, and family wealth plans before transition.
TRUST SERVICES
What We Handle
We learn your goals, paper trail, and next deadline.
01
Call Review
02
Document Check
03
Plan Draft
04
Next Steps
CLIENT RESULTS
Work We Have Handled
Trust intake review Asset title check Living trust notes Funding checklist prep Action memo sent
One-time setupOne-time setup
Starter
From $1,250
- Trust intake review
- Asset title check
- Living trust notes
- Funding checklist prep
- Action memo sent
Most popularIncludes filing prep
Signature
From $3,250
- Full trust draft set
- Pour-over will draft
- Account funding steps
- Beneficiary form check
- Probate risk review
- One revision round
Scope-basedScope-based
Scale
Custom
- Trustee reporting calendar
- Estate settlement map
- Court filing support
- Family meeting notes
- Business handoff plan
- Quarterly review call
WHAT CLIENTS SAY
What Clients Say
All papers signed, and the family closed the home on time.
Homeowners
Trust Ready Before Home Sale
All papers signed, and the family closed the home on time.
Probate
Probate Plan for a Tucson Estate
Business
Business Handoff for an Owner
Trustees
Fiduciary Reports for Siblings
Families
Estate Closeout After a Move
Living trusts and funding
Mara Caldwell
Probate files and reports
Jonah Reed
Succession plans and meetings
Sofia Nguyen
Owner and family support
Caleb Mercer
Proof
Customer notes
Verified
“They turned a hard trust task into plain steps we could follow.”
Tanya Mercer
Homeowner, Phoenix
Verified
“Probate was slow at first, but their plan kept every document on track.”
Dale Ingram
Executor, Tucson
Verified
“Our family business had a clear handoff plan before the year ended.”
Priya Banerjee
Owner, Reno
Service area
Arizona
Phoenix, Scottsdale, Mesa, Tucson, Chandler
Area 01
Arizona
Phoenix, Scottsdale, Mesa, Tucson, Chandler
Area 02
Nevada
Las Vegas, Henderson, Reno, Summerlin
Area 03
California
Los Angeles, San Diego, Irvine, Sacramento
Area 04
Utah
Salt Lake City, Provo, Ogden, St. George
Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01How do I start a living trust?+
Book a call, bring asset details, and we map the trust steps, funding list, and signing date.
02Do you help with probate court?+
Yes. We help heirs and executors gather papers, track dates, and keep the estate moving.
03Can you work with business owners?+
Yes. We build succession steps, ownership notes, and handoff plans for family firms.
04What does fiduciary service mean?+
It means we help manage trust duties, records, notices, and required reports.
05Do you handle estate settlement?+
Yes. We list assets, track debts, and help close the estate in an orderly way.
06Where do you serve?+
We work with clients in Arizona, Nevada, California, Utah, and nearby Western states.
Get Trust Notes
Get short notes on trusts, probate, and succession planning for families and business owners in the West.