Protect Your Assets and Your Family With an Estate Plan – Contrary to what you might think, you do not have to be a millionaire to be in need of estate planning assistance. While most of us don’t think of our belongings as comprising an “estate”, there are undoubtedly assets you want preserved for future generations, as well as other considerations you’d like to leave for your children and grandchildren. Perhaps you want to set aside funds specifically to be used for your beneficiaries’ education, leave money to favorite charities, or make plans for how your business should be managed in the event of your death. With the help of an estate planning attorney, any of these options can be stipulated in your final documents and honored upon your death.

Regardless of what assets you own, a well-planned estate is essential in making sure that you, your family, and your business interests are properly taken care of. Moreover, by using an estate planning attorney to settle your affairs in advance, you can save your loved ones from the stress and confusion of sifting through your paperwork to find the necessary documents and accounts after your death, such as birth certificates, insurance policies, and investments. With an estate plan, all of the information is consolidated in one place, making it easy to allocate your assets, plan for the management of debts, and ensure that your healthcare wishes are known and honored.

Estate Planning Tools

Our Lawyers Ensure Your Final Wishes are Honored – Crafting a plan for your future can be a daunting task, and Bellah Perez’s estate planning lawyers understand the many details that must be considered to create your final documents. To put your mind at ease, we handle all areas associated with these decisions— we help you write final wills to specify your last wishes, create living trusts to protect assets and avoid some of the hassles associated with probate, and draft beneficiary deeds to transfer property to loved ones immediately upon death.

In addition to these final documents, our estate planning lawyers also guide you through the process of choosing the people you want in charge of your affairs. This includes the executor of your estate, as well as those you’d like to have power of attorney in case you are incapacitated and need someone else to make your decisions. Likewise, your estate planning documents can indicate who will look after your children in a guardianship or conservatorship.

The experienced estate planning attorneys at Bellah Perez can assist you in creating a thoughtful and comprehensive estate plan that will reflect your wishes, down to the last detail. We understand that each estate is unique and will work with you to choose the planning tools that best suit your needs, your family, and your circumstances.

For more detailed information on the areas our estate planning attorneys handle:


5 Biggest Family Trust Mistakes
Set up a consultation with one of our experienced estate attorneys today.
Contact Bellah Perez, PLLC at 602-252-9937.


Many people mistakenly think that estate planning involves only the drafting of a last will and testament. However, estate planning involves financial, business, tax, and medical planning. Estate planning can help you determine:

  1. How and by whom your assets will be managed for your benefit during your lifetime if you ever become unable to manage yourself or your affairs.
  2. When and under what circumstances it makes sense to distribute your assets during your lifetime.
  3. How and to whom your assets will be distributed after your death.
  4. How and by whom your personal care will be managed and how health care decisions will be made during your lifetime if you become unable to care for yourself.
Your estate includes all of your assets. Assets can be held in your name only or jointly with others. Assets can include bank accounts, real estate, stocks and bonds, furniture, cars, life insurance policies, etc.
A will is a legal document that names individuals or charitable organizations who will receive your assets after your death either by gift or in trust. A will nominates who will be appointed to manage your estate, pay your debts, and distribute your estate according to the instructions in your will. It can also nominate guardians for your minor children.
Most assets can be subject to the provisions in your will. However, some securities and bank accounts that have designated beneficiaries, such as “payable on death” accounts, pass directly to the beneficiaries and bypass distribution through a will. In addition, certain co-owned assets also pass directly to the surviving co-owner regardless of any instructions in your will.
A revocable living trust is a legal document that can substitute for a will. Your assets will be put into a trust, which will be administered for your benefit during your lifetime and transferred to your beneficiaries when you pass away – all without the need for court involvement. A living trust does not always eliminate the need for a will. A will may still be used to distribute any assets that have not been put into your trust.
Because there are many complicated medical issues, you should speak with your doctor about a number of possible end-of-life care decisions that you may want to include in your living will document. Many individuals choose to reject some options while choosing others. End-of-life medical care options may include:

  • Resuscitation
  • Tube Feeding
  • Dialysis
  • Comfort Care
  • Mechanical Ventilation
  • Organ Donation