A special needs trust in Arizona is a legal instrument that allows people with disabilities to maintain their public benefits while maintaining additional wealth. The trust allows a third party, administrator, or trustee to hold and manage funds or property for the beneficiary with special needs. Because funds in the trust do not count [...]
Special needs planning in Arizona is about laying the groundwork for individuals with disabilities to navigate finances, care, and daily life with dignity and security. Families often rely on trusts, benefits planning, and knowledgeable legal guidance to protect assets while ensuring their loved one continues receiving essential government assistance. Arizona’s laws governing special needs [...]
Key Takeaways You should inventory all your digital assets—online accounts, digital currencies, social media, cloud storage, etc.—to incorporate them into your estate plan. Arizona’s Digital Assets Act dictates how fiduciaries can access and control your digital assets, so your will needs to be consistent with its standards for legal form and privacy. Give your [...]
Key Takeaways So yes, you can create a legally valid will in Arizona without an attorney, but you do need to follow the state’s requirements for writing, signing, and witnessing. Your will must be in writing and signed by you, in the presence of at least two non-beneficiary adult witnesses, to minimize the risk [...]
Key Takeaways So yes, you can create a legally valid will in Arizona without an attorney, but you do need to follow the state’s requirements for writing, signing, and witnessing. Your will must be in writing and signed by you, in the presence of at least two non-beneficiary adult witnesses, to minimize the risk [...]
Key Takeaways You can legally revoke your will in Arizona by creating a new will, performing a revocatory act like destroying the original document, or through certain life events that trigger revocation by operation of law. If you intend to revoke a will, be sure you do it in a way that’s unambiguous and [...]
Key Takeaways You should update your will after major life events such as marriage, divorce, or the addition of new family members to ensure your intentions remain clear and current. Review your finances–asset values, new assets, etc.–so that your will reflects your current situation and your current wishes. Be aware of Arizona legal requirements [...]
Key Takeaways What is the difference between a will and a living will in Arizona? A will manages your estate and guardianship of minors after your death, and a living will offers clarity about your healthcare if incapacitated. Both are legally binding documents in Arizona, but each has a distinct purpose and should be [...]
Key Takeaways You need standing, for example, as a beneficiary or heir, to contest a will in Arizona, so find out if you have it before suing. Typical reasons to contest a will are due to lack of testamentary capacity, undue influence, improper execution, fraud, or a subsequent will, and those reasons require strong [...]
Key Takeaways When selecting an executor for your will in Arizona, you need to choose someone with strong financial knowledge, emotional resilience, and proven trustworthiness to manage your estate responsibly. Make sure your selected executor satisfies Arizona’s legal criteria — such as age, mental capacity, residency, and criminal record — to avoid issues during [...]