Living Trust Packages

Quick Stop Government Services is an AZ Certified Legal Document Preparation company. We are not attorneys, and may not give legal advice. We are certified by the AZ Supreme Court to provide legal document preparation services to self-representing clients.

What is a Living Trust?

A Living Trust is a powerful legal tool that can help your family avoid the time-consuming and costly probate process.

When you establish a Living Trust, it becomes a separate legal entity. During your lifetime, if you transfer your assets into your Trust (via a process known as “Trust Funding”), you can specify exactly how you want these assets distributed after you’re gone. Assets held by your Trust typically bypass the probate process entirely, saving your loved ones both time and money.

As the Trust creator (known as the Trustor), you maintain control by selecting successor Trustees – trusted individuals who step in to manage the Trust after your passing. Successor Trustees are responsible for distributing the property held by the Trust according to your instructions.

Benefits of a Living Trust

1. May Hold Diverse Assets. A Living Trust is a powerful and flexible estate planning tool. Business ownership interests, including LLC and S-Corp shares? Yes. Real estate and investment portfolios with stocks and bonds? Absolutely. For most types of assets (excluding those that are individual specific and tax deferred) if you can own it, so can a Trust.

2. Privacy. Probate court proceedings are public. This means that any documents produced during the process, including Wills, inventory sheets, and records of distributions made (and to whom!), become a matter of public record. Living Trusts, in contrast, are private legal documents that are generally not available to the public

3. May Hold Assets for Minors and other Vulnerable Populations. A Living Trust can serve as an excellent protective mechanism if you wish to provide for minor children or grandchildren who are too young to receive funds outright.

Here’s how it works: Your successor Trustees hold and manage assets, as instructed, until your young beneficiaries reach the age you specify. In the meantime, your Trustees have the authority to make discretionary distributions for your beneficiaries’ health, education, maintenance and support, as needed.

A Living Trust may also be used to create a “Special Needs Trust” for beneficiaries who require government aide, and whose aide may be compromised if they receive funds outright. In this scenario, the successor Trustees that you select would be responsible for holding assets for your beneficiaries, according to the terms of the Trust, in a way that does not compromise your beneficiaries’ government funding.

Our Process:

Every family’s needs are unique, and that’s why we create custom estate plans tailored specifically to your goals. Our dedicated team will walk with you through each step. We want you to understand and feel confident about the decisions that you make!

Creating Your Complete Estate Plan:

Trust Establishment & Funding

We will create your Living Trust based on the specific information that you provide us with.
Your home will be transferred into the Trust as part of our package.
As authorized ADOT Motor Vehicle Division and Game & Fish providers, we can seamlessly transfer your vehicles and boats into your Trust, if desired.
We will work with you to develop a practical action plan for your financial assets.

Essential Life Planning Documents

Advance Healthcare Directives: These are a collection of documents that outline your healthcare wishes, and appoints agents to act for you should you be unable to speak for yourself.
Financial Power of Attorney: This document is used to designate agents to manage your financial affairs should the need arise during your lifetime.

Our Commitment to You: We believe in empowering you through education and resources. We will take the time to answer your questions, review drafts with you, create documents specific to your needs, and ensure that you are comfortable with your estate plan.

Next Steps: Let’s sit down together and design an estate plan that matches your individual goals and protects what matters most to you.

What We Offer (Single and Joint plans):

You May Need (Extras)

Revocable Living Trust
Certification of Trust
Pourover Will
Guardianship Nomination for Minors (if needed)
Durable/Financial Power of Attorney
Healthcare Power of Attorney
Mental Healthcare Power of Attorney (if desired)
Living Will
HIPAA Waiver
Memorandum of Personal Property
Assignment of Personal Property
Quitclaim Deed into Trust + recording
Memorial Instructions
Asset Spreadsheets
Trust ID Cards
Flash Drive with PDF copies of documents

LLC Transfers / Assignments
S-Corp Share Assignments
Additional Deedwork for additional properties
Assignments of Beneficial Interest (misc)

Please Note: The information provided on this website does not, and is not intended to, constitute legal advice. All information, content, and materials available on this webpage are for general informational purposes only, and are not intended to be relied upon, or to be used as a substitute for legal counsel. For specific advice regarding estate planning and probate scenarios, please consult a lawyer.

Contact Us

Make an appointment with one of our friendly providers! Either walk in to one of our stores, call us over the phone @ (928) 302-2111 ext 4, or email us at legaldocs@quickstopgovservices.com. We look forward to sitting down with you, and discussing your estate planning goals.