Frequently Asked Questions
Who should attend this workshop?
Our workshops are best for Arizona residents with estates valued under $3.5 million that are uncomplicated and do not involve any beneficiaries with special needs (a separate trust should be set up for those beneficiaries).
What documents will I complete at the Workshop?
You will get a complete personalized estate plan that includes:
- Last Will and Testament
- Guardian Designations for Minors (if applicable)
- Financial Power of Attorney
- Health Care Power of Attorney
- Living Will
- Mental Health Care Power of Attorney
- HIPAA Waiver
Are there any other documents I will receive at the Workshop?
Yes, you will also get the following extra documents that you can execute on your own included in the fee:
- Funeral and Burial Wishes
- Vehicle Beneficiaries
- Vital Information Organizer
What are the add-on options?
You can add on a beneficiary deed and/or testamentary trust provisions to your estate plan. A beneficiary deed is a deed that identifies the person or people you want to leave your house to after you die to avoid probate. You can add on a beneficiary deed at the workshop for $109 per Arizona property, which includes the cost of us to record it with the County Recorder. Testamentary trust provisions are provisions added to your will to set up a trust for minor children through the probate process. Testamentary trust provisions can be added at the workshop for $99 per will.
What is the pre-workshop procedure?
Once you are registered, we will send you an intake form to complete. We will also schedule a short call with our attorney so we can personalize your estate plan prior to the workshop.
What do I need to bring to the workshop?
Only your AZ driver’s license or other government-issued form of id.
When and how do I pay?
We prefer cash or check made out to “Same Day Wills” for payment. You will pay at the workshop.
How many attendees will be at the workshop?
We keep attendance limited to 3-5 attendees so our attorney can answer questions and walk everyone through the signing process. It also allows everyone to spread out.
What precautions are you taking for COVID-19?
Our conference rooms have been thoroughly cleaned between users. We will have hand sanitizer available and masks are required for anyone who is not vaccinated.
Will there be food?
Yes. We will provide snacks and water. You are welcome to bring any other snacks and closed-lid drinks.
Do I need to bring my spouse?
No. You can execute your own documents that will leave your share of community property and separate property to the people you choose. However, if you are adding on a beneficiary deed, then your spouse will need to sign it if you hold the property jointly.
Can I attend with a family member, but not execute my own documents?
Probably. It is free to attend with a family member if you are there supporting that person. However, our attorney will have a conversation with you prior to the workshop to assess whether there are any issues with familial controversy, capacity, and undue influence.
What if I cannot make it to the workshop?
Please call us at 602-492-1848 or email us at firstname.lastname@example.org to reschedule at least 48 hours in advance. If you do not give us 48 hours, we will charge a $50 fee for the work already completed.