FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Flat fees, no hourly billing, no surprise charges. Every package has a clearly published price and a clearly defined set of documents and services. The Legacy Protection Starter Pack begins at $249 per person. Family packages range from $1,499 to $1,999 depending on your situation (homeowner, parent of minor children, or caregiver for aging parents). Compared to attorney estate planning, which typically runs $3,000 to $5,000+ in Arizona, my pricing reflects the reality that I'm a Licensed Arizona Legal Document Preparer, not an attorney. I cannot give legal advice, but I can prepare every document the average family actually needs at a fraction of attorney cost. Initial consultation is free. Notarization is handled by the client through Proof.com (typically $25 per signer for online notarization), which I coordinate as part of your package.
- What is your typical process for working with a new customer?
A straightforward five-step process: Free 30-minute consultation. We discuss your family situation, what you already have in place, and what package fits. Intake form. After the call, I send a secure intake form to gather names, addresses, asset titling, and beneficiary preferences. Document drafting. Your package is prepared within 5 to 7 business days. Document review call. We walk through every document together so you understand exactly what each one does and when it activates. Signing and notarization. Most clients use Proof.com for online notarization, which means you can sign from home. I coordinate everything. You receive a digital Legacy Binder with all final documents organized for your family, along with the option to add a physical binder.
- What education and/or training do you have that relates to your work?
I'm a Licensed Arizona Legal Document Preparer, certified by the Arizona Supreme Court's Legal Document Preparer Program. This certification requires testing, ongoing continuing education, and adherence to a code of conduct enforced by the state. Separately, I'm a licensed life insurance agent through the Arizona Department of Insurance with 10 years in the field. This matters more than it sounds. Estate planning isn't just about documents. It's about how your assets, beneficiary designations, life insurance, and retirement accounts coordinate with your trust and will. Most document preparers don't see that full picture. I do. I also complete continuing education each year in Arizona-specific estate planning, including specialized instruments like the Mental Health Care Power of Attorney (A.R.S. § 36-3281) and the Pre-Hospital Medical Care Directive (the Arizona orange form).