MAKE THINGS EASIER FOR THE PEOPLE YOU LOVE

Minimize costs and confusion at the time of your incapacity or death.
Leave no doubt about your wishes and preserve more of your assets for your heirs.

OUR ESTATE PLANNING PROCESS

STEP ONE

Review our Estate Planning Legal Fees to ensure you are comfortable with my pricing as fees are due at your initial estate planning session.

If you have questions, SCHEDULE A 15-MIN FREE CONSULTATION.

Skip the consultation and
SCHEDULE AN ESTATE PLANNING SESSION NOW  TO SAVE $150.

STEP TWO

Once you have decided that Nicole is the right attorney for you, schedule your virtual 45min Estate Planning Session. Upon scheduling, you will receive a link to an intake worksheet to be completed prior to your meeting. Then, at your scheduled time, you will meet privately with Nicole, via video, or by phone.

STEP THREE

Complete your client intake worksheet. This worksheet will guide you in gathering family information and basic asset information as well as explain the documents Nicole will prepare for you. This will serve as the agenda for your session and is the only thing you'll need for the meeting.

STEP FOUR

After your Estate Planning Session Nicole will have all of the details necessary to prepare your Estate Plan. Within two weeks of your session, Nicole will send you draft documents as well as a personalized explanatory video, from her, educating you on your estate plan and providing an overview of each of your documents.

STEP FIVE

Document Signing: When it comes time to sign your final documents, you will schedule a signing appointment at our Phoenix office. Our staff will act as your notary and two witnesses. Upon completion of signing, you will take possession of the original documents and our office will keep a digital copy.

ESTATE PLANNING LEGAL FEES

Free 15 minute consultations

Fees listed below are due at your initial estate planning session

If you have looked at my website previously, I have since raised my fees. I apologize for any inconvenience this may cause. As a small business owner, I must periodically reassess my pricing to ensure I can continue providing high-quality services to my clients. I appreciate your understanding.

PACKAGE PRICING

 

Will Packages
$1350 Single  $1600 Couples
Packages include Last Will and Testament, Durable Power of Attorney, Health Care Power of Attorney, Living Will, HIPAA Waiver, and Beneficiary Deed.

Trust Packages
$2500 Single  $3000 Couples
Packages include Last Will and Testament, Durable Power of Attorney, Health Care Power of Attorney, Living Will, HIPAA Waiver, Revocable Living Trust, Certification of Trust and Warranty Deed to transfer one Arizona property to the Trust. (Deeds for any additional Arizona properties will be $250 each) 

Rush Fee Available for ALL services 

If you skip my complimentary 15-minute phone consultation and proceed to book my initial estate plan meeting (via Zoom or phone call) to start the process, you will be eligible for a $150 discount on my packages ONLY (no a la carte).   

Additionally, educators are welcome to enjoy a 10% discount on any of my services. Please note that these discounts cannot be combined.

A LA CARTE PRICING

Wills ONLY
$650 Single  $800 Couples
A Last Will and Testament is a written document with instructions for disposing of assets after death. A will can only be enforced through the probate court.

Financial Power of Attorney
$350 Single  $450 Couples

Health Care Power of Attorney, Living Will & HIPAA
$450 Single  $550 Couples

Trust ONLY 
$1600 Single  $1800 Couples

This would include Last Will and Testament, Revocable Living Trust, and Certification of Trust but would not include powers of attorney or Deed(s)

Amendment to Existing Trust (ONLY)
Fees for an amendment can vary and would be based on the extent of the amendments.  This would not include any amendments to powers of attorney. Typically, the fees for the Will or Trust Packages will apply for estate plans over 10 years old and/or out of state.

Deeds
$350 and additional deeds $250

 

ESTATE PLANNING DOCUMENTS

 

Last Will and Testament: A written document with instructions for disposing of assets after death. LEARN MORE

Durable Power of Attorney: A legal document that gives another person full or limited legal authority to sign your name on your behalf in your absence. Valid through incapacity. Ends at death. LEARN MORE 

Health Care Power of Attorney: A legal document that lets you give someone else the authority to make health care decisions for you in the event you are unable to make them for yourself.  Also called a health care proxy or medical power of attorney. LEARN MORE

Living Will: A legal document that states you do not wish to be kept alive by artificial means when the illness or injury is terminal.

HIPAA Waiver: This document allows your health care providers to discuss any aspect of your medical information with those individuals you give such authority.

Revocable Trust: A trust in which the person setting it up retains the power to change (revoke) or cancel the trust during his/her lifetime. It holds assets for the benefit of certain other persons or entities. LEARN MORE

Certification of Trust: A shortened version of a trust that verifies the trust’s existence, explains the powers given to the trustee, and identifies the successor trustee(s). Does not reveal any information about the trust assets, beneficiaries, or their inheritances.

Deed: Document that allows you to transfer title to real estate. With a warranty deed, the person guarantees that the title being transferred is clear (free of any encumbrances).

WHICH DOCUMENTS DO YOU NEED?

YOU NEED A WILL IF:

  • You have minor children for whom you want to name a guardian.
  • You want to ensure that when you pass away, your assets go to your spouse and not your children from a prior marriage.

 

YOU NEED A DURABLE GENERAL POWER OF ATTORNEY IF:

  • You want to avoid a guardianship proceeding if you are incapacitated.
  • You want to give your loved ones control of your finances if you are incapacitated.
  • You have a college-age child and you want to be able to legally handle their finances now that they have reached adulthood.

 

YOU NEED A HEALTHCARE POWER OF ATTORNEY IF:

  • You want to disclose your choice to be buried or cremated, as well as any special wishes regarding your final disposition.
  • You want to clarify your wishes and intentions regarding organ donation.

 

YOU NEED A LIVING WILL IF:

  • You want to make your wishes clear so your family doesn’t have to decide if they should take you off life support if you’re terminal.

 

YOU NEED A TRUST IF:

  • You want to ensure your beneficiaries don’t receive their inheritance in one lump sum.
  • You want to avoid probate for your loved ones.
  • You want to prevent your spouse from changing the plan you created together.
  • You have real property in multiple states.

A FEW FACTS FOR MARRIED COUPLES TO KEEP IN MIND

 

  • All spouses need a power of attorney to avoid issues handling financial accounts and assets on behalf of their spouse.
  • All spouses who have children from a prior marriage need a will to ensure their spouse inherits everything.
  • All married couples need a living will to prevent family members arguing over whether to “pull the plug.”
  • All married couples could have a probate in another state if assets are not titled in a trust.
  • All married couples with minor children need a will to designate guardians, otherwise a judge will make the decision.

 

Also, while I have served the LGBT community before the legalization of same-sex marriage in Arizona in 2014 and nationally in 2015, since that time I’ve seen a steep decline in same-sex couples seeking estate planning services. Same-sex couples, do not assume marriage affords you rights that render an estate plan unnecessary. Unfortunately, this assumption is false and makes same-sex couples more vulnerable now than ever before.

LEARN MORE ABOUT SAME-SEX ESTATE PLANNING

ESTATE PLANNING IS AN IMPORTANT STRATEGY
FOR EVERYONE, NO MATTER AGE OR WEALTH.

If you leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult.

That’s why answering questions now—and formalizing them in an estate plan—is an important step that shouldn’t wait.

If you don't make a plan while you're alive and able, state law will decide for you after you're gone.

Take your first step toward peace of mind for your loved ones today.

CLIENT REVIEWS

Nicole Pavlik is an outstanding Phoenix estate planning attorney. Yes, I have had more than one experience with estate planning attorneys. I am so glad we found Nicole to assist my son and I with our estate planning.

Nicole is Professional but not stuffy, responsive, and provides everything you need to get it done right the first time. Her office staff is simply amazing!

I highly recommend contacting Nicole to see how she can help you!

- Vicki Hilb

We had an excellent experience working with Nicole's firm on our wills and estate planning.

We were able to provide all our information online, and have conference calls to review details and discuss options. Once we had documents to sign, we were able to safely go to Nicole's offices to do that. All the finalized documents were provided to us in both paper and electronic format. This could not have gone better.

We will definitely be using Nicole for any future legal needs!

-Suzanne Adnams

Nicole prepared an estate plan for my wife and I as well as another family member.

As we learned through the process there are multiple parts to an estate plan, and it can seem overwhelming. However, Nicole has all the components well organized, and was always available to answer questions and provide clarification if needed. She kept the entire process moving forward, us informed, and explained the legalese in laymen terms so we never felt confused.

We are extremely satisfied with the final product and highly recommend Nicole; she is an excellent attorney and just a very nice person.

-Danny Gunn

ESTATE PLANNING RESOURCES

Succession Planning for Phoenix Family Businesses

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Succession planning is an essential aspect of managing a family business, especially in the dynamic business landscape of Phoenix, Arizona. As a local Phoenix estate planning attorney, Nicole Pavlik Law Firm understands the unique challenges and opportunities that family businesses face in this region. This blog post will explore the key elements of successful succession…

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Revocable vs. Irrevocable Living Trusts: Choosing the Right One for Your Needs

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Understanding the distinction between revocable and irrevocable living trusts is crucial for effective estate planning. At Nicole Pavlik Law Firm in Phoenix, Arizona, we emphasize the importance of local laws and the specialized guidance an experienced Phoenix estate planning attorney can provide. Here, we’ll explore these two types of trusts in the context of Arizona…

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What Do We Mean by End-of-Life Decisions?

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End-of-life decisions are a deeply personal and often complex topic that touches on legal, ethical, and emotional considerations. At Nicole Pavlik Law Firm, we understand the gravity of these decisions and the impact they have on individuals and their families. This post aims to shed light on what end-of-life decisions entail and how planning for…

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Arizona Advance Directives – What Should I Have?

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Navigating the intricate landscape of estate planning can be daunting, especially when it comes to planning for unexpected medical decisions. In Arizona, Advance Directives are a crucial part of this process, ensuring that your wishes are respected during critical moments when you might not be able to communicate them yourself. Let’s delve into the essential…

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Protecting Inheritance From Taxes

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One of the goals when you create an estate plan at Nicole Pavlik Law Firm is protecting your inheritance from taxes. In general, you should be aware of four types of taxes when creating your Phoenix estate plan: 1) estate tax, 2) inheritance tax, 3) gift tax, and 4) income tax. Do You Have to…

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Arizona Estate Planners Use Electronic Wills

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In 2018, Arizona became one of the first states to allow for the creation of electronic wills. To learn more about electronic wills, contact estate planning attorney Nicole Pavlik. What is an Electronic Will? An electronic will (e-will) is a will that is created and maintained in an electronic record. Instead of printing and executing…

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September 28, 2023

Most people understand that they need to make an estate plan, but they put it off because it seems complicated and time-consuming. Easy estate planning would be a welcome opportunity for so many. Well if this sounds like you, you should call Phoenix’s leading estate planning attorney Nicole Pavlik. Attorney Pavlik has taken estate planning…

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Updating Your Estate Plan Upon Retirement

August 30, 2023

Phoenix is one of the most popular retirement destinations in the United States. Part of your retirement plan should include updating your estate plan upon retirement. It is always a good idea to review your estate plan whenever a major event occurs such as marriage, a new child or grandchild, or a milestone like retirement.…

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706 E. Bell Rd
Suite 126
Phoenix AZ 85022

Mon-Thurs 8am – 4pm
Fri 8am – 12pm

Arizona Estate Planning, Business Planning and Probate Attorney

PROTECT YOUR WISHES & PLAN FOR YOUR FUTURE WITH TAILORED LEGAL SOLUTIONS

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