Arizona Estate Planning Forms - Estate Planning Forms

Choose the option that is best for you.

Arizona Personal Planning Package - Last Will, POA, Living Will, etc. Estate Planning Arizona Attorneys

Most Popular: Our Personal Planning Package is our most popular package. Includes your Last Will, Power of Attorney, Living Will and other planning forms.

Use the Quick Order Process to receive your forms by email or the Regular Order Process to download online.

Personal Planning Package

Personal Planning Package

Get this package and save over 60% off of the forms ordered individually. Last Will, Power of Attorney and More!
Most Popular

Arizona Living Trust Package Estate Planning Az

This package is for people who want to establish a Living Trust rather than a Will as the main way to transfer their property. This package will include the Living Trust Agreement, Amendment to Trust, Assignment to Trust, Notice of Assignment to Trust, Property Record and Pour Over Will.

Arizona Last Will Estate Planning Consideration In A Divorce In Arizona

If you only need a Will, please use the Arizona Wills Page, or select one of the following, answer the questions and we'll email you your Will. Married with Children, Married No Children, Single, Divorced , Widow or Widower or Other Persons

Estate Planning Estate Planning Documents Az

What is estate planning? 

The overall planning of a person's wealth is estate planning. All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. Estate planning includes the preparation of a will and the planning for taxes after the individual's death. In order to meet a person's goals with respect to preparing for incapacity and death, numerous factors such as financial, estate law, insurance, investment, and tax implications must be taken into consideration..

What type of estate planning do I need? 

Estate planning is tailored to the circumstances in each individual's situation. Usually, estate planning includes: creation of a will; limiting estate taxes by setting up trust accounts in the name of beneficiaries; appointing a guardian for living dependents; appointing an executor of the estate to oversee the terms of the will; making funeral arrangements; and establishment of annual gifting to reduce the taxable estate.


Arizona Power of Attorney – By Type

A power of attorney is a legal document that allows one person (the principal) to give authority to another person (the agent) to make decisions and act on their behalf. In Arizona, there are different types of power of attorney, each serving a specific purpose. The durable power of attorney remains in effect even if the principal becomes incapacitated. The general power of attorney grants the agent broad powers to act on behalf of the principal. Additionally, there is a specific power of attorney that is limited to a particular task or situation. It is important for individuals in Arizona to understand the different types of power of attorney and choose the one that best suits their needs and circumstances.


DMV Power of Attorney

In Arizona, the DMV Power of Attorney is a legal document that allows a person, also known as the "principal," to give another person, called the "agent," the authority to handle certain vehicle-related tasks on their behalf. This can include things like registering a vehicle, obtaining a driver's license, or dealing with title transfers. By signing this document, the principal is granting the agent the power to act on their behalf when dealing with the Department of Motor Vehicles (DMV). This can be helpful in situations where the principal is unable to handle these tasks themselves, such as due to illness or absence. It is important to carefully consider who you choose as your agent and to ensure they understand their responsibilities.


Tax Power of Attorney (Form 285-I)

A Tax Power of Attorney (Form 285-I) is a legal document that allows someone to act on your behalf in matters related to taxes in Arizona. It gives them the power to file tax returns, make inquiries, sign documents, and handle other important tax responsibilities on your behalf. This form is used when you want to authorize another person, like a trusted family member or a professional tax preparer, to handle your tax affairs but still maintain your rights and control over your taxes. By signing this form, you are giving someone the authority to represent you in dealing with tax matters in Arizona.


Arizona Power of Attorney Delegating Parental Powers

In Arizona, parents have the ability to appoint someone as their agent through a Power of Attorney document to make decisions about their children's care and wellbeing. This could be helpful if parents need to be away for an extended period or are unable to make decisions for their children temporarily. The Power of Attorney Delegating Parental Powers allows parents to choose someone they trust, like a relative or close friend, to step in and act as a temporary guardian for their children. The appointed person will have the authority to make important decisions regarding the children's education, medical care, and daily needs. This legal tool ensures that the children's best interests are protected while the parents are unable to handle their parental responsibilities.


How Do I Get Power of Attorney in Arizona?

To get Power of Attorney in Arizona, you need to follow a few simple steps. First, you should choose someone you trust to be your agent, who will make decisions on your behalf. Then, you need to complete and sign a Power of Attorney form. This document outlines the specific powers and limitations you want to grant to your agent. It is crucial to have your signature notarized. After that, you should provide copies of the Power of Attorney to your agent and any relevant institutions, such as banks or healthcare providers. It is also wise to consult with an attorney or legal professional to ensure you fully understand the process and your rights. Remember, Power of Attorney allows your chosen agent to act in your best interests when you are unable to make decisions on your own.