Legal Document Preparation

Our goal is to provide accurate, excellent, and prompt legal document preparation services at an extremely affordable price.

Typical attorney’s fees in the State of Arizona are between $150.00 to $300.00 per hour. Our fees can be much lower; however, Sandy Messer is not an attorney, nor does she offer legal advice. There may be circumstances which exist where an attorney’s expertise is needed. If that is the case, she will provide referrals to qualified attorneys.

Please feel free to reach out regarding the following types of documents we provide:

Miller Trust:

A Miller Trust, also called a Qualified Income Trust, is an irrevocable trust designed for individuals whose income exceeds Medicaid’s eligibility limit. It allows excess income to be redirected into the trust so the applicant can qualify for long-term care benefits, such as nursing home care. Funds in the trust are used for care expenses and a small personal allowance, with the state often named as a remainder beneficiary for reimbursement. This trust serves as an income-cap solution, not an asset-protection tool.

Last Will and Testament:

A Last Will and Testament is a legal document that outlines how a person’s assets, property, and financial affairs should be managed and distributed after their death. It serves as a critical tool for ensuring that personal wishes are honored and prevents state intestacy laws from deciding asset distribution.

A Will helps simplify probate and reduces disputes, protects loved ones and avoids the pitfall of state law determining distribution.

Revocable Living:

A revocable living trust is a legal tool created during your lifetime to manage and distribute your assets, allowing you to retain control while alive and avoid the lengthy, public probate court process after death, by transferring assets into the trust and appointing a trustee (often yourself initially) to manage them for designated beneficiaries Trust It offers privacy, continuity for incapacity, and streamlined asset transfer but requires effort to fund (retitle assets) and doesn’t provide tax or creditor protection.

Power of Attorney (Financial, Medical, Mental Health Care and a Living Will.):

A Power of Attorney (POA) is a legal document in which a person, called the principal, authorizes a trusted individual, known as the Attorney-in-Fact or Agent, to act on their behalf. This authorization is typically signed in front of a notary.

  • Regular Power of Attorney
    A standard POA becomes effective on the specified start date and ends either on the stated expiration date, upon revocation by the principal, or if the principal becomes mentally incapable of managing their own affairs due to illness or injury.
  • Durable Power of Attorney
    A Durable POA remains valid even if the principal becomes disabled or incapacitated. It does not have a set end date and only terminates upon the principal’s death or formal revocation. This feature ensures continuity of decision-making during periods of incapacity.

Legal Document Preparation FAQ

We Will Help You Every Step Of The Way

Our office specializes in walking you through the process of document preparation and implementation guiding you along the way. Should you have any questions requiring a legal consultation with an attorney we will connect you with an attorney to assist.