Skip to Main Content
Grandparents sitting on a bench on either side of their granddaughter and grandson while enjoying an outdoor family dinner.

Plan your estate with ease

Plan for tomorrow with Desert Financial Wills & Trusts.

Get started

Gain peace of mind

Last will and testament packages
Document your wishes, including your chosen executor and beneficiaries, and nominate a guardian for any minor children.
Revocable living trust packages
Plan for someone you trust to manage and control your assets and distribution once you’re no longer able to.
Financial powers of attorney
Appoint someone to help with personal affairs like banking, real estate and retirement accounts when you can’t act yourself.
Healthcare directives
Choose a loved one to make medical decisions on your behalf using a healthcare power of attorney, mental healthcare power of attorney or living will.
amendments icon
Trust amendments and restatements
Things change – your existing estate plan may need updates for life events like getting married or buying a home.
Older couple sits on a couch in a bright room, browsing through estate planning pamphlets together.

Questions? Ask an estate planning specialist

Our team of Arizona Supreme Court Certified Legal Document Preparers will help you understand which documents will serve your needs and create your estate plan based on your goals.

Join a free wills and trusts workshop

Learn about which legal documents you may need with in-person and online sessions hosted by our estate planning specialists.

Hear it straight from our specialists

Which legal documents do you need?

You’ll want to talk to an estate planning specialist, but here are some common life events that may warrant new or updated legal documents.
graduation cap
If you’re going away to school:
Give a loved one power of attorney.
If you’ve been married:
Consider a joint will or trust.
If you have minor children:
Establish a guardianship nomination.
If you own a home:
Learn how to protect your equity.
If you have a will or trust:
It may be time for an update.

Get in touch with our team


Schedule an appointment

Book now

Give us a call

(602) 336-5531

Request a follow-up

Related content


Wills and Trusts:

Document preparation services are offered through Desert Financial Credit Union; an Arizona Supreme Court Certified Legal Document Preparation Business Entity (CLDP #81024). Legal document preparation services are not insured by the NCUA, have no credit union guarantee and do not provide legal advice.

Leaving our website

By clicking Continue you will leave the Desert Financial website and will be directed to an external website operated by a third party.


Desert Financial does not endorse and is not responsible for the content, links, accessibility, or security of any external website. The privacy and security policies of Desert Financial do not apply to the linked website. We encourage you to review these policies upon visiting the linked site to see how they apply to you.