Desert Financial landing page

PUT YOUR TRUST IN US

We’ll help you plan for the future, so you can live in the moment.

Getting a will or a trust is something that you may not want to think about — but you probably should think about it. The good news? Securing your family’s future is easier than you might expect.

Desert Financial’s Wills & Trusts Division is dedicated to helping you ensure that your family and your assets are protected for the long term. We offer comprehensive document preparation services that address your needs throughout every age and stage of life:

If you’re going away to school:
Give a loved one power of attorney
If you’ve been married:
Establish a will or trust
If you’ve had children:
Designate a guardian
If you’ve bought a home:
Create a beneficiary deed
If you’re starting a new business:
Establish LLC documents
If you have a will or trust:
Bring it to us for a free review
  • Living Trust Packages
  • Financial Powers of Attorney
  • Healthcare Directives
  • Amendments and Restatements
  • Quit Claim and Warranty Deeds
  • Funding Letters
  • Revocation of Trusts

Do I need a will or a trust? Get the facts at one of our FREE classes.

Throughout the year, Desert Financial Wills & Trusts hosts FREE educational training classes on the ins and outs of estate planning. We explain the differences between a will, a trust, powers of attorney and other significant documents. Click below to view the schedule and RVSP.

REGISTER NOW

Contact us today.

Click the button below and a Desert Financial Wills & Trusts advisor will contact you within 48 hours to discuss your estate planning options. Thank you for your interest!

CONTACT AN ADVISOR

Document preparation services are offered through Desert Schools Financial Services, LLC under the Registered Trade Name of Member Asset Preservation Services (MAPS™) also dba DS Wills & Trusts. Desert Schools Financial Services is an Arizona Limited Liability Company and Certified Legal Document Preparation Business Entity (CLDP #81024). Desert Schools Financial Services is a wholly owned subsidiary of Desert Financial Credit Union. These services are not affiliated with any other business entity with whom Desert Schools Financial Services has a marketing or networking agreement. Certified Legal Document Preparation Services are not insured by the NCUA and have No credit union guarantee.