Members with their Desert Financial Wills and Trust advisor

PUT YOUR TRUST IN US

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

Nearly 60 percent of Americans do not currently have a will or trust in place. With that in mind, what would happen if you became mentally or physically incapacitated? Will your family be taken care of if the unexpected happens?

Desert Financial’s Wills & Trusts Division is here to help answer these important questions so that you and your family can make informed decisions about your future. We offer comprehensive document preparation services that address your estate planning needs throughout every age and stage of life:

If you’re going away to school: Find out how to give a loved one power of attorney.

If you’ve been married: Work to establish a will or trust.

If you’ve had children: Learn how to designate a guardian.

If you’ve bought a home: Understand how to create a beneficiary deed.

If you have a will or trust: Bring it to us for a free review.

We can provide:

Living Trust Packages
Financial Powers of Attorney
Healthcare Directives
Amendments and Restatements

Beneficiary and Warranty Deeds
Revocation of Trusts

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

Throughout the year, Desert Financial's Wills & Trusts Division hosts FREE educational seminars to explain the differences between a will, a trust, powers of attorney and other significant documents. Click below to view the schedule and RVSP.

Contact our experienced team of professionals.

Click the button below, and we will contact you within 48 hours to discuss your estate planning options. Thank you for your interest!