Estate Planning

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Arizona Lawyer Julie LaBenz’s Approach to Estate Planning: Educate, Simplify, Protect Families

Sadly, some of the most highly contested and expensive cases Julie’s handled in her legal career involved family members who opted for the “Do Nothing” estate plan.

They figured everything would automatically go to a certain family member and they didn’t need to do anything. Everything seemed straight-forward to them and they assumed their loved ones would have no problems inheriting their assets following their passing.

Yet, unfortunately, things didn’t go that way. Without any documents indicating exactly what the property owner wanted to happen with the asset upon their death, other people came to court claiming the deceased person had made certain agreements or promises to them while alive.

Believe it or not, this type of situation (where others make claims they’re supposed to inherit certain property based on things a deceased person allegedly said while alive) can result in years of contested litigation, costing thousands of dollars and usually dividing families beyond repair.

Is it Time to Ditch your “Do Nothing” Estate Plan and Provide Your Family with Basic Protections?

Often, family members shy away from creating a plan for what will happen with their assets when they pass away because they don’t want to think about themselves or a loved one dying.

And, certainly, I agree. That’s depressing. Although thinking about dying is an aspect of creating a basic estate plan, it seems to be people’s main focus.

It’s time for a mind shift.

Instead of estate planning being about the end of life, it’s possible to think about it as an element of asset ownership.

In fact, incorporating estate planning into asset ownership can save time, money and months of stress.

Arizona law provides various ways for owners of real and personal property to designate, within their form of ownership, the person or people to inherit the asset.

I’ve taken this estate planning tool and created a basic estate plan protection package around it.

Arizona Lawyer Julie LaBenz’s Basic Estate Planning Protection Package includes:

  • 60 minute Office Conference to work together to design your personalized basic package
  • Avoid Probate Strategy Session
  • Implementation Plan
  • Basic documents to provide protection:
    Financial Power of Attorney
    Health Care Power of Attorney & Living Will
    Last Will and Testament

Call 928-284-0909 to set an appointment to work with Julie to create your basic estate plan to protect your family.

In addition to her Basic Estate Planning Protection Package Julie also provides the following estate planning-related legal services:

  • Trust review and trust amendments
  • Make changes to a last will and testament
  • Make changes to financial and health care powers of attorney and living wills
  • Estate plan review and implementation of requested changes

Call 928-284-0909 to set an appointment with Julie.

For those facing a Divorce, Julie’s created her 6 Step Case Closed DIY Divorce System.

casecloseIn Julie’s signature Case Closed DIY Divorce System she explains Arizona’s divorce process from start to finish, breaking it down into 6 easy-to-understand steps wherein Julie provides all the needed court forms in a fill-in-the-blank, easy-to-use format along with video tutorials explaining each form and each step of her 6 step process.  

Julie created her 6 step system in an effort to make a DIY divorce less confusing and give spouses the chance to feel more confident in facing what is likely an unknown and scary court process.

Now, those facing a divorce can gain access to legal information about the divorce process created by a divorce lawyer that’s tired of seeing spouses struggle trying to figure out how to get their case through the system from start to finish while also dealing with all of the emotions of a divorce.  

Julie’s system not only explains how to get a case started, but also walks through insider strategies for how to settle a divorce as well as steps to take to prepare for a contested hearing.  

Understand that the Case Closed DIY Divorce System is not a “lawyer in a box” as it is legal information only and was created to provide those facing a divorce case in Arizona with access to legal information about divorce law and procedure beyond what is currently available on the market and to provide a new resource to non-lawyers handling their divorce on their own.

To learn more, click here.

Custody_Strategy_SystemJulie designed her Comprehensive Package for those facing a highly contested divorce.  Those in Julie’s Comprehensive Program have set appointments to speak with Julie for an hour every week as well as unlimited direct email access to Julie.  

In the Comprehensive Program Julie handles nearly everything for the client including drafting and filing all court pleadings, engaging in settlement negotiations and also conducting all court hearings.  

Julie accepts clients into her comprehensive program on an application –only basis.  Julie offers her Comprehensive Package for a flat fee monthly amount that does not include any costs.  The monthly fee is determined on a case-by-case basis.  Apply now to see if you are a good fit for the program and, if so, Julie will send you a quote with a proposed monthly flat fee amount and an invitation to set up a phone conference to discuss your questions and how to get started.

Space is very limited.

To learn more, click here.  

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After handling several highly contested and super expensive probate litigation cases, Julie couldn’t help but conclude that these divisive legal battles could have been completely avoided if the family member that passed away had engaged in some very basic estate planning.  It was heartbreaking to see what the surviving family members had to go through, knowing all the expense and stress could have been completely (and pretty easily) avoided had the loved one just taken some relatively simple steps.

In searching for a solution to this problem, Julie created her Basic Estate Planning Protection Package and Avoid Probate Strategy Session to give families access to vital legal information plus individualized advice at affordable, flat fee prices.  Click here to learn more.

Julie is available to meet in person for a Basic Estate Planning Protection Package and Avoid Probate Strategy Session in Sedona, Flagstaff, Phoenix and the surrounding areas.  If you’d like Julie to meet with you at your home, please inquire as, often, Julie can accommodate meetings at the client’s home or other requested location.

To learn more, click here.