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Make Things Easier for the People You Love.
Estate planning shouldn't leave you wondering whether you did everything right.
Claim My Legacy helps you understand your choices, create your plan, put the important pieces in place, and organize everything so your family knows what to do when the time comes.
Complimentary 60-minute Family Legacy Review™ • No pressure. No obligation.
More Than Documents. A Plan Your Family Can Actually Use.
UNDERSTAND IT → GET IT DONE → MAKE IT WORK
Whether you're creating your first estate plan or already have a will or trust, the goal is the same: making sure what you've put in place reflects your wishes and works for the people you love.
Claim My Legacy helps families understand their options, create the estate planning documents they need, and take the practical steps that help turn those documents into a plan their family can actually use.
UNDERSTAND YOUR OPTIONS
Clear guidance about wills, trusts, powers of attorney, healthcare documents, and the choices that may make sense for you and your family.
CREATE YOUR PLAN
Personal guidance through the estate planning process so you can put the right documents in place and understand what you've created.
MAKE YOUR PLAN WORK
Help with the practical steps that bring your plan to life, including trust funding, organization, ongoing reviews, and helping your family know what to do when the time comes.
What Does an Estate Plan Actually Do?
A good estate plan isn't about having more paperwork. It's about answering some of life's most important practical questions before your family has to answer them for you.
- Who should receive what you've built?
- Who should make financial decisions if you can't?
- Who should make healthcare decisions for you?
- How can your family avoid unnecessary court involvement?
- How will the people you've chosen know what to do?
Estate Planning Built Around Your Life, Not Just Your Documents.
Every family is different. Your estate plan should reflect what you own, who you want to protect, and what you want to happen when you're no longer able to handle things yourself.
Claim My Legacy helps you understand your options and put the right pieces in place, without making the process more complicated than it needs to be.
LIVING TRUST PLANNING
Create a plan for how your home, savings, and other assets should be managed and ultimately passed to the people you choose, while helping your family avoid unnecessary probate.
WILLS & ESSENTIAL DOCUMENTS
Put your wishes in writing and name the people you trust to handle important financial, personal, and healthcare decisions when you cannot.
TRUST FUNDING & PLAN SUPPORT
Already have a trust? We can help you review how your assets are owned, identify possible funding gaps, and take the practical steps needed to help your trust work as intended.
Estate Planning Shouldn't End With a Stack of Documents.
A good estate plan isn't just something you sign. It's something you understand, put into place, and leave organized so the people you love know what to do.
That's why Claim My Legacy goes beyond preparing estate planning documents. We help you understand your plan, take the practical steps needed to put it into place, and organize the important information your family may someday need.
UNDERSTAND YOUR PLAN
Know what your documents do, why they're there, and the decisions you've made.
PUT IT INTO PLACE
Take the practical steps that help your estate plan work the way you intended.
MAKE IT EASIER FOR YOUR FAMILY
Organize the information and guidance the people you love may need when the time comes.
What Families Are Saying About Claim My Legacy
"Perfect for blended families."
"Estate planning gets complicated with a blended family, but they handled our situation with such care and detail. We now have a plan that is fair and keeps everyone protected."
Linda K., Sun City
"Professional and stress-free."
"We had been putting off our trust for years because it seemed so daunting. Claim My Legacy made the entire process simple and easy to understand. We finally have peace of mind knowing our kids are protected."
Robert & Sarah M., Gilbert
"I didn't want my kids to deal with the same mess I did."
"After my father passed away with just a will, I saw firsthand how stressful and complicated Arizona probate can be. I went to Claim My Legacy to make sure my own children are protected from that headache. Their team is incredibly knowledgeable and made a difficult topic feel easy to handle."
Nate T., Glendale
Estate Planning for the People You Love
Every family is different. We help you understand your options and put the right estate planning documents in place so your wishes are clear, the people you choose can act when needed, and what you've built can pass to the people you love.
Revocable living trusts
Create a plan for your home, savings, and other assets that helps you stay in control during your lifetime and makes it easier for the people you choose to manage and receive those assets when the time comes.
Wills & Essential Documents
Put your wishes in writing and name the people you trust to handle important decisions. We help families put the essential documents in place, including wills, powers of attorney, and healthcare directives.
Trust Funding & Plan Support
Already have a trust? We can help you review how your assets are owned, identify possible funding gaps, and take the practical steps needed to help your trust work as intended.
Family Legacy Review™
Not sure what you need or whether the plan you already have still fits? A Family Legacy Review™ helps you understand where you are, what may need attention, and what your next step should be.
BBB Accredited Business
Claim My Legacy™ is proud to be a BBB Accredited Business.
Our accreditation reflects our commitment to the BBB Standards for Trust, including integrity, transparency and responsiveness in the way we serve families.
Ready to Talk About Your Family's Plan?
Whether you're creating an estate plan for the first time, reviewing a plan you already have, or need help making sure your trust is properly funded, we're here to help you understand your options and decide what makes sense for your family.
Complimentary 60-minute Family Legacy Review™ • No pressure. No obligation.
Contact Claim My Legacy
David
602-550-7365
Rebecca
602-332-0780
Hours
Monday–Friday: 9am–5pm
Saturday: By appointment
Sunday: Closed