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More Than Documents. A Plan for the People You Love.
Claim My Legacy was built around a simple belief: estate planning should be about more than preparing documents. It should help you understand what you have, make thoughtful decisions about the people and things that matter to you, and put a plan in place that works when your family needs it.
We help Arizona families create clear, practical estate plans and then take the important next steps to help make sure those plans are properly funded, organized, and understood.
Because a trust sitting in a binder isn't the goal.
Protecting the people you love is.
Our Story
Claim My Legacy began with a friendship long before it became a business.
Co-founders Rebecca Siddiqui and David Walter have been friends since 1996. Over nearly three decades, they each had experiences that shaped the way they thought about families, planning, and what happens when the people you love aren't prepared for what comes next.
Eventually, those experiences brought them to the same conclusion: families deserved a better way to plan for the future.
That shared belief became Claim My Legacy.
A Better Way to Help Families Plan
As Claim My Legacy took shape, one thing became clear: families didn't simply need another place to get estate planning documents.
They needed someone to help them understand their choices, put the right plan in place, and take the important steps that help make that plan work when their family eventually needs it.
That means looking beyond the documents to the whole picture: how assets are owned, whether a trust is properly funded, where important information is kept, and whether the people you love will know what to do when the time comes.
That's the kind of estate planning experience we set out to create.
Why We Do This
Claim My Legacy grew from two very different experiences that led us to the same belief: families deserve more than documents. They deserve a plan that is ready when the people they love need it.
Dave's Story
I grew up right next door to my grandparents. I remember their house, the piano, my grandmother baking, and Christmas. They weren't people in an estate-planning story. They were my grandparents.
They had a will. Both of their names were on everything, and like many families, they believed they had taken care of things. But when my grandmother died, the estate went into probate and bank accounts were frozen. A year later, when my grandfather died, the estate was still in probate.
I remember thinking, “They loved their family. They planned. They had a will. How could this still be happening?”
There had to be a better way.
Rebecca's Story
Rebecca came to the same realization from a very different place.
Working with seniors and their families, she saw people arrive at the care home during some of the most vulnerable moments of their lives. Some had nothing in place. Some had wills. Some had trusts. And some had trusts that had never been fully funded or coordinated.
The paperwork was different, but the question she heard again and again was remarkably similar:
“What happens now?”
Rebecca saw firsthand that having documents didn't always mean a family was prepared. What made the difference was clarity, organization, and having a plan that had actually been reviewed and put into action.
Two Experiences. One Shared Belief.
Those experiences helped shape Claim My Legacy.
We believe estate planning isn't ultimately about trusts, wills, or binders. Those are tools.
It's about making sure the people you love aren't left trying to figure everything out when you're no longer there to help them.
That's why we do this.
Ready to Take the Next Step?
Estate planning doesn't have to begin with documents. It can begin with a conversation about your family, what matters to you, and what you want your plan to accomplish.