Business Details
44 Years
experience
Your Trusted Estate Planning Partner in Phoenix, AZ
Arizona Estate & Trust Law, Plc has provided individualized estate planning and trust administration services to residents of Phoenix and Scottsdale since 1982. Led by attorney Paul J. Dunn, our firm combines decades of specialized expertise with personalized attention to address complex estate matters. With a Juris Doctor from Ohio State University, Mr. Dunn maintains active memberships in the State Bar of Arizona and its Probate & Trust Section while contributing nationally published insights on estate planning. Our practice emphasizes tailored solutions that comply with Arizona laws and federal tax regulations, as evidenced by long-term client relationships spanning multiple generations.We prioritize clear communication, technological proficiency, and meticulous documentation to simplify estate administration processes. Recognized through fellowships in both Arizona and American Bar Foundations, our work reflects commitment to legal excellence and client education. The firm's history of resolving multi-state real estate and investment challenges demonstrates our capability to handle intricate estate situations while maintaining approachable service standards.
Services
Estate Planning
Revocable Trusts
Powers of Attorney
Estate Administration
Trust Administration
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of specialized estate planning experience since 1982
- Our attorney maintains active memberships in Arizona's Probate & Trust Section
- We provide Arizona-compliant documents incorporating federal tax law changes
- Our clients consistently report exceptional organizational skills and clarity
- We handle multi-state real estate and investment complexities effectively
What people say
Extraordinarily knowledgeable
Exceptionally well organized
Highly recommend
Meticulous and professional
Outstanding lawyer
Services
Estate Planning
Our comprehensive estate planning service creates customized legal frameworks that protect assets and ensure wishes are honored. We specialize in documents compliant with Arizona statutes and federal tax regulations while addressing unique family situations. Clients benefit from our attorney's decades of experience in structuring wills, trusts, and succession plans that minimize administrative complexities for beneficiaries.
Revocable Trusts
We design revocable living trusts that provide flexible asset management solutions while avoiding probate proceedings. Our approach ensures seamless transitions during incapacity and after death through carefully drafted provisions. Clients receive tailored guidance on funding mechanisms and document coordination with other estate planning instruments to maintain control over their assets.
Estate Administration
Our estate administration support guides executors through post-mortem legal processes with efficiency and compliance. We handle multi-state property settlements, tax filings, and creditor notifications while maintaining clear communication with all stakeholders. The service includes preparing necessary court documents and ensuring proper asset distribution according to decedent wishes.
Trust Administration
We assist trustees in fulfilling fiduciary responsibilities through comprehensive trust administration services. This includes asset inventory, tax reporting, beneficiary communications, and legal compliance monitoring. Our expertise handles complex situations involving multiple jurisdictions and diverse investment portfolios while maintaining the settlor's original intentions.
Powers of Attorney
We create durable powers of attorney documents that grant trusted individuals decision-making authority for financial and healthcare matters. Our customized forms ensure legal validity under Arizona law while addressing specific contingency plans. Clients receive clear explanations about document scope and implementation procedures to maintain control during incapacity.
People
Paul J. Dunn
Attorney
Arizona estate planning attorney with Doctor of Laws from Ohio State University. Active member of State Bar of Arizona's Probate & Trust Section since 1982. Recognized through Arizona and American Bar Foundation fellowships for legal excellence. Specializes in complex estate matters with multi-state assets and tax optimization strategies.
Questions
Why is estate planning important?
Estate planning ensures your assets are distributed according to your wishes while minimizing tax burdens and administrative challenges for loved ones.
How often should I update my trust?
Review trusts every 3-5 years or when major life changes occur to maintain compliance with current laws and personal circumstances.
What estate planning services do you offer?
We provide wills, revocable trusts, powers of attorney, healthcare directives, and comprehensive estate tax planning solutions tailored to Arizona residents.
How are your legal fees structured?
We offer transparent fixed-fee arrangements for most estate planning services, providing cost certainty before work begins.
Can you help with out-of-state properties?
Yes, we handle multi-state estate planning challenges including property ownership coordination and jurisdiction-specific compliance requirements.
How do I schedule a consultation?
Contact us through our website referral link or call (928) 778-1988 to discuss your estate planning needs with attorney Paul J. Dunn.
