Business Details
Trusted Estate Planning Services in Peoria, Arizona
At the Law Offices of Tracy M. Marsh, we prioritize client-centered legal services with a focus on estate planning, probate, and elder law. Our firm was founded on the principle that legal services should be accessible, compassionate, and tailored to individual needs. With over a decade of combined experience in high-net-worth estate planning and business formation, we bring practical expertise to every case. Our approach emphasizes proactive communication, transparent billing, and a commitment to simplifying complex legal processes.We maintain strong systems and clear communication to ensure consistent service quality while allowing team members to maintain work-life balance. Our practice extends beyond traditional legal services through community involvement, including pro bono work with the Probate Lawyers Assistance Project and the Maricopa County Bar Association. We serve clients in Peoria, Arizona, and surrounding areas with personalized attention to estate planning, trust administration, and business formation needs.
Services
Estate Planning
Probate Services
Trust Administration
Business Formation
Elder Law
Wills & Trusts
Health Care Directives
Asset Protection
Business Planning
Wealth Preservation
Details
- Year established: 2025
Highlights and features
- We provide practical, compassionate solutions to complex legal needs
- Our attorney maintains active pro bono involvement in legal communities
- We emphasize transparent billing and straightforward communication
- We combine technical expertise with personalized client attention
- Our practice addresses both traditional and modern estate planning needs
Services
Estate Planning
Our estate planning services help clients protect assets and plan for future needs through customized wills, trusts, and advanced directives. We create comprehensive strategies that address wealth preservation, healthcare decisions, and property distribution. Our approach considers each client's unique family dynamics and financial situation to ensure proper legal protections.
Probate Services
We guide executors and beneficiaries through probate proceedings with clear explanations of legal requirements and timelines. Our services include estate inventory management, debt settlement, and asset distribution according to wills or state law. We help simplify complex court processes while maintaining compliance with Arizona probate regulations.
Trust Administration
Our trust administration practice assists trustees in fulfilling fiduciary responsibilities through proper asset management and distribution. We provide guidance on trust funding, tax compliance, and beneficiary communications. Our experience includes handling complex trust arrangements and resolving disputes between trustees and beneficiaries.
Business Formation
We help entrepreneurs establish businesses with appropriate legal structures including LLCs, corporations, and partnerships. Our services cover entity selection, document preparation, and compliance with state registration requirements. We provide ongoing support for business operations, ownership changes, and trademark protections.
Elder Law
Our elder law practice addresses aging-related legal needs through Medicaid planning, guardianship arrangements, and long-term care strategies. We help families navigate senior care decisions while protecting assets and maintaining dignity. Our approach considers both immediate needs and future contingencies for elderly clients.
People
Tracy M. Marsh
Attorney & Founder
Tracy M. Marsh is an estate planning attorney with experience in wealth preservation and business formation. She graduated magna cum laude from ASU and earned her Juris Doctorate summa cum laude. Tracy focuses on practical legal solutions while maintaining active pro bono involvement.
Questions
What estate planning documents do I really need?
Every adult should have a will, healthcare power of attorney, and financial power of attorney. Depending on your situation, we may recommend trusts, living wills, or beneficiary deeds to protect assets and clarify decision-making authority.
How does probate work in Arizona?
Arizona offers simplified probate procedures for small estates. Our firm guides clients through informal probate processes, handles court filings, and ensures proper asset distribution according to wills or state intestacy laws while minimizing delays and costs.
Can I create a trust myself without an attorney?
While basic trusts can be created independently, proper trust funding and legal compliance require professional guidance. We ensure your trust meets legal requirements, properly transfers asset ownership, and addresses potential challenges.
What happens if I die without a will in Arizona?
Arizona's intestacy laws will determine asset distribution. Typically, assets go to closest relatives following specific guidelines. Creating a will ensures your wishes control property distribution and allows appointment of preferred executors and guardians.
How much does estate planning typically cost?
Costs vary based on complexity. We offer transparent pricing for standard estate plans and provide detailed estimates for customized solutions. Our goal is to make essential planning accessible while avoiding unexpected legal expenses.
Do I need a lawyer for business formation?
While not legally required, legal guidance ensures proper entity selection, compliance with registration requirements, and protection of personal assets. We help choose the right structure and handle all formation documentation for Arizona businesses.