Carl: 602-999-5323 | Brenda: 480-403-1234

Serving Phoenix, the East Valley areas, and all of Arizona

CB Document Preparation, LLC - Legal Documents | Tempe, AZ

We do it all!

Document Preparation | Signing and Notarizing | Recordings

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Signing Wills

Trusts

CB Document Preparation, LLC is certified to prepare all legal documents. We will help give you and your loved ones the peace of mind you deserve by preparing a living trust. A living trust is much like a will and is an excellent way to ensure the long-term security of your legacy and to protect your property. Like a will, a living trust allows you to name beneficiaries and to assign a person to manage the trust after you’ve passed away (called the “successor trustee”). You can also appoint custodians to manage property for your children if they’re minors, and you can determine how your property will be distributed when you pass away. In addition, a "pour over will" protects you if you failed to put certain assets into the trust. The most important difference between a living trust and a will is that a trust protects your estate from probate proceedings, a will does not.

To receive additional information regarding any of our services, contact one of our owners:

 

Carl Cunningham: 602-999-5323

Brenda Smith: 480-403-1234

 

info@cbdocuments.com

 

CB Document Preparation, LLC: AZCLDP 80961

Brenda Smith: AZCLDP 80949

Carl Cunningham: AZCLDP 81303

Contact CB Document Preparation, LLC

Wills

Although wills are an important part of estate planning, they do not protect your family and property from probate. Probate proceedings involve informing a court of your death, an appraisal of your property and assets, an investigation to determine the validity of your will, and paying off your remaining debts and taxes. Also, a will provides an opportunity to designate a Guardian for your minor children.

“Carl & Brenda have always come through for the people I’ve referred!”

- J.B. -  Branch Manager / Escrow Officer

2014 award

INTRODUCING OUR COMPLETE TRUST SERVICES

  • TRUST AGREEMENT - DECLARATION OF TRUST -                          

  • CERTIFICATE OF TRUST - POUR OVER WILL

  • MEDICAL POWER OF ATTORNEY/LIVING WILL -          

  • MENTAL HEALTH CARE POWER OF ATTORNEY -

  • FINAL DISPOSITION INSTRUCTIONS -                                                

  • HIPPA RELEASE -

  • INFORMATION ON ARIZONA HEALTH CARE DIRECTIVES REGISTRY

  • WARRANTY DEED TO TRANSFER HOME INTO TRUST                              

  • MISC DOCUMENTS AND INSTRUCTIONS FOR ASSET TRANSFER