Estate Mate. Your Partner For Estate Planning
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At Estate Mate, we recognize the significance of thoughtful estate planning and the reassurance it brings. As a trusted estate planning law firm, we focus on delivering personalized estate planning solutions that align with your specific needs and circumstances.
Our team is dedicated to providing comprehensive and tailored services to help you achieve your estate planning goals and secure peace of mind. With over a decade of experience, our founder, Jeff Cloud, and our dedicated estate planning lawyers are committed to delivering exceptional service and outstanding results.
Since 2007, attorney Jeff Cloud has represented families just like yours with unmatched professionalism, skill, and drive. With a background in civil and criminal law and ample courtroom experience, his diverse legal background allows him to help you navigate estate planning with unique care, insight, and foresight.
With thousands of estate plans completed and over 300 guardianships filed, we prove our in-depth knowledge and ability to handle even the most complex estate planning cases. Get the estate planning help your family truly deserves and expects; let Estate Mate get to know your unique background and concerns, and craft estate plans that work for you.
We recognize the distinct obstacles families with individuals with special needs encounter. With a team of dedicated advanced estate planning lawyers, we focus on providing compassionate support and customized solutions to protect the long-term financial security and well-being of your loved one with special needs.
Whether it involves establishing dynasty trusts, special needs trusts, navigating government benefit programs, or avoiding estate planning lawsuits, our dedicated focus is helping you create a comprehensive plan that protects your family’s future.
Through advanced estate planning, we can help you create a comprehensive strategy to provide ongoing support for your child without jeopardizing their eligibility for government assistance programs. With this arrangement, you can ensure that your child’s unique needs are met even after you no longer can.
We produce legal documents such as a durable power of attorney and advance healthcare directive that protects your loved ones in the event of incapacitation by designating a trusted individual to make financial and healthcare decisions on their behalf.
We recognize the importance of avoiding the probate process, given its time-consuming nature and associated expenses. To help you achieve this, we guide you in establishing a revocable living trust. By transferring ownership of your assets to the trust while you are still alive, you can facilitate a seamless transfer of assets to your beneficiaries after your passing, bypassing the probate process entirely. This approach ensures an efficient and streamlined distribution of your assets in accordance with your wishes.
At our core, we are deeply committed to fostering robust and enduring relationships with each of our valued clients. We firmly believe that a strong bond built on trust, empathy, and understanding is the foundation of a successful partnership. To achieve this, we dedicate significant time and effort to truly comprehend your unique goals, concerns, and aspirations. By gaining a comprehensive understanding of your individual circumstances, we can develop highly personalized strategies that precisely address your specific needs.
We are dedicated to your success and satisfaction, the foundation for all we do. We take great pride in going above and beyond to ensure that you receive the utmost care and attention throughout our engagement. We fully comprehend the far-reaching implications that your estate planning case holds for you and your loved ones’ lives. As such, we approach our role with the utmost respect, sensitivity, and responsibility.
Based in Scottsdale, with additional offices in Scottsdale, Arizona, and San Diego, California, we proudly serve clients in Scottsdale, Prescott, Tucson, Arizona, and San Diego, California. From large estates to small, our all-encompassing estate planning services are rooted in our firm belief that estate planning is for people of all walks of life.
If you are in Maricopa County, Arizona, or San Diego County, California, take the first step toward securing your family’s future by contacting Estate Mate today. Our experienced team is ready to provide you with a paid 30-minute consultation to discuss your estate planning needs. Contact us to schedule your consultation and discover how we can protect your legacy.