Consulting is required to get all of your cares, concerns, goals, and desires on the table so that we can discover the best solutions for you and your family.  This is so you can continue to protect your "estate", and pass it on to your heirs some day with the least amount of taxation, publicity, costs, and overall work.  

We will do everything we can to educate you on how to minimize the expense, worry, and time delays often associated with estate deaths.  And most importantly, we will suggest general legal information for your review that can prevent the settlement of your estate from becoming public record both on paper and on the internet! *

(Who would want to die and have their long list of assets such as the Lexus, Mutual Funds, Stocks, and the Bank accounts all show up in the computerized "county record" section of the County that you died in?)

What about fees? 
It's simple, we charge a flat $150 per hour for all generalized estate consulting services.  Additionally, insurance or real estate commissions may be also be earned by our firm or it's associates when these services are also engaged. 

Be sure to look for the "on-line" discount for service orders that are prepared while in our site!

Click here to order now!

Or, please call, write or e-mail us with any questions you may have in this area.

* Licensing in Insurance and Real Estate by an FSI consultant in the state of Arizona is deemed to allow us to provide generalized Estate Planning Services.  Document preparation, if any, is provided by new Arizona Statutes effective July 2003 that require certification in order to prepare legal documents.  Our firm is also licensed as a certified legal document preparer (AZCLDP) under license # 80738. Also, FSI President M.D. Anderson is also licensed as an AZCLDP under license #80737. We are an independent non-lawyer document preparation practice. Communications are private but non-privileged, such as with a lawyer. Legal advice is not available except by referral to a qualified lawyer.

Disclaimer:  This information should not be construed as "legal advice".  If you desire legal advice, you should consult a lawyer.  FSI can make a referral if you desire upon your written request to us.