Estate Services

Financial Strategies, Inc. is an Arizona Corporation that serves clientele in Arizona with our entire menu of professional financial services. We also offer tax planning, consulting, and preparation, as well as limited estate settlement services throughout the United States. We serve many clients domiciled in numerous states throughout the United States, as well as a few foreign countries!

However, most of our area of practice is currently limited to Arizona residents only. Just ask us if we perform the services you are looking for. If not, we might be able to point you to a good firm that does!

Click here to order services now!

Now some may still feel that Estate Planning refers to planting trees and shrubberies to spruce up the yard. But landscaping isn't what this term refers to anymore!

Modern Estate Planning has three defined areas:

Click the links above or below to find out more about our three levels of comprehensive Estate Planning Services:

Estate Consulting

Estate Documents

Consulting to find the best ways to protect what you have spent most of your life accumulating - what is now your "Estate" - and uncovering the best strategies to pass it on.

Note: As an Arizona Certified Document Preparer firm, we can give you "General' legal information only. But, with this information, you should be able to make sound estate planning decisions and find out what documents can best protect you, your loved ones, and your estate assets!

Preparing proper "documents" to protect, preserve and pass on your wealth to those you love most, and make sure it doesn't go to those you love least! (Arizona Residents Only!)

As an AZCLDP firm, you can be assured your advisor creating any estate planning documents for you has been fully educated and remains up to date by mandatory legal continued education each year.

Estate Settlement:

Lastly, help and assist your loved ones during the "settlement" process. We do this by preparing any tax returns the estate or trust may need as well as any final personal tax returns that may still be due. Additionally, we provide legal document services for any legal forms you may need to file, including probate and the affiliated forms associated with probate, as well as empowerment forms needed to establish yourself as the Personal Representative of the Will for the deceased estate owner.

(Arizona Residents and limited services for Non-Residents)