The Legacy Protection Plan includes:
Drafted by an Arizona Licensed Legal Document Preparer. Delivered in 7 days.
- Last Will & Testament — Arizona-compliant, drafted to your specific wishes
- Advance Healthcare Directive — Living Will + Healthcare POA in one document
- Plain-English educational inserts for both documents
- Physical folder + USB with digital copies
- Arizona notarization roadmap with recommended locations
- Direct access to Daniel by email and phone
Tailor your plan with these add-ons.
Each card explains a real gap the foundation doesn't cover. The italic line at the bottom tells you whether it applies to you. Make your actual selections in the order form on the right.
What it does: Records a Beneficiary Deed with the county that transfers your home directly to named heirs at your passing. You retain full ownership during your lifetime. Why it matters: Without a trust or this deed, your home goes through probate — 6 to 18 months in court, several thousand dollars in fees.
If you own an Arizona home and don't have a trust, this is the highest-impact single document you can add.
What it does: Two documents — Emergency Caregiver Authorization (immediate authority to act for your children) and Parental POA (delegates parental rights for up to six months under AZ statute). Why it matters: Without these, if both parents are unavailable, the state's default process kicks in — including potential temporary placement through DCS.
If you have children under 18, you should not leave the house without this in place.
What it does: A legally binding contract between a family caregiver and the person receiving care. Documents services, compensation, and relationship in formal terms. Why it matters: If you're helping an aging parent and receiving any compensation, programs like ALTCS treat undocumented payments as gifts during the 5-year lookback. This agreement protects future benefit eligibility.
If you or a family member helps care for an aging parent — even informally — this is essential.
What it does: RUFADAA-compliant authorization granting designated people access to email, photos, cloud storage, social media, online financial accounts, password managers. Why it matters: Federal law prevents providers from disclosing digital content without specific authorization. Without this, your family can be locked out of your digital life — sometimes permanently.
If you have a smartphone, computer, or any online accounts, this applies to you.
What it does: We coordinate and conduct notarization via Proof.com — a secure online platform with verified witnesses. Sign from home, on video. Why it matters: Documents only become legally binding once notarized. The biggest reason clients never finish executing? The trip to the notary. This closes that gap.
If you'd rather not coordinate the notary yourself, this is the easiest way to finish.
Honest Note About Stacking
If you're adding several of these, you might need a fuller plan.
At $1,200+ in selections, our avatar packages (HPS for homeowners, GPP for parents, PAC for aging-parent caregivers) usually become the better value. We'll quietly flag it after checkout — no pressure, just transparency.