Referrals:

Trust and Will

Prices as of 6-6-2024

Bogutz and Gordon
3503 N Campbell Ave STE 101, Tucson, AZ 85719
Phone: (520) 321-9700
Ana Arrieta and Dane Dehler
Will – Single $1000 Married/Joint $1550
Trust – Single $3000 Married/Joint $3500

Trust and Will (online)
https://trustandwill.com/ 
Will – Single $199 Married $299 
Trust – Single $499 Married $599

 

AZ Wills + Trusts (Paralegals)
4400 E. Broadway Boulevard, Suite 600, Tucson, Arizona 85711
520-327-9455
General Information - info@azwt.com
Will - Single $500 Married/Joint $900
Trust – Single $1230 Married/Joint $1630

 

Fletcher Struse Wagner & Derksen
Steve Wagner - swagner@tucsontrusts.com 
6750 N Oracle Rd, Tucson, AZ 85704
Phone: (520) 575-5555
Range for basic estate plan $2000-$3000. 
Better estimate at complimentary face to face meeting.

Leonard & Felker, P.L.C.
Brooke Felker-Johnston
7440 N. Oracle Rd., Bldg. 2
Tucson, AZ 85704
Phone: (520) 742-0440
Estate Plan Range - For trust, and all the corresponding core documents, $2000 to $3500 Initial Consultation via phone to review process.

 


Tax

One of the pillars of our approach to investing is helping our clients invest as tax efficiently as possible.  We work hard to cooperate and communicate with our client’s tax professionals to help us in this effort.

Over time we have developed great relationships with tax professionals throughout Tucson and the State of Arizona who are currently serving many of you right now.

For anyone that does not currently have an existing relationship with a tax professional or may find a change is needed, we can suggest the following three firms we have worked very well with over the years.

Absolute Tax and Financial Solutions
2960 N Swan RD STE 216 
Tucson, AZ 85712
520-335-4179
Tax Preparation and planning, Bookkeeping, Payroll Services.
http://www.absolute.tax/

1st Choice Tax Services 
3365 N Campbell AVE. STE 121 
Tucson, AZ 85719 
520-320-1041 
Tax Preparation and planning, Bookkeeping, Payroll Services. 
https://www.1stchoicetaxservices.com/

Jill White and Associates
7477 E Broadway Blvd 
Tucson, AZ 85710
520 886 5238

 


Community

As always please feel free to reach out to us with questions or if you need a referral suggestion for other professional services such as estate planning attorneys, home healthcare services, etc.


As always please feel free to reach out to us with questions or if you need a referral suggestion for other professional services such as estate planning attorneys, home healthcare services, etc.

You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide these services. These entities and their services are not affiliated with LPL Financial or WFG.