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.
