Claim My Legacy

Estate Planning That Puts You Back in Control — Anywhere in the USA

Protect your family. Avoid probate. Control your legacy.

Have you ever thought about what would happen if something unexpected occurred tomorrow?
Would your family know your wishes? Would they have what they need to keep life moving smoothly?

At Claim My Legacy, we help you answer those questions with calm confidence, not fear or confusion.

In just minutes, you can create a complete, attorney-drafted estate plan that gives your family clarity, privacy, and protection.

Imagine your loved ones supported, your wishes honored, and your legacy preserved — all without court delays or legal stress.

🟩 Start My Estate Plan
📘 Download Free Probate Guide

Why Families Choose Claim My Legacy

You’ve worked a lifetime to build what you have. You deserve to decide how it’s passed on — not a court.

Whether you live in Arizona, California, Florida, or anywhere in between, our platform helps you:

  • Avoid Probate: How would it feel knowing your family can grieve without paperwork or courtrooms?

  • Protect Privacy: Would you prefer your assets stay private or become public record?

  • Stay in Control: What peace of mind would you gain knowing you chose who makes the big decisions?

  • Enjoy Certainty: Sleep well knowing your family won’t be left wondering what to do next.

Every plan is attorney-drafted, secure, and tailored to your state’s laws.

How It Works

Step 1 – Answer a Few Questions
We guide you through simple questions that clarify your goals. No legal jargon. No overwhelm.

Step 2 – Review Your Attorney-Drafted Documents
Each plan is customized to your state. You stay in control — every word reflects your intentions.

Step 3 – Sign and Secure Your Legacy
You finish with peace of mind, knowing your plan is complete and your family is protected.

🟩 Start My Plan Now

What’s Included

  • Living Trust

  • Last Will & Testament

  • Healthcare Directives

  • Financial Power of Attorney

  • Estate Transfer Instructions

  • Free Document Updates

Would it help to know you can protect your home, your savings, and your family — all in one simple process?

Serving Families Nationwide

We began in Arizona, but today Claim My Legacy serves families across America. Whether you’re preparing your first trust or updating an older plan, our process makes it easy, clear, and personal.

Think of this as a conversation — not a transaction. We’ll guide you every step of the way.

What Families Are Saying

“We finished our plan in less than an hour. The peace of mind was immediate.”
Mark & Linda, Scottsdale, AZ

“Finally, estate planning that’s easy to understand — and affordable.”
Robert S., Denver, CO

“The process made us talk about things we’d been avoiding for years — and now we’re relieved it’s done.”
Janet R., Tampa, FL

Free Resource: The Probate Avoidance Guide

Not ready to start yet? That’s okay.
Would it be helpful to see exactly how probate works and how to keep your family out of it?

📘 Download My Free Probate Guide

Take Control of Your Legacy

You’ve already imagined how good it feels to know your family is protected.


Now, take the next small step — the one that changes everything.

🟩 Start My Estate Plan Now 📞 Call 602-550-7365 to speak with a friendly estate planning specialist.

Claim My Legacy

Because your family deserves peace of mind, not probate.

Our ClaimMyLegacy.com website is

being revamped and will be available soon!

Services

Comprehensive estate planning solutions.

A serene family gathering symbolizing legacy and protection.
A serene family gathering symbolizing legacy and protection.
An attorney drafting estate plans with clients.
An attorney drafting estate plans with clients.
Planning

Create a personalized estate plan easily.

Protection

Ensure your family's future is secure.

FAQs

What’s the difference between a last will and a living trust?

No! Claim My Legacy trusts benefits those of all income levels. They help manage assets, plan for incapacity, and avoid probate, ensuring your family’s security whether you’re a retiree in Arizona, California or a family in Florida. No matter where you retire in the USA this is for you.

Can I include my 401(k) in a living trust?

Probate is the court-supervised process of distributing your estate after death. While it offers oversight, it can take 6-12 months in Arizona and incur significant fees. A last will goes through probate, but a Claim My Legacy living trust transfers assets directly to beneficiaries, bypassing court. Small estates may be exempt from probate in some states.

Can I transfer property into and out of a living trust while alive?

Yes! With a Claim My Legacy individual living trust, you can add or remove assets, like real estate, anytime as the trustee. After your passing, your chosen successor trustee takes over. Joint trusts require co-trustee consent for shared property.

What is a revocable living trust?

A Claim My Legacy revocable living trust can be modified or canceled by you during your lifetime, offering flexibility. An irrevocable trust, by contrast, cannot be changed once established.

Do I still need a will with a living trust?

Yes, a will covers assets not transferred to your trust. Claim My Legacy includes a pour-over will with our trust plans to ensure all assets reach your beneficiaries and to name guardians for minor children.

Will my living trust remain valid if I move to another state?

Yes, Claim My Legacy living trusts are valid in all 50 states. If you relocate, consult an attorney in your new state to ensure compliance, and transfer new assets (e.g., real estate) into your trust.

Are living trusts only for the wealthy?

A last will is quick to create but requires probate court after your death, which can be slow and costly in states across the USA.

A Claim My Legacy living trust helps your loved ones avoid probate, ensuring faster, private asset distribution. Trusts involve transferring asset titles, requiring more initial setup and ongoing updates.

What is probate?

No, 401(k)s and certain retirement accounts cannot be transferred into a living trust. Contact an estate planning attorney through Claim My Legacy for advice on managing these assets.

Do I need an attorney to create a living trust?

No, an attorney isn’t required with Claim My Legacy’s easy-to-use platform. However, for complex estates, special needs beneficiaries, or large assets, we recommend consulting an attorney. Our plans offer access to professional guidance to meet your needs.

Is setting up a living trust expensive?

Living trusts suit anyone, but they’re ideal for those with multi-state properties, those with special needs dependents, or assets nearing state/federal tax limits. Claim My Legacy offers guidance to help you decide what’s best.

What are the downsides of putting my house in a trust?
When should I consider a living trust?

Transferring your house to a Claim My Legacy trust requires title changes, which take time. However, this ensures your property passes to beneficiaries without probate, saving costs and delays. Our platform provides support to simplify the process.

A Claim My Legacy living trust involves more setup than a will but is far more affordable than traditional attorney fees. Our user-friendly platform and optional professional guidance make estate planning accessible for Arizona families.

Can a living trust reduce estate taxes?
What happens after I order my estate plan?

A Claim My Legacy living trust may help minimize estate taxes, depending on its structure. Consult an estate planning attorney through our platform for tailored advice.

With Claim My Legacy, you’ll answer a simple online questionnaire to create your plan. If you opt for professional guidance, you can connect with an advisor to clarify questions. Once submitted, your documents are ready for download within 2-3 business days for review and signing.

What's The Importance of Properly Funding Your Trust

The Importance of Properly Funding Your Trust Failing to properly fund your trust can undermine its purpose, leaving your assets vulnerable and your legacy at risk. A trust only controls the assets that have been legally transferred into it.

If you neglect to fund your trust correctly, the consequences can be significant:

Probate Delays and Costs: Assets not placed in the trust may be subject to probate, leading to lengthy court processes, legal fees, and delays in distributing your estate to your loved ones.

Misaligned Asset Distribution: Without proper funding, your assets may not be distributed according to your wishes, potentially causing disputes among heirs or unintended outcomes.

Risk of Exploitation: Assets outside the trust could be exposed to creditors, financial predators, or mismanagement, jeopardizing the security of your estate.

At Claim My Legacy, we guide you through every step of funding your trust to ensure your assets are protected and seamlessly transferred to your beneficiaries. Our expert support helps you avoid these pitfalls, giving you peace of mind that your legacy is secure. For personalized assistance, visit https://ClaimMyLegacy.com or call us at 602-550- 7365 or 602-332-0780 today

Why do I need Estate Planning?

Estate planning is often seen as something that only matters after you’re gone. However, what happens when you’re still here but face challenges making financial or legal decisions? Claim My Legacy is designed to bridge this critical gap, safeguarding your financial dignity while you still have the power to make choices. With Claim My Legacy, you can proactively protect your assets and ensure your wishes are honored, even if cognitive decline or other challenges arise. We help you plan for the present and future, giving you peace of mind and control over your legacy.

Hidden Risks You Might Overlook Without a comprehensive plan, you could face unexpected vulnerabilities:

• Over-Reliance on Basic Tools: Assuming a power-of-attorney or a trust alone will cover all scenarios can leave gaps in your protection.

• Leaving It to Chance: Believing your loved ones will ”figure it out” can lead to confusion, disputes, or unintended outcomes among family members.

• Financial Exploitation: Even trusted individuals may unintentionally or deliberately mismanage or exploit your finances without proper safeguards.

• Assets at Risk: Assets not properly included in your trust could end up in probate or be exposed to fraud, undermining your estate plan.

Unpredictable Cognitive Decline: Cognitive challenges can begin unexpectedly, making it critical to have a plan in place before they arise.

Claim My Legacy ensures your estate plan is robust, protecting your assets and your autonomy. Our expert team guides you through creating a tailored plan to address these risks. To learn more or get started, visit https://ClaimMyLegacy.com or call us at 602-550- 7365 or 602-332-0780 today.

Ready to start your Legacy Plan?

Contact Us

Get in touch for assistance.

Claim My Legacy made estate planning so easy and stress-free!

John D.

A happy family gathered together, symbolizing unity and support.
A happy family gathered together, symbolizing unity and support.
A serene landscape representing peace of mind and legacy planning.
A serene landscape representing peace of mind and legacy planning.

★★★★★