ESTATE PLANNING LEGAL SERVICES SHOULD FIT YOUR LIFE; NOT THE OTHER WAY AROUND
To make estate planning accessible, thoughtful, and grounded in compassion, Prep + Peony now offers one intentional way to plan: Prep-It-Together. This is a one-on-one document-preparation experience designed to walk alongside you through each decision, at your pace. Together, we prepare the legal documents your family and/or business needs with clarity, care, and confidence—so you never feel rushed, overwhelmed, or alone in the process.
$2,468
PREP IT TOGETHER
In-person, workshop style, session.
Done in a day.
Data to be completed within the Legacy App before meeting.
Documents completed, printed, signed and notarized by end of session.
$1,234
add-on
SPECIAL NEEDS PLANNING
Planning for families supporting a loved one with a disability or special needs.
Addresses care, decision-making, and long-term planning considerations
Helps preserve options and access to needs-based supports
Designed to bring clarity and peace of mind before life brings change
The process for legal document drafting services
During our Prep It Together session, with or without Special Needs Planning, your will, trust, and power of attorney preparation are all part of the journey.
Read on for a detailed look at how these documents come together.
LAST WILL + TESTAMENT
Creating a will begins with understanding what matters most to you: your family, your wishes, and how you want things handled if something were to happen. During our Prep-It-Together process, your will is prepared based on the information you provide, including guardianship decisions, asset distribution, and personal preferences. We review it together so you understand what it says and how it works. This process is designed to be thoughtful and approachable, ensuring your will clearly reflects your intentions while meeting Arizona requirements.
TRUST CREATION
A trust involves a deeper conversation about how you want assets managed and distributed, both now and in the future. Together, we take time to understand your goals, your family dynamics, and any special considerations, such as minor children, special needs planning, or long-term care concerns.
Using the information you provide, the trust document is prepared and reviewed together so you have clarity on how it functions and what steps are needed after it is signed.
POWERS OF ATTORNEY
Powers of attorney allows you to choose someone you trust to act on your behalf if you are unable to do so. Creating them (financial, medical, living will , mental, + final disposition) starts with deciding who that person(s) should be and what authority they may need in different situations.
During the planning process, we talk through these decisions carefully and prepare the appropriate power of attorney documents based on your direction. We review them together so you understand when they take effect and how they are used, helping you feel confident that the right people are empowered to step in if needed.
SPECIAL NEEDS PLANNING
Adding a special needs plan begins with understanding the unique care, support, and future considerations for your loved one with special needs. During our the planning process, we take time to talk through your family’s circumstances, long-term goals, and any services or supports your loved one may rely on now or in the future.
Based on the information you provide, the appropriate planning documents are prepared, which may include a special needs trust, guardianship petitions, and related estate planning documents. We review everything together so you understand how the plan works and what steps may be needed moving forward.
Learn more about Special Needs Planning.
If legal advice or advanced legal strategy is appropriate, I will always encourage collaboration with an attorney to ensure your loved one is fully protected.
Frequently Asked questions
What is legal document preparation?
Legal document preparation means helping you get all the important papers you need for your estate plan ready—done clearly and correctly—without confusing legal jargon. At Prep + Peony, we guide you step-by-step, so you understand every part of the Arizona estate planning process and feel confident about your choices.
Do I still need a lawyer?
Estate planning doesn’t always require a lawyer. Many families use a legal document preparer in Arizona to create wills, trusts, powers of attorney, and more—especially when the goal is clarity and accessibility. If your situation is complex, we’ll let you know when it might be helpful to consult an attorney.
Is this service legally recognized in Arizona?
Yes! Legal document preparation by a Certified Legal Document Preparer is fully recognized in Arizona. It’s a trusted, legal way to get estate planning services in Arizona with accuracy, affordability and expert support along the way.
What documents can you prepare?
We prepare all the essential estate planning documents, including wills, living trusts, powers of attorney, advance health care directives and guardianship papers. If you need something specific, just ask—we’re here to tailor your plan to your family’s needs.
Still have questions?
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