Tag Archives: checklist

A Checklist for Your First Meeting With an Arizona Estate Planning Attorney

You’ve decided to write a will and to take other steps to provide for future management and distribution of your assets. You also want to plan for your long-term health care, including the possibility of becoming permanently incapacitated. All of this is can be part of the discussion during your first consultation with the Arizona […]

By Jeffrey P. Hall | Published December 22, 2023 | Posted in Estate Planning | Tagged assets, checklist, liabilities

Our Offices
- Chandler Office
  
  1820 E. Ray Rd.
  Suite A102
  
  Chandler, Arizona 85225
  Phone: 480-409-5174
- Peoria Office
  
  14050 N. 83rd Avenue
  Suite 290
  
  Peoria, Arizona 85381
  Phone: 480-409-5174
- Phoenix Office
  
  7600 N 15th St.
  Suite 150
  
  Phoenix, AZ 85020
  Phone: 480-409-5174
Testimonials
- We contacted Jeff to draft a Will and also to solicit advice concerning estate planning. He asked all the right questions and provided the answers to our concerns. He created… read more
- My wife and I met with Jeff regarding some probate issues, nothing difficult, but foreign to us. He walked us through what he could do for us, or what we… read more
- I selected Jeff because his website was very well done and informative (no prior reference, just liked what he said on his website). He prepared our Estate Plan documents on… read more
- My wife and I were in need of having a personal trust drawn up, so we selected Jeff's firm because his website advertised that this was one of his areas… read more
- We contacted Jeff to draft a Will and also to solicit advice concerning estate planning. He asked all the right questions and provided the answers to our concerns. He created… read more
- Jeff Hall did an excellent and timely job of providing my wife and I with a new living trust after we relocated to Arizona. He is very pleasant to work… read more
- I have been in the criminal justice arena for 41 years and was long overdue to have a will and trust made. I am so thankful Jeff was recommended to… read more
- Recently, Jeffrey P. Hall, PLLC, prepared the necessary legal document to establish a living trust for my wife and me. He was very professional and timely in providing these services.… read more
Testimonials

We contacted Jeff to draft a Will and also to solicit advice concerning estate planning. He asked all the right questions and provided the answers to our concerns. He created our Durable Power of Attorney, our Durable Health Care Power of Attorney, Our Living Will and our Last Will and Testament. His knowledge of estate planning greatly contributed toward for our peace of mind. I would highly recommend Jeff for all your estate planning needs.
Recommendation re. Jeff Hall
My wife and I met with Jeff regarding some probate issues, nothing difficult, but foreign to us. He walked us through what he could do for us, or what we could do if we wanted to handle it ourselves. His approach and honesty sold us and we returned a few months later to update our own wills and trust creation. The products we received back were far more thorough than I was expecting and included options to make any changes or handling in the future very easy. I'd definitely recommend Jeff for his legal services.
Made the challenging, easy
I selected Jeff because his website was very well done and informative (no prior reference, just liked what he said on his website). He prepared our Estate Plan documents on a timely basis for a reasonable price. He provided excellent answers to the numerous questions I had, which made me comfortable that he had in-depth knowledge of Estate Planning. I would certainly recommend his services to anyone.
D Larson
My wife and I were in need of having a personal trust drawn up, so we selected Jeff's firm because his website advertised that this was one of his areas of expertise and his office was conveniently located.He was very prompt in responding to my email as was the appointment time. My wife and I felt very comfortable with Jeff. He was very professional, meticulous in how the trust was written, made several recommendations, but there was no pressure.We would highly recommend his services.
John Lee
We contacted Jeff to draft a Will and also to solicit advice concerning estate planning. He asked all the right questions and provided the answers to our concerns. He created our Durable Power of Attorney, our Durable Health Care Power of Attorney, Our Living Will and our Last Will and Testament. His knowledge of estate planning greatly contributed toward for our peace of mind. I would highly recommend Jeff for all your estate planning needs.
Dave O.
Jeff Hall did an excellent and timely job of providing my wife and I with a new living trust after we relocated to Arizona. He is very pleasant to work with and I highly recommend him to anyone needing help with estate planning.
Judd S.
I have been in the criminal justice arena for 41 years and was long overdue to have a will and trust made. I am so thankful Jeff was recommended to me. He was so efficient and covered all my personal concerns. He knows what its like to be a public servant and I highly recommend anyone in the professions of police, fire and the military to contact him.
Respectfully, Frank Marcell Tempe, Arizona
Recently, Jeffrey P. Hall, PLLC, prepared the necessary legal document to establish a living trust for my wife and me. He was very professional and timely in providing these services. When the legal documents were completed, he thoroughly reviewed each of the documents with us and provided us with a complete and detailed listing, including instructions, of the activities we needed to complete to transfer/assign our assets to the living trust. I do not know if we could have completed the process without this listing. We very much appreciate the legal services provided by Jeffrey. In addition, Jeffrey is very personable. Approaching and working with a lawyer can be intimidating. Jeffrey made the process very comfortable. He avoids the use of “legalize” and explained every step of the process using terminology my wife and I could fully and completely understand. My wife and I highly recommend Jeffrey for these legal services. Excellent and timely service
Robert
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Reviews and Ratings
5.0/5.0

Mr. Hall has been excellent with my Mothers will and our family trust. Efficient and professional!

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Diane Houser

5.0/5.0

After years of procrastinating, my wife and I reached out to Jeffrey P Hall to finally create our estate plan. I was very impressed with Jeffrey's overall approach in crafting our revocable living trust. Jeffrey was professional, thorough, personable...

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Stephen S

5.0/5.0

After years of procrastinating, my wife and I reached out to Jeffrey P Hall to finally create our estate plan. I was very impressed with Jeffrey's overall approach in crafting our revocable living trust. Jeffrey was professional, thorough, personable...

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Clyde S.

5.0/5.0

Jeff helped us create all of our estate planning documents. He was extremely professional, taking the time to answer all of our questions and ensuring we understood what we were signing. We're really happy with his service. Could not have asked for a...

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JULIE BADGER

5.0/5.0

Jeff helped us create all of our estate planning documents. He was extremely professional, taking the time to answer all of our questions and ensuring we understood what we were signing. We’re really happy with his service. Could not have asked for...

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Julie B.

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Jeffrey P. Hall, PLLC Law office locations:

Chandler, AZ

Peoria, AZ