History
Four Peaks Planning, Inc. has continued to grow each year without costly advertising. The majority of our business is referred from financial and insurance advisers who are confident about the service and value we'll provide to their clients. Four Peaks Planning, Inc. does not sell any financial or insurance products - we focus solely on estate planning documents. We've been active in the community for years helping schools raise money for music and art programs. In 2013, we expanded our efforts by including Phoenix Children's Hospital locally and CharityWater.org globally.
Specialties
We providing affordable revocable living trust and last will estate planning packages for Arizona families. Included are power of attorneys for financial, medical and mental health; living wills, pour over wills, community property agreements, a certificate of trust and preparation / recording of a deed to transfer Arizona real estate into a living trust. IRA trusts and protective sub trusts are also available. What sets us apart is the time we spend explaining how the documents work and sharing options that most families have not thought of but, once aware of, are eager to include. The options become more important when planning involves minor children and we include extra guides and forms to help parents share important information with potential guardians and financial custodians. Our planning process is timely and the words we hear consistently from our clients are