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Attorney-Drafted Estate & Business Succession Planning in Arizona

Protect your family, partners, and the company you've built—with attorney-drafted documents tailored to you.

For Arizona owners & families (40+ homeowners, founders, partners)
Tailored documents and guidance, coordinated with your CPA/advisors
Led by a USAF veteran and MBA-trained attorney

Licensed Attorney USAF Veteran MBA

Bar Admissions: Arizona State Court; Arizona Federal District Court; U.S. Bankruptcy Court; U.S. Tax Court

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Or Call (480) 885-2731

Why Owners Choose Stead & Associates

You get practical, custom, attorney-drafted plans from a owner who speaks business.

Specific Fit

Owners, co-owners, and family-run AZ businesses; 45+ homeowners; situations with partners, adult children, or complex assets.

Credibility You Can Verify

Arizona-licensed attorney · USAF veteran · MBA / business-trained counsel.

Estate Planning for Arizona Owners

What it typically includes:

Revocable living trusts (or wills) plus pour-over will
Financial & medical powers of attorney
Specialty trusts
Trust funding guidance & periodic reviews

When to consider it:

Marriage, birth, large purchases, or other major life events
Business purchase, sale, or major expansion
If you're moving to Arizona and need to update your out-of-state or outdated documents

Business Succession Without the Chaos

Common paths we help evaluate:

Family transition with roles and governance clarified
Partner buyout (partial or total)
Key employee or third-party sale coordination

What owners value:

Alignment with tax & transfer state
Plain English documents and next steps
Clear responsibilities during contingency

How It Works

Consult

Clarify goals, your specific considerations, ownership, and risks.

Design

Map the plan and draft the right documents.

Sign & Maintain

Execute with confidence; keep it current.

What Clients Say

"Outstanding service. Highly efficient. Did everything they say."

— Natalie S.

"Exceptional—start, attorney's counsel and went above and beyond."

— Jacob B.

"Helped us navigate a complicated case—explained every scenario."

— Madison R.

Start Your Plan Today

Frequently Asked Questions

Life is unpredictable. Having a proper estate plan in place protects your family and business from uncertainty. The best time to plan is before you need it.

While DIY forms exist, they often miss state-specific requirements and fail to address complex situations. A professionally drafted plan ensures your wishes are properly documented.

We offer transparent flat-fee pricing for most services, so you know exactly what to expect. No surprise bills or hourly charges that add up.

Absolutely. We work closely with your existing financial team to ensure your estate and succession plans align with your overall financial strategy.

Yes. We offer both in-person and virtual consultations for your convenience. Many clients prefer the flexibility of video meetings.

Ready to Protect What You've Built?

Send a note—our team will follow up to schedule a consultation.

Schedule Your Free Consultation