AZ

Estate Planning in Arizona

Estate planning in Arizona rests on three documents: a will, a financial power of attorney, and an advance healthcare directive. Arizona is a community property state, so most assets acquired during a marriage are owned equally by both spouses. Estates worth more than $75,000 go through full probate in Arizona; smaller estates can use a simplified process. Arizona levies no state estate tax and no inheritance tax. Will execution is governed by Ariz. Rev. Stat. §14-2502.

Everything you need to know about not leaving a legal mess in Arizona. You're welcome.

What does Arizona law say about your estate?

Estate Planning requirements in Arizona
Requirement Arizona rule
Governing statute Ariz. Rev. Stat. §14-2502
Probate threshold $75,000
Property system Community property
State estate tax No
State inheritance tax No

Which estate planning documents do you need in Arizona?

You’re going to die. And when you do, Arizona law (Ariz. Rev. Stat. §14-2502) has some very specific opinions about what happens to everything you’ve spent your life accumulating. Without proper documents in place, the state basically writes your will for you. Spoiler alert: it probably won’t match what you actually wanted.

Arizona is a community property state, which means your spouse automatically owns half your stuff whether you like it or not. The probate threshold here is $75,000, meaning estates below that amount can skip the full probate circus. Anything above that? Welcome to months of court proceedings and legal fees that’ll make your heirs question whether you actually loved them.

At least Arizona doesn’t pile on a state estate tax, so there’s that.

What you actually need in Arizona

There are three documents every AZ resident should have, and no, a sticky note that says “give everything to my dog” doesn’t count:

  1. A Last Will & Testament. Tells Arizona exactly who gets your stuff instead of letting some judge decide
  2. A Financial Power of Attorney. Picks someone to handle your money if you can’t (like if you’re in a coma, not just if you’re bad with money)
  3. An Advance Healthcare Directive. Makes your medical wishes known so your family doesn’t have to guess while sobbing in a hospital hallway

Why you shouldn’t put this off

Every day without these documents is a day you’re gambling with your family’s future. Arizona intestacy laws might give your assets to relatives you haven’t spoken to in years, or tie everything up in probate court until your kids are old enough to need their own estate plans. The average attorney in Arizona charges $900+ for basic estate planning. Or you could handle it yourself for a fraction of that. Your call, but the clock’s ticking, literally.

What else do people ask about estate planning in Arizona?

Do I need a lawyer for estate planning in Arizona?

How much does estate planning cost in Arizona?

What happens if I die without a will in Arizona?

Is Arizona a community property state?

All three documents

Will, power of attorney, and healthcare directive. $99, paid once.

Get all three

Bought separately they run $147, which is $48 for the privilege of doing it in three sittings.

Look, we're not lawyers (we're way more fun at parties). This is educational content about Arizona laws, not legal advice. If your situation is complicated (and let's be honest, whose isn't), talk to an actual attorney. We just make the paperwork less painful.

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