When most people hear the term estate planning, they picture complicated trusts, sprawling properties, and multi-million-dollar assets. But here’s the reality — estate planning isn’t just for the wealthy. It’s for anyone who wants to protect their family, their property, and their peace of mind.

What Estate Planning Really Means

Estate planning isn’t only about what happens when you pass away — it’s also about ensuring your affairs are in order while you’re still here. A complete estate plan covers everything from who will make financial or medical decisions on your behalf if you’re unable to, to how your assets will be distributed.

At Lancer Law, we help Tucson families and individuals create personalized plans that reflect their goals. Whether you need a simple will, a revocable living trust, or powers of attorney, we make the process approachable and easy to understand.

Common Misconceptions About Estate Planning

One of the biggest myths is that you don’t need an estate plan if you’re young or don’t own much. But even a modest estate can create challenges without clear instructions. Without a will, Arizona law decides who inherits your assets — and that may not align with your wishes.

Estate planning also avoids probate, the often lengthy and public court process that can delay your loved ones from accessing what’s rightfully theirs. A living trust, for instance, can help your estate pass directly to your beneficiaries with less hassle.

Estate Planning Tools You Should Consider

• Last Will and Testament: Outlines who inherits your assets and who will care for minor children.
• Revocable Living Trust: Helps avoid probate and offers privacy and flexibility.
• Power of Attorney: Appoints someone to handle your finances or healthcare decisions if you can’t.
• Living Will: Clarifies your medical treatment preferences.
• Beneficiary Designations: Ensures retirement accounts and life insurance align with your overall plan.
  • e.g., Beneficiary Deeds - A beneficiary deed allows a real property owner to designate a beneficiary to receive title to certain real property on the owner's death without a probate proceeding or trust administration.

Start Planning Today

It’s never too early to plan — but it can be too late. Our Tucson estate planning attorneys take the time to understand your family dynamics, assets, and values to craft a plan that grows with you.

Lancer Law is here to help you protect what matters most. Let’s make your plan official — and give you lasting peace of mind.