Estate Planning (Life Planning)

Leave a lasting legacy for your heirs
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Estate Planning Attorney In Tucson, Arizona

What Our Law Firm Offers

There is a misconception that estate planning is only for the wealthy, but nothing could be further from the truth for us everyday people! Our office offers very affordable, customized estate planning packages that can save you both time and thousands of dollars in the event you become incapacitated during your lifetime. Our powers of attorney and medical directives can eliminate the need for the appointment of a guardian or conservator in court. YOU get to choose who takes care of you while incapacitated, not a judge in some courtroom! Our financial power of attorney gives your designee (s) the power to manage your personal affairs such as paying bills, dealing with banks, and generally taking care of your personal needs just as a Guardian would do, but at less cost and without having to deal in the court system. Our medical powers of attorney give your designee (s) the right to deal with your doctors and hospitals and make medical decisions on your behalf, and consistent with your guidelines for care. If your medical conditional may be terminal, YOU get to choose who makes the decision with the hospital!

Contact Law Office of J. Marc Montijo, Ltd. to schedule a consultation with a lawyer today. 520-317-8050

Will Package

Documents Include:

✔  Simple Will

✔  Durable Power of Attorney

✔  Advance Healthcare Directive

✔  HIPAA Designation

✔  Accompanying Documents

Trust Package

Documents Include:

✔  Revocable Living Trust

✔  Pour-Over Will

✔  Durable Power of Attorney

✔  Advance Healthcare Directive

✔  HIPAA Designation

✔  Accompanying Documents

Additional Items

✔  Supplemental Needs Trust

✔  Bypass Trust

✔  Qualified Terminable Interest Property (QTIP) Trust

✔  Qualified Domestic Trust

✔  Pet Trust

✔  Gun Trust

Wills, Trusts, and Other Life Planning Instruments

Effective estate planning often extends beyond a basic will. It's crucial to explore the inclusion of healthcare directives, financial powers of attorney documents, and trusts in your comprehensive estate plan. Relying solely on a will can result in a burdensome probate process, characterized by significant costs and delays, especially when beneficiaries are scattered across different locations. Crafting a well-structured trust can streamline the transfer of your assets to your beneficiaries outside the confines of probate, ultimately saving them valuable time and resources during a period of grieving.


Moreover, the incorporation of a healthcare directive ensures that your designated healthcare power of attorney comprehensively understands and respects your wishes in the event you are unable to communicate them directly. This proactive approach not only provides peace of mind to your family but also ensures that your intentions are faithfully carried out. Attorney Marc Montijo is here to guide you through these critical aspects of estate planning to safeguard your legacy and provide your loved ones with the support they need during challenging times.

Choose Cost-Effective, Personalized Solutions Today

Do you know that there is no need to have an expensive Living Trust for the purpose of passing your house to your kids upon the last of you to die? We can prepare a very inexpensive document that accomplishes the same thing for a fraction of the cost of a Living Trust! There may be certain circumstances that exist that would require a trust, and in that instance-no-problem, either!


Protect your loved ones and get peace of mind that you will be taken care of by the persons that you want! Call us and we can help with customized documents tailored just for you - not "cookie-cutter" or "plug and play" documents that you see online. You won't regret it!

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Our Estate Planning Law Case Types

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