- Scottsdale, AZ
Estate Planning Scottsdale
ARQ Wealth Advisors is a Scottsdale-based wealth management firm specializing in helping clients grow, maintain, and pass down wealth according to their wishes.
We help you build, maintain, and execute an estate plan that works in real life: clean titling, correct beneficiaries, coordinated trusts, and a clear handoff to your loved ones.
Our process uses state-of-the-art estate planning software to deliver fast analysis and client-friendly visuals.
What is Estate Planning?
Estate planning is the process of organizing how your assets, responsibilities, and decisions will be managed during incapacity and after death. It aligns your will or trust, account titling, beneficiary designations, and powers of attorney so the right people are in charge, the right assets go to the right beneficiaries, and the process is as smooth as possible.
We coordinate with your attorney and handle the financial implementation, so your plan works in real life.
Why Estate Planning Matters
Considering how many people and assets can be affected by your passing, there are several reasons why an estate plan is essential:
- Reduces stress for loved ones: A clear roadmap limits delays, confusion, and family conflict.
- Keeps you in control: You choose decision-makers for finances and health care if you cannot act.
- Avoids probate where appropriate: Proper titling, beneficiary choices, and trusts can help streamline or avoid court involvement.
- Protects complex families: Blended families, special needs, and multi-state property benefit from clear rules and structure.
- Improves tax outcomes: Thoughtful planning can reduce estate, income, and capital gains taxes for your heirs and charities.
- Supports business continuity: Succession instructions and funding help preserve value and jobs.
- Protects privacy: Many plans can keep sensitive financial details out of public records.
- Turns documents into action: Checklists, beneficiary updates, and trust funding make the plan operational, not theoretical.
The Core Components of an Estate Plan
The core components in an estate plain include:
- A will or revocable trust
- Beneficiary designations for retirement accounts and insurance
- Account and property titling
- Financial power of attorney and health care directives
- Letters of instruction and an organized document packet for fiduciaries
Why Work With ARQ Wealth for Estate Planning?
The advisors at ARQ Wealth have extensive experience with estate planning in Arizona due to our truly comprehensive approach that helps ensure nothing slips through the cracks. In addition to creating an asset protection plan, a staple part of our process involves minimizing taxes, court costs, and unnecessary legal fees.
For many families, creating an estate plan is the first step to building generational wealth. Customers continuously choose ARQ Wealth to assist with their estate planning for a handful of reasons.
Estate Mapping Software
After we have gathered your documents and understand your wishes, we will create a one-page estate diagram with a plain-English summary using state-of-the-art estate mapping software.
Attorney Coordination
ARQ Wealth will work with your attorney (or help find one if you do not currently have one) to draft your documents or update your existing ones.
Ongoing Reviews
We will review your estate plan with you annually or after major life events and tax law changes to help ensure it still aligns with your goals.
Beneficiary and Titling Audit
Estate planning is a highly complex task requiring an attentive eye to help ensure all of your final wishes are fulfilled.
We’ll comprehensively review all of your accounts and policies to make sure your assets are legally titled and your beneficiaries are correctly designated.
Tax-Aware Recommendations
Our advisors will help you keep as much of your hard-earned money as possible so that you can meet your estate, income, and charitable goals.
How do I get started?
Begin with our Estate Health Check questionnaire. We’ll review your responses and follow up with the next steps.
The Estate Planning Process With ARQ Wealth
The team at ARQ Wealth is here to guide you through the estate planning process from beginning to end.
We also recognize that creating an estate plan can be a family affair. We are happy to communicate with your family members and build relationships to help facilitate the process before or after your passing.
Here’s what you can expect the process to look like when creating an estate plan with ARQ Wealth.
Discovery
Our first step is to learn more about your goals, family, assets, entities, and any current estate planning documents you have.
Secure Documents
Next, we’ll gather any documents you have, such as wills, trusts, powers of attorney (POAs), beneficiary forms, and entity docs.
Plan Creation
Afterward, we’ll create a visual estate map of your plan with our key findings.
Coordination
Once your plan is finalized, we’ll coordinate with your attorney (or help you find one if you don’t have one) to draft new documents or update existing ones.
Review
We’ll review your plan with you annually, after any major life events, or if tax law changes.
Estate Planning Frequently Asked Questions
Do you draft estate documents?
No. We coordinate with your attorney. If updates or new documents are needed, we help organize the scope and support implementation. We are not a law firm.
How often should I update my plan?
Review annually and after life events such as marriage, divorce, birth, death, business or real estate changes, or a large liquidity event.
What documents will you ask for to get started?
Current will or trust, powers of attorney and health care directives, beneficiary forms, account statements, deeds, business or entity documents, life insurance, and any prior gifting or buy-sell agreements.
How do you work with my attorney? What if I do not have one?
We build the plan map, note gaps, and prepare a clear action list. We then coordinate with your attorney to draft or update documents. If you need an attorney, we can introduce options, and you can choose.
Move Forward with ARQ Wealth
Move Forward with ARQ
Are you ready to create an estate plan that is designed to fulfill your wishes?
ARQ Wealth is ready to guide you every step of the way.
Our team is ready to help you make sure your estate plan does exactly what you want it to do. With personalized solutions designed to optimize your income and comprehensive estate planning designed to protect your legacy, ARQ Wealth is your complete fee-only wealth and asset management investment advisory firm that will help secure your legacy.