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  • New Loans and Accounts: 602-433-5626
  •  Service: 602-433-7000
  •  Routing # 122187238


We’ll help you plan for the future, so you can live in the moment.

Desert Financial’s Wills & Trusts Division is here to help. We offer comprehensive document preparation services that address your estate planning needs throughout every age and stage of life.

Graduation cap If you’re going away to school: Give a loved one Power of Attorney.
Marriage ring If you’ve been married: Consider a Joint Will or Trust.
Family of three If you’ve had children: Establish a guardianship nomination.
Home icon If you own a home: Learn how to protect your home’s equity.
Wills and trust icon If you have a Will or Trust: Is it time for an update?

We can provide:

  • Last Will and Testament Packages
  • Revocable Living Trust Packages
  • Financial Powers of Attorney
  • Healthcare Directives (Powers of Attorney)
  • Trust Amendments and Restatements

Do I need a will or a trust? Get the facts at one of our FREE seminars.

Desert Financial’s Wills & Trusts Division hosts free educational seminars, online and in person, to explain the differences between a Will, Trust, Powers of Attorney and other significant documents. Click below to view the schedule and RSVP.

Register now

Wills & Trusts Video Series

Arizona Medical Directives: Healthcare Power of Attorney, Living Will and More

Beneficiary Deed: Protect Your Home’s Ownership

What is a Financial Power of Attorney? Estate Planning Specialist Explains

The Estate Planning Process: What to Expect

Will vs. Trust: What’s Right for You?

WE'RE HERE TO HELP. CONTACT US: (602) 336-5531