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


Schedule your free appointment with one of our experienced Estate Planning Specialists.

Researching and preparing an Estate Plan can be a daunting task. Let our Estate Planning Specialists make the process easy for you. Our experienced team will discuss your specific family goals and provide in-depth education about each legal document. Once you feel confident about how the documents will meet your needs, our Arizona Supreme Court Certified Legal Document Preparers will create your individual plan. You will have peace of mind knowing your family is protected.

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Our Estate Planning Specialists

If you’ve worked with a Desert Financial Wills & Trusts representative in the past or you wish to select a specific specialist, please call or email the team member of your choice.

Wills and Trust Representative Matt Osborn

Matt Osborn

Sales Manager
Phone: 602-695-9104