Allison Kierman Estate Planning

Phoenix Wills and Trusts Attorney

Guiding Phoenix Families Through Every Step of Creating a Will and Trust

Top Rated Wills and Trusts Attorney in Phoenix

Planning for the future is essential when you want to protect your assets, provide for your loved ones, and preserve the legacy you have worked hard to build. Phoenix wills and trusts attorney Allison Kierman helps individuals and families throughout Phoenix create personalized estate plans designed around their financial circumstances, family needs, and long-term goals.

Without a properly structured estate plan, your assets may become subject to probate, unnecessary expenses, avoidable tax consequences, and disputes among family members. Wills and trusts can help protect your wealth, maintain your family’s privacy, clearly communicate your wishes, and provide for a more efficient transfer of assets to your beneficiaries.

As an experienced Phoenix estate planning lawyer and trust attorney, Allison provides strategic guidance for both straightforward and complex estates. Whether you need to create a will, establish a trust, protect valuable assets, or update an existing estate plan after a major life change, Kierman Law can help you develop a comprehensive plan that protects what matters most.

Why You Need a Will and Trust in Phoenix

Both wills and trusts play vital roles in a complete estate plan. While they serve different purposes, they work together to ensure your estate is managed and distributed according to your wishes:

Will: A will specifies how your assets will be distributed after your death. It can also name guardians for minor children and outline other final wishes.

Trust: A trust allows you to manage your assets during your lifetime and provides a seamless way to transfer them to beneficiaries, often avoiding probate.

Combining a will and trust in your estate plan offers comprehensive protection and flexibility. Having both a will and a trust ensures that every aspect of your estate is covered and that your loved ones are protected from unnecessary complications or delays.

Tailored Will and Trust Services for Phoenix Families

At Kierman Law, we understand that each client’s needs are unique. That’s why we offer customized solutions to fit your specific goals and circumstances. Our services include:

  • Last Will and Testament: A last will and testament clearly outline your wishes, whether your estate is straightforward or involves significant assets.
  • Revocable Trusts: Also known as living trusts, these allow you to manage your assets during your lifetime and make adjustments as needed.
  • Irrevocable Trusts: Irrevocable trusts areIdeal for protecting assets, minimizing taxes, or providing for special needs beneficiaries.
  • Special Needs Trusts: A special needs trust ensures your loved one with special needs receives the care they deserve without jeopardizing their government benefits.
  • Confidential Trusts: A confidential trust is a legal arrangement that allows you to manage your assets and estate in a private and secure manner.
  • Asset Protection: Asset protection shields your wealth from creditors and lawsuits.
  • Trust Administration: If you’re a trustee, we can guide you through your responsibilities to ensure compliance with Arizona law.

Why Allison Kierman?

  • Experienced and Trusted: Over a decade of practice in the Phoenix and Scottsdale area, with a focus on wills, trusts, estate processes, and probate litigation.
  • Personalized Service: Offers tailored solutions for families, understanding the complexities and sensitivities involved in estate planning while ensuring clients receive individual attention.
  • Comprehensive Support: Collaborates with financial planners, accountants, and other advisors to offer comprehensive planning for asset distribution, minimizing taxes, and protecting assets,
  • Community-Oriented: Actively involved in numerous community organizations, reflecting her dedication to service and leadership.
  • Family-Centric Approach: As a mother and pet owner, Allison empathizes with clients’ needs for family and pet estate planning.

Allison's Client Testimonials
  • I was referred to Allison Kierman and was so thrilled to work with her. It was a great experience for me to speak with someone so knowledgeable and professional and answering all my questions every step of the way. Everything was explained to me and I clearly understood any additional responsibilities on my part. I would look forward to working with Allison in the future. A 5-star experience, hands down.
    Sonja C.
  • Outstanding experience using Kierman Law. Very experienced, insightful and pleasant Trust and Will Lawyer. Turn around time on drafts was timely. Business is well run with an organized office headed up by a competent Paralegal. With astute legal guidance, Allison resolved a potential expense error in an existing Trust I had. The final project was delivered in a well organized document.
    Randy C.
  • We recently decided to redo our revocable trust created three decades ago. Ms. Kierman is not only an outstanding individual, she is an exceptional attorney. Having interacted with far too many attorneys in our careers, we were especially honored to work with such a trustworthy, competent and thoughtful individual. Allison Kierman is the attorney you want to establish your legal plans.
    Tom and Bo
  • When I was a practicing attorney, I took part in many real estate closing transactions. Allison is one of the most organized, patient, and diligent attorneys that I have ever seen. The process of estate planning with Allison was clearly explained, smoothly orchestrated, and completed in a timely manner.
    VS
  • We had the pleasure of working with Allison Kierman to create our will and trust. We were overwhelmed on what we needed to do and where to start. Allison walked us through every step and explained each thing we needed to think about and plan. She gave us time to discuss what we wanted and there was never any pressure to hurry up and decide. She was very flexible to work with and made it so easy to meet and create our plan.
    Jeff and Karen M.
  • We went to Kierman Law to establish a trust and are very happy we did. Allison handled matters professionally and efficiently. We required only a few meetings, with draft documents sent electronically in-between that we could read over carefully on our own. She answered all the questions we had, in-person and via email, and walked us through the nuanced issues. I highly recommend Kierman Law.
    Seth Pruitt
  • Allison is a very professional and very well mannered lawyer. I had family emergencies and work priorities I needed to attend to and she was always so accommodating. Meeting with her was a very pleasant experience and a learning experience as well. She allowed my daughter who lives in Kentucky to be in the conversation through facetime. She patiently addressed our questions and concerns and made sure we understood everything.
    Susan Roman
  • Our experience at Kierman Law was beyond expectations. Every question was answered, we were guided with exceptional knowledge and expertise which made us have great trust in the relationship.
    We were treated respectfully and our meetings were casual and comfortable. The staff was helpful and accommodating. We would highly recommend Kierman Law.
    Holley Mackey
  • Allison is truly exceptional to work with. Her expertise and professionalism shine through in every interaction. She has a remarkable ability to demystify the intricate world of trust establishment. Allison used clear and concise language that removed any confusion or apprehension. She patiently answered all our questions and ensured we felt confident in every decision we made regarding our trusts.
    T. Bradley Millner
  • I cannot speak highly enough of Allison Kierman. Within half an hour of meeting her, she proposed a plan that my dad was comfortable with and did so in a way that made sense. She answered our questions and made sure that the new plan was in line with his wishes. She did all this while treating him kindly and with respect. Most of all, she LISTENED to us It’s a bit of a cliche’ but you don’t need to look any further.
    K W
  • Outstanding experience using Kierman Law. Very experienced, insightful and pleasant Trust and Will Lawyer. Turn around time on drafts was timely. Business is well run with an organized office headed up by a competent Paralegal. With astute legal guidance, Allison resolved a potential expense error in an existing Trust I had. The final project was delivered in a well organized document.
    Randy C.
  • We recently had our will and trust updated by Kierman Law and were pleased with the entire process. Allison explained legal terms in everyday language we could understand and anticipated every possible future scenario. She is professional but very down to earth. The signing was fast and efficient, and it was wonderful to receive our organized binder of documents. We have tremendous peace of mind now that it’s all done.
    Germaine Cabe
  • I recently enlisted the services of Allison Kierman for estate planning. She has created a very organized and thorough information-gathering process, which also provided me with alternate ways to think about my estate and the manner in which I wanted to ensure my plans were handled. Her knowledge and demeanor provided a very comfortable environment that made it easy to openly ask questions and discuss concerns.
    Sherrie Clark

Phoenix Wills and Trusts FAQs

Yes. You may need advanced estate planning if you own a business, have significant or complex assets, hold real estate in multiple states, have a blended family, or want greater control over how your wealth is protected and transferred. Advanced estate planning may use specialized trusts and other strategies to reduce probate exposure, preserve privacy, address potential tax concerns, and protect your beneficiaries. A Phoenix estate planning attorney can evaluate your circumstances and recommend a plan tailored to your family, assets, and long-term goals.

Common types of trusts used in Phoenix estate plans include revocable living trusts, irrevocable trusts, special needs trusts, charitable trusts, and asset protection trusts. Married couples and families with substantial or complex estates may also benefit from trusts designed to address estate taxes, business succession, or multigenerational wealth transfers. The right trust depends on your assets, family circumstances, and long-term goals, so a Phoenix trust attorney can help you determine which structure is appropriate.

You can protect your assets in Phoenix by creating a comprehensive estate plan that may include a revocable living trust, certain irrevocable trusts, business entities, beneficiary designations, and appropriate insurance coverage. The right strategy depends on what you own, your potential risks, and whether your goal is to avoid probate, plan for incapacity, provide for beneficiaries, or preserve wealth for future generations. Because asset-protection strategies generally work best when established before a claim or legal issue arises, a Phoenix estate planning attorney can help you plan proactively.

You should review your estate plan every three to five years and after major life changes, such as marriage, divorce, the birth of a child, the death of a beneficiary, a move to Arizona, or a significant change in your assets. Updates may also be necessary after changes in estate or tax laws. A Phoenix estate planning attorney can review your documents and confirm that they still reflect your wishes and current circumstances.

Contact a Paradise Valley Estate Planning Attorney

Contact us today to schedule a consultation with Paradise Valleyestate planning attorney Allison Kierman to help you secure your family’s future.

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