5 Big Estate Planning Mistakes

These are 5 of the biggest estate planning mistakes I see people make every day.  Read more.

Organize Your Affairs

I can help you organize your affairs so that your loved ones know how to find your assets.  Read more.

How To Manuals

I can help you learn more about the process with free Ebooks.  Read more.

Relevant Links

Here are some great websites for additional information on estate planning.  Read more.

  • I wanted to thank you for your extreme patience while we prepared my Trust and Will. Blended families are the "new way" but they bring additional complications, concerns and questions. Your expertise, thought provoking questions and guidance ensured that my wishes were documented clearly.  Again, thank you for helping me put my mind at ease knowing that my final wishes are legally documented!–P.N.

  • It was a good thing I had signed up for the “ Group Legal Services” at work and had attended Susan Sandy’s presentation late last year on estate planning. I was just like everyone else determined to get my house in order…some day. No rush,  just get to it eventually. Eventually came knocking on my door in the form of Cancer. Getting my house /life/ estate planning in order just became my #1 priority. Sue made the experience easier than I ever could of imagined. It did not tax me or consume a large chunk of my time. It was as easy as contacting her; setting up a couple of appointments and agreeing on the particulars. I cannot express my gratitude to her enough for making the experience so simple and actually enjoyable.–A.O.

  • We have put this off for many years, but you made the process painless and easier than we were expecting.  We will be happy to refer you to friends and family.–S.M.

  • We still have fond memories of working with you and so appreciate your leading us through difficult decisions with ease.–M.H.

  • For me, the hardest part was making the call to get started.  Sue’s easy going style and sense of humor put me at ease.  Because this was all new to me, I needed some extra attention.  Sue was patient, supportive and helpful.  I enthusiastically recommend Sue to anyone making these important choices and life plans.–J.M.

  • I first met Sue at an estate planning seminar that was held in our office.  She fielded questions from the audience for an hour.  Sue was very thorough in explaining how the laws in Arizona worked regarding probate and estate planning.  I made an appointment with her a couple of days later.  When I met with Sue in her office, we went over a list of questions so that she could get to know me and my needs.  I left feeling confident that Sue would be able to draw all the necessary documents.  We continued to correspond by email.  Sue assured me that I could ask any questions and always replied back to me that day.  Within the week I had drafts of all of the trust and will documents to read.  When I approved them, we set an appointment for signing.  The entire process was a breeze for me.  Not only was Sue knowledgeable, but also easy to talk to.  I would and have recommended her to friends at work and at home.  –S.G.

  • We recently had the pleasure of working with Sue Sandys for our estate planning and Sue was great to work with.  She explained everything clearly and made the whole process quick and easy for us.  We will continue utilizing Sue's services for our estate planning in the future.  She is one of the nicest and most considerate people I have worked with. –J.H.

  • I would like to take this opportunity to thank Susan Sandys for preparing  a trust and all the appropriate accompanying documents to include a living will, various powers of attorney and distribution of assets. She performed these tasks in an efficient, professional, yet friendly and timely manner. Susan especially took the time to explain each separate document in layman's terms to make understanding much easier. –R.S.

  • We recently had the pleasure of working with Sue Sandy’s for our estate planning and Sue was great to work with. She explained everything clearly and made the whole process quick and easy for us. We will continue utilizing Sue’s services for our estate planning in the future. – J.S.

  • As someone who postponed my estate planning for a long time, I was not looking forward to beginning the process, but was convinced I could not wait any longer.  Sue came highly recommended by two good friends, so I decided to take the plunge and schedule an appointment.  After working with Sue for just a few months, I now have peace of mind that is invaluable.  She made the process easy and was able to held me understand what had before seemed like such an insurmountable and complicated process.  Sue's expertise, customer service and professionalism is exceptional, and I would recommend her to all of my friends and family!  – L.S.