Arizona's estate planning match service
We match you with a fiduciary estate advisor. The call is free.
Heirworth is a free matching service. We are not a law firm and not an estate planning firm. What we do is listen to your situation and match you with a licensed, independent fiduciary estate advisor from our Arizona network, for a friendly 15-minute phone call.
Do we actually need a trust, or is our will enough?
Would our home have to go through the court?
And what should taking care of it really cost?
Those are the questions your matched advisor answers. Nothing to prepare, no pressure, and you leave knowing exactly where you stand.
What Heirworth is
- A free matching service for Arizona families
- Plain-language education about probate, trusts, and estate documents
- The introduction to a fiduciary estate advisor who fits your situation
What Heirworth is not
- Not a law firm, and not your attorney
- We do not give legal advice or prepare legal documents
- We do not sell you a plan - the professionals we match you with are independent and separately licensed
What your plan includes
Revocable living trust
Passes your home and savings directly to your family, privately, without the court process.
Pour-over will
The safety net that gathers anything left outside the trust.
Medical power of attorney
Someone you trust speaks for you, and your healthcare wishes are followed.
Financial power of attorney
Your finances stay in the hands of the person you chose, not a court appointee.
One-on-one help funding your trust
Patient, personal guidance moving the right assets into the trust, so it works when your family needs it.
Lifetime support at no cost
Reviews and answers for as long as you need them.
Estate settlement help at no cost
When the time comes, your advisor's team walks your successors and trustees through settling your estate, at no cost to them.
Tell us where to reach you
Your matched advisor calls you, usually the same business day. Nothing to prepare.
What happens on the call
Your advisor helps you see where your estate stands under Arizona law. Then you decide what, if anything, to do about it.
- You describe what you own - your home, your accounts, anything else - in everyday words. No documents, no account numbers.
- Your advisor walks through, in plain language, what would happen to it all under Arizona law as things stand today.
- You leave knowing the one or two things worth taking care of, and what taking care of them usually costs. Any legal work is handled separately by licensed Arizona professionals - Heirworth makes the introduction and nothing more. If you decide to do nothing, the clarity is yours to keep, with our compliments.
You'll be in careful hands.
You'll be matched with an independent fiduciary estate advisor from our Arizona network, with more than 30 years of experience helping families put their affairs in order. A fiduciary is required by law to put your interests first. That is not a slogan; it is a legal duty - and it is the reason we match on fiduciary status rather than on who pays us most.
What the network can help with, beyond the trust
Every family's situation is different. Heirworth does not provide these services. Each one is delivered by an independently owned and licensed Arizona professional we can match you with.
Estate planning, management and settlement
- Trusts, wills, and powers of attorney
- Arizona deeds and small-estate affidavits
- Settlement guidance and probate help
- Guardianship and conservatorship
- ALTCS qualification and VA benefits
Retirement and income
- Distribution planning to keep taxes low
- Lifetime retirement income
- Wealth management
Insurance
- Life and final expense
- Long-term care
- Medicare supplement
- Property and casualty
Home and later-life care
- Real estate sales and purchases
- Mortgages, including reverse mortgages
- Nursing care placement
Some products and services are provided by independently owned and operated licensed companies and professionals.
Still thinking it over?
Thirty days from now, one of two things will be true.
You'll be thirty days older. Or you'll be thirty days older and know exactly what happens to your home, your savings, and your family under Arizona law as your paperwork stands today.
If you set this aside for another day, everything simply stays as it is. If you take the call, you'll know where you stand, what taking care of it usually costs, and whether it's worth doing at all. That peace of mind is yours to keep either way.
This isn't a decision about spending money. The match is free, the call costs nothing, and your matched advisor does the dialing.
Thirty days older, or thirty days older and at peace about it. That's the whole decision.
Pick your time