We hired Safeguard to do our Living Trust. They were absolutely fabulous in every way - professional, knowledgable, friendly, on target, and we recommend them with out reservation.

Bob and I could not be more pleased with Safeguard Estate and Financial. We hired them to do our Trust and every step of the way was professional and seamless. Each person we came in contact with was top notch, knowledgable and very helpful. We highly recommend them!

They made it so easy and I mean EASY!! I thought settting up a family trust was going to a long drawn out process. Let's start out by saying they did most everything. We started out with wanting to learn more, so we went to a siminar. That peaked our intrest more, so we took it to the next step and had a consulatation video call with the attorney. He was very nice, very thorough, answered all my questions and beleive me I had alot of them. Thumbs up on the patience he showed me. From there we dedided to move forward. He gave us a few things we need to get together, like mortage docs, bank account, 401k, brokerage stuff. I get all those things in a monthly or quartely statement any way so I brought those in and thats all he needed. For any of you that want to know, yes, you can put your motgage in a trust and it doesn't have to be paid off. Again they handle all of it, you do NOTHING. The final step, 2 weeks later... everything was ready. We went in signed and the docs they had. BOOM now if I get hit by the twinkie truck my family is safe from probate and all those fee and what not. My kids now know exactly what I wishesare if something bad were to happen and I was incapacitated, there is no guessing, and they dont have ot make a hard decision, because I already did it for them. I was so wrong and I had so misconceptions. Look, do yourself, your family, or whoever you love a favor and get this done. It not very expensive and you will be thankful that you did.

Thomas explained everything in great detail. Everyone is very friendly.

REVISED 04/04/2024:I was approached by, and spoke with, an attorney who works with Safeguard Estate and Financial.He indicated that, as far as the work HE does for Safeguard, he personally meets with clients, personally drafts their estate planning papers and personally meets with them.So, to the extent that what I originally opined (which was based solely on the website for Safeguard -- with its only office n Phoenix/Scottsdale, Arizona) suggests that this, one, attorney does not actively interact with his clients, I retract that suggestion.The point, however, of my post, was that the website seems misleading, principally, on the attempt to scare people into paying for revocable trusts because "probate fees" are "excessive". That is not true and has not been true for almost 60 years since most States enacted some version of the Uniform Probate Code. Especially in Arizona, run of the mill, everyday, probate cases are relatively straightforward and do not result in enormous "excessive" attorney fees._____________________________________I recently read, on Facebook, a post by someone called “Julie” from ‘Safeguard Estate and Financial” … the gist of which was to try to scare people into purchasing a cut-rate “$995.00” trust to ‘avoid probate’ and ‘excessive attorney fees’.First of all, it is not true that, in Arizona, “probate” results in “excessive legal fees”.That is something that unsuspecting uninformed people have been told for years.What causes ‘excessive legal fees’ in settling estates is when the heirs fight about what the Will or Trust was drafted to say … when it is unclear or not properly prepared. And, the truth is that a poorly drafted Trust, or indeed any Trust at all that some of the heirs do not agree with, can result in as much, if not much more in the way of attorney fees, as no will at all.Probate actions in Arizona are, ACTUALLY, in many cases faster AND cheaper than administering a ‘simple revocable trust’. The complexities of administering a revocable trust are much greater than people who push them tell their clients.So, it is basically misleading to scare people into buying a poorly drafted trust by bashing probate, falsely.Second, it is my opinion that no competent person can possibly provide a proper revocable trust for $995.00. If you can find an actual, licensed, attorney who will meet with you, who drafts your documents and then oversees the final signing so that he/she can answer your questions and give you guidance, great.But, you should be wary of dealing with non-attorneys who tell you that they 'work with' an attorney, or that an attorney 'reviews' the documents before they are presented to you ... and especially if you never get to consult directly with a licensed attorney.You need to get specifics about what an "attorney review" actually IS, in practice. Do they read each sentence to make sure it makes sense AND applies to YOUR particular situation? Do they just skim it to see that all of the forms were filled in correctly? Do they review the 'order takers' notes to make sure that what the client wanted done was, actually, done. Does the attorney have veto power over the document if the attorney finds something that could be corrected or improved?While, I suppose, one could make a living charging $995.00 for the quantum of work needed to prepare a quality trust, it does not seem likely that such a fee would not allow whomever it is that is preparing it to take the specific situation of the individual client-in-front-of-you into account.Of course this does NOT mean that this group, or the individual related attorney who works with them, will, necessarily, provide incompetent work that ends up costing many, many, many times what was paid — in ‘administration’ and ‘litigation’ fees— after the settlor is dead and is unable to see what an awful mess this ‘revocable trust’ created.In my opinion that the wise consumer asks 'the hard questions' about how their individual situation will be handled and by whom.