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Estate Planning and Business Formation Services at Reliant Law Group

Planning ahead is one of the most important steps you can take to protect your family, preserve assets, and make future decisions easier for the people you care about. Reliant Law Group provides Arizona-focused estate planning and business formation services, with documents designed to organize your wishes clearly and help your plan work when it is needed most.


Comprehensive Estate Planning Services

Estate planning is more than just signing a will. A well-structured plan coordinates multiple documents so that your instructions are clear during your lifetime, in the event of incapacity, and after death. At Reliant Law Group, estate planning services may include:

  1. Trust Agreement

  2. Certificate of Trust

  3. Community Property Agreement (for married clients, when applicable)

  4. Personal Property Memorandum

  5. Assignment of Personal Property

  6. Pour-Over Will (for each spouse or domestic partner, when applicable)


Powers of Attorney and Healthcare Planning

A complete estate plan addresses what happens if you become unable to manage your own affairs. Reliant Law Group prepares incapacity and healthcare planning documents, including:

  1. Financial Power of Attorney

  2. Healthcare Power of Attorney

  3. Mental Healthcare Power of Attorney

  4. Living Will


Arizona-Specific Documents and Trust Funding

Arizona also offers state-specific tools that help align your estate plan with how your assets are actually titled and transferred. Reliant Law Group can assist with:

  1. Arizona Department of Transportation Beneficiary Designation (if applicable)

  2. Arizona Prehospital Medical Care Directive, including DNR orders

  3. Arizona Transfer Deed for real property

  4. Funeral, burial, or cremation instructions

  5. Virtual asset instructions letter

  6. Trust funding guidance and assistance


Updating Your Existing Estate Plan

Estate planning is not a one-time event. Changes in family, finances, health, or the law may require updates to keep your plan aligned with your current goals. Reliant Law Group assists clients with:

  1. Trust Amendments

  2. Updated Certificates of Trust

  3. Revised Community Property Agreements

  4. Updated Assignments of Personal Property

  5. Revised Pour-Over Wills

  6. Updated powers of attorney and healthcare directives


LLC Formation and Business Planning

In addition to estate planning, Reliant Law Group supports Arizona entrepreneurs and business owners with Limited Liability Company (LLC) formation and related documents. Proper business structuring can help protect personal assets, clarify ownership, and streamline operations. Business services include:

  1. LLC Articles of Organization and filing

  2. LLC Operating Agreement

  3. LLC Assignment of Interest


Whether you are creating your first estate plan, updating existing documents, or forming a new Arizona LLC, Reliant Law Group focuses on practical, well-drafted legal instruments that provide clarity and reduce uncertainty. Thoughtful planning today can help your family and your business move forward with confidence.

 
 
 

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602.325.8447

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Locations:
4745 N 7th Street

Suite 210
Phoenix AZ 85014

10451 West Palmeras Dr. Suite 121

Sun City, Arizona 85373

1839 S. Alma School Rd. Suite 170
Mesa, AZ 85210

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Disclosures:
Legal services are provided by Reliant Law Group PLLC (RLG). RLG is a Licensed ABS in the State of Arizona (license number 70169).  RLG provides legal services to the public and is not an agent of, nor endorsed by, any Arizona court.

Insurance products and services are provided by Reliant Estate & Insurance Services LLC (REIS). REIS is licensed by the Arizona Department of Insurance (agent number 3002393123). REIS does not charge a fee for it's services. Instead, if you purchase any insurance products through REIS, REIS will be compensated by the insurance companies you choose to work with. Insurance products sold by REIS provide for a 30-day free look period as required by A.R.S. § 20-1233 allowing you, as the consumer, time to review your policy.

 

WARRANTIES & DISCLAIMERS
There are no warranties implied. Reliant Investment Management LLC is a registered investment adviser located in Phoenix, Arizona. Reliant Investment Management LLC may only transact business in those states in which it is registered, or qualifies for an
exemption or exclusion from registration requirements. Reliant Investment Management LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Reliant Investment Management LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Reliant Investment Management LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Reliant Investment Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Reliant Investment Management LLC, please contact the state securities regulators for those states in which Reliant Investment Management LLC maintains a registration filing. A copy of Reliant Investment Management LLC’s current written disclosure statement discussing Reliant Investment Management LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Reliant Investment Management LLC upon written request. Reliant Investment Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Reliant Investment Management LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and
all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. 

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Michael Rojas, Kevin Clark and Derek Mills (all dually registered) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

 
Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information.

Full Disclosure | ADV 2A | Privacy Policy | Terms of Service 

Tax Strategies: Consult your tax advisor prior to finalizing any plans, decisions or products which may affect your tax exposure. 

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