Estate Planning & Small Business Law
Hale & Ortiz Law helps Phoenix families and small business owners plan for the future with plain English, fixed fees, and no legal jargon.
Two practices, one goal: protect the people and the work you care about most.
Decide now who receives what you own, who raises your children, and who makes decisions if you cannot. We put it in writing so your family never has to guess.
Wills and revocable living trustsPowers of attorney and healthcare directivesBeneficiary and deed reviews
Start your company on solid ground and keep it there. We handle the paperwork behind starting, running, and growing an Arizona business.
LLC and corporation formationOperating agreements and contractsOngoing counsel as your business grows
You built the business; you decide what happens to it. We plan the handoff to family, partners, or a buyer so your work outlives you.
Succession and buy-sell planningKey document updates as life changesCoordination with your estate planWe meet or call for about 30 minutes. You explain your situation; we explain your options. No charge, no pressure.
Before any work begins, we quote one flat price and put it in writing. You will never receive a surprise invoice.
We draft everything you need, then walk you through it line by line in words you actually understand.
Every engagement below is one flat price, quoted in writing before we start. If your situation needs something different, we will tell you at the free consultation.
For individuals and couples
Will and revocable living trustFinancial and healthcare powers of attorneyDeed and beneficiary reviewOne signing meeting at our officePlus Arizona filing fees
LLC or corporation setupCustom operating agreementEIN and initial compliance guidance30-minute follow-up callFor owners planning ahead
Succession strategy reviewBuy-sell or transfer documentsCoordination with your estate planAnnual review for the first yearFees shown are typical for straightforward matters and are confirmed in writing before work begins. Court filing fees and third-party costs are billed at cost.
Take the Next Step
Tell us a little about your situation and we will be in touch within one business day to schedule a conversation. It is a chance to ask questions and understand your options, with no obligation.
ConfidentialWhat you share stays between us.
Quick responseWe reply within one business day.
No obligationThe first conversation is always free.