Spirit West Certified Planning
5011 North Granite Reef Road, Scottsdale, AZ 85250
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Spirit West Certified Planning is a finance and lawyer institution located at 5011 North Granite Reef Road in Scottsdale, Arizona, United States. Our professional team specializes in providing Arizona families with peace-of-mind through simple and affordable estate planning services. Whether you are looking to create a new estate plan or review existing documents, we are here to guide you through the process and ensure your goals are met.
We believe that estate planning is essential for everyone, regardless of their financial situation. Our services include creating personalized estate planning documents, such as wills, trusts, and powers of attorney, to protect your assets and loved ones both during your lifetime and after your passing. We offer a free Arizona Estate Planning Checklist to help you get started on your estate plan.
In light of recent events such as the Covid-19 pandemic, having up-to-date medical directives and end-of-life instructions is more important than ever. Our team can assist you in creating a Living Will and selecting representatives to act as your Medical and Financial Powers of Attorney.
At Spirit West Certified Planning, we understand that estate planning can be a sensitive topic for many families. We are here to listen to your concerns and provide you with the support and guidance you need to make informed decisions about your future. Whether you prefer to visit our office, schedule a remote consultation, or request a home visit, we are dedicated to making the estate planning process as stress-free as possible. Contact us today to learn more about our services in Scottsdale, Phoenix, Mesa, and other areas in Arizona.
Reviews
"Kevin helped us to create our family trust exactly how we imaged! He was extremely patient, knowledgeable and friendly. He took the time to hear us! He answered all our questions and address our concerns, making everything that was complicated, easy to understand. We appreciate the values he represents in his work. Great advise! Great overall experience. Thank you, Mike and Lisa"
"We were very pleased with having all our questions answered and now being able to understand our living trust. It was a reasonable cost and we are able to call ANYTIME with questions in the future. Very professional. We are very happy we came into their office."
"I put creating a trust off way too long. Coming to Spirit West and Kevin made this painless. He was very informative and I felt like we were in very capable hands. He was professional and accommodating. His staff was wonderful as well. I highly, highly reccomend Spirt West for all of your end of life needs."
"If you are like me and you have been putting this off, my advice is don't, I waited and waited to get this done and I wish I hadn't. I recently had a health scare, which prompted me to get my estate in order. I thought that getting documents was going to be stressful, but it was really easy. I can't say enough about the team at SpiritWest! especially Jonathan who assisted me from the start to the finish. Jonathan was very helpful and made the whole process so easy."
"My wife and I are very satisfied with the level of service Jonathan Borrette and the rest of the team at Spirit West Certified Planning provided. We needed our Living Will and Trust amended and after a careful review of our existing Trust by Jonathan, we ended up having our entire Trust redone as our existing Trust was not setup to benefit my spouse, myself, or those who we charged with our affairs if something were to happen to the both of us. The team at SWCP were very attentive, patient, and able to answer all of our questions as well as addressed any concerns and adjustments needed toward the end of the entire process. I will definitely be recommending Jonathan and his team to anyone looking for similar services and will not hesitate to use them myself if needed again."
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