Spirit West Certified Planning, LLC is a dedicated estate and insurance planning firm serving clients throughout Yavapai County and beyond, with a focus on making complex legal processes simple and accessible. Specializing in personalized, client-centered strategies, they stand out by offering complimentary initial consultations and even traditional house calls for those unable to visit their office.
The firm takes a relaxed, educational approach, helping individuals and families—regardless of wealth level—navigate important future-planning decisions. They frequently assist newcomers to Arizona in aligning existing documents with state laws and emphasize lifetime protection as much as legacy planning. Their team is committed to clarity, efficiency, and reducing the stress often associated with end-of-life and incapacity planning.
Services Offered
- Estate Planning
- Wills and Trusts
- Insurance Planning
- Long-Term Care Planning
- Life Insurance Guidance
- Medicare Assistance
- Power of Attorney Designation
- Medical Directives and Living Wills
- Estate Plan Reviews for New Arizona Residents
- Beneficiary Selection Guidance
- Executor Selection Assistance
- Free Arizona Estate Planning Consultations
Spirit West Certified Planning serves clients in Prescott, Cottonwood, Chino Valley, Williamson Valley, Sedona, and throughout Yavapai County, with additional offices in Scottsdale and Southern Arizona. They provide free resources such as a comprehensive Arizona Estate Planning Checklist and publish educational articles on key planning topics.
