Skip to Main Content
Older couple sits on a couch in a bright room, browsing through estate planning pamphlets together.

Estate planning specialists

Personalize your estate plan with the help of an Arizona Supreme Court Certified Document Preparer!

Call us

Meet our specialists

Irma Aranda

Estate Planning Specialist
(Bilingual)

Book an appointment

Denise Billups

Estate Planning Specialist
 

Book an appointment

Cindy Boes

Estate Planning Specialist
 

Book an appointment

Veronique
 Carrancho

Estate Planning Specialist
 

Book an appointment

Deivy Chalico

Estate Planning Specialist
(Bilingual)

Book an appointment

Pamela Clausen

Estate Planning Specialist
 

Book an appointment

John Collier

Estate Planning Specialist
 

Book an appointment

Kristen Hatch

Estate Planning Specialist
 

Book an appointment

Jessica Kerber

Estate Planning Specialist
 

Book an appointment

Frederick
 McDonald

Estate Planning Specialist
 

Book an appointment

Jaqueline Ruiz

Estate Planning Specialist
(Bilingual)

Book an appointment

Lorena Santillan

Estate Planning Specialist
(Bilingual)

Book an appointment

Denise Villegas

Estate Planning Specialist
(Bilingual)

Book an appointment

Laura Warren

Estate Planning Specialist
 

Book an appointment

Locations:

Gilbert Alma School

Connect with us

seminar webinar icon

Join a free workshop

Sign up
calendar icon

Schedule an appointment

Book now

Request a follow-up

Is a will or trust right for you?

Get a better understanding of which one could serve your goals by answering a few questions.

Start quiz

Join a free wills and trusts workshop

Learn about which legal documents you may need with in-person and online sessions hosted by our estate planning specialists.

Sign up

Disclosures

Wills and Trusts:

Document preparation services are offered through Desert Financial Credit Union; an Arizona Supreme Court Certified Legal Document Preparation Business Entity (CLDP #81024). Legal document preparation services are not insured by the NCUA, have no credit union guarantee and do not provide legal advice.

Leaving our website

By clicking Continue you will leave the Desert Financial website and will be directed to an external website operated by a third party.

 

Desert Financial does not endorse and is not responsible for the content, links, accessibility, or security of any external website. The privacy and security policies of Desert Financial do not apply to the linked website. We encourage you to review these policies upon visiting the linked site to see how they apply to you.