Boland Law Group, PLLCPassionately Preserving Wealth™
Scottsdale Airpark office
North Scottsdale estate planning attorneys
Boland Law Group is an estate planning and tax law firm in the Scottsdale Airpark, about twelve minutes from DC Ranch and Silverleaf and half an hour from Desert Mountain. We draft revocable and irrevocable trusts for North Scottsdale families, plan for the Arizona home and the one in another state, and publish our fees before you call.
Estate planning for North Scottsdale households
Boland Law Group, PLLC is an estate planning and tax law firm at 15100 N. 78th Way, Suite 203, Scottsdale, Arizona 85260, in the Scottsdale Airpark. It serves North Scottsdale households in DC Ranch, Silverleaf, Grayhawk, Troon, Troon North, Pinnacle Peak, Estancia, Whisper Rock and Desert Mountain with revocable living trusts, wills, powers of attorney, irrevocable trusts and estate tax planning, on published flat fees. To book a consultation, call (480) 420-8268.
North Scottsdale estates share a shape. The house is often the largest asset, inside a master-planned community with its own declaration and often a club with its own rules. Many owners live here part of the year and keep a home, sometimes their domicile, in another state. The family that gathers here in winter is spread across the country the rest of the year.
This page is organized around those questions. Both partners hold the LL.M., in taxation and in estate planning, and you work directly with a partner from the first meeting to the signing. Our estate planning page describes the whole practice.
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Year-round families in the master-planned communities
A trust that owns the house, and shares held for children until the ages you choose.
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Part-year residents with a home elsewhere
One trust for both homes, and a settled domicile.
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Owners and executives
The company, the buy-sell and the estate plan in one drawing. Executives, see senior executives.
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Estates that may cross $15 million
SLATs, dynasty trusts and life insurance trusts, drafted by attorneys admitted to the U.S. Tax Court.
The communities we serve, and how far each is from our door
Our office sits beside the Scottsdale Airport runway at the southern edge of North Scottsdale, and we serve the 85255, 85260, 85262 and 85266 ZIP codes. The five closest communities are inside a twelve-minute drive; the farthest, Mirabel and Desert Mountain, are about half an hour.
| Community | Miles | Minutes |
|---|---|---|
| Windgate Ranch | 3.5 | 8 |
| Grayhawk | 4.8 | 9 |
| McDowell Mountain Ranch | 4.4 | 9 |
| DC Ranch | 5.4 | 12 |
| Silverleaf | 5.7 | 12 |
| Troon | 10.3 | 20 |
| Pinnacle Peak | 10.9 | 22 |
| Estancia | 11.0 | 22 |
| Troon North | 11.4 | 22 |
| Legend Trail | 14.0 | 25 |
| Whisper Rock | 14.6 | 26 |
| Mirabel | 17.2 | 30 |
| Desert Mountain | 18.1 | 32 |
| Nearby, with their own pages | ||
| Paradise Valley | 8.9 | 17 |
| Carefree | 16.2 | 29 |
South of the Airpark, see Scottsdale. Directions and parking are on our offices and appointments page.
Your home, your HOA and your club membership
A trust avoids probate only for what it owns, and here the house comes with three sets of rules.
Deeding the home into your trust
Every core plan includes the deed that moves your Arizona home into the trust, recorded in Maricopa County with the exemption Arizona requires noted on its face. Each additional Arizona property is $350.
Federal law bars your lender from calling the loan over the transfer, and most current title policies keep covering the trustee.
A.R.S. § 11-1134(C); 12 U.S.C. § 1701j-3(d)(8)
What your HOA can and cannot charge
Arizona caps an association's disclosure and transfer service fees at $400, and exempts some no-value transfers depending on the exemption the deed claims.
Many declarations add their own transfer fee, often with an exemption for the owner's trust. We read yours before recording and prepare the ownership notice.
A.R.S. § 33-1806(D), (G)
The club membership is not in your trust
A membership is governed by the club's bylaws, not your deed or trust. Clubs differ on whether it passes to a surviving spouse, whether a trust may hold it, and whether dues continue while it waits to be resold.
We read your membership documents and write trustee instructions that match them, so the surviving spouse's position is settled in advance.
Part-year residents, second homes and the domicile question
With two homes and only a will, your family faces two probates: one where you were domiciled, and another where the second house sits. A funded trust that holds both avoids both. We coordinate the out-of-state deed with local counsel, at cost.
Your domicile, the state you treat as your permanent home, decides which state's estate tax can reach you. Arizona has none. Washington, Oregon, Minnesota, Illinois, Massachusetts and New York do, each with an exemption well below the federal $15 million, so a family that winters here but stays domiciled there can owe that state's tax on nearly everything except real estate located elsewhere.
Moving your domicile is a matter of facts, not a form: where you vote, hold a driver license, file as a resident and spend most of your time. We tell you which facts still point the other way. Couples from common law states should know that the full basis step-up at the first death applies only to community property.
What a complete North Scottsdale estate plan includes
Every core plan, at every fee level, includes the same twelve documents and services.
- Revocable living trust
- Pour-over will
- General durable power of attorney
- Health care power of attorney
- Mental health care power of attorney
- Living will
- HIPAA authorization
- Certificate of trust
- Age-gated shares for children and grandchildren, held in trust
- Assignment of personal property
- Special warranty deed of your Arizona home into the trust
- Written funding instructions for every other account
When a revocable trust is not the whole answer
Revocable living trust
Holds the house and accounts, names who acts if you cannot, and keeps the basis step-up at death.
Irrevocable trust
Moves assets and their future growth out of the taxable estate.
Spousal lifetime access trust
One spouse gives to a trust for the other, using exemption now while the household keeps indirect access.
Dynasty trust
Passes wealth to grandchildren and beyond without estate tax at each generation. Arizona allows 500 years.
Irrevocable life insurance trust
Owns the policy so the death benefit lands outside both estates, ready to supply cash.
Restating an existing trust
An older or out-of-state trust is brought under current Arizona law without retitling anything.
Published flat fees for North Scottsdale estate plans
We publish our fees. A core plan is priced by gross estate and trust structure, and fixed in a written engagement letter before work begins. Third-party costs pass through at cost.
An existing trust from another firm is restated, not amended, and priced from the same schedule. SLATs, dynasty trusts and other lifetime planning are priced on a separate schedule, described on our high net worth page.
| Gross estate | Single | Married |
|---|---|---|
| Up to $5 million | $5,000 | $5,500 to $6,500 |
| Over $5 million to $15 million | $6,000 | $6,500 to $12,750 |
| Over $15 million to $30 million | $6,000 | $12,750+ |
| Over $30 million to $45 million | $10,000+ | $18,750+ |
| Above $45 million | $15,000+ | $25,000+ |
| Each additional Arizona deed into the trust | $350 per property | |
2026 minimum flat fees from the published schedule. Married figures vary with the structure of the trust. Where this table and the schedule differ, the schedule controls.
How North Scottsdale clients meet with us
At the Airpark office
15100 N. 78th Way, Suite 203, beside the Scottsdale Airport runway. Second floor, with an elevator, step-free access and parking at the building. Monday to Thursday, 9am to 5pm, and Saturdays by appointment.
By secure video
For the months you spend away, and for grown children elsewhere. We schedule the signing for a week you are in Arizona.
Before you leave for the summer
Tell us your departure date at the first meeting. We plan the drafting calendar back from it, so the documents are signed and the house is deeded before you go.
Eight questions North Scottsdale families ask
Do you have an office in North Scottsdale?
Yes. Boland Law Group, PLLC is at 15100 N. 78th Way, Suite 203, Scottsdale, Arizona 85260, in the Scottsdale Airpark at the southern edge of North Scottsdale. Off-peak, it is about 9 minutes from Grayhawk, 12 from DC Ranch and Silverleaf, 22 from Troon North and Estancia, and 32 from Desert Mountain. Meetings are by appointment; call (480) 420-8268.
Will putting our house in a trust affect our HOA or club membership?
The deed changes who holds title, so the association should be notified, and some declarations set their own transfer fee rules, often with an exemption for a transfer to the owner's own trust. Arizona caps the association's resale disclosure and transfer service fees at $400 under A.R.S. § 33-1806. A club membership is governed by the club's bylaws, not the deed, so we review both before the deed is recorded.
We live here half the year. Which state's law governs our estate plan?
Your trust names the law that governs it, and most of our clients choose Arizona. Separately, your domicile, the one place you treat as your permanent home, decides which state's estate tax can reach you and where a primary probate would be opened for anything left outside the trust. Real estate generally follows the law of the state where it sits. Arizona has no estate tax.
Do we need a separate plan for our home in another state?
Usually not. One revocable trust can own homes in several states, and a home the trust owns does not pass through probate anywhere. Without a trust, a will is probated where you were domiciled and again, in an ancillary proceeding, in each other state where you owned real estate. We deed the Arizona home and coordinate the out-of-state deed with local counsel, at cost.
Is our North Scottsdale home enough to create an estate tax problem?
Rarely on its own. In 2026 the federal estate tax exemption is $15,000,000 per person and $30,000,000 for a married couple, and Arizona has no estate tax. Exposure comes from the house plus a portfolio, a business and years of growth. If your estate could exceed the exemption at the second death, our high net worth planning page explains the tools that respond.
What happens to our Arizona home if we only have a will?
It usually goes through probate in the Maricopa County Superior Court, heard in downtown Phoenix at 101 W. Jefferson Street, about 29 miles from DC Ranch. Arizona's affidavit shortcut for real property is available only when the decedent's Arizona real estate equity is $300,000 or less, among other conditions. A funded trust, a beneficiary deed or survivorship title keeps the home out of court.
Can you update a trust drafted by another firm or in another state?
We restate it rather than amend it. A restatement replaces the trust's terms in full under current Arizona law while keeping the trust's original name and date, so the home and accounts already titled to it stay where they are. It is priced from the same published schedule as a new core plan. We do not layer amendments onto another drafter's document.
How much does an estate plan cost at Boland Law Group?
Core plans are flat fees set by the size of the gross estate. For estates up to $5 million, the 2026 minimum is $5,000 for a single person and $5,500 to $6,500 for a married couple. From $5 million to $15 million, it is $6,000 single and $6,500 to $12,750 married. Each additional Arizona deed is $350. The full schedule is published on our website.
Bring the deed, the declaration and the membership agreement.
The first meeting is unhurried. Bring what you have, and we will tell you what your plan needs and what it costs before you decide anything.
15100 N. 78th Way, Suite 203
Scottsdale, Arizona 85260
Offices and appointments
Monday to Thursday, 9am to 5pm
Saturdays by appointment
By appointment only
General information about federal and Arizona law as of September 2026, not legal or tax advice. No attorney-client relationship exists until an engagement letter is signed. Club and association rules vary; your documents control. Fees are 2026 published minimums. Passionately Preserving Wealth is a trademark of Boland Law Group, PLLC.