Scottsdale estate planning office and locations Our door, or yours.

Boland Law Group, PLLC is at 15100 N. 78th Way, Suite 203, Scottsdale, Arizona 85260, in the Scottsdale Airpark. The building sits at the corner of N. 78th Way and N. 82nd Street, directly beside the Scottsdale Airport runway. Look for the glass and grey stucco building named Lex Capital; the office is on the second floor, to the left. However you come, the last mile is Hayden Road, then 82nd Street, then 78th Way. Call (480) 420-8268 to book a time, or open the office in Google Maps.

The Scottsdale office is by appointment only, and we do not take walk-ins. That is not gatekeeping for its own sake: the room is booked as a private hour, and a conflict check has to clear before we can receive confidential information about your affairs. Call (480) 420-8268 or book online, and the hour is yours.

The office is open Monday through Thursday, 9am to 5pm Arizona time, with Saturdays by appointment. It is closed Friday and Sunday. Arizona does not observe daylight saving time, so our clock never moves. If you are calling from a state that does change, we are on Pacific time from March to November and Mountain time from November to March, even though nothing here has changed.

No, and we would rather say so here than after you have driven over. The first call, where the office works out whether we are the right firm for what you need, costs nothing. The consultation itself is a scheduled meeting with an attorney, billed at that attorney’s hourly rate with a one hour minimum, and the office tells you the figure when it books the time. If you engage us on a fixed fee within thirty days of that meeting, the consultation fee is credited once against it.

One of the firm’s two partners: Robert W. Boland, Jr., J.D., LL.M., who holds an LL.M. in Taxation, or Grant M. Boland, J.D., LL.M., who holds an LL.M. in Estate Planning and Elder Law. Both are admitted to the Supreme Court of Arizona and the United States Tax Court. Our published fee schedule commits that every matter is handled directly by a partner, from the first consultation through funding, with no hand-off to an associate.

There is surface parking at the building, and an elevator to the second floor. If you need step-free access, a particular time of day, or a large-print copy of anything we hand you, say so when you confirm the appointment and it will be arranged before you arrive rather than improvised at the door. Please plan to arrive a few minutes early.

If you are planning with a spouse or partner, come together, because almost every decision on the table is a joint one. If anyone else intends to join, including an adult child or a financial advisor, tell us beforehand. A third party in the room can affect the confidentiality of what is said, and that is a conversation to have in advance, not at the door.

Bring any existing will or trust, deeds to real property, recent beneficiary designations for retirement accounts and life insurance, the last tax return, entity documents for any business you own, and a list of accounts. If you keep a home in another state, bring that deed too. Bring what you have rather than waiting until the file is complete. Part of the first meeting is telling you what is missing.

Yes. Secure video conferencing and telephone consultations run on the same calendar as everything else, and suit a review, a second opinion, or a client wintering out of state. The one thing that usually wants a table is the signing itself, because wills, powers of attorney and deeds carry witnessing and notarization formalities under Arizona law, and we will tell you which ones apply to your documents.

Call (480) 420-8268. The hour and the preparation behind it are reserved for you alone, so we ask for as much notice as you can give, and 72 hours where possible. Please telephone rather than emailing or texting, because a message does not reach the calendar reliably enough to free the time for someone else.

Very close. The office is in the Scottsdale Airpark beside the runway at Scottsdale Airport (SDL), and the ramps and the terminal are a couple of doors from our lobby. SDL is private aviation with one scheduled exception, JSX; everything else on the field is corporate and charter, across three FBOs. Some clients really do land, shut down and walk over. Tell us your arrival time when you book.

At the Scottsdale office we regularly see clients from Scottsdale, Paradise Valley, North Scottsdale, Carefree, Cave Creek, Phoenix, Fountain Hills, Tempe, Mesa, Chandler and Gilbert. By in-home appointment we travel across the East Valley and north to Prescott, Prescott Valley, Sedona, the Verde Valley, Clarkdale and Jerome. We are an Arizona firm and plan under Arizona law.

No. Every client is served from one office, at 15100 N. 78th Way, Suite 203, in the Scottsdale Airpark. Scottsdale, Paradise Valley, North Scottsdale and Carefree each have their own page because the planning questions differ from one community to the next, not because there is a branch there. The partners, the fees and the office are the same for all four.

No. Boland Law Group has one office, in Scottsdale, at 15100 N. 78th Way, Suite 203. Chandler, Gilbert, Tempe, Prescott, Prescott Valley, Sedona, Clarkdale and Jerome are served by in-home appointment, which means an attorney travels to you rather than you traveling to a branch. There is no branch, and we would rather say so plainly than imply otherwise.

Off-peak, by road: about 20 minutes from Old Town Scottsdale, 15 from McCormick Ranch or Gainey Ranch, and 10 from McDowell Mountain Ranch. About 17 minutes from the center of Paradise Valley. About 9 minutes from Grayhawk, 12 from DC Ranch and Silverleaf, 22 from Troon North and Estancia, and 32 from Desert Mountain. About 29 minutes from the Carefree Sundial and 32 from Cave Creek Town Hall. Rush hour on the Loop 101 and Scottsdale Road adds to all of them.

Yes, by arrangement. We hold in-home appointments anywhere in Scottsdale, in the Town of Paradise Valley, across the East Valley and in northern Arizona. It is the ordinary choice when a signing involves a spouse with limited mobility, when the documents you need to hand over live in a filing cabinet at home, or when a two hour drive to Scottsdale is simply the wrong way to spend the morning.

Yes. Consultations, reviews and drafting conversations run by secure video while you are away, and signings are set for a week you are in Arizona. Two separate questions shape the plan: the law that governs the trust, which the trust names and which is usually Arizona, and your domicile, which decides which state can tax your estate. Our North Scottsdale and Carefree pages walk through both.

Usually they remain valid. Arizona generally honors a will that met the law where it was signed and a trust validly created in another state. The gap is fit: an out-of-state plan was not written for Arizona community property, Arizona deeds or Arizona fiduciary law, and local banks and hospitals see Arizona powers of attorney and health care directives more readily. Most new residents restate the trust and sign Arizona documents. Couples from common law states should also review how they hold property, because the full basis step-up at the first death applies only to community property.

Yes. Most clients arrive with a CPA, an investment advisor or an insurance professional, and a plan is funded more cleanly when titling questions are answered in the room. Tell us beforehand who you would like involved, because a third party in the meeting can affect confidentiality. Advisors can read how we work alongside their practice.

Core plans are flat fees set by the size of the gross estate and fixed in writing before drafting begins. For 2026 the minimum is $5,000 for a single person and $5,500 to $6,500 for a married couple with an estate up to $5 million, and $6,000 single or $6,500 to $12,750 married from $5 million to $15 million. The deed that moves your Arizona home into the trust is included, and each additional Arizona deed is $350. The full 2026 fee schedule is published, and the same figures apply in every community we serve.

All four are in Maricopa County, so a probate is opened in the Superior Court of Arizona in Maricopa County, and probate matters are heard at the East Court Building, 101 W. Jefferson Street in downtown Phoenix. That is about 25 miles from our office, 13 miles from Paradise Valley Town Hall, 29 miles from DC Ranch and 34 miles from the Carefree Sundial. A funded revocable trust lets a family settle the estate without opening a case there.

Usually. A will directs probate rather than avoiding it. Arizona’s affidavit of succession under A.R.S. § 14-3971 transfers real estate without probate only when the decedent’s Arizona real estate, valued at the assessor’s full cash value less liens, is $300,000 or less, and only once six months have passed since the death. Most homes in Scottsdale, Paradise Valley, North Scottsdale and Carefree are above that line. A funded trust, a recorded beneficiary deed or survivorship title keeps the home out of court.

No. Arizona has no estate tax, inheritance tax or gift tax. The only transfer tax is federal: in 2026 the exemption is $15,000,000 per person and $30,000,000 for a married couple, indexed for inflation from 2027, with a top rate of 40 percent above it. A person still domiciled in a state with its own estate tax can remain exposed to that state. If your estate could exceed the federal exemption, our high net worth estate planning page explains the tools that respond.

For one property and a simple family, a beneficiary deed under A.R.S. § 33-405 can pass an Arizona home at death without probate, if it is recorded before the owner dies. It covers only that property, does nothing if you become incapacitated, and cannot hold a share for a young beneficiary. A funded revocable living trust covers the house, the accounts and incapacity together, which is why most families use the deed as a supplement rather than a replacement.

Yes, by restating it. A restatement replaces the trust’s terms in full under current Arizona law while keeping its 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. An irrevocable trust may be decanted under A.R.S. § 14-10819 when the statute’s conditions are met. See trust modification and decanting.

The successor trustee named in the trust takes over without a court case. The work that follows is trust administration: gathering and valuing the assets, meeting the trustee’s notice, accounting and tax obligations, and distributing according to the trust’s terms. We guide trustees through each step and represent trustees and beneficiaries when a provision needs interpretation. See trust administration.