• Jodi M. Bernstein

Resources for You!

Updated: Dec 28, 2017

Estate Planning can be complicated, but I am here to take the frustration out of the process. Check out some great resources I have complied for your needs.

Register your Advance Directives with the Arizona Registry

This will help your health care providers know and understand your medical directives and wishes. This is a secure and confidential program.

List of Arizona Licensed Fiduciaries

Arizona Fiduciary Association

Free Information and Downloads on Advance Directives, English and Spanish. You do not need an attorney to complete these forms, but you may find it helpful!


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At a minimum... A will-based estate plan includes: A Will  (sometimes a Trust) A Power of Attorney for Finances A Health Care Power of Attorney / Living Will

I do not begin work until after you have signed a written fee agreement. When I draft your Estate Plan documents,  I work on a flat fee basis, so after we agree on what you want me to do, you will kno