Don Larson, CFP®, MBA is licensed as a Certified Legal Document Preparer, license# 81940 by the Arizona Supreme Court. Larson Wealth Management is licensed as a Certified Legal Document Preparer firm. What does this mean for you? We can prepare estate planning documents for a fraction of the cost of an attorney. We are not able to give legal advice or advise you on how legal structures impact your legal rights. We are able to explain the features and benefits of various estate planning strategies (including trusts) and then allow you to choose the type of entities, trusts, and other instruments you want us to prepare on your behalf.
Our legal document preparation is done according to a fixed fee schedule.
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