Note: To make a direct online credit/debit payment to FSI or M.D. Anderson, CLICK HERE

Also: To read our Client Testimonials before you pay or order, CLICK HERE

To Read Other Free Financial Websites from FSI, CLICK HERE

Bright Ideas come from FSI!

     If you are interested in having FSI prepare your Arizona based Estate Planning Legal Documents, please review the following FSI document service portfolio packages. We accept all forms of debit/credit cards in this company secured online service order site.

     You can receive our special internet pricing just by ordering or paying online. And, if you are out of the Arizona "Valley", we want to welcome you to one of few trusted sites where you can order high quality custom legal documents from a properly licensed Arizona professional source. (outside of the law firms)

     We can deliver documents ready to sign in as short as 24 hours from the time we receive your complete data and payment locally, and with overnight mail, just a day longer for out of town clients. 

Ordering Instructions for Arizona Residents:

1.     Decide, order and pay for the portfolio product you desire.  A receipt will come instantly in your Email.  Use our contact information if you have any pre-ordering questions.

2. Then E-mail Us and we will attach our required worksheet and send back to you for completion.

3.  Complete the applicable information required and transmit your portfolio worksheet back to us by mail, E-mail (attach as a PDF if you can), or (if you have to) fax it to: 480-786-4045. The lower print quality of faxes can cause mistakes so please use that as a last resort if you can. 

4.  Relax as we review your data and complete your legal documents. Be sure to give us proper contact information (phone/Email) in case we have any questions.  You will be notified as soon as your portfolio is completed.

Each portfolio comes complete with signing instructions. Additionally, our local or Toll-free Phone number and E-mail support is always available to you for any questions you may hae upon receipt of your documents.

Note: We also give the 10% discount if you pay by check or cash, as long as you first found us on the internet and not by referral from a current Financial Strategies, Inc. client.

If you have any questions on these instructions, please contact us

Professional Legal Document Portfolios Available

1.   Estate Planning Legal Documents - Trust & Will Portfolios

         To be created by FSI President, M.D. Anderson, AZCLDP (Arizona Certified Legal Document Preparer)

Trust Portfolio "Married" A Trust:
Married Couple desiring a "Community Property" Trust (no splitting at death)

Note:  To order and pay, just click on the "Buy Now" Button to the right and it will be placed in your shopping cart. You can add the additional cost to add  our A/B Convertible Trust Provisions.

Special On-line

Discounted Price: $ 985.50

 (Complete Package Cost)

Trust Options
Trust Portfolio "Single":
 Single Person or Separate Marital Estate Trust

Note:  To order and pay, just click on the "Buy Now" Button to the right and it will be placed in your shopping cart. 

Special On-line

Discounted Price: $ 895.50

 (Complete Package Cost)

Will Portfolio "Full":
For Married Couples

Note:  To order and pay, just click on the "Buy Now" Button to the right and it will be placed in your shopping cart.

Special On-line

Discounted Price: $ 445.00

(Complete Package Cost)

Will Portfolio "Mini":
For Married Couples

Note:  To order and pay, just click on the "Buy Now" Button to the right and it will be placed in your shopping cart.

Special On-line

Discounted Price: $ 275.00

(Complete Package Cost)
Will Portfolio "Single Full":
A full portfolio for a single person or a separate marital estate.

Note:  To order and pay, just click on the "Buy Now" Button to the right and it will be placed in your shopping cart.

Special On-line

Discounted Price: $ 245.00

(Complete Package Cost)
Will Portfolio "Single Mini":
A mini portfolio for a single person or a separate marital estate.  

Note:  To order and pay, just click on the "Buy Now" Button to the right and it will be placed in your shopping cart.

Special On-line Discounted

Price: $ 175.00

(Complete Package Cost)

PLEASE REMEMBER THE ABOVE PORTFOLIOS ARE FOR ARIZONA RESIDENTS ONLY!!!

2.   All other online payments you want or need to make to FSI

Other Services are provided in Arizona as well as to residents outside of Arizona.  Please use this "Cart" for any other payments you want to make to FSI. (That have most likely been previously discussed with us)

(Inherited IRA consulting, Estate Settlement Retainer Fees, Full Certified Document Preparation Fee Payments, Other Retainer Fees Discussed, Retainer fee renewals, Tax Preparation Fees, Tax Consulting Fees, etc.)     

   $

   Contact InformationMD Anderson is a senior financial advisory expert

If you are in the Arizona "Valley" area, contact us by phone at:

480-345-1616

If you are out of the Arizona Valley area, feel free to use our Toll-Free Number:

1-800-782-2806

To schedule a personal first meeting with us.

Or E-mail your request for a meeting to us.

Mailing Address:

Financial Strategies, Inc. / C/O Legal Document Division

806 W. Palomino Drive

Chandler, AZ 85225-2627

Yes we do!  With or without live video but only on pre-set client (or new client) appointments! And, only on pre-paid orders.

 

Call 1-800-782-2806 to set your time! Then order the minutes you desire:

Discounted Pre-Paid Packages

Note: Our firm will initiate the call to you 5 minutes before the appointment time.  This first 5 minutes does not count towards your pre-purchased time.  Time is then billed $135/hour (discounted 10% from our normal corporate 2010 rate for all online payment clients) for the conference.  Any remaining time under 15 minutes is forfeited.  This is not considered a "retainer" as we ask that you purchase the approximate minutes you feel you can comfortably present us with your financial problem in this session. In many cases we will provide an answer or a referral to another advisor best suited to answer your question or solve your problem.

In more complex cases, we will need to use any remaining credit, and or bill or request retainer fees on top of this initial online contact system. There is no additional cost for our live conferences. If any remaining time is left over, it will store in your credit account for future call sessions. Upon your emailed or written request to us, we will credit back electronically or mail a corporate check for any account having a refundable balance.  However, all inactive account balances will be forfeited after 365 days of inactivity or if no further contact takes place between the parties. So, please note it is up to you to tell us if you want to keep your credit "just in case" for a future discussion, or have a refund of applicable unused time credit issued back to you.

We believe in giving you information others want to charge for.  You will find plenty of solid, up to date information on these additional FSI  Website Links:

For your education, information, inspiration.. maybe even perspiration! (if you find out how foolish it is to work your entire life to build an estate and then be too busy to stop and protect it and those you love most with proper estate planning legal documents such as ours!) Additional websites are provided for estate settlement tips and in case you have recently been "burned" by a stock broker or financial investment advisor.  And lastly, if you are thinking about moving to Arizona, let our real estate services do all the work for you FREE!

LIVING TRUST PORTFOLIO INFORMATION:  

www.ArizonaLivingTrust.Info

WILL PORTFOLIO INFORMATION:   

www.FreeArizonaWill.Info

GENERAL LEGAL DOCUMENT INFORMATION: 

www.MDAnderson.US/documents

ARIZONA ESTATE SETTLEMENT INFORMATION:

 www.ArizonaEstateSettlement.com

Just in Case You Got Burned by a Broker:

www.PreserveMyCapital.com

Moving to Arizona? Let our Realtor Services Do all the work for FREE!

www.HomeownershipRevolution.com

Arizona Association of Independent Paralegals MemberSenior Market Advisor Magazine Advisory Board MemberNational Association of Reatlors Member

 

Disclaimer:  This credit payment screen is deemed to be safe and secured by the Pay Pal services utilized for actual payment processing.  FSI provides this service as a convenience to its' clientele.  All credit rights,  responsibilities, and liability remains with your credit card company or bank direct other than for overpayment.  Any overpayment using this service will be promptly refunded by our firm within 24 hours of the time it is verified.  Also, for legal document preparation services, you realize we are not a law firm or lawyers and that the documents we prepare are as a Certified Legal Document  Preparation firm only, domiciled in the state of Arizona and authorized to prepare legal documents for Arizona residents only.

Certain other states may also allow our document preparation services, but it is not guaranteed that we can provide this service outside of the state of Arizona. Though your information and data is confidential, it is not "privileged" such as it is with a lawyer. If you need legal advice instead, you should consult a lawyer or ask for a referral from our firm. Last Revision: 7/7/10