Feeling Overwhelmed by Estate Planning?

You know it’s important, but where do you even start? The legal jargon, the paperwork— it all seems too complex.

Worried About Your Family’s Future?

Whether it’s providing for your children, ensuring your spouse is taken care of, or just making sure your wishes are respected, the thought of leaving your loved ones unprepared is unsettling.

Business Owner With No Succession Plan?

You’ve poured your heart and soul into your business, but what happens to it when you’re no longer at the helm? The thought of your life's work not continuing as you wish is a concern.

Conflicted About Asset Distribution?

Who gets what, and how can you ensure your assets are protected from taxes, disputes, or even being used in ways you wouldn’t want?

Avoiding The Talk With Family?

Discussing estate planning with loved ones can be tough. How do you start a conversation about something no one wants to think about?

Uncertain About Trusts and Wills?

You’ve heard about them, but what are they exactly? And more importantly, which one (or maybe both) do you need?

Mesa and Gilbert, AZ Estate Planning and Long Term Care Law Firm

Welcome To LifePlan Legal AZ
An Estate Planning Law Firm

WATCH OUR FREE 20-MINUTE ESTATE PLANNING MASTER CLASS

Call Us

(602) 910-4068

Schedule a FREE Strategy Session

Book a Call With LifePlan Legal AZ

Protect What Matters Most

Your Family, Your Assets, and Your Legacy

Planning that Prevents Conflict

Your Future. Your Legacy

No one knows what the future may hold, but we can control what happens to our assets after we’re gone. At LifePlan Legal AZ, we help individuals, families, and small businesses make sure their valuables—and their legacies—are protected.

Whether you want to make sure your family home ends up in the right hands, you need to set up a succession plan for your business, you have concerns about affording long-term care, or you just have questions, our team of dedicated estate planning attorneys is here to listen to your needs and help you achieve your goals for the future.

Honor Your Legacy with Confidence

We work with individuals, families, and small businesses to prepare today for the unexpected tomorrow. While none of us can predict the future, we can give our loved ones confidence that they are honoring our dreams.

Client Success Stories

protect your family, even when you can’t be there for them

Estate planning is more than documents – it’s about planning, protecting and empowering. You can be in control, even through disability, and have the peace of mind of knowing that your needs are met, and your wished followed.

prevent your business from getting caught up in the courts.

As business owners, we recognize that your business is an extension of your family that needs to be nurtured and protected in the same way you look out for your loved ones. At LifePlan Legal AZ, you can meet with a Certified Exit Planning Advisor, work on business succession planning, or strategically plan for growth with an experienced business advocate. estate

No Surprises

We offer free strategy sessions and flat rate billing to ensure you will never have to hesitate about picking up the phone with a question. All of our packages come with lifetime free workshops, estate plan reviews and consultations with your trustees.

– We look forward to working with you and your loved ones.

Experience & Practice Areas

Does This Sound Familiar?

Feeling Overwhelmed by Estate Planning? You know it’s important, but where do you even start? The legal jargon, the paperwork— it all seems too complex.
Worried About Your Family’s Future? Whether it’s providing for your children, ensuring your spouse is taken care of, or just making sure your wishes are respected, the thought of leaving your loved ones unprepared is unsettling.
Business Owner With No Succession Plan? You’ve poured your heart and soul into your business, but what happens to it when you’re no longer at the helm? The thought of your life's work not continuing as you wish is a concern.
Conflicted About Asset Distribution? Who gets what, and how can you ensure your assets are protected from taxes, disputes, or even being used in ways you wouldn’t want?
Avoiding "The Talk" With Family? Discussing estate planning with loved ones can be tough. How do you start a conversation about something no one wants to think about?
Uncertain About Trusts and Wills? You’ve heard about them, but what are they exactly? And more importantly, which one (or maybe both) do you need?

Meet The Team

Jake Carlson

MBA/JD – Owner & Estate Planning Attorney

Frequently asked questions

Is there an estate planning law firm that focuses on preserving your legacy by sharing your values, along with your valuables? Is it possible to prepare today to preserve family unity after you die or become disabled? Yes!

Here at LifePlan Legal AZ, it is our mission to help 10,000 Arizona families create an estate plan that prevents family conflict. We take the time to get to know your unique story, learn about your dreams, and answer the questions you have.

We work with individuals, families, and small businesses to prepare today for the unexpected tomorrow. While none of us can predict the future, we can give our loved ones confidence that they are honoring our dreams.

What is the difference between a will and a trust?

While both wills and trusts are put in place in order to protect your assets, they do work a bit differently. Wills are used to appoint a guardian for your children and designate beneficiaries for your assets. Trusts, on the other hand, are used to avoid probate and to specify how and when certain assets will be distributed. If you’re not sure if a will or a trust is better for your situation, contact our wills and trusts lawyers and ask about our free strategy sessions to help you plan for your future.

What does “power of attorney” mean?

A power of attorney—or POA—allows another person to act on your behalf. POAs can help manage your financial, real estate, business, or other legal matters, or assist in making medical and health care decisions, if you are unable or unwilling to do so. If you change your mind about the POA, the authorization can be revoked at any time. If you’re looking to appoint a power of attorney, we can help you understand what that means and how to move forward with the process. Our service involves a free consultation, customized planning, and ongoing support, so you can be sure that you won’t be left on your own when planning for your future.

How do I make sure my home is left to my children?

The best way to make sure your home and other assets are left to your children is through a trust. By working with our asset protection lawyers to craft a revocable or irrevocable trust, you’ll be able to designate beneficiaries (such as your children) and decide who gets what in the event of your death. This legal document ensures that your assets are distributed according to your wishes. To help you through the process, we offer a free 20-minute estate planning master class that will provide you with proven strategies and methods for crafting an effective trust, giving you the confidence you need to plan for your future.

What is a business succession plan?

A business succession plan is a legal strategy that dictates what will happen to a business after the current owner steps down, becomes incapacitated, or passes away. Succession plans outline the roles of the successors and how the business will be transferred. Our business planning attorneys offer trusted succession advice, assisting in the creation of solid business plans that protect your name, your assets, and the future of your business. By adhering to our values of empathy, education, integrity, service, and lifelong planning, we make sure our business clients have the tools they need to succeed.

What is the meaning of probate?

Probate is a legal process involved in estate planning wherein a person’s will goes through the court to verify its authenticity. This process makes sure that the will is valid to avoid wrongly distributing the deceased’s assets. Our probate attorneys can answer any questions you have about the probate process and walk you through the steps you’ll need to take to get through the probate process with ease. We also offer a free estate planning seminar every month to help educate those looking to plan for their future. If you’re looking for clarification about probate or other estate planning matters, be sure to sign up for our next seminar.

service areas

Serving Gilbert, Queen Creek, Mesa, San Tan and the entire East Valley Arizona

We provide trusted estate planning services to clients throughout the state of Arizona. Visit our offices in Mesa and Gilbert to learn more about the services we offer, or fill out the form on our website to get in contact with one of our asset protection lawyers. We’re ready to discuss your goals and make sure your estate planning needs are met.

Mesa and Gilbert, AZ Estate Planning and Long Term Care Law Firm

Welcome To LifePlan Legal AZ
An Estate Planning Law Firm