Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
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.
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 wishes followed.
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.
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.
Attorney at Law
Jake Carlson is an attorney, recognized business leader, inspiring presenter, and popular podcast host. He is personable and connects immediately with others. A natural storyteller, he loves listening to your story and exploring what matters most to you.