Skip to content
  • Call 24/7 (602) 910-4068
Contact Us
  • 24/7

(602) 932-3187

estate planning law firm
  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations
  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
    • Media Room
  • Contact Us
    • Schedule Strategy Session
    • Office Locations
LifePlan Legal AZ

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

Book A Call Now

Call Us

(602) 910-4068

Schedule a FREE Strategy Session

Book a Call With LifePlan Legal AZ

WATCH OUR FREE 20-MINUTE ESTATE PLANNING MASTER CLASS

Home » About Us

About Our Estate Planning Law Firm

Estate Planning, Business Succession & Probate

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

Our estate planning law firm’s mission is to help 10,000 Arizona families and small businesses prevent conflict through proper planning that focuses on your values first. Then we develop a strategy for passing your valuables to your loved ones through values-based estate planning, small business strategy, long-term care options, adult guardianship and clarifying the probate process.

Gilbert Arizona estate planning attorney

Jake Carlson is natural storyteller, recognized business leader, and attorney. He has personally presented to over 200 groups in 27 states on estate planning and protecting your legacy and authored of over 100 leadership articles on influence, legacy, family vision, and the Values-Based Estate Planning process.

Learn More About Jake

The LifePlan Legal Vision

We strive daily to be the most trusted team of estate planning professionals committed to our family of clients.

  • We see each client as part of our growing family
  • We build and maintain lifetime relationships
  • We positively impact our community
  • We focus on the planning, not just the plan
  • The foundation of our service is integrity and compassion
  • Everyone has a story, we preserve that story

START WITH YOUR VALUES

We are not the “typical” estate planning law firm. We are advocates in preventing conflict. There is a difference between simply producing a document and trusting an experienced team to create your personalized estate plan. We help you make important decisions about your heirs and your assets.

JOIN US FOR A FREE STRATEGY SESSION OR SEMINAR

If you are ready to find out more, sign up for a free seminar or schedule a free strategy session or call (602) 910-4068 today to speak with a member of our team.

Client Success Stories

Dan Hartman 4 months ago
Jake was great to work with on our trust & will planning work. He made it so easy and painless, I cant believe we...Read More »
Kimberly Branson 3 months ago
We had an excellent experience working with Jake and Glenn, who expertly guided us through the family trust process. They offered flexible meeting times, were...Read More »
Bill Baltas a month ago
I met with Rebecca Easton to put together several documents (will, living will, and a trust). She met with me and my wife to...Read More »

Book a FREE Breakthrough
Strategy Session

Book A Session Now!

Contact Us

All fields marked with an “ * ” are required

Practice Areas

Conservatorship Lawyer Mesa, AZ
End-Of-Life Planning Lawyer Mesa, AZ
Estate Planning Lawyer Mesa, AZ
Guardianship Lawyer Mesa, AZ

Wills And Trusts Lawyer Mesa, AZ
Living Will Lawyer Mesa, AZ
Business Formation Lawyer Mesa, AZ

Estate Administration Lawyer Mesa, AZ
Asset Protection Lawyer Mesa, AZ
Living Trust Lawyer Mesa, AZ

estate planning law firm
Facebook-f Twitter Linkedin-in Youtube Instagram Rss

Our Mesa Office

2500 S Power Road Bldg 14
Suite 132
Mesa, AZ 85209

Phone Number: (602) 910-4068

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

Copyright © 2025 – LifePlan Legal AZ. All rights reserved. Some artwork provided under license agreement. Privacy Policy | Disclaimer | Sitemap