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Welcome To LifePlan Legal AZ An Estate Planning Law Firm
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    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
  • Practice Areas
    • Estate Planning, Wills, and Trusts
      • Estate Planning
      • Trusts
      • Wills
      • 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
  • Testimonials
  • 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
  • Practice Areas
    • Estate Planning, Wills, and Trusts
      • Estate Planning
      • Trusts
      • Wills
      • 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
  • Testimonials
  • 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

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(602) 932-3187

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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

Linda Porter a month ago
Jake Carlson has been such a pleasure to work with and has helped us in so many ways with our trust. He is very knowledgeable...Read More »
Mir Bre 3 months ago
I am absolutely satisfied with the service of Lifeplan Legal AZ in Mesa. Glenn is absolutely amazing. What I liked the most is that these...Read More »
Brad Didericksen 3 months ago
I would highly recommend Jake Carlson at LifePlan Legal for your Estate Planning needs. After our consultation meeting I found him to be a very...Read More »

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Practice Areas

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

Estate Administration Lawyer Mesa, AZ
Asset Protection Lawyer Mesa, AZ
Living Trust Lawyer Mesa, AZ
Trust Lawyer Gilbert AZ
Uncontested Probate Lawyer Apache Junction AZ

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

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Our Mesa Office

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

New Clients: (602) 932-3187

Existing Clients: (480) 400-0111

Our Gilbert Office

1425 S. Higley Road #106
Gilbert, AZ 85296

Also Serving: Apache Junction AZ, Queen Creek AZ and San Tan Valley AZ 

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