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  • 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

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

Arizona Trusts Lawyer

We are trusted, highly respected and well-known Trial Attorneys Serving Clients from the Mountains to the Coast.

trusts lawyer Arizona

If you're starting to look into estate planning, connecting with an Arizona trusts lawyer you can rely on is a must. At LifePlan Legal AZ, we make the overwhelming task of planning for the future simple and easy to understand. Attorney Jake Carlson has years of experience and holds both a J.D. and an MBA. He’s also a published author and frequent speaker on estate planning throughout Arizona. Book a free Strategy Session and find out how a trust can help you build the legacy you want, on your terms.

 

Trusts Lawyer Arizona

Whether you’re planning ahead for your children, helping aging parents manage their estate, or simply want to avoid probate court, working with an Arizona trusts lawyer can offer both peace of mind and practical protection. Many people assume trusts are only for the wealthy, but the truth is, they’re one of the most useful tools in estate planning, for all income levels.

At LifePlan Legal AZ, we take a personal, relationship-first approach to estate planning. We start by getting to know you, your concerns, your values, and your future goals. Then, we guide you through your trust options in everyday language, not legal jargon. Whether you're considering a revocable living trust to avoid probate or an irrevocable trust to shield assets, we’ll help you choose the best structure for your life today and tomorrow.

Trusts are especially helpful when:

 

  • You want to bypass the long, public, and often costly probate process
  • You're thinking long-term about children, dependents, or loved ones with special needs
  • You're concerned about lawsuits, creditors, or managing real estate or business assets
  • You want your wishes clearly followed if you become incapacitated
  • You’re ready to organize your legacy with purpose and care

 

Many clients come to us after years of putting off creating a trust, unsure if they’re “doing it right” or if they waited too long. You haven’t. It’s never too late, or too early, to plan. With a little guidance and the right legal structure, we’ll make sure your legacy is protected, and your family is supported, no matter what comes next.

 

Experience Matters In Trust Planning

Creating a trust is a big step—but it shouldn’t feel like a burden. You deserve a legal partner who listens with patience, explains with clarity, and builds a plan that feels right for your life—not someone else’s.

 

  • Jake Carlson, J.D., MBA, is a nationally recognized estate planning attorney and educator
  • Thoughtfully located in Gilbert, AZ, serving families across the state
  • Personalized, real-life strategies tailored to your family, goals, and future

 

"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 very thorough, and completed all the paperwork promptly." – Kimberly Branson

At LifePlan Legal AZ, we make estate planning feel like an act of love, because that’s exactly what it is. If you're thinking about setting up a trust, we're ready to walk through the options with you. Book a free Strategy Session today and take the first step toward a more secure, thoughtful future.

Contact our professionals

Also Call us today at (602) 910-4068

Practice Areas & Services

Estate Planning
Wills and Trusts
Power of Attorney
Deeds & Real Estate Transfers

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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

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

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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

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