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Welcome To LifePlan Legal AZ An Estate Planning Law Firm
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      • Estate Planning
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    • FAQs
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  • 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

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

Arizona Trusts Lawyer

LifePlan Legal AZ is a Mesa and Gilbert estate planning law firm guiding Arizona families through wills, trusts, business succession, long-term care, guardianship, and probate with a values-first approach.

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

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Also Call us today at (602) 910-4068

Practice Areas & Services

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

5-Star

Client Reviews

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Jay Goble profile picture
Jay Goble
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
LifePlan Legal AZ did an amazing job of creating our Living Trust and Will. They were very thorough and took the time to answer all of our questions. Thank you LifePlan Legal AZ!
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Shirley Curtis profile picture
Shirley Curtis
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Met all my needs. Happy with the results.
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Nancy Lane profile picture
Nancy Lane
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
He did a fantastic job. Very attentive to every detail. Would highly recommend.
Posted on Google Google
Nancy Lane profile picture
Nancy Lane
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great experience! Highly recommend.
Posted on Google Google
Shandra Piscopo profile picture
Shandra Piscopo
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great experience from the first appointment to the signing of our trust. Glenn answered all of our questions and our trust was completed really fast.
Posted on Google Google
betsy jochner profile picture
betsy jochner
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I recently had the pleasure of working with LifePlan Legal AZ to set up our living trust, and I couldn't be more satisfied with the experience. From start to finish, Jake Carlson, was exceptionally knowledgeable and thorough, ensuring every detail was handled with the utmost care. What truly set them apart was their sensitivity to our unique family circumstances, particularly regarding our adult special needs daughter. They approached our situation with empathy and professionalism, providing tailored advice that gave us peace of mind. I confidently rate LifePlan Legal AZ 5 stars for their outstanding service and dedication. Highly recommended!
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Robert Barber profile picture
Robert Barber
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jake and his team are amazing. They are very knowledgeable and detail oriented making sure your family assets are protected. They even have a new provision that protects your kids also. I would highly recommend them for all of your "trust" needs.
Posted on Google Google
Cindy Siedschlag profile picture
Cindy Siedschlag
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
The experience we had with Glenn (lawyer) on this matter was very good. He helped us update a 20 year old will and trust. He was very thorough and did his best to make legalese understandable! The entire process for us took about 3 weeks and required 3 meetings. We left with both a hard and soft copy of the updated package. The package included, a will and trust, financial and medical power of attorney and some miscellaneous documents. For the work we had to have done, it cost about 2,200. This was well worth the cost and time, as we now have peace of mind that our last wishes are thoroughly completed. I would recommend this law firm for other will and trust work. They were friendly, approachable and respected our privacy.
Posted on Google Google
Michael Gray profile picture
Michael Gray
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Such great services and always so helpful! 10/10 would recommend!!!!!

Contact Us

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Please enable JavaScript in your browser to complete this form.
By providing your phone number, you consent to receive automated informational/conversational SMS communications from Lawmatics on behalf of LifePlan Legal AZ. Consent is not a condition of service. Message & data rates may apply and frequency will vary. Reply STOP to unsubscribe. Text HELP for help. Privacy Policy  •  Terms of Use
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Practice Areas

Conservatorship Lawyer Mesa, AZ

Guardianship Lawyer Mesa, AZ

Probate Court Lawyer Mesa AZ

Wills Lawyer Queen Creek AZ

Estate Planning Lawyer Gilbert AZ 

Estate Administration Lawyer Mesa, AZ

Living Trust Lawyer Mesa, AZ

Trust Lawyer Queen Creek AZ 

Probate Lawyer Queen Creek AZ

Intestate Estate Lawyer Gilbert AZ

Probate Lawyer Gilbert AZ

Estate Planning Lawyer Queen Creek AZ

Living Trust Lawyer Queen Creek AZ 

Guardianship Lawyer Queen Creek AZ

Wills 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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