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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
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      • 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

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

Arizona Wills 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.

wills lawyer Arizona

Planning for the future doesn’t have to be stressful. With the right Arizona wills lawyer, you can feel more confident knowing your wishes will be honored. At LifePlan Legal AZ, we make estate planning feel personal, straightforward, and empowering. Our team, led by attorney Jake Carlson, has years of experience helping Arizona families create meaningful plans that reflect their values and goals. Jake holds both a J.D. and an MBA and is known for delivering smart strategies in a refreshingly down-to-earth way. Book a free strategy session to get your will in place.

 

Wills Lawyer Arizona

Making a will is something most people know they should do, but many put it off, and some never get around to it. Life gets busy, and it can feel like an overwhelming task, especially when you’re not sure where to start or what is even needed. That’s where we come in. If you're searching for an Arizona wills lawyer families trust, you're in the right place. At LifePlan Legal AZ, we help our clients create wills to take the burden of ‘what happens next’ off of their family.

Your will is about more than assets. It's about peace of mind. It's about making sure the people you care about are taken care of the way you want. Whether you're thinking about who will raise your kids, what happens to your home, or how you want your legacy remembered, we’re here to listen, and to help you make informed, thoughtful decisions.

Some of our clients come to us with very clear instructions. Others are uncertain where to even begin. No matter where you are in the process, we’re here to walk you through every step. We’ll talk about your life, your priorities, your assets, and the best way to make sure your wishes are honored, today, tomorrow, and years down the road.

And if you’re also curious about things like powers of attorney, healthcare directives, or even trusts, we’ve got you covered there too. We make the whole process approachable. Because creating a will shouldn’t feel like a chore, it should feel like a gift you’re giving to the people you love most.

If you’ve been thinking about making a will but haven’t yet, there’s no time like the present. It’s easier than you think, and our team is here to make it feel manageable and meaningful.

 

Experience Matters In Will Planning

Creating a will is a personal endeavor, and sometimes an emotional one. That’s why it helps to work with someone who knows the law as well as how to meet people where they are. Our goal is to make legal planning feel like a conversation, not a transaction.

 

  • Led by Jake Carlson, J.D., MBA, an estate planning attorney, author, speaker, and former nonprofit executive
  •  Locally owned and operated in Gilbert, AZ, proud to be part of the Arizona community
  •  2020 Top Estate Planning Attorney

 

"Jake was great to work with on our trust & will planning work. He made it so easy and painless, I can’t believe we put it off as long as we did. He and his team were thorough, followed up promptly, educated my wife and I, and were just so dang pleasant to work with. Great to have such professionals right here in Gilbert." – Dan H.

At LifePlan Legal AZ, we believe everyone deserves to have a personalized plan in place, for their own peace of mind and for the security of their loved ones. Whether you’re just getting started or updating an existing will, we’ll help you make your wishes clear, protect your assets, and avoid unnecessary complications down the road. Book a free Strategy Session today.

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
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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.
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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.
Great experience! Highly recommend.
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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.
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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.
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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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