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  • 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

Gilbert Business Formation Lawyer

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

business formation lawyer Gilbert, AZ

Launching a new business is exciting, but it also comes with a long list of steps and decisions you need to complete. One of the most important steps to take is how you structure your business or organization. While there are online DIY templates and services, they can’t offer the same personalized guidance and legal protection that our team provides. It’s critical to properly set up your business. Discover how our LifePlan Legal AZ team can help by calling our Gilbert, AZ business formation lawyer!

Gilbert, AZ Business Formation Lawyer

Every business has its own set of goals, risks, and operational needs. Whether you’re opening a family-owned shop, forming a partnership, or preparing to scale a tech startup, the structure you choose determines your liability protection, tax obligations, and long-term flexibility. Our team understands Arizona business law, and we can help you compare options, including corporations, LLCs, sole proprietorships, and partnerships. When we meet with you, we’ll go over your exact needs to recommend the business structure that makes the most sense for your needs.

One reason why entrepreneurs turn to us is to help them avoid costly mistakes. Many new business owners don’t realize the many mistakes that can happen when starting a new business. Common mistakes can include missing a required filing, choosing a structure that doesn’t fit your business model, or misunderstanding ownership rules. Such mistakes can result in tax issues, internal disputes, or even personal liability. Working with our team in the beginning can help you save time and money in the future.

We can help you with every step of the process. We can assist with drafting documents, including operating agreements and partnership agreements. We can also make sure that your business follows all regulatory requirements, zoning considerations, licensing rules, and compliance obligations.

Why Our Experience Matters For Business Formations

Whether you’re starting a new business for the first time or already have experience, working with our Gilbert business formation lawyers is recommended.

  • Jake Carlson is our owner, and he has spent over a decade helping families and business owners. His extensive career includes joining the Silicon Valley Monterey Bay Council as Director of Development and later Chief Operating Officer (COO). During this time, he earned the Journey to Excellence Award in 2015.
  • Becky Easton founded her own law firm in 2018 before joining our team. Besides helping families with estate planning, she has a lot of experience in providing legal assistance to business owners. She has been featured on several podcasts, including Speak Up to Lead Up, The Efficiency Bee Podcast, and Cultivating Collaboration with Avontage.
  • Erica Kryka is our legal assistant, and she helps our clients secure a better financial future. Together, our team is proud to have received several positive testimonials.

Starting a new business can be exciting, but it also comes with lots of stress and considerations. Our team can help you through this new process. Call our team today at LifePlan Legal AZ to work with our Gilbert business formation lawyer!

Types Of Business Formation Cases We Handle

Business formation lawyer in Gilbert, AZWe work with entrepreneurs and business owners who are ready to form a new company or formalize an existing operation. Business formation is an important first step that shapes how a company operates, grows, and manages risk. Our approach focuses on clear planning, proper filings, and practical structure so business owners can start on solid ground. We assist clients across a wide range of industries, from solo professionals to multi-owner ventures. Call us today to work with our Gilbert, AZ business formation lawyer to see how we can help!

Limited Liability Company Formations

Limited liability companies, or LLCs, are a common choice for small to mid-sized businesses. They offer flexibility in management and taxation while providing liability protection for owners. We help clients form single-member and multi-member LLCs, prepare operating agreements, and file required documents with the state. Our work includes reviewing ownership percentages, management roles, and decision-making authority. By addressing these items early, we help reduce confusion and disputes as the business grows.

Corporation Formations

Corporations remain a strong option for businesses planning to raise capital, add shareholders, or operate at a larger scale. We assist with both C corporations and S corporations, depending on the client’s tax and ownership needs. Our services include preparing articles of incorporation, bylaws, shareholder agreements, and initial organizational documents. Business owners trust our Gilbert business formation lawyer. Our founder, Jake Carlson, earned his law degree (JD) from California Western School of Law while obtaining his business degree (MBA) from San Diego State University at the same time.

Partnership Formations

Partnerships can be effective for businesses with two or more owners who want shared management and profits. We assist with general partnerships and limited partnerships, focusing on drafting partnership agreements that clearly outline contributions, profit sharing, authority, and exit provisions. Clear documentation is especially important in partnerships. We work with clients to address common issues upfront, such as what happens if a partner leaves or if the business dissolves.

Professional Entity Formations

Certain licensed professionals, such as medical providers, consultants, or real estate professionals, may need to form specific types of entities under Arizona law. We help clients determine whether a professional LLC or professional corporation is appropriate and handle the required filings. Our team works closely with clients to confirm compliance with state and licensing rules while keeping the formation process efficient.

Conversions And Reorganizations

Some business formation cases involve restructuring an existing business rather than starting from scratch. We assist clients who want to convert a sole proprietorship into an LLC, change an LLC into a corporation, or reorganize ownership as the business evolves. These matters require thoughtful planning to avoid disruption. We guide clients through filings, updated agreements, and internal changes so the transition supports growth and stability.

Choosing the right business structure is a meaningful decision, and having the right legal support can make the process more straightforward. If you are starting a new venture or considering changes to an existing business, our team can help! Beyond helping you form your business, we can also provide guidance on how to make your business thrive, as well as help in other areas like real estate planning. Call us today at LifePlan Legal AZ to schedule a consultation with our Gilbert business formation lawyer.

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

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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
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

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

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