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    • Office Locations
  • 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
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 » Our Approach & Values

Our Approach & Values

Estate Planning That Reflects Your Family, Not Just Forms

At LifePlan Legal AZ, we believe estate planning isn’t just about legal documents—it’s about peace of mind, family harmony, and planning with purpose. We guide Arizona families through the process with empathy, clarity, and a commitment to long-term relationships.



What Makes LifePlan Legal AZ Different?

  • Human Conversations, Not Legal Lectures
    We explain things clearly—no stuffy lawyer talk. You’ll understand your plan and feel good about it.
  • Planning that Prevents Conflict
    We proactively help families avoid court battles, hurt feelings, and unintended consequences.
  • People Over Paperwork
    We focus on your story, your values, and the people who matter most to you.
  • Kind, Responsive Support
    From your first call to the final signing, we treat you like a person—not a case file.


Our Core Values

Empathy
We start by listening. Every family is unique, and every plan begins with understanding your goals and concerns.

Education
We believe in empowering you with knowledge. The more you know, the more confident your choices become.

Integrity
We give honest advice—even if that means telling you something you didn’t expect to hear.

Service
We serve families throughout Mesa, Gilbert, Queen Creek, Chandler, Tempe, Apache Junction, and San Tan Valley with heart and care.

Lifelong Planning
Life changes—and your estate plan should too. We’re here for the long haul, not just a one-time transaction.



Our Process: Simple, Clear, and Personal

  1. Free Consultation
    Meet with us (online or in-person) and tell us what’s on your mind—no pressure, no jargon.
  2. Customized Planning
    We craft a plan that matches your values, family needs, and financial goals.
  3. Ongoing Support
    Whether you move, experience a family change, or want to revisit your plan—we’re just a call away.


Serving Families Like Yours

  • Young families with kids
  • Retirees who want peace of mind
  • Blended families navigating complexity
  • Business owners thinking about succession
  • Individuals going through probate

If you care about protecting your family and preventing future conflict, you’re in the right place.



Let’s Plan Together

LifePlan Legal AZ is here to walk you through this—with patience, clarity, and compassion.

Schedule Your Free Consultation
Or call us directly at (602) 932-3187



Hope for the best. Prepare for the worst. Plan with purpose.

Client Success Stories

Dan Hartman 5 months ago
Jake was great to work with on our trust & will planning work. He made it so easy and painless, I cant believe we...Read More »
Kimberly Branson 3 months ago
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...Read More »
Bill Baltas a month ago
I met with Rebecca Easton to put together several documents (will, living will, and a trust). She met with me and my wife to...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

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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