estate planning law firm
Free 20-Minute Estate Planning Master Class • With Jake Carlson

Unlock the Secrets to Protecting Your Legacy and Family’s Future.

  • Are you prepared to safeguard your family's legacy with a solid estate plan?
  • Do you know how to navigate the complexities of estate planning to ensure your loved ones are protected?
  • Are you up to date with the latest strategies in estate planning, asset protection, and business succession planning?
Gilbert Arizona estate planning attorney
Webinar Presentation by:

Jake A. Carlson, MBA/JD

Jake has empowered thousands of families and business owners to take control of their futures through comprehensive estate planning. With a unique blend of legal expertise and personal compassion, he’s dedicated to helping you create a plan that secures your legacy and protects your loved ones. In this live training, Jake will guide you through the essentials of effective estate planning and how to achieve peace of mind for your future.

Access and Watch Immediately!!!

Scroll Down

The Basics of Estate Planning

Ready to PROTECT Your Legacy? Whether you’re looking to understand the nuances of estate planning — from crafting your will to setting up the perfect trust … or you’re ready to work with LifePlan Legal AZ to secure your family’s future now … we’re here to help!

Book your Discovery call with our team and explore how we can assist you in reaching your estate planning goals!

Schedule A Strategy Session

In This Master Class You Will Learn:

  • Reveal Legacy Protection Secrets: Navigate estate planning with clarity to protect your family’s future, sidestepping the usual complexity and stress.
  • Guarantee Your Wishes Are Met: Gain strategies to precisely reflect your wishes in your estate plan, even in complex scenarios you thought might disqualify you.
  • Simplify Asset Protection: Learn straightforward methods to safeguard your assets and care for your loved ones, preventing family disputes before they start.
  • Streamline Business Succession: Discover the keys to smooth business transition, ensuring your life’s work prospers for future generations, irrespective of market challenges.
  • Bust Common Myths: Uncover why delaying estate planning is risky and how proactive steps today can secure your family’s tomorrow.
  • Dual Benefit: Find out how to create an estate plan that both protects your wealth and passes on your values and life lessons effectively.
  • Client Success Insights: See how our clients have ensured their legacies and family security with our distinctive planning approach.
  • Values Promise: Accomplish this by honoring your values, ensuring your family’s well-being, and gaining the peace of mind that comes with a secured legacy.

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 »

This webinar will teach you how to:

Craft a Comprehensive Estate Plan That Reflects Your Wishes Learn the critical components of a robust estate plan and how to express your values and desires through your legacy planning.

Shield Your Assets and Family From Uncertainty Discover strategies to protect your assets from taxes, legal complications, and potential family conflicts, ensuring your loved ones are cared for.

Ensure Business Continuity and Succession For business owners, find out how to smoothly transition your business to the next generation or prepare it for sale, securing your business legacy.

Schedule A Strategy Session

Copyright © LifePlan Legal AZ. All rights reserved. Some artwork provided under license agreement.