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Your Trusted Estate Planning Partner in Mesa, AZ
At LifePlan Legal AZ, we are dedicated to helping Arizona families and small businesses create comprehensive estate plans that preserve legacies and prevent conflict. Our mission is to assist 10,000 Arizona families in crafting values-based plans that protect assets, ensure family unity, and honor personal wishes. With a focus on personalized service, we guide clients through estate planning, trust administration, business succession, and elder care matters. Our team of experienced attorneys, including Jake Carlson, Rebecca Easton, and Glenn McMinn, combines legal expertise with compassionate counsel to address each client's unique needs.We emphasize education through free strategy sessions and workshops, empowering clients to make informed decisions. Our commitment to transparency, flat-rate billing, and lifetime support ensures clients feel confident in their plans. Recognized for our client-centric approach, we prioritize integrity, empathy, and lifelong planning to build lasting relationships. By integrating legal strategies with personal values, we help clients achieve peace of mind knowing their loved ones and assets are protected.
Services
Estate Planning
Trusts
Wills
Power of Attorney
Probate
Business Succession
Asset Protection
Elder Care
Guardianship
Real Estate Transfers
Highlights and features
- We offer values-based estate planning tailored to Arizona families.
- Our team includes certified exit planning advisors and experienced attorneys.
- We provide free strategy sessions and lifetime client support.
- Flat-rate billing ensures no hidden fees or surprises.
- Recognized for client education through workshops and seminars.
What people say
Amazing job
Thorough and detailed
Highly recommend
Peace of mind
Exceptionally knowledgeable
Services
Estate Planning
Our estate planning services help clients protect assets, name beneficiaries, and avoid probate through customized wills, trusts, and advanced directives. We focus on Arizona-specific laws to ensure legal compliance. Clients receive guidance on minimizing taxes and ensuring smooth asset transfer for families and businesses.
Revocable Living Trusts
We create revocable living trusts to bypass probate, maintain privacy, and provide for asset management during incapacity. Trusts offer flexibility for distributing property and protecting beneficiaries with special needs. Our attorneys ensure proper funding and alignment with overall estate goals.
Business Succession Planning
Our business succession services help owners plan for leadership transitions, protect business assets, and ensure continuity. We draft agreements for smooth ownership transfers while addressing tax implications and preserving family legacy.
Probate Administration
We guide executors through Arizona probate processes, including asset inventory, debt settlement, and distribution. Our goal is to streamline court requirements while minimizing delays and conflicts for grieving families.
Power of Attorney
We draft durable financial and medical powers of attorney to designate decision-makers for incapacity. Documents comply with Arizona law to ensure validity when granting authority over healthcare, property, and financial matters.
People
Jake A Carlson
Owner & Estate Planning Attorney
Jake Carlson, JD/MBA, is a nationally recognized estate planning attorney and educator. He specializes in values-based planning, business succession, and asset protection. With over 200 presentations across 27 states, he combines legal expertise with practical business insights to help families preserve legacies.
Rebecca Easton
Probate & Guardianship Attorney
Rebecca Easton, Esq., focuses on probate, guardianship, and estate planning. She emphasizes lifelong relationships with clients, ensuring legal plans align with personal values and family needs through compassionate counsel and thorough documentation.
Glenn McMinn
Probate & Estate Planning Attorney
Glenn McMinn, Esq., brings 30+ years of experience in estate planning and probate law. A graduate of Arizona State University Law School, he specializes in creating comprehensive plans that protect assets and streamline succession for Arizona families.
Erica Kryka
Legal Assistant
Erica Kryka supports estate planning clients with attention to detail and personalized service. She assists in document preparation and client communication, ensuring smooth processes while maintaining confidentiality and professionalism.
Questions
What is the difference between a will and a trust?
Wills appoint guardians and distribute assets after death, while trusts avoid probate and specify asset distribution during life or after death.
How can I avoid probate in Arizona?
Create a revocable living trust or use beneficiary designations to transfer assets outside of probate court.
What does a power of attorney do?
A power of attorney allows a trusted agent to manage financial, legal, or healthcare decisions if you become incapacitated.
Do I need a lawyer to create a trust?
Yes, to ensure legal validity, proper asset transfer, and protection against challenges or errors.
How does business succession planning work?
We help business owners create legal strategies for transferring ownership, protecting assets, and ensuring continuity after retirement or death.
What is values-based estate planning?
Our approach integrates personal values with legal strategies to create legacy plans that reflect your family's unique priorities and wishes.
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