LifePlan Legal AZ

Our Mission

At LifePlan Legal AZ, it is our mission to help 10,000 Arizona families create an estate plan that prevents family conflict. We take the time to get to know your unique story, learn about your dreams, and answer the questions you have. We work with individuals, families, and small businesses to prepare today for the unexpected tomorrow. While none of us can predict the future, we can give our loved ones confidence that they are honoring our dreams.

Our Values

At LifePlan Legal AZ, we believe that estate planning is more than just documents - it's about planning, protecting, and empowering. We strive to provide personalized service, tailored to each client's unique needs and goals. We believe in being proactive, not reactive, and we're committed to helping our clients achieve peace of mind, knowing that their loved ones are protected.

Our Services

Our team of experienced attorneys and professionals offers a comprehensive range of estate planning services, including:

• Wills and Trusts
• Business Succession Planning
• Business Formations in Arizona
• Arizona Probate & Estate Administration
• Asset Protection Planning
• Charitable Estate Planning
• Estate Tax Planning
• Elder Care Planning
• Arizona Guardianship
• Medicaid (ALTCS)
• Special Needs Trusts

Why Choose Us

At LifePlan Legal AZ, we understand that every client is unique, with their own set of circumstances and goals. We take the time to listen, to understand, and to provide personalized guidance and solutions. We're committed to providing exceptional service, with a focus on building long-term relationships, rather than just completing transactions. We believe in being transparent, honest, and upfront about our fees and services, so you can make informed decisions about your estate planning needs.

Get to Know Us

Meet Jake Carlson, our founder and estate planning attorney. Jake is a Certified Exit Planning Advisor, dedicated to helping individuals, families, and small businesses plan for the unexpected. With years of experience in estate planning, business succession planning, and probate administration, Jake is uniquely qualified to provide comprehensive guidance and support.