LifePlan Legal AZ
1425 South Higley Road Inside Udall CPA Building, Gilbert, AZ 85296
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 7:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 7:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business

LifePlan Legal AZ is an estate planning law firm located in Gilbert, Arizona, serving Queen Creek, Mesa, San Tan, and the entire East Valley. Our mission is to help Arizona families create estate plans that prevent family conflict. We take the time to understand your unique story, dreams, and answer any questions you may have.
Our services extend to individuals, families, and small businesses, helping them prepare for the unexpected future. We believe that estate planning is more than just documents; it's about planning, protecting, and empowering. With our help, you can be in control even through disability, ensuring that your needs are met and your wishes are followed.
For business owners, we offer services such as business succession planning and strategic growth planning. Jake Carlson, our attorney, is a recognized business leader and presenter who connects with clients on a personal level. We offer free strategy sessions, flat-rate billing, and lifetime workshops to ensure your peace of mind. Visit us at 1425 South Higley Road, Gilbert, Arizona, or at our Mesa location at 2500 S Power Road Bldg 14 Suite 132.
Reviews
"I owe all of this to my wife and Jake, my wife completed an extensive search, reading comments, researching agencies and the number of complaints filed. Jake and his team truly lived up to the ratings they have received on all fronts, True Professionals. The process was very detailed, but as others have conveyed, Jake takes all the time that is necessary to answer all of our questions. We controlled the pace of the process which my wife and I found comforting; these are huge decisions that cannot nor should be taken lightly. There was never a time when we felt we didn't know or weren't sure about the impact of our decisions. The best part, you sit face-to-face with Jake through the entire process, we never felt like there was only a certain amount of time allotted, Jake took all the time we needed, these actions were greatly appreciated. My wife and I would recommend Jake and his team for these services without reservation or hesitation."
"Went to LifePlan Legal to have my will and trust updated. I worked with Jake, he explained everything clearly and answered all my questions in an understandable way. I am very happy with the service Jake and Ericka provided. I would definitely recommend them to anyone wanting this kind of service."
"LifePlan Legal AZ is a great resource. Jake has a unique way of making some challenging legal wording very clear to understand. We were looking to understand the differences between estates, wills, trusts and had some unique circumstances to consider. Jake does an outstanding job of clearly communicating the options in a non intimidating way. This made me feel comfortable to ask questions and know I was making the best decisions for me and my family. I feel very comfortable that all my decisions will be addressed long after I am gone. I also appreciated the pricing approach, which is also very straight forward and clearly presented and based upon what your personal situation entails. I highly recommend Jake and LifePlan Legal AZ to help you establish your life plan."
"I went to LifePlan Legal AZ not knowing much about wills and trusts, was not sure if they would be a right fit for my needs. Upon meeting Jake, he put me at total ease, he explained the differences between wills and trust and show me my options. Jake is totally devoted to his clients and spend a lot of time with my husband and I, responded to my e-mails and my calls right away and understood my concerns. Very patient, good listener, and friendly. I had a great experience and will recommend the services they offered to anyone. I'm very happy to have used their services"
"We just finished updating our Family Trust and addressed several changes. Jake was excellent to work with and gave us some excellent advise on contemplated changes. His knowledge, timeliness and follow up was exceptional. I'm not easy to please and critical on details. Jake offered suggestions and thoroughly explained why specific things needed to be updated. He also reviewed our Living Wills and other documents to assess if they were still current. He could have upsold us like many other attorneys we interviewed had mentioned, but Jake felt no changes were necessary. Jake's honesty was refreshing. We had a very smooth experience and we left feeling good about our decision to use this firm. Go with confidence that he will listen and give you competent advice."
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