Life Planning Inc 7150 East Camelback Road, Scottsdale, AZ 85251

"Updated Warner passed away no longer recommend this business. Warner and His Team did an Excellent Job setting up our family trust. He is extremely thorough with all of the details of the trust and always happy to explain what we didn't understand . Warner was able to to have our Financial Planner involved making the transition to the the trust extremely easy. I Highly recommend his company Life Planning Inc. for all of your estate and family planning. Warner has pasted. We understand the company was sold and have not been able to get a hold of anyone. Left message but no return call. Good business went south when principal owner died."

"Greg and Chris provided excellent service for our needs. A very friendly and stress-free experience taking care of all our estate and trust processes. Highly recommend the Life Planning organization. Thank you"

"Due to out-of-date estate planning documents, my husband and I were referred to Warner Lewis. This is one of the best referrals we’ve gotten in some time. Warner is knowledgeable, easy to work with and took time to discuss our concerns and answer our questions. In short order we had our estate plan in place. Many thanks to Warner and his staff for a great job."

"I am recommending Life Planning to each of my extended family members. Warner Lewis did an absolute stunning job in developing my revocable trust, will and life insurance trust. He helped me work through my thought process, made terrific suggestions and patiently helped me to understand the legal language. I now feel confident in the structure of how I will leave my legacy to be managed. I plan to engage Warner again to develop trusts for my children. His work will save many thousands in legal fees moving forward."

"Life Planning made establishing our new Estate Planning Portfolio, including a revocable Trust, a simple yet thorough process. We were very pleased with the services offered by Warner Lewis and his team. Because of the current health crisis, we were able to do much of the work on the phone and online. The final meeting to sign documents and complete our Trust work was handled carefully and professionally (masks, no one else in the office, newly wrapped pens, careful attention to health and welfare concerns, etc). The Life Planning Document that we received now covers all aspects of what we anticipate we will need to provide for us and to our future heirs. It is very comprehensive and complete yet not cumbersome or too restrictive. Warner was very open to learning who we are, what our needs and wishes were, and including them in this one document for our peace of mind. Highly Recommend."