Business Details
Estate Planning & Wills Lawyers in Mesa, AZ
At LifePlan Legal AZ, we specialize in creating estate plans that preserve family legacies and prevent conflict. Our mission is to help 10,000 Arizona families protect their assets, values, and loved ones through personalized legal strategies. With expertise in wills, trusts, probate, and business succession planning, we combine technical proficiency with compassionate guidance. Our team prioritizes understanding each client's unique story to deliver tailored solutions that ensure clarity and peace of mind. We offer free strategy sessions, flat-rate billing, and lifetime support to make estate planning accessible and stress-free for individuals, families, and small businesses across Arizona. 
Services
Estate Planning
Trusts
Wills
Probate
Business Succession
Asset Protection
Power of Attorney
Guardianship
Elder Care
Conservatorship
Highlights and features
- We offer free strategy sessions with experienced estate planning attorneys
- Our flat-rate billing ensures transparent, predictable pricing
- Lifetime free workshops and estate plan reviews included
- Certified Exit Planning Advisors for business succession needs
- Team combines technical expertise with empathetic, personalized service
What people say
Exceptionally knowledgeable
Thorough and patient
Empathetic professionals
Transparent pricing
Lifelong planning support
Services
Estate Planning
Our estate planning services help Arizona families protect assets and prevent family conflict through customized legal strategies. We create comprehensive plans that address wills, trusts, and end-of-life decisions while considering each client's unique family dynamics. Our approach combines technical expertise with compassionate guidance to ensure your wishes are honored and loved ones are protected.
Trust Administration
We specialize in trust administration to ensure smooth asset distribution according to your wishes. Our attorneys guide trustees through complex legal requirements while maintaining compliance with Arizona estate laws. This service helps protect beneficiaries and preserve family harmony through clear, enforceable trust documents tailored to your specific needs.
Business Succession
Our business succession planning helps Arizona business owners protect their legacy and ensure smooth leadership transitions. Certified Exit Planning Advisors work with clients to create strategies that maintain business continuity while protecting personal assets. We address tax implications and ownership transfer mechanisms to secure your business's future.
Probate Services
We guide families through Arizona's probate process with clear legal counsel and compassionate support. Our services help executors fulfill their duties efficiently while minimizing family conflict. We handle complex estate matters including asset inventory, debt settlement, and distribution according to will or state law requirements.
Asset Protection
Our asset protection strategies safeguard clients' wealth from potential threats including lawsuits and creditors. We employ legal tools like irrevocable trusts and limited liability structures while maintaining compliance with Arizona and federal laws. These plans ensure your hard-earned assets remain protected for future generations.
People
Jake Carlson
Owner & Estate Planning Attorney
MBA/JD attorney specializing in estate planning with a focus on personalized client service. Recognized business leader and podcast host who connects with clients through storytelling and values-based planning.
Rebecca Easton
Probate & Estate Planning Attorney
Experienced legal professional dedicated to helping families make informed estate planning decisions. Emphasizes lifelong relationships built on trust and comprehensive guidance for both personal and business needs.
Glenn McMinn
Probate & Estate Planning Attorney
30+ years of legal experience focusing on estate planning and probate matters. Arizona State University graduate committed to delivering personalized solutions that address clients' unique circumstances and long-term goals.
Erica Kryka
Legal Assistant
Dedicated estate planning professional who takes pride in helping clients secure their futures. Combines technical expertise with personal attention to detail while supporting the firm's mission of compassionate legal service.
Questions
What is the difference between a will and a trust?
Wills designate guardians and asset beneficiaries, while trusts avoid probate and specify asset distribution timing. Trusts offer more control over how and when assets transfer to beneficiaries.
How do I make sure my home goes to my children?
Establishing a revocable or irrevocable trust ensures your home transfers directly to your children according to your specified terms, bypassing probate court proceedings.
What is a business succession plan?
A legal strategy outlining business transfer when owners retire, become incapacitated, or pass away. It protects your business legacy and ensures smooth leadership transitions.
What does power of attorney mean?
A legal document allowing someone to act on your behalf for financial, real estate, or healthcare decisions if you're unable to make those decisions yourself.
What is probate?
The legal process validating a will and overseeing asset distribution according to the will's terms or state law if no will exists.
How does asset protection planning work?
We implement legal strategies like trusts and business structures to shield your assets from potential threats while maintaining compliance with applicable laws.
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