We Have Listed The Top 10 Estate Planning Lawyers In Phoenix To Help You Choose The Best Professional For Your Needs.
Address: 777 E Thomas Rd Ste 210 Phoenix AZ 85014
Phone: 602-548-3400
Stewart Law Group has been serving clients in greater Phoenix since 2004. With over 100 years of combined professional experience, our legal team provides the courtroom advantage our clients expect and deserve.
All the work we do revolves around family and close relationships. An attorney with Stewart Law Group can represent you in divorce, child custody determination, or other important family law matter. An attorney can advise you on your estate planning as well as represent you in any form of probate litigation.
We represent clients inside and outside the courtroom in legal decision-making and parenting time determinations and post-decree custody modifications. We assist with child support establishment and modification cases. With settlement negotiation or collaborative divorce. With parent relocation and military divorce issues. With paternity establishment, third-party visitation, and grandparent visitation. With trust creation and complex estate planning. With guardianship of a child or conservatorship of a vulnerable adult. And when a relative or someone close to you has passed away – with probate contested or likely to be – we can help with that, too.
Address: 4110 N. Scottsdale Road #170 Scottsdale, AZ 85251
Phone: 480-947-7447
Jim and Debbie Placet met in 1993 when they were both working for Liberty Financial. Jim worked in the Great American Bank branches in the Frys grocery stores offering alternative investments to bank products. And Debbie was the wholesaler for these alternative products and services. As the financial services industry grew and evolved so did the Placet’s dream of offering more products and services to the retirees of Arizona. When Great American Bank was taken over by the RTC the Placet’s dream was born; they established their first Estate Planning firm.
Today it has grown and evolved into RJP Estate Planning with over 15,000 clients in multiple locations in Arizona and many generations of satisfied clients.
Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets. RJP Estate Planning works with experienced estate planning counsel to design individualized plans that meet each family’s unique needs and properly provide for the legacy that each client desires.
We provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning.
Address: 2201 East Camelback Rd. Suite 200, Phoenix, AZ 85016
Phone: 480-892-2488
Website: https://plestateplanning.com/about/
Phelps LaClair is a local law firm that has been providing estate planning services to its Arizona clients for over 40 years. Phelps LaClair began in the early 1980s when attorney and Arizona native Stephen Phelps hung out his shingle and began preparing Living Trusts for clients when hardly anybody knew what a Living Trust was. Now that Stephen has retired, his son James Phelps, along with firm co-owner Jeffrey LaClair, have the privilege of carrying on the tradition.
Estate planning is what we do – no litigation, no divorces, no bankruptcies – and keeping our focus on estate planning allows us to provide you with top-notch service at fees that are fair and reasonable. We have the knowledge and experience to help you develop estate planning strategies that are carefully designed to protect you and your loved ones, preserve your assets and save taxes.
Most first generation estate planning law firms have very little experience implementing living trusts in real life. But at Phelps LaClair, we don’t just design living trusts on the “front end,” we also implement them on the “back end.” We have the unique experience of having handled hundreds of trusts and estates after people have passed away, which means we know what works and doesn’t when the time comes. This real life perspective helps us avoid pot holes that less experienced estate planners would never even consider. We plan for both the known and the unknown.
Much of what passes for “estate planning” today is little more than high-priced word processing. When you work with us the true value lies in our personal approach to explore and accomplish your goals, and then an ongoing, lifetime commitment to you to make sure your plan actually does what you want it to do. We recognize that estate planning is much more about people than it is documents. The planning we do for you now is going to make all the difference for your loved ones when the time comes, and it just might be the key that assures the legacy you leave is a blessing and not a curse.
Every day, in every way, we strive to be the very best team of estate planning professionals dedicated to providing you with peace of mind. We work side-by-side with you to create a plan that meets your goals at fees that are predictable and fair. We are committed to building and maintaining a lifetime relationship with you based upon integrity, compassion and exceptional service. Through this and more, we will positively enrich your life and the lives of your family and loved ones.
Address: 7254 E. Southern Ave. Ste. 121 Mesa, AZ 85209
Phone: 480-924-4557
Website: https://danalawgroup.com/
Dana Law Group, LLC is a 5-star Estate Planning, Trust Administration, and Probate Law Firm. We help individuals and families to create custom legal solutions that will preserve hard-earned assets, eliminate the headache of probate proceedings, and reduce or eliminate tax. When you hire one of our experienced lawyers to create or administer an estate plan, you are doing more than purchasing a stack of legal documents. We will work with you to customize the paperwork and make sure your estate plan captures your wishes in the most efficient way possible. We will be a trusted advisor and help you navigate any questions that arise. We navigate the estate planning process by helping families with 4 steps:
The Initial Consultation – Our first visit is done in one of our offices or over the phone. This is an opportunity to get acquainted with each other and talk about general estate planing concepts. Once we outlined a few strategies, we will get a feel for what would be the best fit for you based on your unique circumstances. In this visit, we’ll quote a flat-rate to implement your customized estate plan.
Designing Your Estate Plan – After determining what estate planning solution would work best for you, we’d walk you through capturing you specific wishes and determine who you’d want to act on your behalf if you were unable to act for yourself.
Signing Your Estate Plan – After we’ve created personalized estate planning documents to capture your wishes, we’d meet again to explain the specific provisions of the paperwork, answer questions, and walk you through signing the paperwork. Once this process is complete, we’d organize the original paperwork in an estate planing portfolio for you to keep. We will safeguard a digital copy of your paperwork in our digital vault.
Funding Your Estate Plan – Once the paperwork is signed, it is legally enforceable. However, the next step to help avoid the probate process is funding your estate plan. This means that we’d counsel you through transferring property to your trust or, if you don’t have a trust, naming beneficiaries on your major assets.
Address: 5010 E Shea Blvd, Suite 205 Scottsdale, AZ 85254
Phone: 602-375-6752
Website: https://libbybanks.com/about-us/
Noted attorney Libby Banks focuses exclusively on the areas of Estate Planning, Probate and Trust Administration. Her work is therefore concentrated in just a few key areas. Libby’s clients range in age from 18 to 98. Some have large families. Some have small or no families but consider their pets their children. Client assets range from a house, a car and a small bank account to large businesses and multiple rentals and properties around the United States.
We have been advising and protecting a wide range of clients over 30 years. Our goal is always the same: to make the process of estate planning as smooth and painless as possible. In fact, our plans are designed to preclude the court from meddling in your estate.
Libby Banks’ passion for estate planning began during her early years as a litigation attorney. Libby found herself sorting out the inevitable family fallout caused by poor estate planning and improperly written wills and trusts.
Some clients hired Libby to resolve the disagreements caused by this lack of planning, and some hired her to fight for a share of the estate when they believed another relative had cheated them.
Too often, Libby saw families come apart, with siblings vowing never to talk to their brothers and sisters again.
As Libby often says, “I value family above almost everything, and these cases broke my heart. I decided to go into estate planning to help people avoid these painful, unnecessary family fights.”
Today Libby Banks focuses exclusively on preventing the problems caused by an unplanned, or poorly planned, estate. Libby skillfully represents clients in the areas of Estate Planning, preparing Wills and Trusts, Asset Protection planning, and Probate and Trust Administration.
When you engage The Law Office of Libby Banks, you have the added assurance of knowing that your estate is being handled by a highly experienced, seasoned attorney.
Address: 3411 N. 5th Ave., Suite 300 Phoenix, AZ 85013
Phone: 602-254-6008
Website: https://www.dbfazlaw.com/
Our estate planning attorneys help you determine the best way to leave your assets upon your death, manage your assets during lifetime, and minimize probate costs and healthcare confusion.
If you have suffered the loss of a family member and are faced with the prospect of dealing with the probate system, you do not have to go through it alone.
A guardianship is a legal right given to a person to be responsible for the food, healthcare, housing and other necessities of a person who has been deemed fully or partially incapable of providing these necessities for himself or herself.
A conservatorship is a legal right given to a person to be responsible for the assets and finances of a person deemed fully or partially incapable of providing these necessities for himself or herself.
Our Phoenix, AZ lawyers make trust administration simple. We file paperwork, resolve conflict, and guide you through the entire process.
Our estate planning lawyers draft personalized special needs trusts, first-party and third-party, to provide for the disabled loved ones you leave behind.
Arizona lawyers who provide legal services helping individuals and fiduciaries plan, administer and litigate issues.
Each of our principals has more than 20 years of experience in their respective area of practice. We have been recognized by our peers as among the best at what we do and for our contributions to our legal and social communities.
Our practice thrives on referrals from existing clients and colleagues in the legal and social community. We frequently present topical information to our legal and social community.
In addition to providing personal service to our clients, we have a reputation for volunteerism including service on community boards and our award-winning leadership in pro bono legal services.
Address: 10101 West Bell Rd. #101 Sun City, AZ 85351-1188
Phone: 623-974-5585
Website: https://gormanandjoneslaw.com/
At Gorman & Jones, PLC, our probate litigation lawyers believe that everyone should plan for the future through effective estate planning. Regardless of the size of your estate or how many assets you own, an estate plan provides many cost-effective and practical benefits while giving you peace of mind. Proper planning for the administration of your estate can also lessen family confusion and conflict in potentially difficult times.
We Help You Benefit From a Proper Estate Plan
Our team of wills and trusts lawyers can let you know how an estate plan benefits you and your family. The drafting of legally sound estate documents allows you to:
- Plan for the future of your family
- Indicate how you wish your assets to be distributed
- Make your wishes clear about care at the end of your life
Choose Gorman & Jones, PLC, for Our Depth of Experience Gorman & Jones law firm, PLC, practices estate planning, estate administration, probate law, and the related fields of elder law and probate litigation exclusively. Our lawyers have over 25 years of combined estate planning and probate legal experienc. Our depth of our experience benefits our clients each time we handle a case. Our experience has included effective representation of clients in numerous will and probate disputes. Also, we represent people in Arizona and Florida in the probate process for loved ones who have passed away while residing in Arizona and Florida.
We Provide Personalized Attention in Every Case
We believe high quality legal services require personal attention. We will carefully explain all of your options and the effect that they will have on your estate. We will always listen to your concerns, particularly those surrounding guardianships, tax liabilities, powers of attorney and other legal consequences. In every case, we will help you understand exactly what you need to know.
Address: 7375 E 6th Avenue #9 · Scottsdale, AZ 85251
Phone: 602-456-0591
Website: https://www.caepc.org/council/about
Your Associate Membership brings you into close contact with approximately 200 experienced professionals, which includes a broad array of estate planning disciplines and backgrounds. In addition, your professional profile can be made readily available to every other member of the CAEPC and the Public through our online directory.
Our monthly format is a cocktail networking hour, followed by a full dinner and one-hour professional presentation, which provides opportunities to meet many new professionals, catch up quickly and regularly with existing relationships, gain new knowledge and sources of information for your professional practice situations, and fulfill one hour of professional education.
The CAEPC hosts an annual half-day session, which provides attendees a chance to get into the details of important issues and developments in the estate planning profession. It is one of the most heavily attended events, and it provides an excellent opportunity to get to know fellow professionals on a deeper level.
The annual “Spring Event" occurs in mid-April. This is a great opportunity to interact with other professionals in a more casual setting and have some fun.
The Emerging Professionals' Group (EPG) of the Central Arizona Estate Planning Council (CAEPC) focuses on social and educational events for individuals new to the estate planning profession, including legal, accounting, investments, insurance, and financial planning professions, and acclimating such individuals into the CAEPC. It is a vibrant growing group of Phoenix metropolitan area professionals, that will certainly be the next generation of estate planning professionals!
Prior events have included happy hour social events, activities, and educational events held at various locations in the Phoenix metropolitan area.
A well thought out season of educational meetings combined with a conducive networking environment and dinner with a professionally diverse membership base at one of the top country clubs in the Phoenix metropolitan area is one facet of value.
Seeking ways to market your firm and stand out from the crowd for potential clients and out of state referral sources? CAEPC's Associate Member directory is searchable by name, firm, and professional discipline by other CAEPC members and the public. Feel free to browse our current roster of professionals through the Member Directory tab.
Sponsorship support of our programming provides our members with this exceptional value...If you are a serious estate planner, you can't afford NOT to join. If you are serious about expanding your branding, visibility, and image as a quality company to the Arizona Estate Planning Community, you can't afford not to consider sponsorship. Click here to learn more about the benefits of sponsorship.
Address: 7600 N 16th St, Ste 105 Phoenix, AZ 85020
Phone: 602-249-1328
Website: https://morristrust.com/
Estate planning is our sole practice. We are proud to have helped tens of thousands of families for more than fifty years by providing customized estate planning services.
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2022 is just starting, it’s not too early to think about planning for whatever it may bring your way.
Wills and Trusts
- Everyone has an estate. Your estate consists of everything you own. Whether you are planning with a will or a trust, having an estate plan is crucial to ensure your wishes are carried out. Our experienced attorneys can help create a plan that not only accomplishes your goals, but also give you expert advice for effective strategies to protect yourself, loved ones and your hard-earned investments.
Trust Administration & Probate
- Losing a loved one is never easy and administering an estate can be complex. We not only create Wills and Trusts, but we also do estate and trust administration. We assist personal representatives and successor trustees with the responsibilities they have upon the death of a loved one. Let us help you address any issues that may arise in the course of probate or trust administration.
Education
- Our experienced attorneys are trained in complex areas of the law, including wills & trusts, probate, trust administration, tax, real property, and debtor-creditor. We frequently present on a range of topics to accountants, attorneys, financial planners, insurance agents, business associations, special-interest groups and the public.
Address: 202 E Earll Dr #440 Phoenix, AZ 85012
Phone: 800-659-7575
Website: https://www.ig-law.com/about/
Israel & Gerity, PLLC has earned a solid reputation throughout Arizona for being a no-nonsense law firm focused on results. Founded in November 2002, Israel & Gerity, PLLC strives to deliver top quality legal services – whether we are assisting injured individuals, advising a business or designing an estate plan. Kyle A. Israel and Michael E. Gerity are experienced attorneys who provide the answers clients need and deserve.
Having an experienced Arizona law firm in your corner can make all the difference in your case. If you need to handle your estate planning, have a business issue, are struggling with debt, need a trademark, or if you’ve been injured in a car accident, you need a knowledgeable Phoenix lawyer fighting for your rights.
We understand how overwhelming legal matters can be for families and businesses. That’s why we take an attentive, hands-on approach specifically designed to address your unique legal needs. Every case is unique – just like you.
Legal matters can arise quickly, but the effects can last a lifetime. Get your life and your business back on track. Contact an Arizona estate planning and business lawyer who will fight for your rights.