LifePlan Legal AZ - Gilbert, Arizona

Dan H.

Jake was great to work with on our trust & will planning work. He made it so easy and painless, I cant believe we put it off as long as we did. He and his team were thorough, followed up promptly, educated my wife and I, and were just so dang pleasant to work with. Great to have such professionals right here in Gilbert.

Kimberly B.

We had an excellent experience working with Jake and Glenn, who expertly guided us through the family trust process. They offered flexible meeting times, were very thorough, and completed all the paperwork promptly.

Bill B.

I met with Rebecca Easton to put together several documents (will, living will, and a trust). She met with me and my wife to discuss the process. Rebecca explained all of the documents and was able to answer all of our questions. We asked that Rebecca (LifePlan Legal AZ) create all of the documents - this took about 2 weeks. We reviewed the documents and scheduled an appointment with Rebecca to answer a few questions and sign everything.

Rebecca again answered all of our questions and made us feel very comfortable with what we were signing.

After the signing, LifePlan Legal, recorded the deed to our house with the trust. She also gave us instructions on how to get our accounts into the trust.

I like the service I've received with Rebecca and look forward to a continued relationship with Rebecca and LifePlan Legal AZ.

Joy B.

The time finally came that I felt it would be advisable to find out what wills and trusts were all about and what it would mean to me and my family to put my affairs in order. I was referred to Jake Carlson at LifePlan Legal AZ, and during my consultation Jake explained thoroughly the differences in choices and what I could expect from each one. Every question I had was completely answered to my understanding so that I could make an informed decision. From initial consultation to completing necessary paperwork to signing documents and receiving my Portfolio was no more than three weeks. It was a pleasure working with Jake and his staff, Glenn McMinn and Erica Kryka, and I would highly recommend them for your estate planning.

Leslie H.

Friendly and efficient. We've had our trust done twice before, but I feel more confident now that they've helped us restate it with the updates we needed to address.

Pat C.

I worked with Glenn in setting up a trust. He was extremely knowledgeable and professional...and patient. He made sure everything was made to be understood, and I never felt hurried. I can highly recommend this firm.

Susan

I had a wonderful experience working with LifePlan Legal AZ. The staff were extremely friendly, knowledgeable, and helpful. They made me feel at ease and informed me about options regarding my business. It was refreshing to work with someone who listened to my concerns. We will use their services again!

Wendy K.

Working with Glenn was a very easy and enjoyable process. We were able to get all the documents we needed for a very reasonable amount. Glenn was very responsive and attentive to all the questions we had. We will highly recommend them to anyone seeking estate planning assistance.