Here’s The Deal: Jake A. Carlson is the founder of LifePlan Legal AZ, PLLC. He obtained his Juris Doctor from California Western School of Law. He is a licensed member of the State Bar of Arizona. Jake started LifePlan Legal with the goal of helping 10,000 Arizona families pass their values and valuables to the next generation through values-based estate planning, long-term care planning, clarifying the probate process, and supporting their veterans. He takes a comprehensive approach to estate planning in Arizona by concentrating on celebrating your life. Jake has personally presented to over 200 groups in 27 states on estate planning and protecting your legacy. Working with hundreds of families on tax estate strategies, Jake developed the values-based estate planning strategy used by LifePlan Legal today. Jake authorises over 100 leadership articles on influence, legacy, family vision, and the values-based estate planning process. Schedule a free strategy session at LifePlan Legal.
3 Best Estate Planning Lawyers in Gilbert, AZ
Expert recommended Top 3 Estate Planning Lawyers in Gilbert, Arizona. All of our estate planning lawyers actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 JAKE A. CARLSON - LIFEPLAN LEGAL AZ 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.
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.
Jake and the team did a great job with our trust planning. They explained everything in detail and the follow up toward completion was excellent!
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![Andrew S. Mathers - ANDREW S. MATHERS, PC ATTORNEY AT LAW Gilbert Estate Planning Lawyers Andrew S. Mathers - ANDREW S. MATHERS, PC ATTORNEY AT LAW Gilbert Estate Planning Lawyers](https://threebestrated.com/images/AndrewSMathersANDREWSMATHERSPCATTORNEYATLAW-Gilbert-AZ.jpeg)
Here’s The Deal: Andrew S. Mathers is the founder of Andrew S. Mathers, PC, Attorney at Law. He received his JD from the University of Washington School of Law. Andrew worked in both the government and private sectors before establishing his own practice in 2010. He continues to devote his law practice to estate planning and probate. Andrew views his job as your estate planning lawyer as ensuring your family is prepared for the unexpected and inevitable by meeting your personal, family, and professional goals. He helps your loved ones minimize conflict and suffering upon death or disability. Andrew takes pride in providing personal attention to every client with clear communication and a real desire to know your needs. He will listen and seek to understand your unique circumstances, then aim to provide an effective solution to your specific situation. Andrew offers free phone consultations to his clients.
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TOP 3 ANDREW S. MATHERS - ANDREW S. MATHERS, PC ATTORNEY AT LAW REVIEWS
We hired Andy after talking to him on the phone. He asked all the right questions and explained the plan we needed in detail. He covered things we never would have thought of. From beginning to end, we were extremely happy. In the end, we got a thorough, detailed, and exhaustive estate plan for me and my family that included two trusts and business planning. We are confident that we got everything in place, and it is done right. And, his fees were reasonable compared to the other quotes we got. Thank you Andy!
Our experience with Andy in creating our trust and legal documents was excellent. He thoroughly discussed our family situation and assets, asking questions, providing suggestions, and explaining the trust's workings and asset ownership. Andy was consistently responsive, answering calls and emails promptly. We now have confidence that our affairs are in order, bringing us a significant sense of relief. The entire process, from start to finish, was smooth, and we are pleased with our choice of Andy as our attorney.
Andy is the best! My daughter has autism and we specifically pursued Andy for his expertise in special needs trusts. He did our trust, will, estate planning, etc and we couldn’t be happier. He is exceedingly knowledgeable and I felt like he had our best interests in mind. He is honest, thoughtful, and exceeding good at his job. I’m very grateful we met Andy!
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Becky Cholewka - CHOLEWKA LAW PLLC Gilbert Estate Planning Lawyers Becky Cholewka - CHOLEWKA LAW PLLC Gilbert Estate Planning Lawyers](https://threebestrated.com/images/BeckyCholewkaCHOLEWKALAWPLLC-Gilbert-AZ.jpeg)
Here’s The Deal: Becky Cholewka is the founder and managing lawyer of Cholewka Law. Becky is passionate about helping protect families and keeping them out of court. She is on the Board of Directors for the Power Ranch HOA. Becky serves on advisory boards for the Mercy Gilbert Hospital Patient Advisory Council and Mariposa Point Assisted Living and Memory Care Facility. She is also the WealthCounsel Arizona Forum Facilitator, where she is responsible for the mentoring and continuing education of 150+ estate planning attorneys. Cholewka Law is an estate planning and probate law firm in downtown Gilbert. The firm has been providing thoughtful legal representation to families in Gilbert and surrounding communities since 2010. Their legal services include estate planning, probate, wills, trusts, and powers of attorney. They are passionate about helping clients protect their loved ones and assets by designing and implementing customized, comprehensive estate plans.
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TOP 3 BECKY CHOLEWKA - CHOLEWKA LAW PLLC REVIEWS
Top notch law firm. From my first visit I was extremely impressed at how efficiently the office is run. Becky is very knowledgeable in trust and estate issues. She addressed all my concerns and a plan of resolution was put into place quickly. Rick has been thorough, diligent and helpful in addressing follow up and assisting me to get it done. Julie and Lorena are kind and very courteous. They do a great job in keeping everything running smoothly. I highly recommend this law firm!
At every appointment at Cholewka Law, business is taken care of immediately (no need to bring a book while you wait!) and they follow up with us to ensure we have done what we need to do. They also offer drinks and snacks every time. We feel Becky and Rick are a great team for taking care of something as important as estate planning. We are confident that every detail is taken care of and that when our future life changes do occur, we will be prepared.
They were very friendly and extremely helpful. They got my estate in order; making sure all documents in accordance with Arizona laws after my state to state transition. I feel very fortunate to have been referred to them and couldn’t be more pleased.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.