Jake Carlson, the visionary behind LifePlan Legal AZ, PLLC, earned his Juris Doctor from California Western School of Law and is a licensed member of the State Bar of Arizona. Founding LifePlan Legal with a clear mission, Jake aims to assist 10,000 Arizona families in passing on their values and valuables to the next generation through values-based estate planning, long-term care planning, probate process clarification, and support for veterans. Emphasizing a comprehensive approach to estate planning in Arizona, Jake focuses on celebrating your life and ensuring that your legacy aligns with your values. He has personally delivered presentations to over 200 groups in 27 states, sharing his expertise on estate planning and protecting one's legacy. By working closely with numerous families on tax estate strategies, Jake refined the values-based estate planning strategy used by LifePlan Legal today. Beyond his legal accomplishments, Jake has authored over 100 leadership articles on topics such as influence, legacy, family vision, and the values-based estate planning process. To explore how LifePlan Legal can assist you, schedule a free strategy session and discover how Jake and his team can help secure your future.
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 face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
JAKE A CARLSON - LIFEPLAN LEGAL AZ REVIEWS
Jake Carlson made us feel comfortable, explained complex processes and documents in terms we understood, and had answers for all our questions. He use positive real world examples to educate us on the process we were doing for Power of Attorney and a Living Trust and for the what ifs we were concerned about for the future. He had plenty of availability to suite our schedule and we never felt rushed into anything. We are planning to go back to Jake again for any similar legal paperwork, he really made it easy on us.
We had a wonderful experience working with Jake! He really broke down the legal language into more understandable terms. My family and I met with Jake to help my dad create his Living Trust and we were all very satisfied with how simple and fast we were able to get everything done. I highly recommend LifePlan Legal (Jake Carlson) to help make the various legal processes more understandable.
Jake and crew are great. They are hands-on, explain everything very clearly, and were able to tailor a life plan to fit my specific situation.
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Andrew S. Mathers, the founder of Andrew S. Mathers, PC, Attorney at Law, obtained his JD degree from the University of Washington School of Law. With a diverse background in both the government and private sectors, Andrew ventured to establish his own practice in 2010, focusing on estate planning and probate matters. As your estate planning lawyer, Andrew's primary objective is to ensure that your family is well-prepared for both unexpected and inevitable circumstances, while aligning with your personal, family, and professional goals. He is dedicated to helping your loved ones minimize conflict and suffering in the event of your passing or disability. Providing personal attention to each client, Andrew values clear communication and genuinely seeks to understand your needs. When you work with Andrew, he will attentively listen to your unique circumstances and aim to offer effective solutions tailored to your specific situation. To facilitate accessibility and initial discussions, Andrew extends free phone consultations to his clients.
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ANDREW S. MATHERS - ANDREW S. MATHERS, PC ATTORNEY AT LAW REVIEWS
From the moment you initiate contact with Andy, you know this a person you can trust. He responded promptly to every text message or email we sent him with our questions and explained everything thoroughly and in simple terms we could understand. I put this off for years because I felt so overwhelmed by the process but he made it incredibly easy. We also really appreciated that he is direct, does not sugar coat answers to hard questions. My only regret is not finding him sooner. Do yourself and your loved ones a favor and reach out to Andy if you need Estate planning, I promise you won't regret it.
Andrew was terrific to work with. Professional, timely, friendly, thorough. Always had our best interest at heart. I’d recommend him to anyone. It is a relief for our family to have this process completed. Andrew saw us through it every step of the way.
Went to Andy because of his excellent Yelp reviews. He created a trust and a will for us, got the deeds to our real estate transferred to the trust and took care of every other detail. Andy is friendly and efficient, and I will not hesitate to use him again for any family law situations that might arise. My wife and I are comfortable knowing that our estate is in good order. Thank you Andy!
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Becky Cholewka, the founder and managing attorney of Cholewka Law, is deeply dedicated to safeguarding families and ensuring they avoid unnecessary court involvement. She actively serves on various boards and advisory councils, including the Power Ranch HOA Board of Directors, Mercy Gilbert Hospital Patient Advisory Council, and Mariposa Point Assisted Living and Memory Care Facility. In her role as the WealthCounsel Arizona Forum Facilitator, Becky plays a crucial role in mentoring and continuing the education of over 150 estate planning attorneys. Cholewka Law, situated in downtown Gilbert, is an esteemed estate planning and probate law firm. Since its establishment in 2010, the firm has diligently provided thoughtful legal representation to families in Gilbert and neighboring communities. Their legal services encompass estate planning, probate, wills, trusts, and powers of attorney. The team at Cholewka Law is fervently dedicated to guiding their clients in protecting their loved ones and assets. By creating and implementing personalized, comprehensive estate plans, they aim to secure their clients' future and grant them peace of mind.
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BECKY CHOLEWKA - CHOLEWKA LAW PLLC REVIEWS
Cholewka Law is an incredible estate planning firm that really knows the ins and outs of estate planning. I'm guilty of not wanting to face how to handle my own assets and whether my home should be titled to me, a loved one or a trust, how I can be assured my assets will be handled and who I should leave them to. As a fellow attorney, these issues are not easily answered but Becky and her team are amazing and are solution oriented and the peace of mind is worth it, I cannot recommend Cholewka Law enough.
Becky is extremely efficient and clearly understands the Arizona Living Trust laws. Although I had sticker shock I believe it was money well spent! Thank you Becky & Rick
My husband and I met Becky Cholewka, Esq. at a Seminar she was conducting on Estate Planning. We were really impressed how she was able to answer all the questions the group had in a way that was very descriptive and understandable. Her positive attributes listed below, helped us make the decision to go to her for our needs: Organization, Leadership, Thoroughness, Positive work ethic, Personality and Teamwork. Because of these attributes, we highly recommend Becky.
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