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5.0 172 reviews

Ward heinemann

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04 Apr, 2023
I choose life plan legal because I wanted to work with a local law firm with whom I could establish a working relationship for the long term. He set up trusts, wills and powers of attorney for my wife and I, something that was long overdue for the two of us. Working with Jake Carlson was a pleasure. I would highly recommend him to anyone who is in need of similar services.
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Lisa noel

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03 Apr, 2023
Everything was straightforward and Jake explained everything very well. Highly recommended.
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Wendy carrasco

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29 Mar, 2023
So easy to set up our revocable trust. You can schedule appointment online and Erica will follow up. Jake went through everything and explained the trust details and was happy to answer questions. So EASY! Highly recommend!
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Bobby

star star star star star
27 Mar, 2023
Was a quick and very easy process thank you Jake!!!!
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Mary schultz

star star star star star
23 Mar, 2023
I went to Jake because a friend recommended that I see an estate attorney that specializes in special needs or an elder lawyer. That's when I found LifePlan Legal through an online search. With the free planning session I thought what do I have to lose? I really appreciate the generosity and down to earth approach that Jake provides to really care and help families. It was a no-brainer to encourage my parents to also seek his services simultaneously. Jake has been excellent in helping us put together a will and trust for our different needs. He's always been accessible to answer our many questions, patiently teaches us so we understand our options, and organized and guided us every step of the way. We highly recommend him!
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Kayla prinsloo

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21 Mar, 2023
Kind, affordable and thorough. Answered all of my questions. Everything was very organized and I felt confident in their expertise. Highly recommend.
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Rachel judy

star star star star star
20 Mar, 2023
Jake was a pleasure to work with and we feel very confident in the trust and wills that he set up for us. He took the time to go over all the documents thoroughly and answer all of our questions. Erica was great too!
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Doreen klingler

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16 Mar, 2023
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Debra nussbaum

star star star star star
14 Mar, 2023
Jake and his staff were awesome. All of our questions were answered when preparing our trust. We have peace of mind knowing when something happens to my husband and I our children will have no questions or problems handling our affairs and they will not have to deal with probate. Now we just have to focus on fun adventures.
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Robin thayer

star star star star star
09 Mar, 2023
Jake was great! He was thorough throughout the whole process.
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Darcy breault

star star star star star
07 Mar, 2023
Jake was fabulous! He answered all of my questions, spent extra time with me and is willing to answer any additional questions I may have. He was also very easy to schedule a meeting with. I highly recommend meeting with Jake for any types of legal questions. He will refer you to a solid attorney if he cannot assist you.
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Kenny arroyo

star star star star star
03 Mar, 2023
Jake was so detailed and explained everything incredibly well. Highly recommend!!
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