Reviews

Very informative and intuitive with counseling

After a few days of researching for a good State Trust attorney, to do an amendment to my trust I found, Jake, with LifePlan Legal AZ. One of the main reasons I hired Jake it was because he took the time to explain to me the legality of a state planning, I did like that! Jake was professional and very informative, through every step. His final product was very high-end quality and the trust is easy to follow. I definitely recommend Jake, thank you!

Atty. Jake Carlson was amazing in helping us set up our family trust. Now we can be at peace knowing that everything is in order to help protect our hard earned assets. Eveything was done professionally and yet in a very friendly manner. Our children will also be using him to set up theirs. I highly recommend his services if you are thinking of setting up a family living trust, will, health directive, etc.

We now have the peace of mind knowing all our final legal paperwork is in order as we age. So easy to do and a real, compassionate person to confer with. He truly cares about our family situation. A free 30 minute consultation was the drawing point for us.

Jake Carlson MBA/JD is an excellent Attorney. He made me feel comfortable from beginning to the end. I feel I could call on him for advice anytime in the future if needed. It was a very pleasant experience and I am far more informed about my families future now that he has taken the time to explain the process and decisions made during the completion of a Living Trust.

My wife and I just had Jake Carlson of LifePlan Legal AZ complete our wills, POA's, Health Directives and Living Wills. Jake is very thorough and takes the time to explain everything in detail. His fee's are extremely competitive and has no extra fees for phone calls and questions along the process. He gave us hard copies of everything as well as digital copies that we can store on our computer or give to our fudiciaries. We highly recommend Jake Carlson and his team to anyone that wants to create or update any of the above or create a trust to protect against probate courts. Craig & Carilyn Masloski - Mesa AZ

Jake was wonderful during our process. He is extremely knowledgeable and detail oriented. He answered all of our questions in easy to understand layman terms. We are so happy we chose LifePlan Legal AZ. We highly recommend them.

We (my mom and myself) found LifePlan Legal when we were looking for help with my dad. He has alzheimer’s and has started making questionable choices. Jake was awesome from the start both with the initial phone call to answer basic questions to getting us scheduled and seeing us. He was very knowledgeable but more very personable explaining everything to all three of us in a way we could understand and relate. Our time with him was helpful and enjoyable especially given the topic being discussed with our questions answered we left with things completed knowing we could (and have since) reach out for help at anytime. Plus his wife and dog are awesome too! Thank you. We are grateful to have you with us on this journey.

Great service!! Thanks Jake.

I would highly recommend them! The whole process was streamlined and painless. They explained everything and took as much time as you needed to get your questions and concerns addressed. If you are needing to setup a Will or Trust you should definitely check them out!

In all honesty, I have been putting off this important task. However, with consistent “encouragement” from my wife, I began my online research and also asked colleagues and friends for recommendations. Jake Carlson was the overwhelming favorite. Jake is the kind of buddy you have that happens to be an estate lawyer. His outgoing and friendly personality immediately puts you at ease. You will find yourself conversing about sports or common interests mixed in with serious life decisions. His professionalism and knowledge is off the charts. Jake possesses a special quality in explaining complicated legal documents to you in simple and understandable terms. He invites questions and incorporates every detail to fit your unique situation. At the end, you are provided with a massive organized legal binder that provides your family with the security and protection it requires and deserves. We can’t thank him enough for his services.