About
Founded in 2006, LifePlan Legal AZ, based in Gilbert, AZ, is not your typical estate planning law firm. With the leadership of Jake Carlson, an attorney and recognized business leader, the firm assists clients in planning their estates and preparing for the unexpected. Specializing in values-based estate planning, they guide clients through the process of creating family legacy plans, preparing wills, and handling elder law concerns. LifePlan Legal AZ aims to help families pass their values and valuables to the next generation, offering a personal touch that extends beyond just producing legal documents.
Specialties
Service
Consultation, Representation
Areas of law
Wills / living trusts, Estate planning / estate taxes, Settlement, Probate, Medical directives, Elder law, Powers of attorney, Other
Location and hours
LifePlan Legal AZ
1425 S. Higley Road #106
Gilbert, AZ 85296
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Photos and videos
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Resume
Work Experience
Principal, Owner
LifePlan Legal AZ, PLLC
2019 - Present
Director of Member Progress
How to Manage a Small Law Firm
2017 - 2019
COO
Boy Scouts Of America
2010 - 2016
National Major Gifts Counsel
Boy Scouts Of America
2005 - 2010
Education
California Western School of Law
2005
Brigham Young University
2001
San Diego State University
2005
San Diego State University
2005
California Western School of Law
Law
2005
Brigham Young University
2001
Associations & Affiliations
Exit Planning Institute
Member
ElderCounsel
Member
Toastmaster
Membership Committee
Publications
LinkedIn Publishing
2017
LinkedIn Publishing
2017
Speaking Engagements
Live Quarterly Meeting January 2019
Success is 80/20: Mindset & Mechanics
2019
Live Quarterly Meeting April 2019
Lateral Thinking
2019
Live Quarterly Meeting July 2019
The Law of Cause and Effect
2019
B7 Upgrade Diagnostic
6 things that only a law firm leader can (and must do)
2018
Live Quarterly Meeting July 2018
Discovery Day - The Monk and The Riddle
2018
Live Quarterly Meeting October 2018
Success is a progressive realization
2018
SVMBC Board of Directors Retreat
Philanthrocapitalism: Philanthropy + Capitalism
2015
University of Scouting
When Tradition Meets Tomorrow
2015
Estate Planning CLE Luncheon
Tax Implications of Using Charitable Remainder/Lead Trusts
2009
Phoenix Art Tour CLE
When Tradition Meets Tomorrow Art Tour
2009
CLE Attorney Luncheon
Tax Implications of Using Charitable Remainder/Lead Trusts
2007
Sequoia Council Board Meeting
Wills, Trusts & Estate Preservation
2006
Services offered
Corporate Law Attorney
Estate Attorney
Probate Attorney
Wills And Estate Planning