About
LifePlan Legal AZ is an estate planning and long-term care law firm with offices in Mesa and Gilbert, Arizona. The firm helps individuals, families, and business owners protect loved ones, assets, and legacies through values-based planning designed to reduce conflict and uncertainty.
Services include core estate planning tools—trusts, wills, powers of attorney, and deeds and real estate transfers—along with specialized planning for minor children, special needs trusts, asset protection, and irrevocable trusts. The firm also handles elder law matters, including long-term care and Medicaid (ALTCS) planning, as well as guardianship and conservatorship. Probate services cover guidance on whether probate is needed, strategies for avoiding probate, and trust administration. For business owners, the firm provides business formations, business succession planning, operating agreements, and employment agreements.
Prospective clients can schedule a free initial Strategy Session. Meetings are conducted with experienced estate planning attorneys, including Jake Carlson, Glenn McMinn, and Rebecca Easton. LifePlan Legal AZ also offers educational resources—seminars, webinars, videos, and a free 20-minute estate planning masterclass—to help clients understand their options and make informed decisions.