Expertise.com

Best Estate Planning Attorneys in Gilbert

2024

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Website
4647 North 32nd Street, Suite 135, Phoenix, AZ 85018

Why choose this provider?

Kadish & Anthony Law Group serves business owners and high-net-worth families in Gilbert and its nearby communities. The office helps them protect their generational wealth and preserve their legacies by handling various estate planning matters, such as asset distribution, business successions, guardianships, probate minimization, and medical decision-making. Since 1980, its team of attorneys has been guiding clients throughout the legal process, which involves drafting wills and trusts and creating a durable power of attorney. They advocate for clients' rights in arbitration, litigation, and mediation proceedings.

Attorney Information

Attorney NamesExperience
Eugene Kadish - Founding Attorney56 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Yelp
4.6 / 5 (13)
Google
4.2 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule a Consultation

Gilbert, AZ

Why choose this provider?

Need help contacting a Estate Planning Attorney in Gilbert? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1129 S Oakland, Suite 102, Mesa, AZ 85206
  • Estate Planning

Why choose this provider?

Morris Hall, PLLC, offers estate planning solutions to individuals and families around the Gilbert, Mesa, and Chandler areas. Since 1970, the firm has been helping small estate owners and high-net-worth individuals with complex estates put their affairs in order. Additionally, it crafts documents such as financial powers of attorney and advanced health care directives. Probate and trust preparation and administration services are also available. Morris Hall is a member of the American Academy of Estate Planning Attorneys.

Attorney Information

Attorney NamesExperience
Theron Hall - Senior Partner51 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (73)
Facebook
5.0 / 5 (10)
Avvo
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1767 East Queen Creek Road, Chandler, AZ 85286

Why choose this provider?

Citadel Law Firm, which is located in Chandler, provides legal counsel for Gilbert residents. Its practice areas include estate planning, which entails assisting clients in developing a legally compliant plan that takes into account their assets, such as annuities, investments, and pensions. In addition, the company also helps clients with trust administration, probate, and elder law. David Gerszewski, the firm's probate and estate planning attorney, also has experience in business succession planning and intellectual property protection.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (39)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3303 East Baseline Road, Gilbert, AZ 85234
  • Estate Planning

Why choose this provider?

Tetrant offers estate and financial planning services in Gilbert and the surrounding areas. It helps clients identify and distribute their assets through legal documents, such as last will and testament, living will, trust documents, durable power of attorney, and healthcare power of attorney. It also handles other types of trusts and provisions, such as charitable remainder trusts, dynasty trust provisions, IRA beneficiary trusts, irrevocable trusts, and special needs trusts. Tetrant offers charitable planning, insurance and retirement planning, and asset management.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (25)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
207 N Gilbert Rd UNIT 209, Gilbert, AZ 85234
  • Estate Planning

Why choose this provider?

Cholewka Law runs two offices located in Gilbert to better reach and serve clients in the metro. Established in 2010, it offers legal services in matters involving estate planning, trust administration, and probate. The firm works with clients to create personalized estate plans and assists them in the implementation process. It also prepares legal documents such as wills, powers of attorney, and HIPAA authorizations. Founder Becky Cholewka is a facilitator at WealthCounsel Arizona, where she provides continuing education to over 150 estate planning attorneys.

Attorney Information

Attorney NamesExperience
Becky Cholewka - Founder and Managing Attorney15 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
5.0 / 5 (14)
Yelp
4.0 / 5 (13)
Facebook
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2509 S Power Rd 207, Mesa, AZ 85209
  • Estate Planning

Why choose this provider?

Dana And Associates LLC is a full-service estate planning and probate law firm that serves residential and commercial clients in Gilbert and its surrounding cities. It provides a comprehensive and simplified estate plan with a focus on estate planning and administration, crafting of the last will and testament, probate, and trust administration. Rilus M Dana, the firm's managing partner, is an experienced estate planning litigator with over 18 years of professional experience handling estate and business planning laws for a wide range of clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.0 / 5 (45)
Facebook
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1237 South Val Vista Drive, Mesa, AZ 85204
  • Estate Planning
  • Trust Administration
  • Probate

Why choose this provider?

Winsor Law Group - Mesa is a firm servicing Gilbert and the surrounding communities. Prior to practicing estate planning law, Mark A. Winsor has years of experience as an entrepreneur and financial advisor. He uses this background to help clients in the different aspects of estate planning, including asset protection, real estate, and finance. Winsor and the other attorneys from this firm assist clients in organizing their trusts and protecting their assets from creditors and lawsuits through customized estate planning.

Attorney Information

Attorney NamesExperience
Mark Winsor - Owner22 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.0 / 5 (19)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4365 East Pecos Road, Gilbert, AZ 85295
  • Estate Planning

Why choose this provider?

Harrison Law, PLLC offers trust, estate, and business planning services to both individuals and businesses in Gilbert. Its practice areas include all aspects of commercial litigation law, construction law, business law, surety and fidelity law, and environmental and natural resource law. Founding attorney Matthew Harrison has been practicing law for over 20 years and has extensive experience in civil law. Currently, he serves as a judge pro tempore for the Superior Court of Arizona in Maricopa County.

Attorney Information

Attorney NamesExperience
Matthew Harrison - Principal27 yrs
Matthew Harrison - Founding Member26 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (41)
Facebook
5.0 / 5 (18)
Yelp
4.0 / 5 (5)

Website
1425 South Higley Road, Gilbert, AZ 85296
  • Estate Planning

Why choose this provider?

Verde Valley Law Group, which has an office in Gilbert, provides legal guidance in several areas, including estate planning. The two-attorney firm customizes legal solutions that could simplify probate proceedings, protect clients' assets, and eliminate or, at least, reduce estate taxes. The professionals work with clients in drafting their revocable living trusts, living wills, and different powers of attorney, including financial and general health care. Verde Valley Law Group also offers assistance on trust administration and probate law.

Attorney Information

Attorney NamesExperience
Michael Greenwald - Principal46 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (19)
Yelp
5.0 / 5 (4)
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1525 South Higley Road, Gilbert, AZ 85296
  • Estate Planning

Why choose this provider?

Hansen Law Office, PLLC, is a law firm that provides legal assistance in estate planning to clients in Gilbert and nearby areas. Kimberly Hansen is the law firm's lead attorney and her background in finance allows her to understand all necessary details involved in estate planning, including the writing of wills and trusts. Hansen understands that clients are different from one another, that's why she creates customized plans that tailor to their specific needs

Attorney Information

Attorney NamesExperience
Kimberly Hansen - Principal22 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (16)
Yelp
5.0 / 5 (2)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1425 South Higley Road, Gilbert, AZ 85296
  • Estate Planning
  • Trust Administration

Why choose this provider?

LifePlan Legal AZ is an estate planning law firm based in Gilbert. It assists clients in estate planning, including the creation of family legacy plans. The firm also guides clients in drafting necessary tax strategies and healthcare directives. In addition, its team of estate planning attorneys provides assistance in drafting last wills and testaments. Law firm owner Jake A. Carlson is an estate planning attorney and a podcast host. He was recognized as a Top Estate Planning Attorney by Arizona Magazine Top Attorneys in 2020.

Attorney Information

Attorney NamesExperience
Jake Carlson - Owner18 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (56)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1423 South Higley Road, Mesa, AZ 85206
  • Estate Planning

Why choose this provider?

Compton Law P.C. provides estate planning and administration services in Gilbert. It specializes in probate, pre-marital agreements, asset protection plans, children protection trust, small business formation, and ALTCS planning. Serving for 34 years, the firm continues to prioritize protecting its clients and help them navigate through legal documents of asset administration and personal care management. Founding principal attorney Ronald G. Compton has established numerous revocable living trusts and has worked with charitable remainder trusts, family limited partnerships, and life insurance trusts.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (68)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3303 East Baseline Road, Gilbert, AZ 85234
  • Estate Planning
  • Trust Administration

Why choose this provider?

Trajan Estate handles estate planning services such as living trusts and wills, estate tax planning, charitable deduction planning, business succession planning, retirement account trusts, and gun trusts in Gilbert. With two decades of experience in the industry, the firm's CEO Kent Phelps combines his extensive experience in estate planning with acute business insight to further understand the estate planning needs of affluent individuals, business owners, professionals, and retirees. He is also a member of the Arizona State Bar Probate & Trust Section and the WealthCounsel.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (53)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2487 S. Gilbert Road, Gilbert, AZ 85295
  • Estate Planning

Why choose this provider?

Red Wagon Law is an estate planning firm that serves families in the community of Gilbert and its surrounding areas. It caters to various cost-effective estate planning solutions that include coordinating funding trusts, reducing estate taxes, and drafting wills, trusts, advanced medical directives, and power of attorney documents. It also provides a comprehensive tool that allows clients to pass human, spiritual, and intellectual assets to their whole family wealth. In addition, Red Wagon Law also handles business planning law and kids blanket planning.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
4140 East Baseline Road, Mesa, AZ 85206
  • Estate Planning

Why choose this provider?

Woods Law Group, PLLC, offers estate planning assistance to individuals and families around Gilbert. The firm's attorneys work to develop comprehensive plans intended to fit individual situations and final wishes. Woods Law Group focuses on executing a family-focused approach to helping clients gain a comprehensive understanding of legal procedures. The firm assists in matters such as assets distribution, guardianship, and medical coverage. Additionally, Woods Law Group caters to the succession and estate planning needs of businesses.

Attorney Information

Attorney NamesExperience
Trent Woods - Founder11 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (77)
Facebook
5.0 / 5 (12)
Yelp
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2450 South Gilbert Road, Chandler, AZ 85286
  • Estate Planning

Why choose this provider?

CDM Law Firm provides legal support to individual and business clients in Arizona, specifically those in Mesa, Gilbert, Chandler, and Queen Creek areas. The firm's practice areas involve franchising, estate planning and probate, general services, and contracts & commercial transactions. Their legal assistance covers power of attorney, preparing simple wills, and assistance in forming business entities like limited liability companies (LLCs). Their attorney at law, C. David Martinez, has been in the practice for 20 years.

Attorney Information

Attorney NamesExperience
C. Martinez - Principal / Owner28 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (45)
Facebook
5.0 / 5 (2)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services withExpertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

Frequently Asked Questions

  • What is the non-emergency contact number for the local police station in Gilbert, Arizona?

    The non-emergency phone number of the Gilbert Police Department is 480-503-6500.

  • Do you still need to create an estate plan in Gilbert if you’re not wealthy?

    Yes. Wealthy or not, you can always benefit from creating an estate plan in Gilbert if you are 18 years old and have a sound mind. Through estate planning, you can specify instructions on how you wish certain decisions to be made if you become legally incapacitated and take advantage of benefits like tax and probate avoidance.

  • Are handwritten wills considered valid in Gilbert?

    Yes, following Arizona law, Gilbert considers handwritten wills valid. Also called a holographic will, a handwritten will must be completely written in the testator’s handwriting, especially the section that lists the beneficiaries and their gifts, as this removes all questions of the will’s legitimacy. It is also important that you sign your will. While the signatures of witnesses are not necessary, they are highly recommended as the court may call on witnesses to testify to the authenticity of the will.

  • Who can you choose as the executor of your will in Gilbert?

    Gilbert has three requirements when choosing the person you wish to be your will’s executor. First, the person must be at least 18 years old. They should also have a sound mind. Finally, they must be deemed “suitable” by the court. While many states do not allow people who have felony convictions to serve as an executor, Arizona does not have this kind of restriction.

  • Are you allowed to revoke your will in Gilbert?

    Yes. You are allowed to revoke or nullify your will in Gilbert at any time while you are still alive and are of sound mind. A will can be invalidated by burning, ripping, or shredding it on purpose or writing a new one. If you choose to do the latter, ensure to state in the new will that you are revoking your old will, then destroy all previous wills and amendments or codicils to avoid confusion.

  • What will happen if your parents die without leaving an estate plan in Gilbert?

    If your parents, who live in Gilbert, were not able to make an estate plan before their death, their assets will be distributed according to Arizona's intestacy rules. Thus, the outcome may not be what your parents may have wanted or preferred. The length of this procedure depends on how large their estates are, and it can take much longer to settle than an estate that has been carefully planned.