Best Estate Planning Attorneys in Gilbert

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Andrew S. Mathers, P.C. Attorney at Law logo
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Andrew S. Mathers, P.C. Attorney at Law

1166 East Warner Road, Gilbert, AZ 85296
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  • Estate Planning
  • Trust Administration
  • Probate

Business Description

Founded in 2010, Andrew S. Mathers, P.C. Attorney at Law offers estate planning services like revocable living trusts, incapacity planning, and asset protection in Gilbert. Its other practice areas include probate and trust administration, special needs trusts, and standalone retirement trusts. Principal lawyer, Andy Mathers, has 15 years of experience in the industry and is dedicated to helping clients create custom estate plans to protect their assets and loved ones. The firm is also a WealthCounsel member.

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 (81)
Yelp
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
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Cholewka Law logo
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Cholewka Law

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

Business Description

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.

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.
4.5
Google
5.0 / 5 (14)
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
Citadel Law Firm - Chandler logo
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Citadel Law Firm - Chandler

1767 East Queen Creek Road, Chandler, AZ 85286
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Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Compton Law P.C. logo
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Compton Law P.C.

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

Business Description

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
Dana and Associates LLC logo
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Dana and Associates LLC

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

Business Description

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.
4.7
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
Hansen Law Office, PLLC - Gilbert logo
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Hansen Law Office, PLLC - Gilbert

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

Business Description

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

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)
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
Harrison Law, PLLC logo
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Harrison Law, PLLC

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

Business Description

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.

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)
Law Offices of C. David Martinez, PLLC logo
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Law Offices of C. David Martinez, PLLC

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

Business Description

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.

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.
4.9
Google
5.0 / 5 (45)
Facebook
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
LifePlan Legal AZ logo
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LifePlan Legal AZ

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

Business Description

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.

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
Red Wagon Law logo
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Red Wagon Law

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Tetrant - Gilbert logo
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Tetrant - Gilbert

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

Business Description

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)

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
Trajan Estate logo
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Trajan Estate

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

Business Description

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
Verde Valley Law Group - Gilbert logo
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Verde Valley Law Group - Gilbert

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

Business Description

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.

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)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Winsor Law Group - Mesa logo
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Winsor Law Group - Mesa

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

Business Description

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.

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.
4.9
Google
4.0 / 5 (19)

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
Woods Law Group, PLLC logo
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Woods Law Group, PLLC

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

Business Description

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.

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)

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
Back to Providers

Frequently Asked Questions

How much does it cost to set up a trust?

The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.

Can you have both a will and a living trust?

Yes, and individuals who have a living trust should also have a will. While a living trust enables a person to leave funds and assets to a loved one when they're gone, a will is required to cover any assets that aren't included in the trust, such as guardianship of dependents, funeral plans, and forgiveness of outstanding debts, if applicable.

Do I need a lawyer for a will?

No, a lawyer is not required to draft or complete a will. However, there are some scenarios in which hiring an estate lawyer to assist with a will is a good idea, including when children or high-value assets are involved. Additionally, an estate lawyer can help to reduce probate fees and taxes paid by loved ones after a person dies. It's also best to work with a professional to ensure that the will addresses everything necessary, such as funeral plans, guardianship, and asset distribution.

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