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Best Estate Planning Attorneys in Gilbert

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2023
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Cholewka Law logo
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Cholewka Law

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207 N Gilbert Rd UNIT 209, Gilbert, AZ 85234
  • 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)
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
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Helpfulness
Detail
Citadel Law Firm - Chandler logo

Citadel Law Firm - Chandler

1767 East Queen Creek Road, Chandler, AZ 85286

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
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Detail
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Compton Law P.C. logo
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Compton Law P.C.

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1423 South Higley Road, Mesa, AZ 85206
  • 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

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2509 S Power Rd 207, Mesa, AZ 85209
  • 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

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1525 South Higley Road, Gilbert, AZ 85296
  • 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)
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
Harrison Law, PLLC logo
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Harrison Law, PLLC

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4365 East Pecos Road, Gilbert, AZ 85295
  • 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)
Yelp
4.0 / 5 (5)
Law Offices of C. David Martinez, PLLC logo

Law Offices of C. David Martinez, PLLC

2450 South Gilbert Road, Chandler, AZ 85286
  • 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)
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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LifePlan Legal AZ logo
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LifePlan Legal AZ

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1425 South Higley Road, Gilbert, AZ 85296
  • 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
Morris Hall, PLLC logo

Morris Hall, PLLC

1129 S Oakland, Suite 102, Mesa, AZ 85206

Business Description

Morris Hall, PLLC, offers estate planning solutions to individuals and families in Gilbert. Since 1970, the firm has been helping people put their affairs in order through the preparation of financial powers of attorney and advanced healthcare directives. Its attorneys help with conservatorships and guardianships and handle probate and trust administration. The senior partner, Theron M. Hall Jr., caters to high-net-worth clients with complex estates. Hall is a member of the American Academy of Estate Planning Attorneys.

Attorney Information

Attorney NamesBar StatusExperience
James Plitz - Partneractive 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
Red Wagon Law logo

Red Wagon Law

2487 S. Gilbert Road, Gilbert, AZ 85295
  • 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
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Tetrant - Gilbert logo
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Tetrant - Gilbert

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3303 East Baseline Road, Gilbert, AZ 85234
  • 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)
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
Trajan Estate logo
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Trajan Estate

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3303 East Baseline Road, Gilbert, AZ 85234
  • 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

Verde Valley Law Group - Gilbert

1425 South Higley Road, Gilbert, AZ 85296
  • 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)
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Winsor Law Group - Mesa logo
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Winsor Law Group - Mesa

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1237 South Val Vista Drive, Mesa, AZ 85204
  • 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)
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
Woods Law Group, PLLC logo
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Woods Law Group, PLLC

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4140 East Baseline Road, Mesa, AZ 85206
  • 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)
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

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 does an estate planning attorney do?

    An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.

  • What are valuable estate planning services an attorney can provide?

    With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:

    • Create a comprehensive plan to protect a client's legacy, that includes a will, power of attorney, trusts, life insurance, and advanced medical directives
    • Optimize an estate plan as tax laws, life events, assets, and goals change over time
    • Protect a client’s loved ones by preventing assets from entering probate
    • Help clients designate a person to make important health decisions for them if they become incapacitated

  • Can estate planning attorneys help create trusts/wills?

    Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.

  • Is estate planning the same as drafting a will?

    While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.

  • What are the steps involved in estate planning?

    To create a thorough and effective estate plan, individuals should follow these steps:

    • Prepare a will that designates an estate executor; indicate who will receive what assets, and assign a trust and guardians for any children. Consider using an attorney if the will is in any way complex.
    • To avoid probate, have an attorney create a revocable living trust.
    • Assign beneficiaries to other assets, such as life insurance policies, retirement plans, and securities.
    • Use an attorney to prepare a living will, name a health care proxy, and create a HIPAA release form.
    • Update the plan every five years.

  • How long does the estate planning process last?

    The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.

  • What is a trust?

    A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.