Expertise.com

2024

Last updated:

Best Estate Planning Attorneys in Phoenix

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Phoenix Estate Planning Attorneys on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

393Reviewed

240Curated

12Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
7600 N 16th St Ste 105, Phoenix, AZ 85020
  • Estate Planning

Why choose this provider?

Morris Hall, PLLC, offers estate planning solutions to individuals and families in Phoenix and the West Valley, with additional offices throughout Arizona. Since 1970, the firm has been helping people from all walks of life, from small estate owners to high-net-worth individuals with complex estates, putting their affairs in order. Additionally, it drafts financial powers of attorney and advanced health care directives. The team also handles probate hearings and trust preparation and administration. Morris Hall is a member of the American Academy of Estate Planning Attorneys.

Attorney Information

Attorney NamesExperience
Andrea Claus - Managing Partner12 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
Google
4.7 / 5 (26)
Facebook
5.0 / 5 (9)
Yelp
2.5 / 5 (8)

(+1 additional source)

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
7575 E. Redfield Rd., Suite 217, Scottsdale, AZ 85260

Why choose this provider?

Sorrell Law Firm, PLC, represents high-net-worth individuals, wealthy families, and business owners in Phoenix and its surrounding areas. It helps them preserve their legacy and protect their assets from taxes, liabilities, and fees by providing estate planning, audit defense, and probate and trust administration. Founder Whitney Sorrell assists clients in customizing their estate planning, which involves family protection plans, trust design and funding, and wealth preservation plans. He is a certified public accountant and has been practicing law for over 20 years.

Attorney Information

Attorney NamesExperience
Whitney Sorrell - Principal26 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 (22)
Facebook
5.0 / 5 (9)
Avvo
5.0 / 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

Website
Anthem, AZ 85086

Why choose this provider?

Law Office of John E. Perry Jr., LLC is a legal firm based in Anthem, Arizona that practices in areas of business, estate planning, guardianship, Medicaid planning, and special needs trusts. Attorney Perry strives to offer an affordable and client-centric representation, with his over 30 years of legal experience. He is admitted to practice not only in Arizona but also in California and has a 7.0 AVVO rating. His background in business and finance gives him a unique perspective in cases he handles and offers trusted advice to business owners in matters of mergers and acquisition, as well as business contact and paperwork.

Attorney Information

Attorney NamesExperience
John Perry - 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.
4.9
Avvo
4.9 / 5 (12)
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
10575 North 114th Street, Scottsdale, AZ 85259
  • Estate Planning
  • Estate Taxes
  • Trust Administration

Why choose this provider?

Desmond Law PLLC is a boutique practice founded by Marjorie Desmond, a probate attorney near Surprise who has been practicing law since 1992. Attorney Desmond's probate experience includes navigating will executors through the process, handling the administrative aspects of probate, such as building an inventory of the estate, and ensuring petitions are filed with the appropriate courts. Ms. Desmond's additional practice areas include estate planning, trust administration, and special needs planning.

Attorney Information

Attorney NamesExperience
Marjorie Desmond - Principal14 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 (5)
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Sun City, AZ 85351

Why choose this provider?

Ronald F. Larson, P.C.is a law firm serving metropolitan Phoenix in areas of estate planning, probate, estate and gift taxation, wills, and trusts. Attorney Larson founded his firm in 1986 and has since earned an AV Preeminent Peer Rating by Martindale-Hubbell, as well as being listed as a Southwest Super Lawyer and one of Arizona’s Finest Lawyers. Apart from offering legal counsel, Ronald frequently speaks at seminars on estate planning, probate, and ethics. Being a military man himself, he served as appellate judge of the Arizona Court of Military Appeals from 1993 to 2011. With his years of service, he has gained a unique perspective of the law and has used this to help others.

Attorney Information

Attorney NamesExperience
Ronald Larson - Principal52 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.
4.2
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

Website
Phoenix, AZ 85053

Why choose this provider?

Nicole Pavlik Law Firm is a legal firm in Phoenix, AZ that specializes in probate, estate, and business planning. Founder and managing partner Nicole Pavlik offers an initial consultation to each potential clients. This gives the firm a chance to assess the cost for their services, as well as offer a general timeline for clients. In the same vein, clients will also be given an option to proceed or find a solution that works for them. Nicole offers a flat rate for her services, for her legal and business expertise. Being a business owner herself, she has a unique perspective and extensive knowledge of business jargon and paperwork involved in running a business. Nicole earned her J.D. from Arizona Summit Law School and is a member of the State Bar of Arizona, as well as the Probate & Trust Section.

Attorney Information

Attorney NamesExperience
Nicole Pavlik - Principal12 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 (99)
Avvo
5.0 / 5 (36)
Yelp
5.0 / 5 (16)

(+1 additional source)

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
Phoenix, AZ 85012

Why choose this provider?

Charles F. Myers, PA is a law firm in Phoenix, AZ that specializes in estate planning, business succession planning, and trust administration. The firm was established in 2001, and has since prided itself on client satisfaction; handling simple and complex cases, with a team of lawyers with over 45 years of combined legal experience. Founder and firm owner, Charles Myers earned his J.D. from the University of Toledo, an LL.M in Taxation from New York University, and an AV Martindale-Hubbell rating.

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.
4.6
Google
4.6 / 5 (21)

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
Scottsdale, AZ 85254

Why choose this provider?

Boland Law Group Attorneys and Counselors at Law is a legal firm in Scottsdale, AZ that practices in areas such as business, corporate, and tax law, as well as estate planning, probate, and trust administration. With over 40 years of combined experience, the team at BLG has a clear understanding of their client's needs and provides the best advice to help them prepare and protect for legal events and life's inevitabilities. The group has been working with many of America's wealthiest families and their respective businesses and has assisted in over a thousand companies from various industries for future strategic planning.

Attorney Information

Attorney NamesExperience
Robert Boland - Managing Partner23 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

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
Anthem, AZ 85086

Why choose this provider?

The Carroll Law Firm, PLC is a legal firm located in Anthem, Arizona that handles cases involving bankruptcy, business law, DUI or traffic violations, estate planning, probate, family law and more. The lawyers at Carroll Law have over 50 years of combined legal experience, that is credible and affordable. They offer representation, consultations, reviewing and drafting contracts, as well as litigating and negotiating contractual disputes. Carroll Law is dedicated to serving clients in sensitive areas of law; making sure that clients are given the proper knowledge, and prompt updates as cases move forward.

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
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
Scottsdale, AZ 85251

Why choose this provider?

Williams & Williams, LLC is a law firm in Scottsdale, AZ that specializes in tax, probate, estate planning, and elder law. The firm is run by a father-son team, Michael and Taylor Williams who goes above and beyond for their clients. They have over 30 years of combined experience in their respective fields of expertise. Michael earned his law degree from St. Louis University Law School, is a member of the Arizona Bar Association, and has been a guest speaker at numerous organizations regarding tax and 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.
5.0
Avvo
5.0 / 5 (18)

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
Phoenix, AZ 85028

Why choose this provider?

The Law Office of Libby Banks is a legal firm based in Phoenix, Arizona that handles cases which include estate planning, wills, trusts, asset protection, and probate. Founder and managing partner Libby Banks personally handles each case and is known for making the process as smooth and as easy for her clients as possible. Libby offers not only legal counsel but also information by simplifying legal terminologies for clients. This information enables both sides to be open; making sure that clients are involved, every step of the way. She also requires a fixed fee for each case, for clients to have one less thing to worry about, throughout the whole experience.

Attorney Information

Attorney NamesExperience
Libby Banks - Principal43 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
4.9 / 5 (14)
Yelp
4.5 / 5 (11)
Facebook
5.0 / 5 (3)

(+1 additional source)

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
Mesa, AZ 85209

Why choose this provider?

Dana Law Group is a law firm located in Mesa, AZ that handles cases involving probate, trust, and estate planning. The firm was founded by Matthew Dana in 1989 and has continued through his son Zachary Dana. Together, the Dana Law Group has over 50 years of combined experience in assisting families through transitions and formation of estate and wills. Each case is personalized with cutting-edge and full service combined with common strategies to make it easy yet still effective and understandable to every client.

Attorney Information

Attorney NamesExperience
Zach Dana - Managing Partner11 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.
4.6
Yelp
4.5 / 5 (20)
Avvo
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Disclaimer:  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 with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

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

    The police non-emergency line in Phoenix is 602-262-6151.

  • If a testator in Phoenix has just had a new child, what should be done about the former's will?

    If a testator in Phoenix has a new child, the existing will has to be updated to reflect this fact. The introduction of a new heir substantially changes the number of people who can receive assets through inheritance. Without the update, a will contest could arise as to whether or not the new offspring was intended to receive anything.

  • What factors do attorneys in Phoenix look into when customizing estate plans?

    When customizing estate plans, lawyers in Phoenix will look into the family dynamics of the testator and determine how much each heir needs. These necessities range from long-term care for those with medical issues to those of individuals with special needs like children. Attorneys also tailor-fit options to fit LGBTQIA families and couples.

  • Is it only the wealthy in Phoenix who need to care about estate planning?

    It is not only wealthy individuals in Phoenix who need an estate plan. Young families benefit because their assets extend to life insurance policies and practically every asset to be acquired later in the union, and it all piles up. Plotting the inheritance is much easier if started early and protects against an untimely demise and unforeseen difficulties.

  • What are the downsides to not having a will in Phoenix?

    Passing away without a will in Phoenix forces the estate to be divided according to the rules of intestate succession. The law decides who gets to inherit which pieces of property following an order of closest relatives and spouses first, spreading outward. This completely robs the deceased of any control over the transfer of assets and raises the possibility of shares being divided in undesirable ways.

  • What are the advanced estate planning solutions available in Phoenix?

    Estate planning lawyers in Phoenix use advanced measures like the creation of LLCs and legal entities to facilitate the transfer of assets when the testator is alive. This potentially cuts down on gift and estate taxes and transforms the transfer of raw assets into that stock shares. The establishment of family foundations and charities is another advanced tactic.