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2024

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Best Estate Planning Lawyers in Phoenix, AZ

Our Recommended Top 12

We did the research for you!

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  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Phoenix Estate Planning Lawyers 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

7250 N 16th St Suite 201, Phoenix, AZ 85020

Expertise.com Rating

Review Sources

Google
4.7 (26)
Facebook
5.0 (9)
Yelp
2.5 (8)

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.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Andrea Claus - Managing PartnerActive12 yrs

10575 North 114th Street, Scottsdale, AZ 85259

Expertise.com Rating

Review Sources

Google
5.0 (5)
Facebook
5.0 (2)

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.

  • Estate Planning
  • Estate Taxes
  • Trust Administration

Attorney Information

Attorney NameBar StatusExperience
Marjorie Desmond - PrincipalActive14 yrs

8990 E Raintree Dr. #110, Scottsdale, AZ 85260

Expertise.com Rating

Review Sources

Google
5.0 (22)
Facebook
5.0 (9)
Avvo
5.0 (9)

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 NameBar StatusExperience
Whitney Sorrell - PrincipalActive26 yrs

Anthem, AZ 85086

Expertise.com Rating

Review Sources

Avvo
4.9 (12)
Facebook
5.0 (1)

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 NameBar StatusExperience
John Perry - PrincipalActive46 yrs

Phoenix, AZ 85028

Expertise.com Rating

Review Sources

Google
4.9 (14)
Yelp
4.5 (11)
Facebook
5.0 (3)

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 NameBar StatusExperience
Libby Banks - PrincipalActive43 yrs

Anthem, AZ 85086

Expertise.com Rating

Review Sources

Yelp
5.0 (5)

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.

Phoenix, AZ 85012

Expertise.com Rating

Review Sources

Google
4.6 (21)

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.

Scottsdale, AZ 85254

Expertise.com Rating

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 NameBar StatusExperience
Robert Boland - Managing PartnerActive23 yrs

Phoenix, AZ 85053

Expertise.com Rating

Review Sources

Google
5.0 (99)
Avvo
5.0 (36)
Yelp
5.0 (16)

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 NameBar StatusExperience
Nicole Pavlik - PrincipalActive12 yrs

Scottsdale, AZ 85251

Expertise.com Rating

Review Sources

Avvo
5.0 (18)

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.

Mesa, AZ 85209

Expertise.com Rating

Review Sources

Yelp
4.5 (20)
Avvo
5.0 (3)

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 NameBar StatusExperience
Zach Dana - Managing PartnerActive11 yrs

Sun City, AZ 85351

Expertise.com Rating

Review Sources

Google
4.2 (9)

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 NameBar StatusExperience
Ronald Larson - PrincipalActive52 yrs

Compare our Top Estate Planning Lawyers

NameExpertise RatingAddressPromotionsLearn more
Morris Hall, PLLC
7250 N 16th St Suite 201, Phoenix, AZ 85020
Desmond Law, PLLC
10575 North 114th Street, Scottsdale, AZ 85259
Sorrell Law Firm, PLC
8990 E Raintree Dr. #110, Scottsdale, AZ 85260
Law Office of John E. Perry Jr., LLC
Anthem, AZ 85086
The Law Office of Libby Banks
Phoenix, AZ 85028
The Carroll Law Firm, PLC
Anthem, AZ 85086
Charles F. Myers, PA
Phoenix, AZ 85012
BLG Attorneys and Counselors at Law
Scottsdale, AZ 85254
Nicole Pavlic Law Firm
Phoenix, AZ 85053
Williams & Williams, LLC
Scottsdale, AZ 85251
Dana Law Group
Mesa, AZ 85209
Ronald F. Larson, P.C.
Sun City, AZ 85351

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 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.