Meet Our Amazing Team

Caring, Focused & Original

Our Amazing Ensemble of Consultants & Specialists

Meet Our World-Class Team

Family Tree Planning is your preferred Estate Planning & Trust firm in Scottsdale, Arizona. We provide the best estate planning services including probate, living trusts, wills, financial planning, annuities & insurance.

JASONWOOTTEN
Jason P. Wootten
Principal

Mr. Wootten is the founding member of Family Tree Estate Planning, LLC and since 2005 has been dedicated to providing full service estate planning in the entire State of Arizona.

ROBERTHAMMANS
Robert Hammans
Director of Operations

Robert is the liaison between our estate planning consultants and our high net worth clients in all aspects of effective estate planning, asset transfer, document preparation and tax planning.

N Staletovic FTP
Natalija Staletovic
Office Operations Manager

Natalija oversees all aspects of client relations and strives to make every aspect of your interactions with the Family Tree Planning staff a 5-star experience.

TIMLADUCA
Tim LaDuca
 Certified Estate Planning Consultant

Tim LaDuca specializes in annuity, life insurance and estate planning with a consultative approach to design a plan that is right for you & your loved ones.

BRADMASON
Brad Mason
Senior Estate Planning Consultant

Brad specializes in all aspects of estate planning striving to design plans that protect your assets & are right for your family legacy.

CRAIGSTOLLE
Craig Stolle
Estate Planning Consultant

Craig helps his clients understand the intricacies of estate planning, estate and trust administration, probate and estate taxation.

ALEXHILL
Alex Hill
Estate Planning Consultant

Alex's estate planning experience is in the areas of Living Trusts, POA's, trust administration, and wills.

team BP
Jennifer Hammans
Certified Legal Document Preparer

Jennifer oversees all aspects of the legal document preparation across our client's diverse estate planning needs.

BRANDEENEES1
Brandee Nees
Case Manager

Brandee is our Case Manager and her area of specialty is Annuities and supports the Estate Consultants at Family Tree Planning.

SHERRYRANDELL
Sherry Randell
Receptionist

Sherry is our receptionist and she strives to make every aspect of your interactions with Family Tree Planning a 5-star experience.

LEANDRAKRIST3
Leandra Krist
Client Relations Specialist

Leandra is our Client Relations Specialist and supports the Estate Consultants & entire team at Family Tree Planning.

CHRISSTOLLE
Chris Stolle
Funding Specialist

Chris assists clients with all funding details for any of their estate planning needs and is also an expert in life insurance matters.

BRODYRYAN
Brody Ryan
Schedule Coordinator
DEREKBROWN
Derek Brown
Schedule Coordinator
CHRISGRIEBEL
Chris Griebel
Schedule Coordinator
1BOBPERRY
Bob Perry
Schedule Coordinator

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Calendar of Monthly Events

Family Tree Estate Planning in Phoenix, Arizona

Family Tree Estate Planning is conveniently located in the North Phoenix area, just off Scottsdale Road & the 101 loop. Come & visit us at 6910 E Chauncey Lane, Suite 230, Phoenix, AZ 85054.

What Our Clients Are Saying

What a great place to get your affairs in order. We visited Jason at their beautiful office in Kierland. We felt right at home with the entire Family Tree staff. They put to rest all of our concerns and we left really feeling like we are in great hands. Thanks guys!

alexis g
Alexis G. Client Scottsdale, AZ

I have dealt with Jason and his staff at Family Tree on 2 separate occasions. The first time I had them establish a trust for our family and they did a great job. I was pleasantly surprised on how easy the process was. They really did all the work and I didn't have to stress. I was so impressed with trust I recently just set up my life insurance through them as well. I am a bit of a bargain shopper so I did call around and was pleasantly surprised they offered me such competitive rates and terms. I highly recommend trusting Family Tree with all of your estate planning needs.

CJ R.
CJ R. Client Scottsdale, AZ

We worked with Sean Cagle and Tim Laduca.  They made the entire process of putting together our living trust and funding it very simple! We started the process with another company, but switch because Family Tree will make life time amendments for us.  We were informed the entire process and very pleased.

5 stars
Hayden B. Client Tempe, AZ

I'm writing this review based on my parents experience. My parents have been searching for a company to do their living trust for quite some time now, but with some difficult circumstances going on with our family through the past couple years it was rough finding it in the budget. One thing that caught my parents eye was the free consultation. Sean was the rep who met with them, and helped explain the whole probate process how they could assist with my parents wants and needs. He was also very helpful by offering a payment plan for them since they're on a fixed income at the moment. My mom had no problems rescheduling the delivery because they wanted me to sit in on the delivery of the trust. I was impressed on how professional Sean was and just how much he cared about my parents being happy with outcome of their trust. 10/10 would recommend this company!

5 stars
Preston W. Client Mesa, AZ

5-Stars: We have worked with Sean and Jason at Family Tree and they are both great guys and very helpful. We received a flyer in the mail from the company and set up an appointment with them. Jason not only helped us with our trust but we are now earning better interest on our annuity and both our IRA's. Would definitely recommend them.

Brenda
Brenda W. Retired Facebook Review

5-Stars: All of the people I worked with were friendly helpful and very thorough. Start to finish was 3 weeks! The fee was reasonable and the finished product was better than expected!

Linda
Linda R. Self Employed Facebook Review

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