Protecting Every Branch of Your Family Tree

We are a full service Estate Planning company, dedicated to protecting every branch of your Family Tree. Including the most important person… YOU!
Scottsdale, AZ Location

Family Tree Estate Planning is conveniently located in the Kierland area of Scottsdale, Arizona just off Scottsdale Road & Paradise Lane near the Scottsdale Quarter.

Cost Efficient Services

Family Tree Estate Planning provides a free service for all Arizona residents.  We will schedule a consultation with you to go over the probate process and how it works in Arizona.  We also go over Wills, Living Wills, Living Trusts, and how everything relates to your situation.

Consistent Approach

Our firm provides you with all the documents necessary to complete a comprehensive estate plan that allows for simplified administration of assets during your lifetime, as well as after death.

Tax Planning

We will create a plan to minimize estate tax exposure & allow you to pass more of your estate onto your heirs. The process begins with your initial discovery meeting with one of our planning consultants who will discuss with you what kind of options are available to you.

Living Trust

An alternative to the probate process may be a LIVING TRUST. A Living Trust, if funded properly, can eliminate the probate process, and guarantee every last penny you worked your life to earn stays with your loved ones, NOT THE ATTORNEYS and NOT THE STATE OF ARIZONA.

Insurance & Assets

Our expert consultants will help you sort through the various types of insurance policies and options on the market to help protect your assets and determine which are best for you.

Your Preferred Estate Planning & Trust Firm

Family Tree Estate Planning will guide you through the options of Living Trusts & Wills to formulate a plan that is right for you and your family. We will also help you navigate through probate concerns & issues.

LET US HELP

Meet Our Team

Top-Notch Experts For Your Estate Planning Needs
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.

TIMLADUCA
Tim LaDuca
Annuity & 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.

STEPHENMARTIN
Stephen Martin
Certified Legal Document Preparer

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

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

Recent Articles & Press Releases

Stay Up To Date - News & Articles
Tax & Estate Planning Checklist

Blog Article | April 15th 2017

We are thrilled to help you prepare for that extremely important task of gathering information for your first Estate Planning consultation. Family Tree Planning offers a FREE service in all of Arizona, call (602) 795-8000 to schedule an initial consultation with one of our expert Estate Planning Consultants.

Family Tree Estate Planning

New Offices | May 1st, 2017

Family Tree Planning, the highest rated Estate Planning Firm in Scottsdale known for it’s boutique ‘family’ approach, has expanded its offices and hired additional team members this month. The new offices are located at 15825 N 71st Street, Suite 110 in Scottsdale, Arizona.

Here’s Why You Need An Estate Plan

Blog Article | May 18th, 2017

Great video resource from the Wall Street Journal & MarketWatch on the reasons why an estate plan is so critical to your family’s essential needs. Originally posted on July 13th, 2016, here is what Andrea Coombes, a columnist for MarketWatch reports on getting your estate plans in order.

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Family Tree Estate Planning in Scottsdale, Arizona

Family Tree Estate Planning is conveniently located in the Kierland area of Scottsdale, Arizona just off Scottsdale Road & Paradise Lane near the Scottsdale Quarter. Come & visit us at 15825 N 71st Street, Suite 110, Scottsdale, AZ 85254.

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