Protecting Every Branch of Your Family Tree
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.
Meet Our Team
Jason P. WoottenPrincipal
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.
Tim LaDucaAnnuity & 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.
Brad MasonSenior 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.
Rebecca CookeDirector of Office Operations
Rebecca 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.
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!
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.
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.
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: 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.
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!
Recent Articles & Press Releases
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 its 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.