Estate Planning

Protecting Every Branch of Your Family Tree

We realize when it comes to estate planning what works for one family may not always be the best for another.  Because of this, we take the time to ask the important questions, and understand YOUR situation before creating a plan for your family.  Your planning should be custom to your needs, goals, and wishes. If you can dream it, we can draft it. We use several tools when it comes to protecting your estate.

Living Trusts

What is a Living Trust?

The Living Trust is the foundation to your Estate Plan with Family Tree, but what is it?  A Trust is a very simple tool that is used to transfer title (or ownership) of your assets when you have passed away.

Living Wills

Wills & Power of Attorney

With or without a will, your assets are subject to the costly and time consuming probate process! Having a will alone DOES NOT prevent probate, it only gives the judge a record of your INTENDED desires, which they DO NOT have to follow, whether contested or not.

Medical & Financial

H.I.P.A.A. - Privacy Release

The team at Family Tree Estate Planning will help you put together documents that are inclusive of the medical aspect of your Estate Plan.

Schedule Your FREE CONSULTATION Today!

Calendar of Monthly Events

Countdown to Living Trust Seminar:

Join us for Lunch or Dinner!

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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