Resources

Reference Materials & Tools

Free Resources To Help Plan Your Future

These FREE resources are available for you to use as a courtesy from the staff at Family Tree Estate Planning. Please review our vast library of estate planning & tax forms as well as our comprehensive glossary with definitions of key terminology prior to your initial consultation.

Tax Forms

IRS Tax Forms

These helpful links have all the tax documents you will need and you'll be able to download the Internal Revenue Service’s most frequently requested tax forms. By clicking on one of these document links, it will download a PDF version of the form directly from the Internal Revenue Service's website.

Glossary Terms

All Relevant Definitions

Estate Planning can be a new experience for you and your loved ones. Use this extensive glossary to stay up to date on relevant keywords used during the Estate Planning process. Should you have any questions, one of our consultants would be happy to assist.

Estate Planning Forms

Information Preparation

Let us get you prepared & knowledgable on everything you will need to start collecting the information necessary for your estate plan. We strive to better inform you and your loved ones with critical information to help make better decisions on your retirement plans.

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Calendar of Monthly Events

Countdown to Living Trust Seminar:

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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

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