The Services We Provide

Practical Estate Planning Solutions
Living Trust

A trust created by a living person which allows that person to control the assets he or she contributes to the trust during his or her lifetime and to direct their disposition upon his or her death.

Wills

A legal document by which an individual or a couple identifies their wishes regarding the distribution of their assets after death as well as the guardianship of any minor children.

Power of Attorney

A legal document that grants one person authority to act for another person in specific legal or financial matters in the event that said individual becomes incapacitated.

Certificate of Trust

Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

Pour-Over Will

A pour-over will is a testamentary device wherein the writer of a will creates a trust, and decrees in the will that the property in his or her estate at the time of his or her death shall be distributed to the Trustee of the trust.

Medical Release

medical release is a document that gives healthcare professionals permission to share a patient's medical information with other designated parties.

Tax Planning

Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.

Life Insurance

Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications.

Burial Instructions

A testamentary trust is created upon the grantor’s death—usually by another trust or by a will.

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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

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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