A trust is not comfortable to deal with, but it's necessary to protect your hard earned assets…read more We would like to thank Andrew for his guidance through this process. It was pretty easy (I think he had the hard part putting the trust together). His sense of humor helped too. Don't put off doing what you have to do until it's too late and Andrew is the person to help you. Thanks Andrew! Renee and Pete

Andrew was very professional and detail oriented with my living trust. I appreciate all the time…read moreand explanation given so that I understood the process. Thank you Andrew! It was a pleasure working with you! Mary

They weren't able to solve my problem but did point me in the right direction. It was exactly the…read morekind of expert guidance I needed!

I highly recommend!!! They are very very smart and knowledgeable! They are also extremely kind and…read moreunderstanding

We had Jared and Annick did our living trust on a premium complete package and it is executed…read moretoday. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you! -Danny

Using them for a probate situation and set up a trust. Very professional, courteous and efficient…read more They do taxes as well so very busy this time of year yet everything has gone as promised in a timely fashion. It is so important to have your affairs in order and Jared walks you through the process. Excellent service and highly recommended.

If you are thinking about doing a Revocable Living Well or have other concerns about estate…read moreplanning, Jamie is the person you need to talk to. He takes the time to understand your needs and concerns. He then explains the alternatives with their benefits and drawbacks. The cost is reasonable and he gives you all the time you need. After we decided on what we wanted to do, he provided all the tools & knowledge to proceed. The final Revocable Living Trust we received was complete and professional. I would definitely recommend him for your estate planning needs.

For anyone thinking about or seriously interested in setting up a Living Trust, I can't recommend…read moreJaime Kahn enough! Jaime makes what would normally be a very complex process, very simple. He is very responsive, attentive and a great communicator! He is also very patient, responding to every question, no matter how how basic they may be. It is rare to find people that really care about the client and I can say without a doubt, Jaime cares for all his clients, treating them as if they were family. Highly recommend, 10 out of 10

Jake and his team did a wonderful job creating our family trust and other important family…read moredocuments.

My husband and I had decided it was time to get our wills done and a few other legal items to take…read morecare of. So after much research for attorneys we came across Jake Carlson. There are so many attorneys and law offices out there the search can be difficult. But after researching online with Yelp and Google, we came across LifePlan Legal AZ. Good reviews on both websites. Husband made a appointment with the friendly office person. Prior to our appointment we talked with Jake to discuss what our wishes were and had quite a few questions for Jake since we were novices in this field. Jake was very very nice and patient with us. We later(after a few weeks) met with Jake to go over our wills and other directives at his office. During this meeting we went page by page through our legal plan. Jake was meticulous, patient, detail oriented and extremely knowledgeable. We spent an hour going through everything and he answered every question we had. He was the best when he had to "dumb it down" for us since we did not understand the processes and legalities with AZ law. If your needing a great estate attorney don't hesitate on making a appointment with Jake!

Divorce can be so difficult. If you have two mature adults who are ready to amicably divorce then…read morehaving Melissa professionally prepare your documents is an absolute no brainer. She has decades of legal preparation experience and her work is excellent.

My husband and I had finally decided to search for someone to make a new Trust for us. Our old one…read morewas 20 years old and though it had been updated twice it wasn't keeping up with where our lives are now. We also thought it was becoming confusing with the updates and didn't want that to be an added burden for our trustee. We finally located a lawyer who would make us a new trust for $2,500. We were pleased at the somewhat lower price than most trusts cost but even so, that was a large extra expense for us. We were having a conversation with our neighbor (who had been a legal secretary of 30 years) and she recommended we speak with Melssia Moy of Dynasty Legal Documents. Our neighbor used to work with her and had very good things to say about Melissa and her work ethic and character. We made an appointment and discussed our needs and answered the questions Melissa had for us. Within a short time, we had our new trust and at a price we could afford. We are grateful to Melissa for her help, advice and her desire to help people.

He is amazing! He spent a lot of time with me and was very detailed. you can tell he has a lot of…read morebusiness and life experience that helps him to be an amazing advisor! His prices are extremely reasonable and he's a trustworthy man! I highly recommend him!

Absolutely exceptional service all along the way. I was looking for a variety of legal and document…read moreservices to be provided for me and to be able to refer family and friends who also needed these things done. After doing some research online and very much realizing my budget was going to be much less than what any attorneys were charging for these services, I found Matthew with Golden Rule Paralegal here on Yelp. I sent a message, expecting to perhaps get a response within a couple of business days (the other three paralegals I had reached out to still have not responded to this day), it was to my surprise that Matthew responded to me within just a few minutes. He is very detailed, highly communicative, and explains all concepts and questions in a very simple and digestible way so it's clearly understood by any and all parties. He is kind and honest in his practices and doesn't try to upsell things that may not be necessary. Matthew's pricing is very reasonable, and he is my first call and first recommendation for anyone who may be looking for any legal documents or paperwork to be completed. As far as I'm concerned, there is no reason to look elsewhere, and the one-hour drive to meet with him is worth it tenfold every time.

Jeff is great, highly recommend. Helped me with my mothers estate, everything went smooth, Jeff…read moreanswered tons of questions for me, and helped me navigate the probate court system. Thanks Jeff.

Mr Hall did a comprehensive job with redoing my estate legal work. He was responsive and always got…read moreback to me in a timely manner. I would definitely recommend him.

Trajen has a winning ideology that no one is too much of a financial "noob", and being fiduciaries,…read morethey're more about you than commissions. Nathan was amazing, he took the time to explain the company's stand on various investment strategies and potential pros & cons. He gave me various scenarios and detailed their potential ups & downs. - I especially recommend them to people juuuuust starting out on their financial / investment journey. I was treated with the respect and dignity that other firms can blow off because you're not investing mega millions (been there!).

Listened to their advertisement 10%…read moreA year etc I was told it would mature in 10 years Find out it's 16 years and no where near the 10% got back in 8 years less that I put in. Do not listen to the BS advertising Not happy I was mislead

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.