Arizona Estate Planning
Phelps Law Office, PLC is a second generation local law firm that has been providing estate planning services to its clients for over 35 years in Mesa, Gilbert, Scottsdale, Tempe, Phoenix and surrounding areas. Estate planning is what we do, and keeping our focus on estate planning allows us to provide you with top-notch services at fees that are predictable and fair.
We did a lot of research and interviewed several firms before choosing Phelps Law. In fact, I recently recommended that my daughter use their services as well for her own estate and business planning. About 2 years ago we filed a lawsuit against a major bank. The attorney representing us said that whoever did our … Read more "I require a lot of “hand holding.” They are always kind, professional, and responsive to my needs …"
Attorney Bryan Holm is very knowledgeable and pays attention to detail. He is very soft spoken, understanding and considerate which made me feel confident and at ease during my estate planning process.
Attorneys Bryan Holm and James Phelps were awesome to work with! We had a unique situation for our Trust since our son is special needs and we needed a special type of Trust drafted. The professionalism they showed made us feel comfortable that our children will be cared for no matter what the future holds. … Read more "They made it very affordable, as well as easy to understand what we need …"
My wife and I have worked with James at Phelps Law to establish a family trust and most recently an LLC for our new business. We were initially referred to Phelps Law by a trusted friend, and it has been easy to see why my friend didn’t hesitate when referring Phelps Law. The attorneys and … Read more "They are not only knowledgeable and professional, but also accessible …"
Thank you James for the amazing advice and great work on our trust! Your knowledge and insight made my wife and I feel extremely comfortable and confident.
The Carroll Family
The attorneys at Phelps Law provided my husband and I invaluable guidance while preparing our estate planning documents. They are professional and knowledgeable, and also very personable and courteous. They really helped us understand what the best options are for our family and our circumstances. I would recommend Phelps Law to anyone needing these types of … Read more "I would recommend Phelps Law to anyone …"
Several visits, the trust was completed. Meet attorney Jeffrey LaClair explained thoroughly the laws regarding the trust we were to receive. Jeffrey handled our needs for our trust. Children, grandchildren ect. Very professional and handled all our needs to the trust. We would recommend Phelps Law in a heart beat. Bob & Camille
Bob & Camille
I am a business owner and was recently faced with open heart surgery that I was able to schedule. I felt a strong need to get my finances in order. Phelps Law was highly recommended to me. I wanted to have a living will. Attorney Bryan Holm and the staff did a wonderful job with … Read more "Quick and painless!"
Phelps Law was not what we expected — they were so much more! And attorney Bryan Holm was amazing. He was professional, kind, patient and thorough. Our trust is comprehensive and exactly what we asked for. We were so impressed with our experience we recommended Phelps Law to our son and daughter-in-law.
Linda and I were exceptionally pleased and very happy with how easy and smooth it was to establish and implement our Family Trust. All thanks to Mr. Holm. Never did he fail to return a call and he always knew the answer to any question. More importantly, he always got it right. Mr. Holm was … Read more "Never did he fail to return a call …"
Attorney James Phelps is a joy to work with. He really cares about you as a person and took the time I needed to understand everything. There are not many like him in the business world. What a breath of fresh air to work with him in helping me with my setting up my trust.
Just a note about our experience with your firm. We’d been putting off estate planning for years because of the perceived expense and lack of urgency/desire. We finally decided that it was time to do it. We looked at the canned programs but decided that we didn’t know enough about what we were doing to … Read more "Two visits and we had a will and living trust tailored to our needs …"
Our Commitment to You
Every day, in every way, we strive to be the very best team of estate planning professionals dedicated to providing you with peace of mind. We work side-by-side with you to create a plan that meets your goals at fees that are predictable and fair. We are committed to building and maintaining a lifetime relationship with you based upon integrity, compassion and exceptional service. Through this and more, we will positively enrich your life and the lives of your loved ones.
Looking for an Estate Planning Attorney? 10 Questions You Should be Asking
At Phelps Law, when we prepare an estate plan for you it is a lifelong commitment – not just a one-and-done arrangement. Taking time to make sure you have the right “fit” with your estate planning attorney should not be taken lightly. So if you intend to compare estate planners, be sure to ask each candidate these 10 questions …
Introducing the Phelps Law Free Lifetime Service Package
Over the years, we have learned that an estate plan must be kept up to date in order to work properly. As part of our ongoing commitment to clients, we invite all of our Living Trust clients at Phelps Law to participate in the free Lifetime Service Package, which includes a free in-person trust review with an attorney every three years.
Learn About Our Protective Inheritance Trust
Learn why a Living Trust that just avoids probate is not good enough anymore. Our cutting-edge Protective Inheritance Trust is a special type of Living Trust that protects your loved ones’ inheritance from being taken away by predators, such as ex-spouses, creditors and lawsuits. The Protective Inheritance Trust has become “standard equipment” in most every Living Trust that we do.
Learn About Our Ground-Breaking IRA Inheritance Trust
Most estate plans overlook what might be your most valuable assets – your IRAs and other retirement accounts. Learn how to avoid automatic taxation of these accounts after you die and properly protect your hard-earned retirement for generations to come with our ground-breaking IRA Inheritance Trust.