I needed to add a family member to my estate. They were very accommodating and took are of everything. The staff is friendly, courteous and took care of it in a very timely manner. Thank you!
Life Planning
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Life Planning Group LLC, located in Scottsdale, AZ, is a national provider specializing in state-specific legal document solutions to assist individuals and businesses in managing, protecting, and distributing their assets effectively. With a focus on estate planning, business planning, asset protection, and tax mitigation, they partner with respected financial institutions to deliver comprehensive services tailored to client needs.
Dedicated to helping families avoid the complexities of probate, Life Planning Group offers expertise in developing personalized estate plans that minimize probate time and maximize asset transfer efficiency. Their team is committed to guiding clients through the intricacies of legal documentation and planning, ensuring peace of mind for both individuals and business owners alike.
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Reviews
When Warner Lewis III ran this company, it was fabulous. The support from the agents was exemplary and their accommodations for clients' needs were outstanding. Whoever owns them now, some bunch...
I highly recommend Greg Lutowsky and his team. Greg tailored my estate planning to fit the unique needs of my family. It was a seamless process.
Warner and his team are great. Very smooth process and everyone was very friendly and accommodating to our needs. We wouldn't hesitate to recommend for any estate planning needs you may have.
Warner and his team at Life Planning did a fantastic job with our Family Trust and later, setting up a LLC. The detailed work and explanation of the process and finalized documents was spot on and...
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