Planning in Gilbert
The estate planning firm in your own backyard.
When a Gilbert resident passes without a plan, the estate goes through Maricopa County Superior Court — East Valley matters are heard at the Southeast Regional Court Center in neighboring Mesa. Probate is public, commonly runs months to a year, and puts a judge in charge of decisions your family should own, all while accounts sit frozen. A revocable living trust, properly funded, transfers your home and accounts privately — no court, no waiting, no public record.
Gilbert skews young and grows fast. For families in Power Ranch, Seville, Val Vista Lakes, and Agritopia, the most overlooked documents aren't about money at all — they're the guardianship nominations that decide who raises your children if something happens to you. Gilbert's many business owners and dual-income households need succession terms and beneficiary coordination so a company or a retirement account doesn't freeze in probate. And families who moved here from other states need documents rebuilt for Arizona's community-property and healthcare-directive rules — an out-of-state plan often only partly works here.
Because Gilbert is home, you can meet us in person at our office minutes away — or entirely virtually if that's easier. Every plan is a flat fee, quoted before we begin, all-inclusive, with no hourly surprises.