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    Client Testimonials

    Top Rated Scottsdale Estate Planning Lawyers with 5 Star Google Reviews
    Top Rated Scottsdale Estate Planning Lawyers with 5 Star Facebook Reviews
    Top Rated Mesa Estate Planning Lawyers with 5 Star Yelp Reviews
    Top Rated Scottsdale Estate Planning Lawyers with 5 Star Avvo Reviews
    American Immigration Lawyers Association
    AV Preeminent Peer Rated For Highest Level Of Professional Excellence
    A+ Rated By The Better Business Bureau
    Top Rated Scottsdale Estate Planning Lawyers on Lawyer dot com

    Adam Gunderson was very open, professional and friendly. I enjoyed how prompt he was with his email replies to my questions. I will not hesitate to work with him again, once the need arises.

    E. A. ★★★★★

    Very Happy with the level of service received. Adam and the whole staff we polite, professional and knowledgeable I highly recommend.

    C. C. ★★★★★

    They are always there when you need an advice. Thanks to Debbi and Adam. Great service!

    M. V. ★★★★★

    Why You Should Hire An Experienced Scottsdale Estate Planning Attorney

    Whether you have complex assets, challenging family dynamics, or vulnerable loved ones in your care, you will benefit from hiring an experienced lawyer who can ensure your loved ones and assets are protected through a comprehensive estate plan.

    • check Avoid probate and keep things private
    • check Create legally sound and customized documents
    • check Prevent family conflicts
    • check Reduce or avoid taxes
    Estate Planning Services to Avoid Probate Reduce Taxes and Protect Assets in Scottsdale

    Customized Estate Planning Solutions For Your Peace Of Mind

    Estate Planning Lawyers for Last Will and Testament Drafting in Scottsdale

    Preparing Your Last Will & Testament

    Let our lawyers help you prepare your Last Will and Testament so that it is clear who receives your property, who will handle your estate, and who will be a guardian of your children when you die. Contact us to find out how we can help you through your specific situation.

    Mesa Lawyers Establishing a Power of Attorney to Avoid Court-Appointed Conservatorship

    Drafting Power Of Attorney Documents

    Make sure someone you know and trust is in charge of making the important health and financial decisions for you if you become incapacitated or die. Set up a financial or health power of attorney by scheduling an appointment with us today.

    Scottsdale Probate and Estate Administration Services for Asset Management

    Probate & Estate Administration Services

    If you’re going through the probate process and need the help of an attorney, we have you covered. We will file the will with the court, help appoint the personal representative, collect and value assets, and ensure everything is done legally and efficiently.

    Asset Protection and Tax Planning Attorneys in Scottsdale

    Asset Protection &
    Tax Planning

    When you have valuable assets that you want to pass on upon your death, it is important to set up a plan that fulfills your wishes and avoids high taxes. At Gunderson Law, we can create a plan for you that does all of this and more.

    Revocable Living Trusts Development in Scottsdale

    Developing Revocable Living Trusts

    A Revocable Living Trust is a popular tool in estate planning that allows you to manage and control your assets during your lifetime. Upon your death, a trustee will be appointed to take over and complete your wishes. Our attorneys can help you put this trust together.

    Scottsdale Attorneys Helping with Healthcare Directives and Living Wills Preparation

    Healthcare Directives & Living Wills Preparation

    Each of our estate planning lawyers have years of experience making sure their clients wishes are followed, unnecessary court involvement is avoided, and assets are protected. When you’re ready to put your healthcare directives, living wills, and more together, reach out.

    Schedule Your Consultation Today With Scottsdale Probate Attorneys

    480-750-7337

    Advanced Estate Planning Services In Scottsdale

    Professional Legal Advice for Setting Up Intentionally Defective Grantor Trusts (IDGTs)

    Setting Up Intentionally Defective Grantor Trusts (IDGTs)

    If you are looking for a way to pass on your wealth and avoid hefty estate taxes after you die, consider an Intentionally Defective Grantor Trust. Ask our lawyers about setting one up and to see if it is the right fit for you.

    Dynasty Trusts and Family Wealth Management Law Firm

    Dynasty Trusts & Family Wealth Management

    Protect your wealth and pass it down for generations by setting up a dynasty trust. Our lawyers will help you draft the trust, build in protections for minors and future generations, choose the right trustees, and add flexibility so your trust is strong for years to come.

    Scottsdale Lawyers Helping Cients Establish Charitable Trusts

    Establishing Charitable Trusts

    Whether you want the charities to get the money from your assets right away or to receive the remainder after your loved ones benefit first, our lawyers can help you set up a charitable trust. Leave a lasting legacy and reduce estate taxes through this trust.

    Simplify Inheritance Planning With Expert Attorneys

    Simplifying Inheritance Planning With
    Expert Guidance

    When you have assets or a large estate, you want to be sure to have a solid plan for who inherits what. Create a simple inheritance plan with the expert guidance of our skilled lawyers at Gunderson Law. Contact us today to schedule a consultation.

    Developing Spousal Lifetime Access Trusts (SLATs)

    Developing Spousal Lifetime Access Trusts (SLATs)

    Make sure your spouse is covered by setting up a Spousal Lifetime Access Trust. This trust allows your wealth to be transferred into a trust while still allowing your spouse to access the money during their lifetime.

    Succession Planning For Business Owners in Scottsdale

    Succession Planning For Business Owners

    If you own a business and want to make sure it is clear what happens to it after you die, create a succession plan. Whether you want to keep the business in the family, sell to an outside buyer, or retire gradually, we will help you create a plan.

    How Our Scottsdale Estate Planning Attorneys Guide You

    Estate planning lawyers have years of experience and in-depth knowledge of Arizona law to make sure your assets and families are protected. At Gunderson Law, we will help you draft legally sound documents that ensure you make the decisions on how your property is distributed and who makes the important decisions after your death. We will make sure your estate plan is aligned with your wishes and will prevent as much conflict as possible.
    Not only that, but we will take a look at your estate and help you create a personalized plan that minimizes taxes, protects assets from creditors, and plans for complicated family dynamics. We know that having wealth and passing it on can be complicated and emotional. We will walk you through every step of the process to give you peace of mind knowing your plan is aligned with your goals and values.

    Flexible Financing Plans For Residents Of Scottsdale

    Full-Service Estate Planning with Hourly Billing for Personalized Support

    Full Representation
    (Traditional)

    For a comprehensive service that leaves no stone unturned and ensures everything is handled as it comes up, consider our full representation where payments are handled at a traditional hourly rate.

    Custom Legal Representation with Fixed-Fees for Transparent Estate Planning

    Full Representation
    (Fixed Fee)

    If you’re hoping for a more solid idea of what you will have to pay, our lawyers can consult with you to decide what services are required and provide them for a fixed fee. This ensures you get the representation you need without any surprise costs.

    Unbundled Legal Services for Affordable Estate Planning Support in Scottsdale, AZ

    Unbundled Legal
    Services

    For more specific services such as preparing a Living Will and Testament or setting up a Revocable Living Trust, consider our unbundled legal services in which you pay for what you need as you need it.

    Take Charge of Your Estate – Contact Us For A Free Consultation

    480-750-7337

    Navigating Estate Planning In Scottsdale

     

    Estate Planning For All Life Stages

    Estate planning is not just for elderly individuals or those who have money, it can be a process that starts at a young age and grows and develops overtime. In early adulthood, you might consider putting together documents that help protect yourself if something unexpected happens. During the family building years, you may have more assets and maybe children you want to protect through Guardianship designations or Revocable Living Trusts. As you grow older, your goals will lean more towards protecting your legacy and reducing the burden on loved ones. Our law firm can help you in all life stages.

    Tailored Estate Planning Solutions for Wills, Trusts, and Long-Term Care in Scottsdale
    Avoid Common Estate Planning Mistakes with Experienced Lawyers in Scottsdale

     

    Avoiding Common Estate Planning Mistakes

    At our law firm, we work hard to help you avoid common estate planning mistakes. For some people, they don’t have an estate plan at all and their estate ends up experiencing probate delays, family stress, and a loss of control. For others, they choose the wrong trustee and face serious backfire with disorganization and dishonesty. Still others try to put together an estate plan on their own and miss crucial details, state laws, and tax rules that leave families with significant burden. To avoid these mistakes, our lawyers are prepared to walk through the planning stage with you every step of the way.

     

    Selecting The Best Estate Planning Lawyer In Scottsdale

    When you’re looking for an estate planning lawyer, it’s important that they have a deep understanding of Arizona law and a specialization in estate planning. If you have a family-owned business, complex family dynamics, or have a high-net-worth estate, you should make sure the lawyer has experience with these situations. The lawyer should be transparent about fees and be a clear communicator. At Gunderson Law, we boast years of experience in a wide variety of estate planning situations. We have created all types of estate plans for young and old, wealthy and not. You can trust us to be the best lawyers in the Scottsdale area to handle your estate.

    How to Select an Estate Planning Lawyer in Scottsdale

    Professional Assistance to Make Estate Planning Simple – Book Your Consultation Today

    480-750-7337

    FAQs About Scottsdale Estate Planning

    Guardianship is an important part of elder law, caring for incapacitated individuals, and caring for minors. It establishes a legal authority if the person is unable to make decisions for themselves, or is too young to do so. It is generally appointed by the court, but individuals can indicate their preferred guardian in a last will and testament, durable power of attorney, or a Nomination of Guardian form. The guardian is responsible for the incapacitated adult or child’s personal and medical decisions, and sometimes financial decisions as well. Once a person becomes incapacitated, the court will look to see if the individual had established a guardian preference. If so, they may appoint that person. If not, they will use their judgment and appoint someone starting with family members and close friends or caregivers.
    An estate is everything a person owns, both assets and liabilities, at the time of their death or during estate planning. The estate can include homes, land, rental properties, vehicles, jewelry, bank accounts, investment accounts, life insurance policies (if payable to the estate or person who controls the policy), royalties, patents, copyrights, digital assets, personal loans, medical bills, unpaid taxes, credit card balances, and more. There are different types of estates, probate estates, taxable estates, non-probate estates, and living person estates. If you’re considering setting up an estate plan, you should talk with an estate planning lawyer to determine the best steps forward and how to organize everything for the best outcome after your passing.
    A conservatorship is similar to a guardianship where a person is established as a conservator over an adult who is mentally or physically incapacitated. The conservator is in charge of the incapacitated adult’s finances. They will collect and manage income, pay bills and debts, manage real estate and investments, file taxes, and more. The conservator must always act in the best interest of the conservatee and some decisions will need court approval. Conservators are established through the court system if no one has been appointed for the role through other means. To avoid conservatorship appointed by the court, individuals can create a durable financial power of attorney or can establish a trust with a trustee put in place. Your lawyer can help you put together a plan so you can avoid the court appointed conservatorship.
    A trust is a legal arrangement that someone can set up with their lawyer that designates a trustee and a beneficiary to manage and receive benefit from the trust’s assets. There are several different types of trusts, a Revocable Living Trust which can be changed throughout the Grantor’s lifetime, an Irrevocable trust which is most often used for asset protection, tax planning, or Medicaid planning, a Charitable Trust which benefits a nonprofit or charity, and more. The Grantor will place their assets in the trust and will give the trustee, oftentimes a person or institution authority, to manage this trust under the Grantor’s guidelines. It is helpful to have an estate planning lawyer help you create a trust to make sure you are choosing the right type for your situation and to ensure the right language is in place to enact your exact wishes.
    When assets are not tucked away in a trust or other form of estate planning, probate court will take over handling the estate once the person dies. Under probate administration assets will be gathered, debts and taxes will be paid, and what is left will be distributed to heirs or beneficiaries. If there is a will, the court will abide by its wishes. If not, the estate will be handled according to Arizona intestacy laws. The assets that go through probate administration include any real estate that is not held jointly, assets that are titled in the deceased’s name only, personal property, and bank or investment accounts that have no named beneficiary. To avoid having your estate go through probate administration, you should consider putting together an estate plan with your lawyer. This will ensure everything you own, including debts, are handled according to your wishes.
    The cost of an estate plan varies depending on what you are looking for and how extensive your estate is. A full estate plan includes last will and testaments, trusts, durable power of attorneys, healthcare power of attorneys, living wills, and more. If your estate includes multiple properties, business interests, and blended families, it is likely it will be more complex and will cost more. In some cases people will attempt to create their own estate plan to save money. However, it is strongly recommended to work with an attorney if you own real estate, have any dependents, want to avoid probate, have a blended family or estranged heirs, or need to reduce estate taxes. An attorney can help you avoid any missteps that could cost you, your estate, and your beneficiaries a lot of money and pain. Estate plans can be complex, make sure you hire a skilled lawyer at Gunderson Law for an estate plan you can be confident in.
    An estate plan is the overarching plan that takes care of everything you own. The plan includes wills, a trust, power of attorneys, beneficiary designations, HIPAA authorization, and transfer documents. Your attorney will work closely with you to detail every asset and how it should be handled. If you have real estate and property, investment accounts, life insurance, a business, debt, and more, your plan will ensure everything is distributed as you would like and paid for accordingly. If you have complex family situations, the plan will detail who gets what and any exceptions. An estate plan is important because without one, the state will decide who inherits your assets, which guardians get charge of your dependents, and more. Additionally, without a detailed estate plan, you could face higher taxes and issues with creditors. To avoid complexities after your death, hire an estate planning lawyer to create the plan so you can be confident everything will be taken care of when you are no longer around.
    Your estate planning lawyer will be essential in guiding you through putting together your estate plan. They have in-depth experience drafting legally valid documents, advising based on specific needs, helping avoid probate or court involvement, planning for incapacity, minimizing legal disputes, and protecting assets. They will be on your side fighting for your best interests and making sure every detail in your plan is according to your wishes. By creating a plan with a lawyer, you can avoid the expense and slow probate process and can make sure taxes are handled in the best way. At Gunderson Law, we have years of experience setting up estate plans with our clients and giving them peace of mind about their assets. Whether simple or complex, we have seen it all and are prepared to create an estate plan with you and your family’s best interests in mind.

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