Estate Planning Lawyers for Phoenix, Arizona

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Meet some of our Phoenix Estate Planning Lawyers

Phocus L. - Estate Planning Lawyer in Phoenix, Arizona
View Phocus
5.0 (1)
Member Since:
September 16, 2021

Phocus L.

Attorney
Free Consultation
Phoenix, AZ, USA
15 Yrs Experience
Licensed in AZ CA
Georgetown University Law Center

G'day, my name is Michele! I work with startups, entrepreneurs and small/medium-sized businesses across the country in a wide array of industries. I help them with all of their ongoing, daily legal needs. This includes entity formation, M&A, contract drafting and review, employment, asset sale & acquisition, and business sales or shareholder exits. I'm half-Australian, half-Italian, and I've lived the last 20+ years of my life in America. I've lived all over the USA, completing high school in the deep south, graduating cum laude from Washington University in St. Louis, and then cum laude from Georgetown University Law Center. After law school I worked for the Los Angeles office of Latham & Watkins, LLP. After four intense and rewarding years there, I left to become General Counsel and VP of an incredible, industry-changing start-up called Urban Mining Company (UMC) that manufactures rare earth permanent magnets. I now work for Phocus Law where I help run our practice focused on entrepreneurs, startups, and SMEs. I love what I do, and I'd love to be of help! My focus is on providing stress-free, enjoyable, and high-quality legal service to all of my clients. Being a good lawyer isn't enough: the client experience should also be great. But work isn't everything, and I love my free time. I've been an avid traveler since my parents put me on a plane to Italy at 9-months old. I'm also a music nut, and am still looking for that perfect client that will engage me to explain why Dark Side Of The Moon is the greatest album of all time. Having grown up in a remote, and gorgeous corner of Australia, I feel a strong connection to nature, and love being in the elements.

Samuel R. - Estate Planning Lawyer in Phoenix, Arizona
View Samuel
5.0 (61)
Member Since:
October 2, 2021

Samuel R.

Attorney
Free Consultation
Phoenix - Arizona
7 Yrs Experience
Licensed in AZ PA, UT
Widener University Delaware Law School

My career interests are to practice Transactional Corporate Law, including Business Start Up, as well as Real Estate Law, Estate Planning Law, and Intellectual Property Law. I am currently licensed in Arizona, Pennsylvania and Utah, after having moved to Phoenix from Philadelphia in September 2019. I currently serve as General Counsel for a bioengineering company. I handle everything from their Business Transactional Agreements, Private Placement Memorandums, and Corporate Structures to Intellectual Property Assignments, to Employment Law and Beach of Contract settlements. Responsibilities include writing and executing agreements, drafting court pleadings, court appearances, mergers and acquisitions, transactional documents, managing expert specialized legal counsel, legal research and anticipating unique legal issues that could impact the Company. Conducted an acquisition of an entire line of intellectual property from a competitor. In regards to other clients, I am primarily focused on transactional law for clients in a variety of industries including, but not limited to, real estate investment, property management, and e-commerce. Work is primarily centered around entity formation and corporate structure, corporate governance agreements, PPMs, opportunity zone tax incentives, and all kinds of business to business agreements. I have also recently gained experience with Estate Planning law, drafting numerous Estate Planning documents for people such as Wills, Powers of Attorney, Healthcare Directives, and Trusts. I was selected to the Super Lawyers Southwest Rising Stars list for 2024 - 2026. Each year no more than 2.5% of the attorneys in Arizona and New Mexico are selected to the Rising Stars. I am looking to further gain legal experience in these fields of law as well as expand my legal experience assisting business start ups, and also trademark registration and licensing.

Recent  ContractsCounsel Client  Review:
5.0

"Everything went very quick, I am very satisfied with the results."

Amber M. - Estate Planning Lawyer in Phoenix, Arizona
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5.0 (27)
Member Since:
March 8, 2023

Amber M.

Attorney
Free Consultation
Arizona
11 Yrs Experience
Licensed in AZ OK
J. Reuben Clark Law School

Amber Masters has 11 years of experience as a contracts attorney, helping small businesses with an array of agreements, such as purchase agreements, master service agreements, and employment contracts. She has an extensive background assisting health care providers through practice transitions including dentists, doctors, and other health care professionals. She is a highly rated and acclaimed estate planning attorney and personal finance expert, who has been featured on CNBC, NBC, and Yahoo Finance. She successfully launched and sold a fintech startup and can empathize with the issues small and mid-size businesses face. Licensed in Oklahoma and Arizona.

Recent  ContractsCounsel Client  Review:
5.0

"Amber was thorough, prompt with her responses, and a pleasure to work with!"

David U. - Estate Planning Lawyer in Phoenix, Arizona
View David
4.7 (2)
Member Since:
June 22, 2023

David U.

Attorney
Free Consultation
CO, AZ, OK
26 Yrs Experience
Licensed in AZ CO
The University of Oklahoma College of Law

For the last 25 years I've focused on representing businesses and entrepreneurs in transactional law deals, including LLC creation, operation and sale of businesses; real estate sales and leasing; and general contract negotiation and drafting. While I've helped all manner of businesses work out a variety of contract and business matters, I am an expert at helping clients with buying and selling commercial properties including multi-family and office projects and buildings, subdivisions, and retail shopping centers. I am also a recognized expert negotiating leases for retail and office tenants and landlords. Over 25 years I've honed my skills a lawyer at one of the largest law firms in the world, an elite real estate boutique in Aspen, Colorado and a highly regarded firm based in Denver, Colorado, before starting my own practice in 2016. Since 2016 I've been helping my clients with real estate and business deals. I'm a commercial real estate and business expert with a passion for helping clients forge successful ventures in an efficient and understandable manner.

Recent  ContractsCounsel Client  Review:
4.7

"David was very informative during our initial call, and helped me understand the scope of work that my project needed depending on how many legal avenues I wanted addressed and covered. The work he provided was detailed and completed by the deadline that he provided."

Elizabeth A. - Estate Planning Lawyer in Phoenix, Arizona
View Elizabeth
4.7 (1)
Member Since:
October 2, 2023

Elizabeth A.

Attorney
Free Consultation
Phoenix, Arizona
15 Yrs Experience
Licensed in AZ
Pepperdine University School of Law

I represent business and consumer clients to help them address the range of legal issues that concern them including business contractual disputes, debt litigation, and related matters.

Recent  ContractsCounsel Client  Review:
4.7

"Elizabeth was very responsive. Even though the review took longer than expected and we faced some scheduling issues, she was quickly to follow-up and adjust her schedule to finish."

Pankaj R. - Estate Planning Lawyer in Phoenix, Arizona
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Member Since:
March 26, 2022

Pankaj R.

Owner
Free Consultation
Los Angeles/Inland Empire
17 Yrs Experience
Licensed in AZ CA
University of Arizona Rogers College of Law

I advise clients in the areas of business, trademarks, real estate, employment, and finance. My overarching goals are to unite creative people and companies to assist them in making sound legal and business decisions. I have been fortunate enough to build a fast-growing, 21st-century law firm with an amazing staff by my side. Our focus is not just on providing invaluable legal insight but creating a better all-around client experience. We provide unique subscription pricing and flat-fee options for our clients, providing billing transparency and enhanced value to all of our wonderful clients. Focus areas: contract drafting, negotiations, research, trademarks international law, entertainment, business development, entity choice; business: manager, team builder, leader, motivator. Speaking Engagements: National Business Institute (NBI) - "Business Contracts 101"

James G. - Estate Planning Lawyer in Phoenix, Arizona
View James
Member Since:
September 22, 2022

James G.

Attorney
Free Consultation
Glendale, Arizona
11 Yrs Experience
Licensed in AZ
Arizona Summit School of Law

I am a lawyer in Glendale, Arizona. I have practiced in contract work including buy/sell agreements, contracts for the purchase of goods and services and real estate. I also practice in bankruptcy law and sports and entertainment law.

Courtney A. - Estate Planning Lawyer in Phoenix, Arizona
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Member Since:
July 19, 2023

Courtney A.

Branding and Business Law Attorney
Free Consultation
Phoenix, Arizona
10 Yrs Experience
Licensed in AZ
California Western School of Law

Hello! I am a transactional attorney enthusiastic about helping entrepreneurs launch and protect their businesses. Let me know how I can support you with drafting and negotiating contracts, setting up your LLC, copyrighting creative content, or trademarking your brand. I am experienced with drafting and negotiating business contracts, including service/vendor agreements, NDAs, marketing agreements, licensing agreements, terms & conditions, terms of use, and many more! I have helped companies develop strong template agreements and strategies for contract management. My goal is to deliver a simple, stress-free client experience!

Holly W. - Estate Planning Lawyer in Phoenix, Arizona
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Member Since:
September 5, 2023

Holly W.

attorney
Free Consultation
Tucson, AZ
22 Yrs Experience
Licensed in AZ
University of Arizona James E Rogers College of Law

I am a solo legal practitioner in Tucson, Arizona who focuses on Estate Planning, Probate, Business Formation and Mediation. I have expertise and experience in not only law but as a Registered Nurse and teacher. I use this background and knowledge to provide compassionate and individualized service for my clients.

Connie M. - Estate Planning Lawyer in Phoenix, Arizona
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Member Since:
September 8, 2023

Connie M.

Copyright Lawyer
Free Consultation
Phoenix, AZ, United States
43 Yrs Experience
Licensed in AZ
Gonzaga University - J.D.

Copyright, trademark, and intellectual property contracts and licenses. General Business contracts. Practical and comprehensive advice and contract drafting in an efficient, no-nonsense manner. She routinely represents clients needing copyright, trademark, and intellectual property contracts and licenses in the book publishing industry, music publishing, and all aspects of art and entertainment. She has represented both sides of the table - creators and authors and corporations and businesses. After 40 years of experience she has seen most business models and structures and has worked with many general contracts in different industries.

Darren W. - Estate Planning Lawyer in Phoenix, Arizona
View Darren
Member Since:
November 5, 2023

Darren W.

Attorney
Free Consultation
South Jordan, Utah
22 Yrs Experience
Licensed in AZ CO, UT, WY
J. Reuben Clark, BYU

My main focus is estate planning and business transactions, but I have had many practice areas throughout my career, including criminal defense and prosecution, civil litigation from neighborhood squabbles to corporate contentions. I have also worked in bankruptcy, family law, collections, employment law, and personal injury. I stand ready to assist in any area to which I feel I can be of service, but will not try to fake it if I do not know the area of law I am being asked to serve in.

Brian S. - Estate Planning Lawyer in Phoenix, Arizona
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Member Since:
December 15, 2023

Brian S.

Corporate Attorney
Free Consultation
Arizona, United States
25 Yrs Experience
Licensed in AZ CA, DC, TX
South Texas College of Law Houston

I am a corporate lawyer with over 15 years of experience in litigation and in advising companies on a variety of legal issues, including mergers and acquisitions, securities regulations, and contract negotiations. I have a deep understanding of the technology industry and have represented numerous tech companies in my career.

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Estate Planning Legal Questions and Answers

Estate Planning

Last Will and Testament

Florida

Asked on Apr 23, 2023

Can I make changes to my will after it has been created?

I recently created a will, and my family and financial situation has since changed. I'm wondering if I can make changes to my will to reflect these new changes, or if the will I created is now set in stone. I'm looking for guidance on how to proceed and make sure my wishes are accurately reflected.

Diane D.

Answered May 10, 2023

yes.

Read 1 attorney answer>

Estate Planning

Quitclaim Deed

North Carolina

Asked on Oct 1, 2023

Taxes related to quitclaim deed?

I recently inherited a property from a family member. I was given a quitclaim deed transferring the title from them to me. I am trying to understand my tax liabilities related to this transfer of ownership. I am not sure if there are tax implications that I need to be aware of and I was hoping to get advice from a lawyer on how to proceed.

N'kia N.

Answered Oct 30, 2023

A person who inherits property might be subject to taxes. This includes when the person receives a quitclaim deed for the property. However, the person's tax liabilities will ultimately depend in part on the location of the property itself. For legal guidance on the tax implications of inheriting North Carolina property, you might consider consulting with a knowledgeable North Carolina estate and tax planning attorney. Good luck!

Read 1 attorney answer>

Estate Planning

Power of Attorney

Louisiana

Asked on Aug 1, 2022

I need a power of attorney lawyer

I have power of attorney papers and someone else has file

Domonick G.

Answered Aug 16, 2022

I can assist with that

Read 1 attorney answer>

Estate Planning

Durable Power of Attorney for Finances

Kentucky

Asked on Sep 28, 2025

Who do I get for power of attorney

I need questions answered my husband just passed so do I need to get a power of attorney while I m at my right mind

Randy M.

Answered Sep 29, 2025

A power of attorney (POA) is only effective while the person who created it (the “principal”) is alive. Once the principal dies, the POA automatically ends. That means you cannot use your husband’s POA now that he has passed, and any authority you may have had under a POA he gave you is no longer valid. The law is uniform on this point across all U.S. states. After death, the legal authority to handle someone’s affairs shifts to the executor named in their will or, if no will exists, to an administrator appointed by the probate court. As the surviving spouse, you typically have priority to be appointed as administrator if your husband left no will. This is the process by which debts, taxes, and distributions of property are handled. Why You Should Still Consider a Power of Attorney Although you don’t need a POA for your husband, you may want to create one for yourself while you’re mentally capable. This is an important part of estate planning and ensures that if you ever become incapacitated, someone you trust can step in seamlessly. There are two key types of POA most people establish: 1. Durable Financial Power of Attorney: Authorizes your agent (sometimes called attorney-in-fact) to manage financial matters—paying bills, handling banking, managing property—if you can’t. It’s “durable” because it remains valid even if you lose capacity. 2. Healthcare Power of Attorney (or Healthcare Proxy): Authorizes your agent to make medical decisions if you’re unable to speak for yourself. Most people also prepare a living will/advance directive alongside a healthcare POA. This document sets out your specific wishes for end-of-life treatment so your agent isn’t left guessing. Choosing the Right Agent The choice of agent is vital. This person will hold significant authority, and you should only appoint someone you trust completely. Common choices include an adult child, a close family member, or a trusted friend. In more complex cases, some people name a professional fiduciary or financial institution. When deciding, weigh these factors: • Trustworthiness and integrity: They’ll be in a position to make decisions that directly affect your finances or health. • Financial responsibility: Especially relevant if they’ll be handling your money. • Willingness and availability: Make sure the person accepts the responsibility in advance. • Location: It’s not a strict requirement, but someone nearby can often act more quickly when urgent matters arise. It’s also wise to name a successor agent in case your first choice is unable or unwilling to serve. Immediate Steps After Losing a Spouse Separate from your own planning, you’ll likely need to address your husband’s estate. If he had a will, the executor named there should take the lead. If there’s no will, you can apply to probate court to be appointed administrator. Alongside that, you may need to update your own estate planning documents, review and change beneficiary designations, and notify Social Security, banks, and insurance companies. An estate attorney can guide you through both the probate process and setting up your own documents. The attorneys here on Contracts Counsel would be happy to assist you.

Read 1 attorney answer>

Estate Planning

Trust

Massachusetts

Asked on Apr 1, 2025

How can I set up a trust to protect my assets?

I am a business owner and have accumulated significant assets over the years. With the increasing risks and uncertainties in the business world, I am concerned about protecting my assets from potential lawsuits, creditors, and other unforeseen circumstances. I have heard that setting up a trust can provide a level of asset protection, but I am unsure about the process and the different types of trusts available. I would like to consult with a lawyer to understand how I can establish a trust that safeguards my assets while still allowing me to have control and access to them.

Joseph M.

Answered Apr 8, 2025

There are numerous forms of Trust that are available depending on the specific assets and your unique goals. Generally speaking, the two main types of trusts are Revocable and Irrevocable. WIth a Revocable Trust, just like it sounds, as trustee you can remove the assets at some point if you so chose, but if you are to pass away or become incapacitated at some point, it reverts to being Irrevocable. An Irrevocable Trust is one in which the grantor transfers all ownership interests to the Trust itself and this act is irreversible. As I am sure you guessed, there are a myriad of ways that your goals can be achieved and I would be happy to provide a free consultation to discuss your situation and possible solutions.

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