Estate Planning Lawyers for Phoenix, Arizona

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Meet some of our Phoenix Estate Planning Lawyers

Daniel D. - Estate Planning Lawyer in Phoenix, Arizona
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5.0 (8)
Member Since:
September 2, 2024
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
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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."

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
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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.

Matthew S. - Estate Planning Lawyer in Phoenix, Arizona
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Member Since:
July 26, 2024

Matthew S.

Business Lawyer
Free Consultation
West Hollywood, California
14 Yrs Experience
Licensed in AZ CA, FL, MA
Boston University School of Law

I am a business, Internet, and intellectual property lawyer. My practice is split between both transactional work and litigation. Prior to law school, I earned a master’s degree in computer science, which gives me the background and experience to understand technology, software, and the Internet better than most attorneys, and so my practice focuses on these areas. However, I represent clients in almost any industry, including real estate, construction, medicine, service, and consumer products.

Ethan B. - Estate Planning Lawyer in Phoenix, Arizona
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Member Since:
May 21, 2025

Ethan B.

Managing Partner
Free Consultation
Mesa, Arizona
5 Yrs Experience
Licensed in AZ IL
Chicago-Kent College of Law

Ethan specializes in preparing and structuring transactional deals and advising business owners as outside general counsel. Ethan enjoys working with business owners and entrepreneurs who strive to achieve growth through utilizing modern-day solutions and implementing business strategies that get results. Ethan is passionate about helping families and individuals with disabilities to design, form, and administer special needs trusts, ensuring individuals with disabilities remain eligible for federal and state benefit programs while living their best lives. Ethan has experience from previous firms in civil litigation, estate planning, and regulatory matters. Ethan holds a JD from Chicago-Kent College of Law, and a Masters of Law in Taxation (LLM) from Georgetown Law University Law Center. Prior to law practice, Ethan earned a Bachelor’s degree in Journalism from Indiana University of Pennsylvania and was promoted to Chief Editor at a regional news publication.

Alexander C. - Estate Planning Lawyer in Phoenix, Arizona
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Member Since:
August 23, 2025

Alexander C.

CEO
Free Consultation
Tampa, Florida
6 Yrs Experience
Licensed in AZ DC, MD, NE, OR
The George Washington University Law School

I am a solo practitioner that runs my own legal practice. I am currently licensed in 16 states and I'm working to expand that reach.

Liliana O. - Estate Planning Lawyer in Phoenix, Arizona
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Member Since:
August 19, 2026

Liliana O.

Founding Partner
Free Consultation
Chicago, IL
15 Yrs Experience
Licensed in AZ IL
John Marshall Law School

Liliana O’Shea founded and leads Escorcia Law, P.C., a corporate generalist firm focused on transactional matters for businesses across industries. She works with organizations of varying sizes — from small and mid-size businesses to larger corporations — advising on a broad range of corporate and regulatory matters, industry-agnostic in her approach. A Spanish-speaking immigrant from Barranquilla, Colombia, she completed her undergraduate studies at the University of Colorado and earned her law degree from The John Marshall Law School in Chicago in 2011. Her clients note her focus on asking key questions early in a matter to build the right strategy for each engagement. She lives in Chicago with her husband and young daughters.

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Estate Planning Legal Questions and Answers

Estate Planning

Power of Attorney

New York

Asked on Nov 17, 2021

I would like to kno if an estate hold harmless form is bad or good in my situation

I have p.o.a of my brother and he has unclaimed funds in Nys I filed for it and the said I had to complete that for b4 they released the funds

Jane C.

Answered Nov 30, 2021

You need an attorney to review your case in order to provide you with an answer.

Read 1 attorney answer>

Estate Planning

Settlement And Release Agreement

Pennsylvania

Asked on Aug 1, 2022

Must I sign a family settlement release for my fathers estate in PA in order for the executor to distribute monies?

My fathers exectutor is ready to finalize the estate bank account and I received a "release" letter, must I sign it before money is distributed? (PA)

Ryan W.

Answered Aug 5, 2022

In Pennsylvania, probate estates are wrapped up after the executor provides the beneficiaries with an accounting. The purpose is for the beneficiaries to review what the executor did during the administration of the estate and have the opportunity to voice any objections he or she may have. The release that you received is fairly standard in the estate administration process. You are not required to sign the document. The estate can also be finalized by requesting an order of distribution from a judge. If you do not happen to take issue with anything the executor did, signing the release agreement will likely be more efficient.

Read 1 attorney answer>

Estate Planning

Will

Washington

Asked on Dec 11, 2023

How do I exclude a child from my will?

I want to write my will and exclude an estranged son. Can I just have a paragraph stating my son's name and that he is to receive nothing whatsoever from my estate? Should I leave him $1.00? Is there a preferred approach to make sure he can't contest my will and receive anything? We've been estranged for years. Thanks.

Matthew S.

Answered Dec 15, 2023

Yes, you could structure your will in that way. You don't even need to leave $1.

Read 1 attorney answer>

Estate Planning

Last Will and Testament

Georgia

Asked on Jun 2, 2026

I had an Alabama elder care lawyer create my POA, will, etc. Now I am living permanently in Ga. Is my paperwork still good or do I need to get it reviewed and updated in Ga.

widowed and living alone

Allen L.

Answered Jun 5, 2026

The short answer is: your Alabama documents are most likely still legally valid in Georgia, but a Georgia attorney review is strongly recommended — especially given your situation living alone and widowed. Here is the breakdown: Will Georgia recognizes a will validly executed in another state as long as it was properly signed and witnessed under that state's law at the time it was made. Alabama and Georgia both require two witnesses, so your will should be fine. That said, if your Alabama will names your spouse or references Alabama-specific assets, accounts, or property that has since changed, it absolutely needs updating for that reason alone. Power of Attorney Georgia adopted the Uniform Power of Attorney Act in 2017. Georgia will generally honor a POA validly created in another state. However, Georgia has specific statutory language that banks, hospitals, and other institutions are accustomed to seeing. If your Alabama POA does not track Georgia's statutory form, some institutions may resist honoring it or ask for additional paperwork, which can cause serious delays in a crisis. Having a Georgia-compliant POA dramatically reduces that friction. Healthcare Directive / Advance Directive This is the most important one to update. Georgia has its own Advance Directive for Health Care form that combines a living will and healthcare proxy. Georgia medical providers are trained on this specific form. An Alabama healthcare directive may be legally valid here, but you may encounter real-world resistance from hospitals and doctors who are not familiar with it. A Georgia-specific advance directive is highly advisable. Practical Concerns Given Your Situation Living alone and widowed means your agent under your POA and your healthcare proxy are your first and only lines of protection if something happens. You want zero friction when those documents need to be used. This is not the situation to test whether an out-of-state document will be accepted in a moment of urgency. You should also confirm that whoever you have named as your agent, executor, and healthcare proxy is still the right person, still willing, and still able to serve. Bottom Line Your documents are not void, but getting them reviewed and updated for Georgia is genuinely worth the time and cost. At a minimum, a new Georgia Advance Directive for Health Care and a Georgia-compliant Durable POA should be strongly considered. While you are at it, confirm your beneficiary designations on any life insurance, IRAs, and bank accounts, as those pass outside your will regardless. Next Step The easiest way to get this handled is to open a project on ContractsCounsel at www.contractscounsel.com. You can post your document review and drafting project there, receive competitive flat-fee bids from Georgia-licensed attorneys who handle exactly this type of elder law work, and get everything updated without having to search for a lawyer on your own. It is a straightforward process and puts you in control of the cost upfront. Given your situation, this is one of those things that is well worth getting done sooner rather than later.

Read 1 attorney answer>

Estate Planning

Power of Attorney

Ohio

Asked on Jan 23, 2025

Can a Power of Attorney be revoked if the person who granted it is now capable of making decisions?

Can a Power of Attorney be revoked if the person who granted it is now capable of making decisions? I have been granted Power of Attorney for my elderly mother who was deemed mentally incapable of making decisions due to dementia. However, her condition has improved significantly, and she is now able to make decisions on her own. I want to know if it is possible to revoke the Power of Attorney and return decision-making authority to her.

Michelle M.

Answered Jan 26, 2025

A power of attorney does not take away the decision-making authority of the principal. It appoints someone to act on behalf of the principal as provided in the document, but not to the exclusion of the person granting the power. If your mother granted power of attorney to you it allows you to act on her behalf, but she can also still act on her own. If she wants to revoke the power of attorney she can do so at any time, but given her diagnosis that may not be wise. It's likely the document will be needed again at some point in the future. The only proceeding that removes decision-making ability is a guardianship, which is done in the Probate Court (this is different than a power of attorney). Hope that helps!

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