Gilbert Estate Planning Attorney
Work with a Gilbert estate planning attorney to prepare a will, living trust, or powers of attorney tailored to your needs. Attorney Lucas P. Frei, J.D., LL.M. in Taxation, prepares plans around your family, your assets, and what you want to happen if you become incapacitated or die.
Call (480) 744-1202 Contact the firm
Work with a Gilbert estate planning attorney to prepare a will, living trust, or powers of attorney tailored to your needs. Attorney Lucas P. Frei, J.D., LL.M. in Taxation, prepares plans around your family, your assets, and what you want to happen if you become incapacitated or die.
Start with a free conversation with a member of our team. Call (480) 744-1202 or see what to expect on the first call and what affects the cost.
Wills, trusts, and powers of attorney
A will lets you name who should receive probate assets and nominate a guardian for minor children. A revocable living trust can help assets transferred into it pass outside probate. A financial power of attorney and health care documents let you choose who can act for you if you cannot make decisions yourself.
If your plan involves a home, retirement accounts, or a business, we look at how those assets are titled and who is named to receive them. We can also discuss tax considerations that may affect your plan. Explore our Arizona estate planning services.
Does a will avoid probate in Gilbert?
A will alone does not avoid probate under Arizona law. A properly funded trust, valid beneficiary designations, and survivorship ownership can help particular assets pass outside probate. The right combination depends on what you own and whom you want to provide for. See Arizona’s will and probate statute and its nonprobate transfer statute.
What should I have ready for the first call?
A general idea of what you own, who you want to provide for, and any existing wills or trusts is enough to start. If you have recently moved to Arizona, remarried, or bought a home, mention it so we can discuss what may need updating. Ask our team how to share documents securely before sending them.
Meet your Gilbert estate planning attorney
Lucas P. Frei, J.D., LL.M. in Taxation, prepares estate plans for families throughout Arizona. If you’d like to meet in Gilbert, call our team to discuss your goals and make arrangements.
Can I meet with the firm in Gilbert?
Our office is at 1166 E. Warner Road, Suite 101, Gilbert, AZ 85296. Call first to discuss whether to meet in person or by phone or video and what your signing arrangements may require. We serve clients throughout Arizona. See our office and contact information.
Start your estate plan
Your fee depends on the work needed to tailor your plan to your assets, beneficiaries, and goals. Call (480) 744-1202 to talk through your situation in a free first conversation with our team.
The first call is informational. This page provides general information about Arizona law. Contacting the firm does not by itself create an attorney-client relationship.
You can also read Estate Planning in Arizona, Probate in Arizona, and Tax Law, browse the Legal Insights and Education guides, or contact the firm. The firm’s only office is at 1166 E. Warner Road, Suite 101, Gilbert, AZ 85296.
Frequently Asked Questions
Does a will avoid probate in Gilbert?
This page states that a will alone does not avoid probate under Arizona law, and that a properly funded trust, valid beneficiary designations, and survivorship ownership can help particular assets pass outside probate. See A.R.S. § 14-3102 and the nonprobate transfer statute, A.R.S. § 14-6101. The right combination depends on what you own and whom you want to provide for.
Where is the firm’s office?
The firm’s only office is at 1166 E. Warner Road, Suite 101, Gilbert, AZ 85296. Call first to discuss whether to meet in person or by phone or video. See the office and contact page.
Is the first call free?
This page states that you can start with a free conversation with a member of our team, and that the first call is informational. Call (480) 744-1202 or see what to expect on the first call and what affects the cost. Contacting the firm or reading this website does not create an attorney-client relationship until the firm confirms engagement in writing.
Who prepares the estate plans?
This page identifies Lucas P. Frei, J.D., LL.M. in Taxation as the attorney who prepares plans around your family, your assets, and what you want to happen if you become incapacitated or die. You can also read the Arizona estate planning page.
Talk With Our Team
Call (480) 744-1202 to talk through your situation in a free first conversation with our team.
Call (480) 744-1202Contacting the firm or reading this website does not create an attorney-client relationship until the firm confirms engagement in writing.