Tempe
Estate Planning Lawyer


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    Client Testimonials

    Tempe Estate Planning Attorneys With 5-Star Reviews

    Tempe Estate Planning Attorneys With 5-Star Reviews on Google
    Tempe Estate Planning Attorneys With 5-Star Reviews on Facebook
    Tempe Estate Planning Attorneys With 5-Star Reviews on Yelp
    Tempe Estate Planning Attorneys With 5-Star Reviews on Avvo
    American Immigration Lawyers Association
    AV Preeminent Peer Rated For Highest Level Of Professional Excellence
    A+ Rated By The Better Business Bureau
    Find our Estate Planning Lawyers on Lawyers 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 It’s Essential To Work With An Estate Planning Lawyer

    Creating an estate plan can be a complex process and it is essential to make sure your plan covers every aspect of your estate and is legally binding. Trust our lawyers at Gunderson Law for your peace of mind throughout this process.

    • Minimize potential tax liabilities
    • Avoid probate and unnecessary legal battles
    • Make sure your plan is legally compliant
    • Mitigate disputes among your loved ones
    Tempe Estate Planning Services to Minimize Taxes and Avoid Probate

    We Provide Tailored Estate Planning Strategies For Your Peace of Mind


    Drafting a Last Will and Testament with Trusted Tempe Estate Lawyers

    Drafting A Last Will & Testament


    Reach out to our estate planning lawyers right away to make sure you have an established last will and testament. We will walk you through the process and draft a legally binding document so that you can have peace of mind for the future.

    Avoid Court-Appointed Guardians with a Power of Attorney in Tempe

    Establishing A Power Of Attorney


    Avoid court-appointed conservators and guardians in the event of you becoming incapacitated by hiring our lawyers to help you with a power of attorney. We will help you determine who would best fit the role and will create the document for you.

    Tempe Lawyers for Asset Distribution and Probate Court Filings

    Comprehensive Probate & Estate Administration Services


    Navigating probate and estate administration can be complex and time consuming. Our lawyers can provide peace of mind and reduce stress by helping you handle court filings, creditor claims, and asset distribution.

    Strategic Asset Protection and Tax Planning Services in Tempe

    Strategic Asset Protection & Tax Planning


    Reduce tax liabilities and structure your estate to make sure your assets are protected by hiring our lawyers at Gunderson Law. With years of experience and an in-depth understanding of Arizona law, we will ensure your wealth is secure.

    Creating Revocable Living Trusts for Flexible Estate Planning in Tempe

    Creating Revocable Living Trusts


    Create a trust that you can modify, manage, and revoke if necessary. In doing so, you can be sure that your assets stay out of probate and stay flexible during your lifetime. Contact us today for a consultation to get started on creating your revocable trust.

    Tempe Lawyers for Personalized Living Wills and Medical Directives

    Preparing Healthcare Directives and Living Wills


    Make sure your future is taken care of by creating a living will and healthcare directives. Our lawyers will work with you to tailor a plan specifically for your situation, ensuring medical treatment and end-of-life care is according to your wishes.

    Schedule a Consultation with Our Estate Planning Lawyers

    Advanced Estate Planning Services


    Tempe Lawyers for Charitable Remainder and Charitable Lead Trusts

    Planning For Charitable Trusts


    Receive tax benefits as you support causes you care about with your trust by letting our lawyers help you create a Charitable Remainder Trust or Charitable Lead Trust. Reach out to our team for a consultation!

    Tempe Lawyers for Multi-Generational Trusts and Wealth Protection

    Managing Dynasty Trusts & Legacy Planning


    When you have wealth that you want to pass on to the younger generation while ensuring some boundaries to prevent mismanagement, we have you covered. Our lawyers can help you establish a multi-generational trust.

    Pass on Wealth with an Intentionally Defective Grantor Trust in Tempe

    Establishing Intentionally Defective Grantor Trusts (IDGTs)


    When it comes to passing on assets and wealth, taxes can be a huge concern. Let our lawyers at Gunderson Law Group help by establishing an Intentionally Defective Grantor Trust which can help transfer appreciating assets with minimal tax impact.

    Creating Spousal Lifetime Access Trusts for Financial Security in Tempe

    Creating Spousal Lifetime Access Trusts (SLATs)


    Make sure your spouse has financial security, your wealth is protected, and estate taxes are reduced by working with our lawyers to create a strategically structured and tailored Spousal Lifetime Access Trust for your family’s long-term needs.

    Tempe Lawyers for Probate, Trust Administration, and Estate Settlement

    Simplifying Inheritance Matters With Expert Guidance


    Our team is thoroughly trained and has experience working with heirs and beneficiaries to handle estate settlement, probate, and trust administration. Avoid legal compliance issues by hiring our lawyers today and create a smooth transfer of wealth.

    Business Succession Planning in Tempe for a Smooth Transition and Tax Protection

    Business Succession Planning For Entrepreneurs


    Protect your business and create a smooth transition plan that sets the next owners up for success and prevents tax issues. We will determine the tools necessary to protect your interests through buy-sell agreements, trusts, and more.

    How Our Tempe Estate Planning Lawyers Can Help You


    If you have assets and liabilities, you might be concerned about what will happen to them after you die. Our skilled lawyers can help you create an estate plan that will ensure your assets and are distributed according to your wishes.

    We can draft essential documents such as wills, trusts, power of attorneys, and healthcare directives. If you are a high-net-worth individual, our lawyers have the experience necessary to create a dynasty trust, spousal lifetime access trust, and more. When you want to leave a financial legacy, we have you covered.

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    Affordable Payment Plans Available For Tempe Residents


    It is important to our team that you are able to get the legal help that you need tailored to you. Because of this, we provide a few different payment options. You can choose a traditional payment option by hour, a fixed fee payment option, or unbundled services which allow you to pick and choose what you need.

    Hourly Estate Planning Services with Full Legal Representation

    Full Representation
    (Traditional)

    If you want to create an estate plan from start to finish and you don’t need to worry about costs, you could consider taking advantage of full representation. This payment option allows your lawyer to complete the work as needed and charge you per hour.

    No Surprise Costs with Fixed Fee Estate Planning Services

    Full Representation
    (Fixed Fee)

    Fixed fee representation allows our lawyers to give you a price for the representation that you need so there are no surprise costs in the end. You know how much you have to pay and you know what services you will receive for that price.

    Unbundled Legal Services in Tempe for Wills, Trusts, and Probate Guidance

    Unbundled Legal
    Services

    Hire our lawyers for specific tasks such as drafting a will, setting up a trust, or advising on probate matters. This payment option is more flexible and affordable for those that don’t require an entire estate plan to be put into place.

    Take Control of Your Estate Contact Us for a Free Initial Consultation

    Understanding Estate Plan In Tempe


     

    Estate Planning Needs At Different Life Stages


    Estate planning should be done at every age, but the needs will vary and our lawyers can help you determine what your specific needs are based on your life factors. For those that are younger, it is helpful to create a basic will, establish a power of attorney, and designate beneficiaries. In middle age, children might be involved so guardians can be designated and life insurance could be planned. As individuals enter old age, our lawyers encourage finalizing trusts and creating long-term care plans.

    Tempe Estate Planning for Wills, Trusts, and Long-Term Care
    Avoid Common Estate Planning Mistakes with Expert Guidance in Tempe

     

    Avoiding Common Estate Planning Mistakes


    At Gunderson Law Group, our lawyers can help you avoid common mistakes when estate planning. Some mistakes that can happen include: not having a will or trust, failing to update beneficiaries, choosing the wrong executor or trustee, overlooking tax implications, and more. However, with our lawyers involved, we will walk you through every step of the estate planning process to set you up for as much success as possible. Our goal is that you walk away with peace of mind knowing that your future, your assets, and the future of your family is safe.

     

    Finding The Right Tempe Estate Planning Lawyer


    Finding an estate planning lawyer that you can trust in Tempe can seem overwhelming. Start by looking up reviews and reach out to your friends for referrals. You will want to make sure the lawyer you pick has a good reputation for success. At Gunderson Law Group, we have 5 star ratings across every platform. We have been deemed a top-rated estate planning lawyer in the area and are confident in our abilities to handle your estate plan. With a significant amount of experience planning complex estates, you can be sure that we are the lawyer for you.

    Finding a Top-Rated Estate Planning Lawyer in Tempe for Your Needs

    Simplify Estate Planning with Trusted Guidance Book Your Appointment Now

    Frequently Asked Questions On Estate Planning

    An estate is everything that you own in your name at the time of your death including assets, properties, businesses, and liabilities. Assets include bank accounts, investments, and intellectual property. Liabilities include mortgages, credit card balances, medical bills, and more. You can end up with either a probate estate which will be subject to court proceedings or a non-probate estate which means you likely have a trust set up with designated beneficiaries and a plan to pay liabilities.
    An estate plan is a plan that gives details on how your assets, property and responsibilities will be handled. An estate plan can include a trust, a will, power of attorneys, healthcare power of attorneys, beneficiaries, and more. The goal is to reduce the complications, legal feels, and taxes that your loved ones might have to deal with upon your passing. An estate plan is especially helpful to have if you have complex assets.
    A trust is a part of an estate plan that designates how your assets and liabilities will be handled once you die. You will put your assets in the trust and designate a trustee to hold and manage the trust. Upon your death, the trustee will execute the trust according to the terms. You can establish a revocable trust which can be changed during your lifetime or an irrevocable trust which cannot, though it provides more protection. To determine which form of trust would be best for you, reach out to our lawyers.
    If you do not have a trust, your estate will likely be sent to probate upon your death. The court will determine what happens with your assets and liabilities. If you have a will, the court will honor it, but if you do not, an administrator will be appointed to distribute your assets and liabilities accordingly. Once all of the tasks are complete and your estate is distributed, it will be closed.
    Guardianship is appointed by the probate court once a family member or concerned individual files a petition. It is appointed if the adult is incapacitated or for a minor. The guardian will be in charge of making medical and personal decisions for the adult or minor such as what medical attention to get, where to live, what education to get, and more. The guardianship ends once the adult passes away, gains capacity, or the minor turns 18.
    Conservatorship is similar to guardianship, but instead of being appointed to make medical and personal decisions, the conservator is appointed to make financial and property-related decisions while the owner is incapacitated. The conservator is relieved of duty once the individual regains capacity or passes away. If you have any questions regarding probate court, conservatorship, or guardianship, reach out to our lawyers right away.
    It is difficult to determine exactly what an estate plan costs as it depends largely on how complex the estate is and what is included in the plan. The costs tend to be higher if the estate includes complexities such as businesses, overseas investments, multiple properties, or a complicated family situation. However, our law firm wants to ensure that everyone can afford creating an estate plan which is why we provide multiple options for payment plans.
    Having a lawyer involved in your estate planning can make a huge difference. Lawyers can help you draft documents, make sure your documents are legally compliant, create a tax strategy that minimizes taxes owed, and more. Avoid family issues and give yourself peace of mind as you start putting together a plan for your estate by hiring our lawyers at Gunderson Law Group.

    Conveniently Located Estate Planning Law Office In Tempe


    1400 E Southern Ave Suite 850
    Tempe, AZ 85282
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    Map Showing the Location of Our Estate Planning Law Office in Tempe, AZ

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      1400 E. Southern Ave. Suite 850
      Tempe, AZ 85282

      VIEW MAP | GET DIRECTIONS

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      Friday 9am-4pm

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