Estate Planning & Wills
Scottsdale, AZ
Life Planning Team is an estate planning and financial advisory firm based in Scottsdale, specializing in comprehensive wealth transfer strategies, trust administration, and elder law planning. Their team of attorneys and financial professionals work together to help clients protect assets, minimize taxes, and ensure smooth wealth transitions for their families.
Ideal for: High-net-worth individuals, business owners, families planning multi-generational wealth transfers, retirees managing elder law concerns
Service area: Scottsdale, Arizona and surrounding Phoenix metropolitan area
Integrated Team Approach: Life Planning Team combines legal expertise with financial advisory services in-house, ensuring coordinated strategies across estate planning, tax planning, and wealth management.
Comprehensive Planning Services: Handles wills, trusts, probate, power of attorney, elder law, and Medicaid planning — providing full-spectrum solutions rather than single-service focus.
Address: 15169 N Scottsdale Rd, Scottsdale, AZ 85254
Phone: (480) 448-0025
Website: lifeplanningteam.com
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