Family Estate Planning Solutions

Your Family’s Success is our Focus – ALWAYS

Protect Your Loved Ones

Pass what you have to whom you want when you want & how you want.

Protecting Every Branch of Your Family Tree

Our expert consultants will conduct a FREE initial discovery meeting.

Let Your Peace of Mind Grow With Us

Our game plan is specific to YOU.

Protecting Every Branch of Your Family Tree

We are a full service Estate Planning company, dedicated to protecting every branch of your Family Tree. Including the most important person… YOU!
Phoenix, AZ Location

Family Tree Estate Planning is conveniently located in the North Phoenix area, just off Scottsdale Road & the 101 loop. Come & visit us at 6910 E Chauncey Lane, Suite 230, Phoenix, Arizona 85054.

 

Tax Planning

We will create a plan to minimize estate tax exposure & allow you to pass more of your estate onto your heirs. The process begins with your initial discovery meeting with one of our planning consultants who will discuss with you what kind of options are available to you.

 


Cost Efficient Services

Family Tree Estate Planning provides a free service for all Arizona residents.  We will schedule a consultation with you to go over the probate process and how it works in Arizona.  We also go over Wills, Living Wills, Living Trusts, and how everything relates to your situation.

 

Insurance & Assets

Our expert consultants will help you sort through the various types of insurance policies and options on the market to help protect your assets and determine which are best for you.

 

Consistent Approach

Our firm provides you with all the documents necessary to complete a comprehensive estate plan that allows for simplified administration of assets during your lifetime, as well as after death.

 

Living Trust

An alternative to the probate process may be a LIVING TRUST. A Living Trust, if funded properly, can eliminate the probate process, and guarantee every last penny you worked your life to earn stays with your loved ones, NOT THE ATTORNEYS and NOT THE STATE OF ARIZONA.

 

Your Preferred Estate Planning & Trust Firm

Family Tree Estate Planning will guide you
through the options of Living Trusts & Wills
to formulate a plan that is right for you and your family.
We will also help you navigate through probate concerns & issues.

 

  

LET US HELP

Meet Our Team

Top-Notch Experts For Your Estate Planning Needs

 

Jason P. Wootten

Jason P. Wootten

Principal

Mr. Wootten is the founding member of Family Tree Estate Planning, LLC and since 2005 has been dedicated to providing full service estate planning in the entire State of Arizona.

Robert Hammans

Robert Hammans

Director of Operations

Robert is the liaison between our estate planning consultants and our high net worth clients in all aspects of effective estate planning, asset transfer, document preparation and tax planning.

Natalija Staletovic

Natalija Staletovic

Office Operations Manager

Natalija oversees all aspects of client relations and strives to make every aspect of your interactions with the Family Tree Planning staff a 5-star experience.

Color of Money

Risk Analysis

The Color of Money Risk Analysis
assesses your financial picture and provides a
roadmap to your overall risk preferences.

Recent Articles & Press Releases

Stay Up To Date – News & Articles

 

Tax & Estate Planning Checklist

We are thrilled to help you prepare for that extremely important task of gathering information for your first Estate Planning consultation. Family Tree Planning offers a FREE service in all of Arizona, call (602) 795-8000 to schedule an initial consultation with one of our expert Estate Planning Consultants.

 

Family Tree Estate Planning

Family Tree Planning, the highest rated Estate Planning Firm in Scottsdale – and now Phoenix – known for its boutique ‘family’ approach, has expanded its offices and team members this month. The new offices are located at 6910 E Chauncey Lane, Suite 230, in Phoenix, Arizona 85054.

 

Here’s Why You Need An Estate Plan

Great video resource from the Wall Street Journal & MarketWatch on the reasons why an estate plan is so critical to your family’s essential needs. Originally posted on July 13th, 2016, here is what Andrea Coombes, a columnist for MarketWatch reports on getting your estate plans in order.

 

What Our Customers Are Sharing – Client Testimonials

Family Tree Estate Planning in Phoenix, Arizona

Family Tree Estate Planning is conveniently located in the North Phoenix area, just off Scottsdale Road & the 101 loop. Come & visit us at 6910 E Chauncey Lane, Suite 230, Phoenix, AZ 85054.
Conveniently located in 10+ Arizona Cities Near You:

Avondale
Chandler
Glendale
Lake Havasu
Mesa
Prescott
Payson
Phoenix
Scottsdale
Tucson
Yuma

Hours of Operation:

 Monday – 8:30 AM – 5:00 PM
Tuesday – 8:30 AM – 5:00 PM
Wednesday – 8:30 AM – 5:00 PM
Thursday – 8:30 AM – 5:00 PM
Friday – 8:30 AM – 5:00 PM
Saturday – Closed
Sunday – Closed

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