Taking time to make sure you have the right “fit” with your estate planning attorney should not be taken lightly. So if you intend to compare estate planners, be sure to ask each candidate these 10 questions…
Estate planning can be a confusing and overwhelming process. We’ve created two free resources to share our 40+ years of local estate planning experience with you.
Attend an in depth, eye-opening webinar. Whether you have a will or living trust already, or are thinking of getting one, join us for this complimentary webinar.
If you just want the Top 7 Estate Planning Mistakes to avoid in Arizona, you can view these short videos one at a time.
Answer 10 quick “true” or “false” questions to find out if you need an estate plan and what type of documents you might need to preserve your assets, minimize taxes, avoid probate, and so much more!
Phelps LaClair is a second-generation, local estate planning law firm that has been providing living will and trust services to its clients for over 40 years in Mesa, Chandler, Gilbert, Scottsdale, Phoenix, Glendale, Tucson, Sedona, Payson and surrounding areas in Arizona. Estate planning is what we do, and keeping our focus on estate planning allows us to provide you with top-notch services at fees that are predictable and fair.
Amazing advice and great work on our trust!
"Thank you James for the amazing advice and great work on our trust! Your knowledge and insight made my wife and I feel extremely comfortable and confident."
I require a lot of "hand holding." They are always kind, professional, and responsive to my needs ...
"We did a lot of research and interviewed several firms before choosing Phelps LaClair. In fact, I recently recommended that my daughter use their services as well for her own estate and business planning. About 2 years ago we filed a lawsuit against a major bank. The attorney representing us said that whoever did our estate planning was a genius! We both feel confident that our 4 children and grandchildren will be in the best hands possible when we pass away. I require a lot of "hand holding." Attorney Bryan Holm is always kind, professional, and responsive to my needs."
I would recommend Phelps LaClair to anyone ...
"The attorneys at Phelps LaClair provided my husband and I invaluable guidance while preparing our estate planning documents. They are professional and knowledgeable, and also very personable and courteous. They really helped us understand what the best options are for our family and our circumstances. I would recommend Phelps LaClair to anyone needing these types of services, and will definitely contact them when I'm in need of legal advice in the future."
Two visits and we had a will and living trust tailored to our needs ...
"Just a note about our experience with your firm. We'd been putting off estate planning for years because of the perceived expense and lack of urgency/desire. We finally decided that it was time to do it. We looked at the canned programs but decided that we didn't know enough about what we were doing to plan our estate adequately. I asked my insurance agent if he knew a good estate planner and was given your firm's name by him. We were very impressed by our experience, two visits and we had a will and living trust tailored to our needs. You asked questions that we probably wouldn't have considered had we "rolled our own." In all, we are thoroughly pleased by the help you provided and your follow-up call the other day inquiring as to whether we had completed our "homework" was icing on the cake. It was a pleasure working with you. Thank you!"
Never did he fail to return a call ...
"Linda and I were exceptionally pleased and very happy with how easy and smooth it was to establish and implement our Family Trust. All thanks to Mr. Holm. Never did he fail to return a call and he always knew the answer to any question. More importantly, he always got it right. Mr. Holm was respectful, consistent, knowledgeable and reliable. If you wish to establish a Trust, and you wish to have it done right, Mr. Holm and Phelps LaClair firm is the place to go."
We would recommend Phelps LaClair in a heart beat.
"After several visits the trust was completed. Attorney Jeffrey LaClair explained thoroughly the laws regarding our trust. He handled our needs and helped us design a trust for our children, grandchildren, etc. Jeffrey was very professional, and we would recommend Phelps LaClair in a heartbeat."
They made it very affordable, as well as easy to understand what we need ...
"Attorneys Bryan Holm and James Phelps were awesome to work with! We had a unique situation for our Trust since our son is special needs and we needed a special type of Trust drafted. The professionalism they showed made us feel comfortable that our children will be cared for no matter what the future holds. They made it very affordable, as well as easy to understand what we needed to protect our family. My parents also needed their Trust amended with another unique situation, and Bryan did the appropriate research and guided them through the best option to protect their children and assets as well. Thank you again for taking such great care of us!"
They are not only knowledgeable and professional, but also accessible ...
"My wife and I have worked with James at Phelps LaClair to establish a family trust and most recently an LLC for our new business. We were initially referred to Phelps LaClair by a trusted friend, and it has been easy to see why my friend didn't hesitate when referring Phelps LaClair. The attorneys and support staff are not only knowledgeable and professional, but also accessible. Recently I was asked by a good friend of mine about our family trust and who had assisted me with setting it up. What a pleasure it was to be able to confidently refer Phelps LaClair to this close friend. I know he will thank me later the same way I have thanked my friend for referring Phelps LaClair to my wife and I."
Made me feel confident and at ease during my estate planning process ...
"Attorney Bryan Holm is very knowledgeable and pays attention to detail. He is very soft spoken, understanding and considerate which made me feel confident and at ease during my estate planning process."
James is a joy to work with ...
"Attorney James Phelps is a joy to work with. He really cares about you as a person and took the time I needed to understand everything. There are not many like him in the business world. What a breath of fresh air to work with him in helping me with my setting up my trust."
Phelps LaClair was not what we expected -- they were so much more!
"Phelps LaClair was not what we expected -- they were so much more! And attorney Bryan Holm was amazing. He was professional, kind, patient and thorough. Our trust is comprehensive and exactly what we asked for. We were so impressed with our experience we recommended Phelps LaClair to our son and daughter-in-law."
Quick and painless!
"I am a business owner and was recently faced with open heart surgery that I was able to schedule. I felt a strong need to get my finances in order. Phelps LaClair was highly recommended to me. I wanted to have a living will. Attorney Bryan Holm and the staff did a wonderful job with it and explained all of the way through the whole process. I was impressed with their skills and professionalism. Quick and painless! Thank you. I will highly recommend Phelps LaClair to anyone needing their services."