Estate Plans That Work in Real Life.
For more than 45 years, our Arizona estate planning attorneys have helped clients create, implement, and maintain estate plans designed to work when they’re needed most.
Schedule Your ConsultationHow it works
Most Firms Only Draft Plans. We See Them Through.
Free 90-minute consultation. Flat fee. No surprises.
We listen, then design a Revocable Living Trust, will, powers of attorney, and health care directives around your individual situation, goals, and circumstances.
We also help fund your trust so it works as intended.
Flat fee, quoted upfront
No hourly billing. No surprise invoices.
Designed by an attorney
Your documents are designed by an Arizona licensed attorney based on your specific goals and circumstances.
Trust funding included
We help retitle your assets into your trust to help keep them out of probate.
Advanced tax planning available
Attorneys with advanced degrees in tax law.
We've seen hundreds of plans put into action.
Most firms have rarely seen their own plans in real life, whereas we've administered hundreds of trusts and estates after clients pass. That experience changes what we draft on the front end.
We know what works
And what doesn't, because we've seen both play out after clients pass away.
Post-death consultation at no charge
We meet with your successor trustees to get them started on the right path
Trust & estate administration
We not only design estate plans; we execute them.
Multi-generational firm
Founded in 1980. We will be here for your family when the time comes.
The Lifetime Service
Package. Free. Forever.
Tax laws change. Circumstances change. Our free Lifetime Service Package keeps your plan current with no annual fees.
Free phone calls, anytime
Have questions about your plan, a new asset, or a family change? Call us anytime at no charge.
Free check-ups every three years
Meet with an attorney every three years to review your plan and
make sure your plan still fulfils your individual goals.
Free educational content
Stay informed about changes to Arizona law with free educational content available to clients.
Many firms charge annually for this
Our Lifetime Service Package is included with your estate plan at no additional annual cost.
Free 90-minute consultation. Flat fee. No surprises.
We listen, then design a Revocable Living Trust, will, powers of attorney, and health care directives around your individual situation, goals, and circumstances.
We also help fund your trust so it works as intended.
Flat fee, quoted upfront
No hourly billing. No surprise invoices.
Designed by an attorney
Your documents are designed by an Arizona licensed attorney based on your specific goals and circumstances.
Trust funding included
We help retitle your assets into your trust to help keep them out of probate.
Advanced tax planning available
Attorneys with advanced degrees in tax law.
We've seen hundreds of plans put into action.
Most firms have rarely seen their own plans in real life, whereas we've administered hundreds of trusts and estates after clients pass. That experience changes what we draft on the front end.
We know what works
And what doesn't, because we've seen both play out after clients pass away.
Post-death consultation at no charge
We meet with your successor trustees to get them started on the right path
Trust & estate administration
We not only design estate plans; we execute them.
Multi-generational firm
Founded in 1980. We will be here for your family when the time comes.
The Lifetime Service
Package. Free. Forever.
Tax laws change. Circumstances change. Our free Lifetime Service Package keeps your plan current with no annual fees.
Free phone calls, anytime
Have questions about your plan, a new asset, or a family change? Call us anytime at no charge.
Free check-ups every three years
Meet with an attorney every three years to review your plan and
make sure your plan still fulfils your individual goals.
Free educational content
Stay informed about changes to Arizona law with free educational content available to clients.
Many firms charge annually for this
Our Lifetime Service Package is included with your estate plan at no additional annual cost.
What we do
Four Core Areas of Estate Planning and Administration
From creating an estate plan to administering a loved one's estate, our attorneys provide guidance tailored to your family's unique goals and circumstances.
1
Foundational Estate Planning
The core documents that direct your wishes.
Clear instructions for how your assets are distributed and who handles your estate
A customized plan to protect your loved ones, avoid probate, and direct how your assets transition to your beneficiaries
Medical & Mental Health Power of Attorney, HIPAA Authorization, and Living Will, so your medical wishes are known and documented
Name someone you trust to manage financial and legal matters if you can't act for yourself
2
Estate Tax, Business, & Wealth Preservation
Preserve and transfer assets efficiently.
Reduce potential estate tax exposure and preserve more of your estate for your beneficiaries.
Protect your business interests, plan for succession, and integrate business ownership into your estate plan.
Protect assets, business interests, and investments to ease the transfer to your beneficiaries.
3
Estate & Trust Administration
Guidance when a plan is being carried out.
Guidance for trustees managing trust assets, paying expenses, making distributions, and following your wishes during incapacity and after death.
Support for personal representatives handling estate assets, creditor issues, beneficiary notices, distributions, and estate closure.
4
Probate
The court-supervised process after death.
Probate Navigation & Representation
We navigate the court process for you after a loved one passes — handling all filings, hearings, and legal requirements on your behalf.
Every plan is tailored to you. Flat fees, communicated up front.
Before you hire anyone
5 Questions to Ask Any Estate Planning Attorney.
Tap any row to see why it matters.
questions
Phelps LaClair
Other firms
Ask any firm you're considering. Then come talk to us.
About the firm
One Legacy. Over Forty-Five Years.
Phelps LaClair began in 1980, when Arizona native Stephen Phelps hung out his shingle and started preparing Living Trusts at a time when hardly anyone knew what a Living Trust was. Those trusts have since withstood the test of time and served his clients' loved ones well. Stephen retired in 2009 after 30 years of practice. His son James Phelps, carried on the tradition, and now our experienced team has the privilege of carrying on the tradition and of working with many of the clients Stephen first counseled. We see their estate plans work in real life. And they really do work.
The Lifetime Service Package.
Included free with every plan we draft. For life.
Your estate plan should stay aligned with life’s changes. We offer complimentary lifetime reviews and only charge you if additional legal work is required to implement your desired changes to the structure of your estate plan.
Testimonials
Real Arizona Families.
Real Estate Plans.
A free 90-minute conversation and then a plan that actually works.
Talk through your family, your assets, and what you want to protect. Walk out understanding your options, how your estate plan will be designed, and what comes next. No pressure. No surprise bills.