Will your Business Entity
protect you in a Lawsuit?
Contact Us
Will your Estate Plan PROTECT
you and your Family?
Contact Us
Are your legal affairs in order?
Contact Us
Previous
Next

Estate and Business Planning Solutions in Scottsdale

Your accumulated wealth is at the center of many important aspects of your personal, family, and business life. Life Planning, Inc in Scottsdale. offers comprehensive legal services and legal document solutions designed to help you achieve your personal estate and business planning goals quickly, easily and cost-effectively.

 

Failing to plan properly by not having the right legal documents in place may leave your family – and your wealth – vulnerable to the many unintended consequences that await the unprepared.

Life Planning Advocates stand ready to support your journey toward peace-of-mind and confidence knowing that your affairs are in good order and your Life Planning goals will be accomplished.

CEP
bbb
Life Planning - ethics.net

100% FREE

NO Obligation Consultation!

    Who We Are

    LPI is a leading national provider of state-specific legal document solutions designed to help manage, protect and distribute your personal and business assets – quickly, easily and cost-effectively. We partner with highly-respected Financial Institutions and Trusted Advisors to offer a comprehensive array of Estate and Business Planning Solutions.

    Life Planning, Inc. (LPI) is an Arizona Certified Legal Document Preparer (AZCLDP #81386) authorized by the Arizona Supreme Court to provide consumers with legal information and legal document preparation services. We are not a law firm, we do not represent lawyers and we never give legal advice. All client information is treated as confidential – but not privileged information.

    ARIZONA

    Our Services

    Estate Planning

    Many people perceive the estate planning process to be morbid, stressful, and personally invasive. Plus, we don’t know where to start, what questions to ask, or whom to trust. Read More

    Business Planning

    As business owners, we are often so focused on achieving our strategic goals that we fail to pay attention to the administrative requirements around our LLCs and Corporations. Read more

    Asset Protection

    The more successful we become in life, the greater the potential risks posed by creditors, lawsuits, judgments, and divorce. The best time to design and implement..
    Read more

    Probate Management

    Life Planning, Inc.’s Mission is to help families avoid Probate – a lengthy and expensive legal process that’s required if you die owning property in your own name.

    Read More

    Financial Institutions Program

    Financial Institutions (FIs) including Banks, Credit Unions, and Broker/Dealers compete daily to acquire and retain high-value customers in a highly-commoditized.. Read More

    Tax Mitigation

    As taxpayers, we have a responsibility to pay our fair share of taxes. However, the Tax Code (IRC) contains thousands of pages of tax-saving opportunities that most of us, including many of our CPAs..
    Read More

    Our Team

    Warner Lewis

    Warner Lewis III

    Founder/CEO
    Warner started his estate planning career in 1994 after settling his father’s and grandfather’s estates simultaneously – a process that took more than 2 ½ years to complete. Today, Warner helps individuals, families, business owners, professionals and real estate investors avoid common problems associated with protecting and transferring wealth while minimizing taxes. Life Planning, Inc. has helped...

    Lindsay

    Lindsay

    Operations Manager
    Lindsay is an Arizona Certified Legal Document Preparer....

    Brittany

    Brittany

    Office Manager
    Brittany serves as Office Manager and Social Media Coordinator....

    Jacqueline Hein

    Jacqueline M. Hein

    Strategic Advisor
    Jacqueline Hein is the COO of Xcellerate Biomedical Technologies, Fractional....

    Dave Grimm

    Dave Grimm

    Founder and Chief Systems Architect
    Dave Grimm is Founder and Chief Systems Architect for End 2 End ....

    KARIN LEWIS

    Karin Lewis

    Partner/Chief Inspiration Officer
    Karin joined Life Planning Group as a partner in 2012. She serves our Team....

    CONTACT US FOR YOUR FREE CONSULTATION