eWebinar Instructions (not visible to viewers): This template was designed in partnership with eWebinar. Go to Leadpages.com/ewebinar to learn more about creating interactive automated webinars to grow your business without spending all your time on Zoom.
WELCOME TO LIFEPLAN LEGAL ARIZONA!!
I want to personally thank you for attending the "Plan Today, Protect Tomorrow: Your Guide to Wills, Trusts & Peace of Mind" presentation. I hope that you had fun and learned a lot about the role of Estate Planning in protecting yourself, your family, and your finances.
Your Company has partnered with ARAG to provide participants with a FREE* Estate Protection Plan including Wills, Trusts, and Powers of Attorney. At LifePlan Legal AZ, we make it super easy for you to get started on your family's plan. Just use the button below to get started.
~Jake Carlson
Attorney & Owner
* ARAG covers the price of document creation, there is a $175 administration cost for notary, witnesses and deed recording
** If you are not an ARAG Participant, you still get 25% off your entire estate plan
The Easy 4 Step Process
HERE'S WHAT TO DO NEXT
Engagement
Once you click the link to begin, we will send you an online engagement letter that you can e-sign
Design
Through a combination of a short online form and a design review appointment, we will craft your Estate Protection Plan
Review
Together we will walk through your Estate Protection Plan to ensure your questions are addressed and get you ready for signing
Signing
You will sign and finalize your Estate Protection Plan. We will provide you with the originals and a digital copy of everything
Get to know Jake...
Jake is a natural storyteller, he loves listening to your story and exploring what matters most to you.
He earned his law degree (JD) from California Western School of Law concurrently with a business degree (MBA) from San Diego State University and is a licensed member of the State Bar of Arizona.
Jake has personally presented to over 200 groups in 27 states on estate planning and protecting your legacy. He is the author of over 100 leadership articles on topics of influence, legacy, family vision, and the Values-Based Estate Planning process
A self-proclaimed “adventure junkie”, Jake loves to try out new and exciting things. He has scaled volcanoes in the Philippines, backpacked through 11 National Parks, rock climbed on two continents and scuba dove with sharks. With his family, he spent time living in 12 countries from Bagan, Myanmar to Paris, France, overcoming robbery, redeye flights and Haggis while learning to love the rich cultures of the world.
Jake and his wife Kari have 3 kids (two daughters and a son) and love Arizona.
READY TO DO THIS?
Begin Your Journey by Clicking Below
(602) 910-4068 | (480) 400-0111
Offices in Gilbert and South Mesa
©2025 LifePlan Legal AZ, PLLC. All rights reserved.