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Who is Life Planning Group?

Life Planning Group is a leading national provider of legal document solutions designed to 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:

Estate Planning
• Wills, Living Trusts, Powers of Attorney, Living Wills, Deeds, etc.

Business Planning
• Corporations, LLCs, Partnerships, Buy-Sell Agreements, Record Books

Asset Protection Planning
• Qualified Personal Residence Trusts (QPRTs), QTIP Trusts

Retirement Plan Distribution Planning
• IRA Beneficiary Trusts and IRA LLCs

All documents are state-specific and state-of-the-art, ensuring that your documents reflect the laws and regulations of YOUR state.

Life Planning Group is uniquely positioned to offer a full range of Estate, Business and Asset Protection Planning solutions using high-touch, high-tech methods that are better, faster and more cost-effective than ever before.

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

Getting the Answers You Need

Has Never Been Easier!

Life Planning Group Advocates (LPAs) are equipped to answer your business and estate planning questions quickly, easily and efficiently.

Call anytime with questions and discover how easy it is to create affordable, comprehensive solutions that are custom-tailored to your individual needs, goals and circumstances.

Take advantage of our broad experience and deep devotion to your complete satisfaction throughout the entire process . . . it’s a big part of what makes our service so valuable!

Make Fully-Informed Decisions!

Get answers to your most pressing questions – call us today! You’ll be glad you did - and remember, it doesn’t cost a thing!

How We Work with You?

Your LPA will help you to evaluate your options and a make fully-informed decision about getting started - FREE OF CHARGE.

When you’re ready, you may engage us to help create your legal documents on an affordable, ‘fee-for-service’ basis.

We begin by gathering your information and discussing your options, helping you make fully-informed decisions every step of the way. 

An Easy, No-pressure Process

We meet in-person or via secure, interactive Web-teleconference, depending on your location, preference and schedule.

We educate and empower you to make important decisions quickly, easily and confidently with a proven, user-friendly process.

Together, we create custom-tailored documents that reflect your unique goals and circumstances, using industry best-practices.

The result – a custom-designed, comprehensive Life Plan that gives you Peace of Mind! 

We Are Here to Help

With Life Planning Group, you are always in the driver’s seat. YOU determine how much help you need in evaluating your options and accomplishing your goals. We are here to serve you and your family in exactly the way you wish to be served.

No matter what stage of the process you find yourself, we can help. Together, we will discover how best to proceed with the creation and implementation of your Life Planning Group documents.

When you’re ready, your Life Planning Advocate (LPA) will walk you through each phase of the process until completion of your Plan. Your LPA will give you the information and support you need to make the best possible decisions.

Your privacy is very important to us, as well. We are committed to keeping your confidential information safe and secure, and will never share your private information with third parties. Our Privacy Policy is written assurance that we will safeguard your personal information.

We appreciate the confidence you are placing in us, and are devoted to serving your life planning needs with a high degree of competence and integrity. We proudly, unconditionally guarantee your complete satisfaction!

Call today!