Planning your estate in Gilbert?

Top 10 Estate Planning Lawyers in Gilbert

Estate planning is how you decide who gets what, who makes decisions if you cannot, and how much of the process your family has to endure in court. A Gilbert estate planning lawyer drafts the will, trust, and powers of attorney that carry out your wishes and, done right, keeps your family out of probate. The firm you choose shapes how smoothly it all works when it matters most.

Choosing an estate planning lawyer comes down to fit: a young family with minor children, a business owner, and a retiree with a blended family all need different plans. Below are Gilbert-area firms and attorneys that appear consistently across Super Lawyers, Avvo, Martindale-Hubbell and Expertise.com, with verifiable estate planning focus. Most offer a consultation and handle the core work — wills, revocable living trusts, powers of attorney, and probate or trust administration.

How we picked these 9: We reviewed peer rankings (Best Lawyers, Super Lawyers, Avvo, Martindale-Hubbell), directory listings, bar recognition, and verifiable practice focus. Firms that appeared consistently across independent sources made the list. We do not accept payment for placement, and we do not write sponsored reviews. More on our methodology →

1

Cholewka Law, PLLC

Downtown Gilbert Boutique

Practice focus: Estate planning, trusts, wills, probate and trust administration

Founded by Becky Cholewka in 2010, the firm provides estate planning and probate representation to Gilbert families; Cholewka earned her J.D. at Phoenix School of Law and serves as the WealthCounsel Arizona Forum Facilitator, mentoring estate planning attorneys. She was named a Top 10 Solo Practitioner by Attorney at Law Magazine and is recognized on Expertise.com and Super Lawyers.

Fee structure
Flat fee / hourly
Free consultation
Consultation
Office
207 N Gilbert Road, Unit 209, Gilbert, AZ 85234
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2

Andrew S. Mathers, PC, Attorney at Law

Gilbert (Warner Road) Solo

Practice focus: Estate planning, probate, and drafting wills and trusts

Attorney Andrew S. Mathers founded the firm and devotes his practice to estate planning and probate; he earned his J.D. at the University of Washington School of Law and is licensed in Arizona, Oregon and Washington with more than 20 years in practice. The firm is profiled on Avvo, Justia and Expertise.com.

Fee structure
Flat fee / hourly
Free consultation
Consultation
Office
1166 E Warner Road, Suite 216A, Gilbert, AZ 85296
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3

LifePlan Legal AZ, PLLC

Gilbert (Higley Road) Boutique

Practice focus: Values-based estate planning, wills, trusts and long-term care planning

Owner and lead attorney Jake A. Carlson founded the firm and earned his J.D. from California Western School of Law; he was recognized as a Top Estate Planning Attorney by Arizona Magazine Top Attorneys. The firm focuses on estate planning, trust administration and elder and long-term care planning and is listed on Expertise.com.

Fee structure
Flat fee / hourly
Free consultation
Consultation
Office
1425 South Higley Road, Suite 106, Gilbert, AZ 85296
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4

Hansen Law Office, PLLC

Gilbert (Higley Road) Solo

Practice focus: Estate planning, wills and trusts

Lead attorney Kimberly Hansen leads the firm and draws on a background in finance to handle estate planning matters including wills and trusts, with roughly two decades of experience. The firm is profiled on Expertise.com and Avvo.

Fee structure
Flat fee / hourly
Free consultation
Consultation
Office
1525 South Higley Road, Gilbert, AZ 85296
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5

Harrison Law, PLLC

Gilbert (Pecos Road) Boutique

Practice focus: Trust, estate and business planning

Founding attorney Matthew Harrison has practiced law for over 20 years and previously served more than seven years as a Deputy County Attorney with the Maricopa County Attorney's Office; he is rated AV Preeminent by Martindale-Hubbell and serves as a judge pro tempore for the Superior Court of Arizona in Maricopa County. The firm handles estate planning alongside business matters and is profiled on Martindale, Justia and Avvo.

Fee structure
Flat fee / hourly
Free consultation
Consultation
Office
4365 East Pecos Road, Suite 139, Gilbert, AZ 85295
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6

Trajan Estate, PLC

Gilbert (Baseline Road) Boutique

Practice focus: Living trusts, wills, estate tax planning and business succession

CEO and attorney Kent Phelps leads the firm, combining two decades of estate planning experience with business succession and gun-trust work; he is a member of the Arizona State Bar Probate and Trust Section and WealthCounsel. The firm handles living trusts, wills, estate tax planning and retirement-account trusts and is listed on Expertise.com and Justia.

Fee structure
Flat fee / hourly
Free consultation
Consultation
Office
3303 East Baseline Road, Gilbert, AZ 85234
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7

Verde Valley Law Group

Gilbert (Higley Road) Boutique

Practice focus: Revocable living trusts, powers of attorney, trust administration and probate

Led by principal Michael Greenwald, the firm drafts revocable living trusts, living wills and powers of attorney while assisting with trust administration and probate, with Greenwald bringing decades of experience. The firm was selected among Expertise.com's best Gilbert estate planning lawyers.

Fee structure
Flat fee / hourly
Free consultation
Consultation
Office
1425 South Higley Road, Gilbert, AZ 85296
Request Free Consultation →
8

Red Wagon Law

Gilbert (Gilbert Road) Boutique

Practice focus: Wills, trusts, advance medical directives and powers of attorney

A Gilbert-based estate planning firm serving families in the community, drafting wills, trusts, advance medical directives and powers of attorney, and coordinating trust funding. The firm also handles business planning and was named among Expertise.com's best Gilbert estate planning lawyers and listed on FindLaw.

Fee structure
Flat fee / hourly
Free consultation
Consultation
Office
2487 S. Gilbert Road, Gilbert, AZ 85295
Request Free Consultation →
9

Tetrant Legal

Gilbert (Baseline Road) Boutique

Practice focus: Estate planning, trusts, wills and powers of attorney

The firm provides estate planning services in Gilbert, preparing wills, living wills, trusts and durable and healthcare powers of attorney, and handling specialized trusts such as charitable remainder, special-needs and IRA-beneficiary trusts. It was named among the best estate planning lawyers serving Gilbert by Expertise.com.

Fee structure
Flat fee / hourly
Free consultation
Consultation
Office
3303 East Baseline Road, Gilbert, AZ 85234
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How to choose between them

Match the firm to your situation. A simple will-based plan is a straightforward, often flat-fee package for a solo or boutique. A revocable living trust, blended-family planning, a special-needs beneficiary, or a closely held business calls for a firm that drafts those structures regularly and funds the trust correctly. If a loved one has died, you want a firm that handles probate and trust administration, not just planning.

Ask whether the attorney concentrates in estate planning, whether they help fund the trust after it is signed, and who administers the estate later. A lawyer who works with Gilbert families and the local probate court regularly gives you a realistic read on cost and process.

What to look for in a estate planning lawyer

The firms above are a starting point, not a verdict. The right lawyer for you depends on your facts, your budget, and how you want to be treated. Use these five signals to compare them.

Relevant, recent experience. “We handle everything” is a weakness, not a strength. You want a lawyer who works estate planning matters in Gilbert week in and week out, not one who takes them occasionally between unrelated cases. Recent, repeated experience with work like yours is the single best predictor of a good outcome.

Straight talk about your situation. A good lawyer tells you what is strong and what is weak in your situation at the first meeting, not just what you want to hear. If everything sounds easy and the outcome sounds guaranteed, be skeptical — real matters carry real risk, and an honest lawyer names it.

Communication you can live with. Most complaints about lawyers are not about losing — they are about silence. Ask who returns your calls, how fast, and whether you will reach the actual attorney or only a screener. Set that expectation before you sign, because it rarely improves later.

Fees in writing, in plain English. You should leave the first meeting knowing exactly what you will pay, what it covers, and what could cost extra. A clear written fee agreement is a sign of a well-run practice; a vague “don't worry about it” is a sign to keep looking.

Local knowledge. A lawyer who works with Gilbert clients and Gilbert institutions regularly knows the practical realities, the local offices and courts, and which approaches actually hold up. That practical knowledge is hard to fake and easy to verify — just ask.

What estate planning looks like in Gilbert

A typical plan starts with a conversation about your family, your assets, and your wishes. From there the attorney drafts the documents — commonly a will, a revocable living trust, a durable financial power of attorney, and a healthcare directive — and walks you through signing them correctly. If you create a trust, funding it (retitling assets into the trust) is the step that actually makes it work, and a good firm helps you do it.

When someone dies, the plan is carried out either through probate or, if a trust holds the assets, through trust administration that can avoid court entirely. Arizona has its own probate procedures and timelines, and an estate planning firm that also administers estates can tell you in advance how much court involvement your plan will require.

What does an estate planning lawyer in Gilbert cost?

Many Gilbert firms price estate planning as flat-fee packages: a will-based plan is the most affordable tier, and a trust-based plan with powers of attorney and a healthcare directive costs more but avoids probate. Complex planning — tax-driven strategies, special-needs trusts, business succession — is priced higher or hourly because of the added drafting.

Probate and trust administration after a death are usually billed hourly or as a percentage, depending on the estate. The value of planning is what it saves your family later: a well-funded trust can spare them months of probate, court costs, and conflict. A good Gilbert attorney explains those trade-offs and prices at the first meeting.

Red flags to watch for

Guaranteed outcomes. No ethical attorney can promise a specific result. If a firm guarantees how your matter will end before reviewing your file, walk away.

The disappearing senior lawyer. You meet a name partner at intake, then never speak to them again while a junior runs the file unsupervised. Ask in writing who your day-to-day lawyer will be.

No verifiable track record. “We have handled thousands of matters” is marketing. Real evidence is named experience, peer recognition such as Super Lawyers or Best Lawyers, and a clean record with the state bar.

Pressure to sign immediately. A reputable firm gives you the engagement letter in writing and time to read it. High-pressure intake is a sign of a volume mill, not a careful practice.

Vague fee terms. “Don't worry about the cost” is a red flag. Every legitimate firm puts the fee, what it covers, and what triggers extra charges in writing.

10 questions to ask in your free consultation

Most firms on this list offer a free or low-cost initial consultation. Use it, take notes, and compare at least two firms before you sign.

  1. Who, specifically, will handle my matter day to day? Get a name and an email, not just a firm brand.
  2. How many matters like mine have you handled in the last three years? You want a number, not a brochure line.
  3. What is your fee, and what does it cover? Get the answer in writing before you sign anything.
  4. What costs am I responsible for, and when? Out-of-pocket expenses surprise people. Ask up front.
  5. What is the realistic range of outcomes here? A good lawyer gives you a range. A weak one promises the high end.
  6. How long will this take? Ask for an honest estimate with the assumptions stated.
  7. Who else might work on this — associates, paralegals, specialists? Know who is actually on your team.
  8. How and how often will I hear from you? Set the communication expectation now, not later.
  9. What is the worst-case outcome? A lawyer who will not discuss downside risk is selling you something.
  10. What happens if I want to change lawyers later? Make sure you understand how your file and any fee are handled.

What's specific to Gilbert and Arizona

Probate runs through Arizona courts. Each state has its own probate process and timeline, and how cumbersome it is shapes whether a trust is worth it for you. A Gilbert attorney who practices in the local probate court gives you a realistic picture.

Documents must meet Arizona formalities. Wills, trusts, and powers of attorney have execution requirements — witnesses, notarization, specific language — that vary by state. A local lawyer drafts and signs them so they hold up.

Fund the trust, or it doesn't work. A living trust only avoids probate for the assets actually titled into it. The strongest Gilbert firms make sure your home, accounts, and business interests are properly retitled after signing.

Your first steps this week

If you are dealing with a estate planning matter in Gilbert right now, a few moves protect you while you take the time to choose the right lawyer.

Write down what you need. Put the dates, names, documents and goals on paper while they are fresh. A clear summary makes your first consultation far more productive and helps the attorney quote you accurately.

Gather your documents. Keep the agreements, filings, correspondence and records connected to your situation in one place. The strength of most estate planning work comes down to what you can show, not just what you can say.

Do not sign or agree to anything under pressure. You are always allowed to say you want your own lawyer to review something first. A reputable Gilbert firm respects that; anyone who does not is telling you something.

Book two consultations. Most firms above offer a free or low-cost first meeting. Talk to at least two before you commit, and choose the lawyer who explains your options clearly and answers your questions without rushing you.

Talk to a Gilbert estate planning lawyer — free, no obligation

Tell us what is going on. We'll match you with vetted Gilbert firms from the list above. Most respond within one business day.

Frequently asked questions

Do I need a will or a trust?

It depends on your assets and goals. A will is simpler and cheaper but still goes through probate; a revocable living trust costs more to set up but can keep your estate out of Arizona probate court. A Gilbert attorney can tell you which fits your situation.

What happens if I die without an estate plan?

Your property passes under Arizona's intestacy statute, which may not match your wishes, and the court decides matters like guardianship of minor children. Planning lets you make those decisions instead of the state.

What is a durable power of attorney?

It authorizes someone you trust to handle your financial affairs if you become unable to. Paired with a healthcare directive, it ensures someone can act for you without a court-appointed guardianship.

How does probate work in this state?

Probate is the court-supervised process of validating a will, paying debts, and distributing assets. Arizona has its own procedures and timelines; a local estate firm can estimate how long and how involved your estate would be.

What does a revocable living trust do?

It holds your assets during your life and passes them to your beneficiaries at death without probate, as long as the assets are titled into the trust. You keep full control while you are alive and can change it at any time.

How much does an estate plan cost?

Many Gilbert firms charge a flat fee, with will-based plans at the lower end and trust-based plans higher. Complex or tax-driven planning costs more. Most quote the package price at the consultation.

When should I update my plan?

After major life events — marriage, divorce, a birth, a death, a big change in assets, or a move to another state. A plan that is years out of date can fail to do what you intend.

What is trust administration?

It is the process of carrying out a trust after the creator dies: paying debts, filing taxes, and distributing assets to beneficiaries. It is usually faster and more private than probate, and many planning firms handle it.

Can I plan for a child with special needs?

Yes. A special-needs trust can provide for a disabled beneficiary without disqualifying them from needs-based government benefits. This requires careful drafting, so use a firm experienced with it.

Do I need to plan for estate taxes?

Most families fall under the federal estate-tax exemption and owe no estate tax, and Arizona's rules add their own layer. A Gilbert estate attorney can tell you whether tax planning is relevant to your situation or not.

One last thing. Choosing a lawyer is personal. Read the reviews. Call two or three firms before you sign. Ask each one how many matters like yours they have handled in Gilbert in the last three years. The answer tells you most of what you need to know. — The LawFirmSquare team