7 Reasons to Update Your Estate Plan
Your estate plan is not a “set-and-forget” kind of strategy. There are certain life events and circumstances that warrant your updating this important set of documents.
“We believe in providing our clients extraordinary service,
while achieving exceptional results. ”
“We believe in providing our clients extraordinary service,
while achieving exceptional results. ”
– Donald A. Loose, Principal & Founder
Looking for an Estate Planning Attorney in Arizona?
Wealth management is not just for the wealthy – everyone should have an estate plan. At the heart of estate planning is wealth preservation, family protection, and succession planning. It’s about knowing the answers to some basic questions: What am I leaving behind to my heirs? Who will make important financial and medical decisions for me when I’m unable? How much of my wealth could be lost to taxes and fees?
An estate plan brings peace of mind around the legacy you’re leaving behind.
A typical estate plan involves the employment of a will and revocable trust for disposition of assets; a living will and health care powers of attorney for health care decisions; and a power of attorney for delegation of financial authority.
What are the benefits of hiring a great estate planning attorney?
A good estate planning attorney will help you pay the least amount of estate and gift taxes, avoid probate, and can implement important health care directives.
Every case is unique. Before providing recommendations, your attorney will listen to your needs and wishes first. You should expect them to have more questions than answers in the beginning. As they learn about your situation, a high quality estate planning attorney will guide you through this process thoughtfully and strategically, explaining the basis for decisions along the way.
Lisa James
May 4, 2023.
I was very happy with my entire experience updating my will, trust and POA documents. They made the process so easy and provided me with several suggestions for how to make my trust even better than it was before. I highly recommend them to anyone who needs to create a will, trust and/or POAs. In fact, I am sending my two children to them to get their will and POA documents created.
Ann Maria Thomas
April 27, 2023.
One of our friends recommended Loose Law group for our estate planning and i would say they're the best. Our attorney was very helpful in reviewing our needs, questions, building and reviewing the documents and delivered exactly what we need. We had so many questions/doubts and she clarified all of it patiently! Excellent quality of service and very good customer service! I will definitely recommend them to my other friends!
Kendal M
April 26, 2023.
Leighten Hendrickson & the whole staff here did a great job explaining things & getting everything together for our setting up our Estate Planning documents. Highly recommend!
Debra Farley
April 25, 2023.
Outstanding customer service! My husband and I had our estate planning completed with Loose Law Group and were very pleased with our experience. The staff helped guide us every step of the way and Lindsay Mellen answered all of our questions. I highly recommend!
Janelle Chavez
April 17, 2023.
We had a great experience at Loose Law Group. From the beginning to the end we were well taken care of. Rachel made sure to keep us in communication throughout the whole process. Laura and Don made the signing appointment smooth and easy. Office is accommodating and we will be recommending to family.
Derek Wong
April 8, 2023.
Loosse Law Group is a very professional group of individuals. They are concise, courtesy and concise. Very knowledgeable and extremely friendly. I do not have any issue recommending them or using them again.
Charles Kunkle
April 5, 2023.
My wife and I had a great experience with Loose Law Group. They are extremely helpful and answered all of our questions. I highly recommend them.
Lynn Riley
April 1, 2023.
Excellent law group!! We had our estate planning done/updated recently and Lindsay was wonderful! She was patient, knowledgeable and answered all our questions with ease. The entire staff were so professional and friendly. We had to bring in our 9 year old with us because he was off school, and Rachel at the front desk entertained him with activities while we met with Lindsay. We would highly recommend Loose Law Group!! Thank you!!
Patricia Kalinowski
March 31, 2023.
Lindsay, Rachel and Laura were very welcoming and professional during their interactions with my husband and me. They helped to make our experience drafting our wills, etc. a pleasant experience.
We can't say enough about how they explained the process clearly and efficiently, without making us feel uncomfortable with all our questions. We would definitely recommend them to anyone.
Patricia & Daryl Kalinowski
Will Hawley
March 27, 2023.
We had an outstanding experience at Loose Law group. From the first phone call through to the final review of our documents the team was professional, knowledgeable and organized in supporting our needs. The answered follow-up questions in a timely way and provided a very personal experience that alleviated our legal concerns. We have been using them for years and would strongly recommend them.
Loose Law Group: A Best Arizona Law Firm for over 40 Years
Since 1982, Loose Law Group, PC has represented more than 1,000 accident victims, created more than 5,000 estate plans, helped multitudes of spouses and parents in family law matters, and assisted an untold number of Arizona businesses achieve success.
Our firm has received more than 800 5-star reviews from its clients for extraordinary service and results. Its managing partner and founder, Don Loose has written two critically acclaimed legal guidebooks – with more than 13,000 in print.
LLG has offices throughout the state of Arizona to serve the varied needs of its client citizens, families and corporations.
We are committed to providing extraordinary service and achieving exceptional results for our clients.
We would be honored to serve you, to help you with your legal needs, and to safeguard the things in your life that matter the most…
Welcome Legal Plan Members
You’ve come to the right place and we’re confident our track record speaks for itself.
- 40+ Years in business
- Published author – Don Loose wrote Arizona Laws 101 & Estate Planning in Arizona (13,000+ in circulation)
- Our team includes 4 dedicated estate planning attorneys
- LLG has more than 800 5-Star Reviews
Marriage, Divorce & Family Matters
Divorce, child custody, and child support matters are inherently stressful. In fact, divorce is one of the three most stressful events that a person likely will ever experience in their life (the other two being death of a loved one and job loss).
Business, Employment & Real Estate
The decision as to which business entity to choose generally involves both legal and tax considerations, and should be made only after careful review and analysis of the nature of business to be conducted, the number and type of owners, the required capital contributions, the expected number of employees, and the anticipated annual revenue.
Accidents, Negligence & Wrongful Death
In the vast majority of personal injury cases, we represent the injured person on a contingent-fee basis. This means that the firm receives a predetermined percentage of the amount recovered for its fee in the case. If there is no recovery, there is no attorney fee.
Lawsuits, Arbitration & Mediation
The firm’s attorneys have represented individuals and businesses in construction cases, contract cases, family law cases, legal malpractice cases, personal injury and wrongful death cases, and trust and estate cases.
