If you are thinking about doing a Revocable Living Well or have other concerns about estate planning, Jamie is the person you need to talk to. He takes the time to understand your needs and concerns. He then explains the alternatives with their benefits and drawbacks. The cost is reasonable and he gives you all the time you need. After we decided on what we wanted to do, he provided all the tools & knowledge to proceed. The final Revocable Living Trust we received was complete and professional. I would definitely recommend him for your estate planning needs. read more

Four Peaks Planning - Wills, Trusts, & Probates Near Me - Gilbert, Arizona

For anyone thinking about or seriously interested in setting up a Living Trust, I can't recommend Jaime Kahn enough! Jaime makes what would normally be a very complex process, very simple. He is very responsive, attentive and a great communicator! He is also very patient, responding to every question, no matter how how basic they may be. It is rare to find people that really care about the client and I can say without a doubt, Jaime cares for all his clients, treating them as if they were family. Highly recommend, 10 out of 10 read more

I would not recommend at this time... lack of communication So never had chance to get done what I needed done.

Jamie has helped us with estate planning in the past and did an outstanding job in all areas. He recently set up a Revocable Living Trust for us, and once again, we are very happy with his service. Jamie is professional, knowledgeable and very thorough. We have recommended him to friends who are equally satisfied. read more

When my father passed away, almost 4 years ago, my mother faced several challenges. May father had put together a very preliminary Trust but hadn't fleshed it out to hold any details. My brother and I told mom how important it was for the language of her Trust to be clear and precise. I happened to hear of Four Peaks Planning with Jaime Kahn at the helm. Jamie was able to get my mother and I in quickly and he helped us to interpret clear language for her Trust in an efficient and quick manner. We have had to go back a couple of times to make minor changes to the language and Jaime is always available to help us and to accomplish all details professionally and quickly. I tell all of our family and friends about his firm and my husband and I will also be using him to put our Estate together. Jamie is the best and you get him, not a surrogate! read more

Jamie at Four Peaks helped us with a Trust. Something we should have done years ago but just did not get around to it. He was very helpful and patient. His explanations are great and is very helpful and knowledgeable. I have recommended his services to quite a few people already. You can't beat his price and gives you a lot of value for what you pay for. read more

Jamie has always been professional, courteous and quick to respond to any requests. He explains complicated matters so we can easily understand. read more

Jamie at Four Peaks Planning did an outstanding job in explaining the benefits of a Revocable Living Trust. He is professional and very organized and detailed in setting up our Living Trust. We have recommended Four Peaks Planning to several of our friends. When we purchased a new house, Jamie did the paperwork to have the house added to the Living Trust at no charge. I highly recommend Four Peaks Planning to anyone who has a requirement for a Living Trust and Estate Plan. read more

I've been working with Jamie at Four Peaks Planning for 5 years and cannot be more pleased! He is always responsive, listens to my needs and provides helpful suggestions and insights. read more

I highly recommend Jamie and Four Peaks Planning. My husband found him and I was skeptical. This isn't a topic I am comfortable talking about and Jamie made it easy, easy to understand, and the process pleasant. He had a great sense of humor and everything was completed on time and presented in a binder completely organized. He did a great job and I would highly recommend him to anyone looking for this service. We just received a reminder email to make sure we've completed everything we needed to do! read more

We had been looking for a way to develop a plan for retirement to protect our assets and to organize ourselves as we navigate through our senior years. We are so thankful that we found and utilized Four Peaks and Jamie in particular. We developed a Revocable Living Trust that incorporates a last will and testament, power of attorneys, medical directives and many other nuances. It is an all encompassing process that has us organized with the ability to update as things change. Jamie has also been accessible afterwards as the need arises. AND, the cost was very reasonable. read more

Jamie assisted us with establishing a Revocable Living Trust. Jamie is a well educated, highly professional person who is knowledgeable in the area of estate planning and other areas. Jamie is straight forward to the point. He does not try to sell additional services even though he has the resources to provide additional if you need such. He keeps his appointments and is accommodating to our needs reference time, date and place. We would use him again in a heart beat and give him our highest recommendation. We did our research in this area. We interviewed an attorney and one law firm that provide the same service. We researched the Better Business Bureau, finding nothing but rave reviews. If you are looking for someone who to help prepare a Revocable Living Trust while explaining how it works, Mr. Jamie Kahn is your man. L. and D. McGill 928-279-6999 read more

Jamie created a Trust for me that covered all my concerns and directions. I made one change after that. He helped me in the most professional and conscientious manner. Without a doubt, I would recommend him. read more

Jamie @ Four Peaks Planning is great! He helped my husband and I understand our trust and how to complete it. He was very thorough and explained everything very well. He is very good at checking in to make sure we followed all of the steps to make sure our trust is complete and all parties to the trust know their roles and what to do. His cost is very reasonable, and the communication is great. Thank you again Jamie! read more

Jamie is the best for estate planning! He makes it easy to understand and seamless to complete. He even follows up with you to make sure it's properly updated. You'll love him! read more

Four Peaks did a fabulous job with my Trust nearly seven years ago. When I reached out after getting re-married to make some changes, it was done quickly and for free. I really appreciate the customer service that goes with a high quality product. read more

Jamie is very thorough and professional. He explained all the documentation and processes very well and answered all my questions. I highly recommend him! read more

Jamie is an incredible resource for anyone looking to set up your estate. He helped me with a Revocable Living Trust and it was exactly the way I wanted it to be. His process is very refined and easy to understand and he walks you through everything every step of the way - including follow up emails with reminders later. Need to make a change? He processes it quickly and effectively. I recommend him to everyone! read more

Jamie is was very knowledgeable and helped me get my estate setup quickly before my surgery date.When I have questions he responds quickly. Jamie also helped me find a fiduciary company. Thank you Jamie for all you do! You eased my stress and anxiety by helping me get everything in order. read more

I selected Four Peaks based on the outstanding reviews for development of our Trust. The one thing that kept coming up on the reviews was the ease of working with Jaime during the process. Well, they couldn't have been more accurate!!!! Jaime is not "pushy", but sent reminders on things that needed attention throughout the process. On top of that, he is very flexible with scheduling, again not pushy but stays on top of reminders to get things done! Not only was the process simple and cost effective working with him, he has been diligent in sending out timely reminders on making sure all informational documents are completed or updated. HIGHLY RECOMMEND Jaime and Four Peaks!!!!!! read more

We were very happy with the service we received from Jamie. He was very through & knowledgable when setting up our trust & walked us through the needed steps. His rates are very reasonable for the services he provides. Robyn P read more

Jamie helped guide us through the estate planning and helped us create a trust that was completely customized to meet our family's needs. He met with us at a time and place that was convenient for us and was very detailed and organized. Within a few short weeks, he had his part of the package done and walked us through all of the items that we needed to complete to get the trust in working order. I highly recommend his services and have already given his information to multiple friends! read more

Thank you Jamie @ Four Peaks Planning for all your help and understanding of our Trust needs. Jamie helped us with a Revocable Living Trust a while back and just completed an amendment for us. Jamie is thoughtful and courteous and returned my emails and called me to make sure of what I needed. A big plus is his cost is very reasonable, much less than an estate attorney would charge. Give him a try you will be pleased! read more

Disappointed. Reached out to four peaks per yelp a couple weeks ago to do a living trust. Never heard back. Can only rate them based on yelp response read more

Very well! Jamie is a meticulous and experienced document planner/generator and for someone totally green to the experience he guided me along very nicely. The final document package was classy and very well marked..."do this, then this...", great. He is also good with the followup/reminder emails. I would recommend him for someone who's floundering around and doesn't know where to start to get their estate docs, powers of attorney, living wills, etc, done. read more

We had a great experience with Jamie when setting up a trust for our dogs. Jamie was very understanding and knowledgeable about this request. He made all of the steps very easy to complete (since this is a daunting task for most!). Once we had the legal paperwork completed, Jamie was great about sending us follow-up reminders regarding the additional tasks we needed to complete on our own. He made the whole process very easy. We would definitely recommend Jamie's services! read more

Jaime was very thorough in completing our trust documentation. He took the time to clearly explain how and why we needed to complete all of the follow up steps in the binder he provided. It's been a year now and he just followed up to make sure we are keeping our trust up to date. I cannot say enough good things about Jaime. A true professional. read more

Jamie Kahn was so knowledgeable and helpful with my estate planning. He was funny while explaining to my adult children situations that can arise when a parent passes; which can turn ugly sometimes. He was so efficient, aways on time and processed my document promptly. I highly recommend his services. read more

After the birth of our daughter, my husband and I needed to think seriously about planning for the future. Jaime was sensitive to our needs, providing us with the information and knowledge to make informed decisions. He explained all the legal information in layman's terms, and created a living trust that we were very pleased with. I look forward to continuing to work with him as our family needs grow and change. I would highly recommend him! read more

I found Jamie on Yelp. I had never created an estate plan and Jamie made it easy. He met with me in person to capture the essential information. He then created a plan for me that made sense. We reworked some complicated sections together and I was impressed at the depth of questions Jamie asked to help us get to the right wording. The estate plan Jamie created is comprehensive. He checks in annually to make sure nothing has changed as well. We recently reworked a section of the plan and talked extensively about the best language to use. I wanted it to be simple, non-legal language, and in many cases, Jamie used the extract words I provided. He was also incredibly good at helping me understand why the simpler language couldn't be used in some cases. I have recommended Jamie to several people. read more

Used this company to prepare my trust. I was extremely impressed with the ease of the process and price. Jamie is very helpful and pleasant to work with. I highly recommend using their services. read more

I had been telling myself for years I needed to get a Trust set up. I always dragged my feet because I didn't want to face that reality and fear. I finally contacted Jamie and am very glad I did! He made the process so easy and gave me such a peace of mind. I would absolutely recommend Jaime. Thank you for all your help! read more

Jaime is first class and professional. Jaime, answers his phone, and he is always very polite and courteous. We had a false alarm of suddenly having to move out of the country, and Jaime went (way of his way.....on his vacation) in working hard to get our estate planning together. We ended up staying in Arizona, and once Jaime returned from his vacation, he kindly helped make major adjustments at no extra charge. We made mistakes during our rushed situation, but Jaime was very kind and understanding. Once we met Jaime in person, he is as a delightful and professional in person as he is on the phone. We highly recommend Jaime for all your estate planning!!! Jaime is the best!! Thank you Jaime!!! read more

My husband and I interviewed several estate planning companies during our search for the one we felt comfortable with. Jamie explained the process, gathered our information, and ensured documents were prepared correctly based on our situation. Once we started the process, he moved quickly and we had the documents completed within two weeks. His documents include thorough instructions for funding the trust, along with forms that document you last wishes, location of fund/ insurances, etc. We highly recommend Four Peaks Planning! read more