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Life Planning

4.7 (15 reviews)
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Services - Life Planning

Auxiliary legal services

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5 years ago

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7 years ago

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Warner L.

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7 years ago

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Warner L.

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9 years ago

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Review Highlights - Life Planning

Warner and his team at Life Planning did a fantastic job with our Family Trust and later, setting up a LLC.

Mentioned in 9 reviews

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The Husband & Wife Law Team - The Husband & Wife Law Team of Mark & Alexis Breyer

The Husband & Wife Law Team

(71 reviews)

Well, I've been working with this place for about a year and a half now, and there is mostly good…read moreand a little not so good I've dealt with. So here is my honest review... The Great Working with my lawyer Janel Cisneros has been fantastic. She is professional, punctual, keeps her word, and follows up on everything. She was everything I was hoping for in a lawyer, and would I absolutely work with her in the future. Highly recommended! 5/5 The okay The paralegals were very respectful and nice, I'll give them that. But there were some issues with them being asked to make a call or get a form, and then they just don't do it. It was frustrating to say the least, as I had to do a lot of the calling around and legwork in the early parts of the case when I was still recovering. Roswill and Lisa were great, but with the others there were issues. 4/5 The bad Towards the end of my case, I had some legal questions that were not a specialty of my lawyer, so she recommended another lawyer her firm works with named David Don. After calling over a few weeks, so scoffed at me, told me it was unfortunate what happened, but he just didn't want the case. A simple no would of been fine, but this guy just wanted to insult me, and was as rude as possible. This is a BIG red mark on The Husband and Wife Law Firm. Associating with someone who treats your clients like that is very insulting, and makes me question where this law firms morals are. My lawyer apologized later, but still a huge F for both here and Mr. Don. 0/5 Well, after a very long wait I was able to experience working with multiple people in this law firm. Janel was a rockstar, the paralegals have a lot to work with, but need a bit of tweaking on following through (except Roswill and Lisa). The David Don incident was a bad stain on my opinion of this place. But overall I'm giving this place a solid 4/5. I'm putting in 5/5 because yelp giving this place 3 point whatever is way too low, and they honestly deserve something in the 4-5 range. 5/5 range if they stop recommending David Don. Thanks again Janel and say hi to Roswill for me. Enjoy the gift! Edit: I received a call from someone working at the firm to inform me they are no longer recommending Mr. Don, nor are they working with his firm. This is 5/5 attitude to have and makes me want to recommend this place more. See a problem and fix it. Not put a band-aid on it, but fix it. Well done H&W LT.

About useless a box of rocks. Big commercials on tv. Dont be fooled. Useless. No phone…read morecalls. Nothing until 4 months before time limit.

Arizona Probate

Arizona Probate

(4 reviews)

When my mother passed, her financial institutions froze her assets, some of which were in a trust…read moreand some titled in her own name. I as a first-time successor trustee had no idea how to start in recovering them. Some of the financial institutions mentioned probate as an option, but with no experience, I was hesitant to tackle that myself. Fortunately I found Julie at Arizona Probate LLC. After she phone-interviewed me to get an understanding of my mother's assets, she suggested I use a "Small Estate Affidavit", which she prepared for a reasonable price and in a timely manner. Happily, my mother's financial institutions both accepted the Small Estate Affidavit and released the assets so that I could settle the estate. Julie was a huge help. With her on the team, the process was clear, easy and affordable. I highly recommend Arizona Probate LLC and Julie. I would readily hire her again any time I needed estate work.

I live in NC and my mother passed while living in a Memory Care facility in AZ. I am her only…read moreheir, & executor/beneficiary in her Will, so I thought this was a simple transfer of her estate. I was overwhelmed to learn I had to file Probate in another state. I hired Julie of Arizona Probate, LLC after firing another service who was completely incompetent & caused me two months of unnecessary stress & delay. I was so thankful to find Julie. To say she's been a life saver is no exaggeration. She is knowledgeable, competent & also a fiduciary, which is an added bonus. The process went from being a nightmare to being handled professionally and in a timely manner. Julie is also just a nice person to work with. I spoke to many other services and I think Julie really stands out among the crowd. I highly recommend her to anyone needing help with the Probate process.

Life Planning - legalservices - Updated June 2026

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