About Jake Anthony
Jake Anthony Carlson practices estate planning law at LifePlan Legal AZ in Gilbert, Arizona. He has been the owner of the firm since 2019, focusing on helping clients handle the requirements of estate planning, probate, and elder law. The firm offers a range of services, including wills, trusts, and powers of attorney, ensuring that clients have comprehensive plans in place for their future. He earned his J.D. from California Western School of Law in 2005, specializing in estate planning and tax law. Prior to that, he obtained an MBA from California State University - San Diego State University in 2005, with a focus on finance and emerging enterprises.
His academic journey began with a B.A. in Philosophy from Brigham Young University, which he completed in 1999. This diverse educational background provides him with a unique perspective on legal issues — This lets the attorney address the multifaceted needs of his clients. Most of his practice involves drafting and reviewing legal documents related to estate planning and probate. He assists clients in understanding the implications of their choices and helps them make informed decisions. Cases typically involve the establishment of trusts, the administration of estates, and addressing elder law concerns, such as guardianship and long-term care planning.
His approach is detail-oriented, ensuring that all aspects of a client's situation are considered. Before founding LifePlan Legal AZ, he held various positions that contributed to his expertise in the field. He served as a tax lawyer and COO, gaining experience in the details of tax law and its impact on estate planning. Additionally, he was the Deputy Scout Executive, which developed his leadership skills and ability to work with diverse groups of people. This combination of roles gave him a well-rounded skill set that benefits his clients — Jake is actively involved in professional associations related to estate planning and elder law. His commitment to staying current with legal developments ensures that he provides clients with the best possible advice and representation.
He believes in the importance of educating clients about their options, empowering them to make choices that align with their goals and values. In 2026, he continues to serve the Gilbert community with dedication and integrity. His focus on personalized service and thorough planning has earned him a reputation as a trusted advisor in estate planning and elder law. Jake Carlson's comprehensive approach, combined with his experience, positions him as a valuable resource for individuals and families seeking to secure their legacies and protect their loved ones.
