Four Peaks Planning, Inc. is a Certified Legal Document Preparer firm specializing in comprehensive estate planning services for Arizona families. Since 2004, the company has distinguished itself by offering quality, affordable legal document preparation with a focus on revocable living trusts and personalized support, serving clients across the state from its Gilbert office or remotely.
The firm’s approach centers on three key principles: aligning with clients’ planning goals, minimizing the burden on those administering the estate, and preserving family harmony. They offer thorough, complimentary consultations and emphasize clarity and convenience—providing free ongoing support, sample documents for review, and options for in-home, in-office, or virtual meetings. Their services are tailored to individuals and families seeking straightforward, efficient estate planning without the high cost of an attorney.
Services Offered
- Revocable Living Trusts
- Last Will & Testaments
- Powers of Attorney (Financial, Medical, and Mental Health)
- Living Wills / Advanced Directives
- IRA Trusts
- Pour Over Wills
- Certificates of Trust
- Arizona Deeds + Recording
- Estate Planning Packages
- Free Planning Downloads (Worksheets, Checklists, Medical Information Forms)
- Annual Follow-Up and Document Updates
- Contingency Planning
- Notarization Services
Four Peaks Planning serves clients throughout Arizona, including Phoenix, Gilbert, Chandler, Scottsdale, Tucson, and other communities. They provide free resources in English and emphasize ongoing client education and support, reinforcing their commitment to accessible and reliable estate planning solutions.
