Jake Carlson
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Law Degree
Awards
Primary Practice Area
Business
Language
English Tagalog Filipino
About
Jake Carlson is an attorney, recognized business leader, inspiring presenter, and popular podcast host. He is personable and connects immediately with others. A natural storyteller, he loves listening to your story and exploring what matters most to you.Jake earned his law degree (JD) from California Western School of Law concurrently with a business degree (MBA) from San Diego State University. He attended law school on a Creative Problem-Solving Scholarship and was awarded the 2005 Outstanding Case Award for best MBA consulting project. He is a licensed member of the State Bar of Arizona.Jake's career began in the nonprofit sector as Associate Regional Director, and then National Major Gifts Counsel, an in-house tax counsel position, with the Boy Scouts of America National Foundation. It was in these positions he was first introduced to the idea of leaving not just your valuables but your values to the people you love most. Working with hundreds of families on tax estate strategies, he developed the Values-Based Estate Planning strategy used by LifePlan Legal today.Later, Jake joined the Silicon Valley Monterey Bay Council as Director of Development and later Chief Operating Officer (COO), overseeing development efforts in the four counties of Santa Clara, Monterey, Santa Cruz and San Benito and leading a team of 18 Field Directors and District Executives earning the Journey to Excellence Award in 2015.Jake has personally presented to over 200 groups in 27 states on estate planning and protecting your legacy. He is the author of over 100 leadership articles on topics of influence, legacy, family vision, and the Values-Based Estate Planning process. He has had the privilege of interviewing hundreds of recognized executives and, since 2014, hosted the Family Before Fortune and The Modern Leadership podcasts.Jake is a self-proclaimed "adventure junkie" and loves to try out new and exciting things. He has scaled volcanoes in the Philippines, backpacked through 11 National Parks, rock climbed on two continents and scuba dove with sharks. With his family, he spent time living in 12 countries from Bagan, Myanmar to Paris, France, overcoming robbery, redeye flights and Haggis while learning to love the rich cultures of the world.Jake and his wife have 3 kids (two daughters and a son) and live in Gilbert, AZ. They all love travel and spending time creating family traditions.
Practices Areas
Estate Planning
Business
Probate
Elder Law
Language
English Tagalog Filipino
Contact
Reviews
Listens well, has a nice attractive trust/will/etc package, seems to be very thorough & comprehensive. I highly recommend. I've seen these "spiels" before, but this one was impressive enough to make me a customer... a very happy customer!
Jake Carlson and his team at Lifeplan Legal are exceptional. They were able to take us from the initial consult all the way through the hiring process and completed an estate plan that my wife and I are extremely happy with. Jake is a true professional. He was always available to answer and review questions, simplify many legal terms and procedures and help us understand the differences between various powers of attorney. My wife and I were very impressed with his depth of knowledge and his genuine care and concern for his clients. The concept of create an estate plan based on values is also another clever and meaningful approach that really resonated with us. Jake and his team at LifePlan Legal aside from being highly professional and approachable, are also friendly and thorough. We believe that we acquired a wonderful value and give Jake and his team the highest recommendation to anyone looking for a meaningful approach to estate planning. We have great peace of mind knowing that we have secured our assists and our future through using Jake and his team. Thank you again! Still Very Satisfied, Joseph and Jordan Lawless
Listens well, has a nice attractive trust/will/etc package, seems to be very thorough & comprehensive. I highly recommend. I've seen these "spiels" before, but this one was impressive enough to make me a customer... a very happy customer!
Jake Carlson and his team at Lifeplan Legal are exceptional. They were able to take us from the initial consult all the way through the hiring process and completed an estate plan that my wife and I are extremely happy with. Jake is a true professional. He was always available to answer and review questions, simplify many legal terms and procedures and help us understand the differences between various powers of attorney. My wife and I were very impressed with his depth of knowledge and his genuine care and concern for his clients. The concept of create an estate plan based on values is also another clever and meaningful approach that really resonated with us. Jake and his team at LifePlan Legal aside from being highly professional and approachable, are also friendly and thorough. We believe that we acquired a wonderful value and give Jake and his team the highest recommendation to anyone looking for a meaningful approach to estate planning. We have great peace of mind knowing that we have secured our assists and our future through using Jake and his team. Thank you again! Still Very Satisfied, Joseph and Jordan Lawless
Listens well, has a nice attractive trust/will/etc package, seems to be very thorough & comprehensive. I highly recommend. I've seen these "spiels" before, but this one was impressive enough to make me a customer... a very happy customer!
Jake Carlson and his team at Lifeplan Legal are exceptional. They were able to take us from the initial consult all the way through the hiring process and completed an estate plan that my wife and I are extremely happy with. Jake is a true professional. He was always available to answer and review questions, simplify many legal terms and procedures and help us understand the differences between various powers of attorney. My wife and I were very impressed with his depth of knowledge and his genuine care and concern for his clients. The concept of create an estate plan based on values is also another clever and meaningful approach that really resonated with us. Jake and his team at LifePlan Legal aside from being highly professional and approachable, are also friendly and thorough. We believe that we acquired a wonderful value and give Jake and his team the highest recommendation to anyone looking for a meaningful approach to estate planning. We have great peace of mind knowing that we have secured our assists and our future through using Jake and his team. Thank you again! Still Very Satisfied, Joseph and Jordan Lawless
Listens well, has a nice attractive trust/will/etc package, seems to be very thorough & comprehensive. I highly recommend. I've seen these "spiels" before, but this one was impressive enough to make me a customer... a very happy customer!
Jake Carlson and his team at Lifeplan Legal are exceptional. They were able to take us from the initial consult all the way through the hiring process and completed an estate plan that my wife and I are extremely happy with. Jake is a true professional. He was always available to answer and review questions, simplify many legal terms and procedures and help us understand the differences between various powers of attorney. My wife and I were very impressed with his depth of knowledge and his genuine care and concern for his clients. The concept of create an estate plan based on values is also another clever and meaningful approach that really resonated with us. Jake and his team at LifePlan Legal aside from being highly professional and approachable, are also friendly and thorough. We believe that we acquired a wonderful value and give Jake and his team the highest recommendation to anyone looking for a meaningful approach to estate planning. We have great peace of mind knowing that we have secured our assists and our future through using Jake and his team. Thank you again! Still Very Satisfied, Joseph and Jordan Lawless