Your accumulated wealth is at the center of many important aspects of your personal, family, and business life. Life Planning, Inc in Scottsdale. Failing to plan properly by not having the right legal documents in place may leave your family - and your wealth - vulnerable to the many unintended consequences that await the unprepared.
Life Planning Advocates stand ready to support your journey toward peace-of-mind and confidence knowing that your affairs are in good order and your Life Planning goals will be accomplished. Many people perceive the estate planning process to be morbid, stressful, and personally invasive. Plus, we don't know where to start, what questions to ask, or whom to trust.
Life Planning Advocates stand ready to support your journey toward peace-of-mind and confidence knowing that your affairs are in good order and your Life Planning goals will be accomplished. Many people perceive the estate planning process to be morbid, stressful, and personally invasive. Plus, we don't know where to start, what questions to ask, or whom to trust.
Services
Warner started his estate planning career in 1994 after settling his father's and grandfather's estates simultaneously - a process that took more than 2 years to complete. Today, Warner helps individuals, families, business owners, professionals and real estate investors avoid common problems associated with protecting and transferring wealth while minimizing taxes.
The wealth you accumulate during your lifetime touches on virtually every aspect of your personal, family and business life. And because your individual circumstances are unique to you, Life Planning, Inc. ("LPI") in Scottsdale helps to lead you through a unique, holistic, consultative approach that results in a clear understanding of your options and a straight path to achieve the outcomes you desire.
As we become more successful in business and in life, protecting our hard-earned assets can become a concern. What happens if you seriously injured someone in an automobile accident? Would they be able to take everything you own, including your business? The first thing to know is, there is no absolute guarantee that the measures you take to protect your assets will result in zero liability against you.
LPI utilizes secure, proprietary applications to design and implement state-specific legal document solutions including Wills, Trusts, Powers of Attorney, LLCs and Corporations.
LPI's turn-key, Web-based platform enables Financial Institutions, including Banks, Credit Unions and Broker/Dealers, to deliver a wide variety of Estate, Business and Asset Protection planning solutions to Clients and Members simply by subscribing to our Life Planning service.
LPI's turn-key, Web-based platform enables Financial Institutions, including Banks, Credit Unions and Broker/Dealers, to deliver a wide variety of Estate, Business and Asset Protection planning solutions to Clients and Members simply by subscribing to our Life Planning service.
Reviews (12)
Rusty Catania
Oct 21, 2021
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Vicky B.
Sep 08, 2021
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Maury Jackson
Jul 15, 2021
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Almond Joy
May 14, 2021
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Positive: Professionalism, Quality, Responsiveness
Life Planning assisted me with drafting and recording a Deed. Greg was very responsive. He communicated throughout the process. Lindsay did a marvelous job with putting the Deed together and recording.
Satisfied customer all the way around. Thank you!
Life Planning assisted me with drafting and recording a Deed. Greg was very responsive. He communicated throughout the process. Lindsay did a marvelous job with putting the Deed together and recording.
Satisfied customer all the way around. Thank you!
SteveE Az
Apr 11, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Life Planning and Greg helped me transfer titles to several houses. Could not have been easier to work with them, everything was done on time and at what I consider to be a very fair price. Saved me hours of work. Based on my experience, I highly recommend them.
Life Planning and Greg helped me transfer titles to several houses. Could not have been easier to work with them, everything was done on time and at what I consider to be a very fair price. Saved me hours of work. Based on my experience, I highly recommend them.
Susanna Rubinov
Jan 14, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
It was such a great experience. I received excellent service. The office and specially Warren went above and beyond to accommodate our schedule and our needs. He is very knowledgeable and took extra time and effort to explain to us every little detail. Very satisfied w/ the service.
It was such a great experience. I received excellent service. The office and specially Warren went above and beyond to accommodate our schedule and our needs. He is very knowledgeable and took extra time and effort to explain to us every little detail. Very satisfied w/ the service.
Robert Bergstrom
Jan 11, 2021
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Life Planning made establishing our new Estate Planning Portfolio, including a revocable Trust, a simple yet thorough process. We were very pleased with the services offered by Warner Lewis and his team. Because of the current health crisis, we were able to do much of the work on the phone and online. The final meeting to sign documents and complete our Trust work was handled carefully and professionally (masks, no one else in the office, newly wrapped pens, careful attention to health and welfare concerns, etc).
The Life Planning Document that we received now covers all aspects of what we anticipate
The Life Planning Document that we received now covers all aspects of what we anticipate
Kevin M.
Oct 26, 2020
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Warner and his team at Life Planning did a fantastic job with our Family Trust and later, setting up a LLC. The detailed work and explanation of the process and finalized documents was spot on and made us feel at ease knowing our wishes would be carried through. We highly recommend them and their expertise/services.
Denise Holder
Oct 14, 2020
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Due to out-of-date estate planning documents, my husband and I were referred to Warner Lewis. This is one of the best referrals we’ve gotten in some time. Warner is knowledgeable, easy to work with and took time to discuss our concerns and answer our questions. In short order we had our estate plan in place. Many thanks to Warner and his staff for a great job.
Steven Haver
Oct 12, 2020
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Warner and his staff have served our family well.
Life Planning, Inc. has deftly handled a variety of transactions including; 1. cleaning up an error in an estate and disbursing funds, 2. consulting on the sale of a corporation, 3. placing the new owner of the corporation on a sound footing, 4. forming an LLC for a jointly-held property, 5. providing the organizational paperwork for a new corporation.
Warner knows his stuff and serves his clients well.
Protect your family and protect your assets.
Life Planning, Inc. is simply the BEST !
Life Planning, Inc. has deftly handled a variety of transactions including; 1. cleaning up an error in an estate and disbursing funds, 2. consulting on the sale of a corporation, 3. placing the new owner of the corporation on a sound footing, 4. forming an LLC for a jointly-held property, 5. providing the organizational paperwork for a new corporation.
Warner knows his stuff and serves his clients well.
Protect your family and protect your assets.
Life Planning, Inc. is simply the BEST !
John Groom
Oct 03, 2020
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Warner and His Team did an Excellent Job setting up our family trust. He is extremely thorough with all of the details of the trust and always happy to explain what we didn't understand . Warner was able to to have our Financial Planner involved making the transition to the the trust extremely easy. I Highly recommend his company Life Planning Inc. for all of your estate and family planning.
Ben Wells
Jun 17, 2020
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I am recommending Life Planning to each of my extended family members. Warner Lewis did an absolute stunning job in developing my revocable trust, will and life insurance trust. He helped me work through my thought process, made terrific suggestions and patiently helped me to understand the legal language. I now feel confident in the structure of how I will leave my legacy to be managed. I plan to engage Warner again to develop trusts for my children. His work will save many thousands in legal fees moving forward.
