Jake Anthony Carlson

anonymous · May 2026

Good service. Walked us through the process and helped is get the documents we needed.

Bill · estate planning · May 2026

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!

Joseph · estate planning · May 2026

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 qu estions, 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