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Last will and testament in Phoenix, AZ
Your list of resources
Tip: Keep a list of your resources with your estate planning documents for easy reference. Those named in your estate may need to contact these resources when handling your affairs!
Recommended resources in Arizona

Below are a list of state agencies, organizations and recommendations of local businesses who have worked with Four Peaks Planning, Inc. and their clients.

Existing clients will find the county recorder office links useful for research the status of recorded deeds.

If you are in need of a financial or insurance advisor, attorney or other professional contact several advisors below to find one matching your personality. We are interested in your feedback to ensure we offer only quality recommendations.


Arizona County Recorder Websites

Check the status of recorded deeds.

Out-Of-State Deed Preparation

California: Ron Reis (530) 295-1459


Vehicle Titles

Alternatives to the Motor Vehicle Department:

Desert Title Services
Alma School and Guadelupe
(480) 777-9820


Government Agencies

Social Security offices in Arizona

IRS - Internal Revenue Service

Arizona Department of Health Services - Vital Records - Birth / death certificates

Arizona Department of Veteran's Services



Accountants / CPA's

Al Bick - Bick CPA
3133 E. Calaveros Dr.
Phoenix, 85028 Phone: (602) 568-4802

Roger Lamberson - Roger Lamberson, PLC
609 S. Gilbert Rd. Suite B
Gilbert, 85296 Phone: (480) 220-4111


Attorneys

Construction, Business, Real Estate - Jennifer Peddy Berg -
The Peddy Berg Law Firm, PLLC
9655 E. Via De Ventura, Suite G-200
Scottsdale, 85258 Phone: (480) 382-3109

Employment - Kim Eckert Moore - Eckert & Facciola
Tempe, 85283 Phone: (480) 456-4497

Estate Planning - Thomas Leavell - Leavell & Rivera
4001 E. Mountain Sky Ave #202
Phoenix, 85044 Phone: (480) 948-7114

Estate Planning - Ron Adams - Hoopes & Adams
2410 W. Ray Road Suite #1
Chandler, 85224 Phone: (480) 345-8845

Family Law - Londa Rivera - Leavell & Rivera
4001 E. Mountain Sky Ave #202
Phoenix, 85044 Phone: (480) 948-7114

Personal Injury - Bruce Hayman - Bryce M. Mayman, PLLC
3509 E. Amelia Ave.
Phoenix, 85018 Phone: 480-315-8501


Lenders / Mortgage

Gordon Goosen - Pilot Mortgage
2200 E. Williams Field Rd #200
Gilbert, 85295 Phone: 480-320-2322

Laura Lockie - iMortgage
4800 N. Scottsdale Rd, #1000
Scottsdale, 85251 Phone: 480-388-8504


Disability Insurance

Hal Elliot - Aflac
6197 S Rural Rd #103
Tempe, 85283 Phone: 480-206-8134


Health Related

Chiropractic - Dr. Greg Hauser - Great Choice Chiropractic
15810 S. 45th St #160
Ahwatukee, 85048 Phone: 480-704-6600

Medical Massage - Audrey Washington -
ALW Massage Therapy
15810 S. 45th St #160
Ahwatukee, 85048 Phone: 480-704-6600

Financial Advisors

Four Peaks Planning, Inc's thoughts on financial advisors: The individual advisor often matters more than the company. An advisor keeping in contact and internalizing your goals will often generate positive results. No financial planner has a crystal ball or he/she would be already retired. Contact any of these advisors in your area for a complimentary consultation.

Ron Crupe - Edward Jones
4080 W. Ray Rd. #19
Chandler, 85226 Phone: (480) 491-1064

Rene Espinoza - Ameriprise
4450 S. Rural Road #A140
Tempe, 85282 Phone: (480) 730-8700

Joe Laux - Silverhawk Financial
21090 N. Pima Road
Scottsdale, AZ 85255 Phone:(480) 296-0200

Christine Lobdell-Raney - Edward Jones
10325 E. Riggs Rd. Suite 107
Sun Lakes, 85248 Phone: (480) 802-0741

Alexi Mavrellis - Edward Jones
7373 N. Scottsdale Rd. Suite C-232
Scottsdale, 85253 Phone: (480) 922-2108

Jeremy McClymonds - Form Prosperity
1490 S. Price Rd #113
Chandler, 85286 Phone: 480-382-3676

Chuck Mills - Edward Jones
675 S Cooper Rd #105
Gilbert, 85233 Phone: (480) 539-4562

Joseph Ortiz - Edward Jones
4902 E. Warner Rd. Suite 1
Phoenix, 85044 Phone: (480) 753-7664

Brock Somsen - LPL Financial
2231 E. Pecos Road, Suite 2
Chandler, AZ 85225 Phone: 480-422-4979

Brandon Valentine - Edward Jones
655 W. Warner Rd. #112
Tempe, 85284 Phone: (480) 763-5756

Brice Willoughby - Symphony Financial
15022 S 40th Pl
Ahwatukee, 85044 Phone: (480) 577-2617

Insurance Agents

Four Peaks Planning, Inc's thoughts on insurance agents: When you have an accident, your first question to your agent will not be "What's my monthly premium?" Having an agent who understands where to properly apply coverage and who will fight on your behalf to maximize your claim from the insurer is worth its weight in bold.

Sue Beyer - American Family Ins
1539 W Elliot Rd #103
Gilbert, 85233 Phone: (480) 507-8879

Chris Bolton - State Farm
1630 N 7th St
Phoenix, 85006 Phone: (602) 252-1330

Justin Crain - State Farm
4243 W. Bethany Home Rd.
Phoenix, 85019 Phone: (602) 242-4141

Debra Ernzen - American Family Ins
8040 E Indian School Rd #105
Scottsdale, 85251 Phone: (480) 990-8855

Greg Geryak - Farmer's Insurance
10235 S. 51st St, Suite 150
Phoenix, 85044 Phone:480-598-1110

Kevin Shelton - Farmer's Insurance
2651 W. Guadalupe Rd #202
Mesa, 85202 Phone: (480) 948-6115

Roger Morsch - State Farm
2450 S Arizona Ave #6
Chandler, 85286 Phone: (480) 855-4632

Kevin Shelton - Farmer's Insurance
3303 S Lindsey Rd #103
Gilbert, 85297 Phone: (480) 718-9498

Brandon Walsh - State Farm
20261 E Ocotillo Rd #118
Queen Creek, 85242 Phone: (480) 988-6800

Mike Wilson - State Farm
1046 E McKellips
Mesa, 85203 Phone: (480) 926-0388


Free or Inexpensive Legal Help

  • Arizona Center for Disability Law
    (520) 327-9547

  • Arizona Senior Citizens Law Project
    (602) 252-6710

  • Community Legal Services:

  • Maricopa County
    (602) 258-3434

  • East Maricopa County
    (480) 833-1442

  • Mohave County
    (800) 255-9031

  • Yavapai County
    (520) 445-9240

  • Yuma/LaPaz Counties
    (520) 782-7511

    College of Law Legal Clinics:

  • Arizona State University
    (480) 965-6968

  • University of Arizona
    (520) 621-1975

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    Disclaimer: Please consult with Four Peaks Planning, Inc. before undertaking any actions. The information in this website is provided with the understanding that the publisher is not engaged in rendering legal, tax or investment advice. While every attempt has been made to provide current and accurate information, neither the author nor the publisher can be held accountable for any errors or omissions. You agree not to hold any employee of Four Peaks Planning, Inc. liable for action you take from the information on www.fourpeaksplanning.com.

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    Copyright: Four Peaks Planning, Inc. © 2012 - Last will & testament and revocable living trust estate planning. Serving all of Arizona including Anthem, Chandler, Flagstaff Gilbert, Glendale, Goodyear, Mesa, Payson, Peoria, Phoenix, Scottsdale, Sun City, Sun Lakes, Tempe and Tucson.