Jake Anthony Carlson

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LifePlan Legal

Experience: 18 years

Estate Planning, Elder Law and Probate

Free consultation have

Awards 1

Experience 18y

Online & Web 7

Biography Submit listing

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.

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.

Jurisdictions Admitted to Practice

Arizona

State Bar of Arizona
ID Number: 023897
Since 2006

Professional Experience

2019 - Current

LifePlan Legal

Owner

2018 - 2020

How to Manage a Small Law Firm

Director of Member Progress

2005 - 2016

Boy Scouts of America

Tax Attorney, COO, Deputy Scout Executive

Education

2002 - 2005

California Western School of Law

J.D. (2005) | Estate Planning, Tax

Honors: Creative Problem Soling Scholarship Recipient

2003 - 2005

California State University - San Diego State University

MBA (2005) | Finance, Emerging Enterprises

Honors: 2005 Outstanding Thesis Award- Best MBA Consulting Project

1999 - 2001

Brigham Young University

B.A. (2001) | Philosophy; Deductive Logic and Analytic Thinking

Honors: Honor Society

Awards

Jake Anthony Carlson

Best MBA Program Thesis Award

California State University - San Diego State University

Contacts

LifePlan Legal AZ 1425 S. Higley Road #106 Gilbert AZ 85296 Toll-Free: (855) 466-1276 Telephone: (602) 910-4068 Fax: (480) 781-0724

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Jake Anthony Carlson LifePlan Legal

Experience: 18 years

Website: Open

Phone: (855) 466-1276

Location: USA

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Practice Areas

Estate Planning

Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills

Elder Law

Probate

Probate Administration, Probate Litigation, Will Contests

Languages

Cebuano: Spoken, Written

English: Spoken, Written

Tagalog: Spoken, Written

Websites

LifePlan Legal

Modern Leadership Podcast

Socials

Facebook

Twitter

Justia Profile

Jake Anthony Carlson's Avvo Profile