The majority of lawyers are handing out the same standard form living trust, sometimes provided by a financial planner.
But why would you get the same trust as everyone else if you believe your plan should speak to your specific family circumstances, your values, your relationships, your tax objectives, and your elder care needs?
Standard forms fail to address important personal details that will help protect your wealth, values, and loved ones from things like creditors, bankruptcy, divorce, costly legal disputes, probate, unintended beneficiaries, and worse – IRS problems.
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The Difference is in the Details
Sorrell Law Firm helps you customize your estate plan so it actually works.
The value of your estate plan really comes from thoughtful design and proper drafting — the details of the documents matter.
That’s why we work with you to design and draft your documents to work the way you want, leaving you with a clear, detailed plan that will stand up against scrutiny or disputes. Not only will your money be transferred when you’re gone, but so will your personal legacy.
“Do you want to incentivize your kids to be good, productive members of society?”
“Would you like the money you give your kids to be protected from their creditors?”
“Tell me what kind of values you’d like to pass along to future generations...”
Or Call (480) 776-6055
How it Works
Select from three different estate planning processes based on your family needs.
Tell us about your goals, your concerns, and what you’re looking for in your estate plan.
No detail or wish is overlooked as we design and customize your comprehensive estate plan.
Three different estate planning solutions, all customized to fit your unique needs.
Affordable and convenient. Our most streamlined way to design a customized estate plan for you and your family.
NET WORTH: $100,000 to $4M
Personally design every detail of your estate plan with an experienced estate planning lawyer.
NET WORTH: $1M+
Our most strategic plan for individuals or families with a closely-held business or higher net worth.
NET WORTH: $8M+
Every estate plan includes all important lifetime planning documents:
Wealth preservation plans include various business and asset protection structures, depending on your needs:
Whitney Sorrell, JD, CPA, WealthCounsel Estate Planning Attorney
Whitney Sorrell isn’t just a nationally-recognized estate planning attorney — he teaches the course on estate planning to other attorneys. With over 1,500 personalized estate plans drafted and revised for clients, Whitney has seen and guided clients through just about any estate planning scenario you could imagine.
That knowledge and experience, combined with smart legal and tax-planning advice, allows him to see both the details and bigger picture of your estate plan while helping you implement wealth-saving tax strategies that will protect your wealth from creditors and predators.
From Our Clients
“Whitney listened to what I wanted while at the same time challenging me, in a very positive way, as to the wisdom of my choices. In the end, the final document represents my wishes while protecting assets and future finances.”
“When my business bloomed to over 340 employees and $3 million in revenue, I hired Whitney Sorrell to reorganize my assets and protect my wealth. Six years later when the market crashed I found myself defending against lawsuits and judgments. After handing my business planning documents to my creditors, they never called again. Like Whitney says, good legal advice pays for itself!”
- Lori C.
How will your legacy be written?
Your estate plan is more than just forms and signatures. It’s an opportunity for you to define how your name — and your legacy — will be remembered for generations to come. Our job is to help you protect and preserve the values and wealth you’ve worked hard to acquire. The only way to make sure that happens is by customizing your estate plan.
Whether you’re looking for a basic estate plan or need help
navigating a unique family situation and substantial wealth, we can help.