Four Peaks Planning, Inc. is a Phoenix-based estate planning firm specializing in revocable living trusts. Specifically, we aim to help families with minimal federal estate tax liabilities ($5M for single people, $10M for married couples in 2010 and 2011) prepare documents to ensure families aren't consumed with problems that arise without documents and a plan in place.

Four Peaks Planning, Inc. started in 2004 when owner, Jamie Kahn, used his experiences with one of Arizona's larger estate planning firms to improve the estate planning process for the typical Arizona family. He wanted specific improvements to the process before and after documents are created and signed. Here's how:

1. Access to information before meeting an estate planner.
   We like our clients to feeling prepared with questions when meeting an estate planner. We use this website to make it possible, presenting topics in a simple manner relevant to many Arizona families.

2. Affordability, quality and convenience.
   Without advertising aside from this website (whose rank comes organically), our expenses are low. Rather than raise our prices, we prefer to keep your estate a little bigger.
   The attorneys' primary areas of practice is estate planning to ensure quality legal documents are produced. To help clients find time to plan we offer both in-home consultations and office appointments.

3. Trust follow-up.
   Clients must put existing and new assets into the trust after their documents are signed.
   Our documents transfer current Arizona real estate and personal items without titles, but titled assets such as bank accounts and vehicles require clients to visit banks, etc. We cannot legally do this for you.
   We provide easy-to-follow trust funding instructions and check on our clients periodicaly to encourage they keep their trust up to date and address any loose ends or changes.