Office location: 1760 E. Pecos Rd. #347, Gilbert, AZ 85295
Established: March 2004
About Owner Jeremy Kahn
Jeremy Kahn (Jamie)
Estate Planner / Owner
Certified Legal Document Preparer #81352
Mr. Kahn was born in Fort Wayne, IN and raised in Milwaukee, Wisconsin. He is the son of a family law attorney/mediator and a college teacher. Mr. Kahn earned his Bachelor of Science in Chemistry from the University of Wisconsin - Madison. The degree's math and logic translates well to estate planning with its focus on contingencies and probabilities. Shortly after moving to Arizona he joined a estate planning firm in Scottsdale. After several years he began his own firm in 2004.
In his free time, Mr. Kahn coaches youth soccer with Young Champions of America and has coached YCMA youth basketball. In addition to time with his family, he enjoys reading, desert vegetable gardening and most outdoor activities in Arizona.
About Four Peaks Planning, Inc.
Livingtrustarizona.com is a website of Four Peaks Planning, Inc., a Phoenix-based estate planning firm specializing in revocable living trusts.
Specifically, we aim to help families under the federal estate tax limit ($5.25M for single people, $10.5M for married couples in 2013) 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.
The formula to improve the process has three parts:
Access to information before meeting an estate planner. We like our clients to feeling prepared with questions when meeting an estate planner, hence we strive to have an informative, easy-to-understand website.
Affordable estate planning documents. Without advertising aside from this website which ranks highly organically, our expenses are low.
To maintain the quality of our plans, the primary area practiced by our attorneys is estate planning.
To help clients find time to plan we offer both in-home consultations and office appointments.
Trust asset transfer 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 in a home, but titled assets such as bank accounts and vehicles require clients to visit banks, etc. We cannot legally do this for you but we provide trust funding instructions. We follow up on our clients via phone and email to encourage they keep their trust up to date and see if questions exist.
Four Peaks Planning, Inc. has been active in the local community providing estate planning packages for school silent auctions and globally began in 2013 participating in CharityWater.org
's water campaigns for thirsty communities around the world.