Know your loved ones will be taken care of with our Scottsdale estate planning attorneys
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Know your loved ones will be taken care of.

Minimize your Scottsdale estate tax
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Minimize taxes as your wealth changes hands.

Protect your assets with our Scottsdale estate planning attorney
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Protect your assets from creditors and the IRS.

But everyone needs to plan for it.

  • What would happen to your family should the unexpected happen?
  • Will your wealth support your loved ones – or – create problems for them?
  • Who will be responsible for managing your affairs?
Protect your estate in Scottsdale with asset protection

Safeguard your wealth and protect your assets from potential liabilities, taxes, and probate fees.

Prevent potential conflicts by clearly outlining your intentions, ensuring a smooth transition of assets.

Know that your Scottsdale estate assets will be distributed according to your wishes

Ensure that your assets are distributed according to your wishes, providing you and your loved ones with peace of mind.

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?

What values would you like to pass along to the next generation?

Trust Design Center

Affordable and convenient. Our most streamlined way to design a customized estate plan for you and your family.

Appropriate for individuals and families with net worth between $100,000 and $3M, and includes:

Lifetime Planning Documents (9)

Designed by completing online intake form or brochure

30-minute review call with Estate Planning attorney

Walkthrough of the documents during the Estate Plan Signing at our Scottsdale Law Office

Trust Funding Instructions

Family Protection Plan

Personally design every detail of your estate plan, guided by Arizona’s preeminent estate planning team.

Appropriate for individuals and families with net worth in excess of $500,000, and includes:

• Lifetime Planning Documents (9) and Property Agreement

• Up to three, 2-hour meetings with Scottsdale Estate Planning Attorney, Whitney Sorrell, Esq.

• Walkthrough of the documents during the Estate Plan Signing at our Scottsdale Law Office

• Trust Funding Instructions

Wealth Preservation Plan

Our most strategic plan for individuals and families with a closely-held business or net worth in excess of $8M+

This plan may also make sense for individuals in high-risk occupations such as surgeons, accountants, and real estate professionals.

• Lifetime Planning Documents (9) and Property Agreement
• Business and Tax Planning Structures (Various)
• Asset Protection Structures (Various)
• Unlimited meetings with Scottsdale Tax and Estate Planning Attorney, Whitney Sorrell, Esq.
• Walkthrough of the documents during the Plan Signing at our Scottsdale Law Office
• Funding Services

Trust Design Center

Affordable and convenient. Our most streamlined way to design a customized estate plan for you and your family.

Appropriate for individuals and families with net worth between $100,000 and $3M, and includes:

Lifetime Planning Documents (9)

Designed by completing online intake form or brochure

30-minute review call with Estate Planning attorney

Walkthrough of the documents during the Estate Plan Signing at our Scottsdale Law Office

Trust Funding Instructions

Family Protection Plan

Personally design every detail of your estate plan, guided by Arizona’s preeminent estate planning team.

Appropriate for individuals and families with net worth in excess of $500,000, and includes:

• Lifetime Planning Documents (9) and Property Agreement

• Up to three, 2-hour meetings with Scottsdale Estate Planning Attorney, Whitney Sorrell, Esq.

• Walkthrough of the documents during the Estate Plan Signing at our Scottsdale Law Office

• Trust Funding Instructions

Wealth Preservation Plan

Our most strategic plan for individuals and families with a closely-held business or net worth in excess of $8M+

This plan may also make sense for individuals in high-risk occupations such as surgeons, accountants, and real estate professionals.

• Lifetime Planning Documents (9) and Property Agreement

• Business and Tax Planning Structures (Various)

Asset Protection Structures (Various)

• Unlimited meetings with Scottsdale Tax and Estate Planning Attorney, Whitney Sorrell, Esq.

• Walkthrough of the documents during the Plan Signing at our Scottsdale Law Office

• Funding Services

01

Find Your Plan

Select from three different estate planning processes based on your family needs.

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Share Your Story

Tell us about your goals, your concerns, and what you’re looking to accomplish with your estate plan.

03

Protect Your Legacy

No detail or wish is overlooked as we design and customize your comprehensive estate plan.

Sorrell Estate and Probate Family Protection Plan

Face-to-face meetings with your attorney, held over videoconference or in-person at our Scottsdale office. 

In-office estate plan signing. Access to your custom plan documents in a secure, online portal. 

In-depth analysis on your goals, family dynamics, and any special circumstances.

Specially prepared documents to protect your wealth & family.

Common Estate Planning Firm

Forms practice, where they replace your name and address in a standard template.

Little or no experience drafting custom documents.

Cookie-cutter documents that don’t account for special circumstances

Advice designed to sell you life insurance and other financial products.

Trust & Will / Legalzoom

Laborious online forms.

You print your own documents and handle your own signing.

Attorney help is an additional fee.

Computer-generated documents.

Meet Whitney Sorrell, your Scottsdale 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 tax-planning ideas allows him to see both the hidden critical details of your estate plan and implement wealth-saving tax strategies that will protect your wealth from unnecessary taxes and future creditors.

Whitney Sorrell Scottsdale estate planning attorney

JD, MBA, LLM (Tax)

Certified Public Accountant

Former IRS Agent

30+ Years of Experience

Best Estate Planning Lawyers Arizona 2024

Every estate plan includes all important lifetime planning documents.

Living Trust

A living trust is like a special suitcase where you can put your stuff (like money, house, and other belongings) while you’re still alive. You choose someone (called a trustee) to take care of the suitcase and the stuff inside it. While you are alive and well, you are usually your own trustee. After you die, the successor trustee steps into your shoes and gives the stuff in the box to the people you want to have it (called beneficiaries).

The major benefit of a living trust is that it helps avoid a time-consuming and public process called probate, making it easier and faster for your beneficiaries to get your stuff after you’re gone with the least chance of family strife or litigation.

Last Will & Testament (Pour-Over Will)

Financial Power of Attorney

Health Care Power of Attorney

Living Will

HIPAA Authorization

Personal Property Memorandum

Deed to transfer primary residence to Living Trust

Trust Funding Instructions

Wealth preservation plans include more sophisticated business and asset protection structures, depending on your needs.

Disclaimer: Photographs contain actors to protect client confidentiality.

Be advised that every case is unique, and past results do not guarantee a favorable outcome.

Putting together a family trust is truly confusing. [Whitney] eliminated all the uncertainty, confusion, and apprehension about this process. They are very professional and informative. I enjoyed how they laid out a game plan and insured we had clarity in each step. Really, really good group. Ben and Whitney are knowledgeable about what needs to be done and when.

David T.

Scottsdale, Arizona

While the experience a few years ago with a California lawyer was ok, the experience at Sorrell was better. The first lawyer had a set list of questions, took those answers and created a document. Whitney Sorrell dug deep on several issues that could have caused problems and offered a variety of ways to solve them. he trust he created seems much more resilient and tax efficient than the original trust.

When my wife and I both pass, together or separately, the distribution of assets passes in a way that leaves the heirs very well protected. For instance, if one has the unfortunate luck of being in some sort of lawsuit at the time, the assets pass protected from that lawsuit. Whitney’s deep and very, very knowledgeable analysis left us feeling much better about the future – whatever it might bring.

Bill P.

Scottsdale, Arizona

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.

Estate Planning Client

Chandler, Arizona

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 best way to make sure that happens is with a carefully drafted estate plan.

Whether you’re looking for a simple estate plan, or need help navigating a unique family situation or substantial wealth, we can help.