To chase, follow or take legal action against someone or something etc in order to catch them, attack them or to get a legal remedy etc.

Pursuing Arizona Jake Anthony Carlson
Jake Anthony Carlson

Jake Anthony Carlson

LifePlan Legal

16 years of experience

Estate Planning, Elder Law, Probate



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. View More ›


Free Consultation

Practice Area

Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills,
Elder Law
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills,
Probate Administration, Probate Litigation, Will Contests,


Cebuano: Spoken, Written

English: Spoken, Written

Tagalog: Spoken, Written

Professional Experience

LifePlan Legal
2019 - Current


California Western School of Law

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

California Western School of Law
California State University - San Diego State University

MBA (2005) | Finance, Emerging Enterprises

California State University - San Diego State University
Brigham Young University

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

Brigham Young University


Best MBA Program Thesis Award
California State University - San Diego State University

Professional Associations

Arizona State Bar # 023897



Arizona State Bar  # 023897

Websites & Blogs

LifePlan Legal

Social Media


LifePlan Legal AZ
LifePlan Legal Office 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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