Spirit West Certified Planning, LLC Employee Directory

Legal ServicesArizona, United States2-10 Employees

Spirit West Certified Planning, LLC operates within the legal services field, offering estate planning options designed to help clients manage asset distribution and avoid probate, while aiming to keep control within the family. Its services include creating Arizona Living Trusts, Wills, Powers of Attorney, and living wills, with additional offerings such as Special Needs Trusts and IRA Beneficiary Trusts to address specific family and financial planning needs. The firm serves families across Arizona, with a presence in several cities including Scottsdale, Phoenix, and Tucson, and positions itself as a resource for new residents, changes to existing documents, and individuals seeking timely planning actions. Based in Scottsdale, the company operates in a context where allied services are available through affiliated entities, providing investment advisory and insurance products alongside its estate planning offerings. A recent development noted is the expansion of service coverage across multiple Arizona communities, reflecting its intent to support a broad client base within the state.

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