About Four Peaks Planning, Inc.
We are licensed by Arizona's Supreme Court as a Certified Legal Document Preparer (CLDP #81353) to provide estate planning documents, such as living trusts, wills, power of attorneys and other related documents without the cost of an attorney.
FOUR PEAKS PLANNING, INC. (FPP) is unable provide legal advice. When meeting with clients we provide a variety of planning options and educate clients on the basics of estate planning by reviewing sample documents and answering general questions. If you decide you need an attorney, FPP has several qualified attorneys to refer.
Since March 2004, we have helped nearly 1,000 families across Arizona. Owner, Jamie Kahn, worked at one of Arizona's largest estate planning firms prior to starting Four Peaks Planning, Inc. and every year has found ways to improve the planning process and documents, primarily via feedback from new clients sharing their experiences with a loved one's estate.
By listening and working with clients and providing updates to clients, many of which are freely available on our primary website, our clients are well-protected.
Follow-up is essential in estate planning. With a living trust, desired assets must be transferred into the living trust before one's passing and it's easy for clients to procrastinate and forget these measures. FPP strives to keep in contact with all contacts to ensure the plan is functioning as intended. We also provide free assistance to those named in your estate plan.
We've built a solid reputation among local financial and insurance advisors and accountants, who regularly refer their clients to us. Referrals from existing clients and business via our organically-ranked website generate the rest of our business, allowing us to minimize marketing costs and pass savings along to our clients.
FPP is active in the community, particularly with local schools, such as Hancock Elementary in Chandler and Las Sendas Elementary in Mesa, to raise money for music, art and other programs.
About Owner Jeremy (Jamie) Kahn
Jeremy Kahn (Jamie)
Estate Planner / Owner
AZ Certified Legal Document Preparer #81352
Jamie was born in Fort Wayne, IN and raised in Milwaukee, WI. He attended the University of Wisconsin - Madison earning a Bachelor of Science Degree in Chemistry. The degree's heavy math and logic translate well to the Boolean logic, contingencies and probabilities that are a key part of estate planning. His parents teach college courses at various Wisconsin schools. Jamie's father practiced family law before moving into mediation.
Shortly after moving to Arizona in in 1999, Jamie joined a large estate planning firm in Scottsdale that provided estate planning, financial and insurance services. In 2004, Jamie started Four Peaks Planning, Inc. with the sole focus of estate planning. Jamie has been part of several area business development groups.
In his free time, Jamie has previously served on the Jr Board of Junior Achievement and as a volunteer youth basketball coach at the YMCA. Currently, Jamie is a youth soccer coach with Young Champions of America and a volunteer with Phoenix Philanthropists.
While getting to know each other, many clients have learned Jamie is an avid gardener and happy to share tips. In case his clients lose the notes they take, he recommends the book Square Foot Gardening by Mel Bartholomew, available at most bookstores; Baker Creek for fun and unusual non-GMO heirloom seeds; and these two planting guides for Maricopa County from the University of Arizona and Phoenix Gardening Calendar.
Complimentary consultations (approx. 60 minutes) Daytime, evening and weekend appointments are available via Zoom, in our Gilbert office or your home Valley-wide.
1760 E. Pecos Rd. #347, Gilbert, AZ 85295
Important: Please consult with Four Peaks Planning, Inc. or a legal professional before undertaking any actions. The information in this web site is provided with the understanding that the publisher is not engaged in rendering legal, tax or investment advice. While every attempt has been made to provide current and accurate information, neither the author nor the publisher can be held accountable for any errors or omissions. You agree not to hold any employee of LivingTrustArizona.com or Four Peaks Planning, Inc. liable for action you take from the information on this website. Copyright:
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