Call us: (480) 776-6060

Protect Your Family With a Comprehensive Estate Plan

Estate Planning for every budget.

Estate Planning is not one-size-fits-all.

Answer a few questions about you and your family and we'll match you with the level of planning best suited for you.

Our Estate Planning Services

The passage of the 2017 Tax Cuts and Jobs Act means that estates of up to $10 million pay no estate tax; many clients are shifting from tax motivated strategies to probate avoidance, ease of administration, asset protection and wealth preservation structures.

Higher net worth clients often desire an emphasis on tax reduction and incentive provisions. We understand the importance of integrating your family dynamics, business plans, asset protection desires and tax planning needs.

Whether you need a basic estate plan or have a need for more sophisticated strategies, we can help you by designing customized estate plans that disinherit the IRS and fit your family’s specific needs.

For too long estate planning and business formations have been viewed as a “forms practice.” We now see the “standard form” plans in court, or worse, under IRS scrutiny. Don’t buy paper! As professionals, we deliver smart legal advice that is specially outfitted for your unique circumstances.

 

  • Beverley Avatar

    A+ HIGHLY RECOMMEND My experience with Mr Sorrell and his knowledgeable staff has been superb. Whitney and his paralegal Ben went above and beyond my expectations. They truly do care about their clients and their needs. I am amazed and grateful at the attention to details & dedication that was given towards securing my future. Thank you guys SOOOO much!!!

    Beverley 11/13/2016
  • Claude Z. Avatar

    Whitney came highly recommended by our lawyer in St Charles, Il. He is an excellent listener and asks insightful and thought provoking questions to best understand our intent. Attention to detail and planning for all contingencies is reflected in all his work along with his ensuring we had a thorough understanding of our finished plan.

    Claude Z. 6/15/2016
  • Nancy Avatar

    Excellent Attorney Mr. Sorrell was recommended to us by another estate planning attorney. He was thorough, very knowledgeable and gave us excellent suggestions along with guidance for our decision making. Throughout the process he was enjoyable to work with and we are totally happy with the resulting trust product. I would certainly recommend him to anyone seeking to create a will or trust.

    Nancy 4/08/2016
  • Claude Avatar

    Estate Plan Whitney came highly recommended by our lawyer in St Charles, Illinois. He is an excellent listener and asks insightful and thought provoking questions to best understand our intent. Attention to detail and planning for all contingencies is reflected in all his work along with his ensuring we had a thorough understanding of our finished plan.

    Claude 3/09/2016
  • Bob Avatar

    Very helpful in setting up entire family estate planning. Highly recommend Whitney Sorrell for estate planning. I have hired him on several occasions for personal and business matters and gone above and beyond my expectations. Thank you Whitney.

    Bob 12/10/2015

We can help you protect your family with:

  • Traditional Estate Planning
  • Living Trusts & Wills
  • Advanced Estate Tax Planning
  • IRA/401(k) Assets
  • Family Limited Partnerships
  • Asset Protection Planning
  • Special Needs Trusts
  • Multi-Generational "Dynasty" Plans
  • Family Business Succession Planning

The Key Benefits of Working with Us

Experienced
Staff

Customized Planning Options

Integrated Estate, Tax & Business Planning


Call Us: (480) 776-6060

While others describe an estate plan with a list of documents, we believe that when choosing an attorney you are not just “buying paper.” When you hire an estate planning lawyer you are choosing the counselor who will design and draft the plan your family must live with after you are gone. You are choosing the advisor upon whom your loved ones will depend at their most difficult times. And you are creating a relationship with an attorney that should last beyond your lifetime.

Sorrell Law Firm, PLC has a reputation for its excellence in designing integrated and comprehensive “living trust” based estate plans. In fact, we taught the course to other lawyers!