Allison Kierman Estate Planning

Gilbert Estate Planning Attorney

Guiding Gilbert Families Through Every Step of Estate Planning

Top Rated Estate Planning Attorney in Gilbert

As a top-rated Gilbert estate planning attorney, Allison Kierman is dedicated to helping clients prepare an estate plan that aligns with their wishes and secures their family’s future. She offers a wide range of services, from simple wills to comprehensive trust and estate plans, ensuring all your needs are met. At Kierman Law, Allison understands that regardless of the size of your estate or the value of your assets, a well-crafted estate plan is essential.

Without proper estate planning, your children may lack guardianship, guardians may struggle financially to provide for your children as you intended, and your assets could be heavily taxed or delayed in probate. Ensuring the future well-being of your family and the preservation of your legacy is one of your most crucial responsibilities. Let Kierman Law guide you through the process and ensure peace of mind for you and your loved ones.

Gilbert Estate Planning Services

Asset Protection

Asset Protection

Asset protection planning is an important step in the estate planning process, regardless of age, health, and wealth.

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Business Planning

Business Planning

We help families protect their businesses and make generational transfers to ensure the continuity and lifespan of the family business.

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Financial Directives in Times of Emergency

Financial Directives

A Financial Power of Attorney (FPA) allows you to select a person to be responsible for managing your estate if you become mentally incapacitated.

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Medical Directives in Times of Emergency

Medical Directives

It is important to be proactive and select a medical agent and set up your advance healthcare directive should you or a loved one fall ill.

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Prenuptial Agreement

Prenuptial Agreements

Finalizing a prenuptial agreement is a significant step towards protecting your financial future and ensuring peace of mind for both you and your spouse

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Temporary Guardianship of a Minor

Temporary Guardianship of a Minor

If your children will be in the care of someone else, you should assign Temporary Guardianship.

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Temporary Guardianship of Pets

Temporary Guardianship of Pets

If you intend to be out of town without your loved pets, you should assign Temporary Guardianship

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Will icon

Trusts

Protecting Your Assets and Ensuring Your Legacy

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Wills

Secure Your Legacy with a Proper Estate Plan

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Why Allison Kierman?

  • Experienced and Trusted: Over a decade of practice in the Gilbert and Scottsdale area, with a focus on wills, trusts, estate processes, and probate litigation.
  • Personalized Service: Offers tailored solutions for families, understanding the complexities and sensitivities involved in estate planning while ensuring clients receive individual attention.
  • Comprehensive Support: Collaborates with financial planners, accountants, and other advisors to offer comprehensive planning for asset distribution, minimizing taxes, and protecting assets,
  • Community-Oriented: Actively involved in numerous community organizations, reflecting her dedication to service and leadership.
  • Family-Centric Approach: As a mother and pet owner, Allison empathizes with clients’ needs for family and pet estate planning.

Latest Updates

How To Prove You Are Mentally Competent For Your Will or Trust
January 16, 2025

How To Prove You Are Mentally Competent

Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might …

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allison kierman
January 15, 2025

An Invalid Will

Recently, a client brought in a will he believed was valid, but it wasn’t properly executed and didn’t include all the children. When I explained the probate court wouldn’t accept …

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New Resource for Jewish Families
January 14, 2025

New Resource for Jewish Families

In the Jewish community, certain life events, such as the passing of a loved one, require a great deal of attention to detail—especially when it comes to organizing a shiva. …

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Allison's Client Testimonials
I was referred to Allison Kierman and was so thrilled to work with her. It was a great experience for me to speak with someone so knowledgeable and professional and answering all my questions every step of the way. Everything was explained to me and I clearly understood any additional responsibilities on my part. I would look forward to working with Allison in the future. A 5-star experience, hands down.
Sonja C.
Outstanding experience using Kierman Law. Very experienced, insightful and pleasant Trust and Will Lawyer. Turn around time on drafts was timely. Business is well run with an organized office headed up by a competent Paralegal. With astute legal guidance, Allison resolved a potential expense error in an existing Trust I had. The final project was delivered in a well organized document.
Randy C.
We recently decided to redo our revocable trust created three decades ago. Ms. Kierman is not only an outstanding individual, she is an exceptional attorney. Having interacted with far too many attorneys in our careers, we were especially honored to work with such a trustworthy, competent and thoughtful individual. Allison Kierman is the attorney you want to establish your legal plans.
Tom and Bo
When I was a practicing attorney, I took part in many real estate closing transactions. Allison is one of the most organized, patient, and diligent attorneys that I have ever seen. The process of estate planning with Allison was clearly explained, smoothly orchestrated, and completed in a timely manner.
VS
We had the pleasure of working with Allison Kierman to create our will and trust. We were overwhelmed on what we needed to do and where to start. Allison walked us through every step and explained each thing we needed to think about and plan. She gave us time to discuss what we wanted and there was never any pressure to hurry up and decide. She was very flexible to work with and made it so easy to meet and create our plan.
Jeff and Karen M.
We went to Kierman Law to establish a trust and are very happy we did. Allison handled matters professionally and efficiently. We required only a few meetings, with draft documents sent electronically in-between that we could read over carefully on our own. She answered all the questions we had, in-person and via email, and walked us through the nuanced issues. I highly recommend Kierman Law.
Seth Pruitt
Allison is a very professional and very well mannered lawyer. I had family emergencies and work priorities I needed to attend to and she was always so accommodating. Meeting with her was a very pleasant experience and a learning experience as well. She allowed my daughter who lives in Kentucky to be in the conversation through facetime. She patiently addressed our questions and concerns and made sure we understood everything.
Susan Roman
Our experience at Kierman Law was beyond expectations. Every question was answered, we were guided with exceptional knowledge and expertise which made us have great trust in the relationship.
We were treated respectfully and our meetings were casual and comfortable. The staff was helpful and accommodating. We would highly recommend Kierman Law.
Holley Mackey
Allison is truly exceptional to work with. Her expertise and professionalism shine through in every interaction. She has a remarkable ability to demystify the intricate world of trust establishment. Allison used clear and concise language that removed any confusion or apprehension. She patiently answered all our questions and ensured we felt confident in every decision we made regarding our trusts.
T. Bradley Millner
I cannot speak highly enough of Allison Kierman. Within half an hour of meeting her, she proposed a plan that my dad was comfortable with and did so in a way that made sense. She answered our questions and made sure that the new plan was in line with his wishes. She did all this while treating him kindly and with respect. Most of all, she LISTENED to us It’s a bit of a cliche’ but you don’t need to look any further.
K W
Outstanding experience using Kierman Law. Very experienced, insightful and pleasant Trust and Will Lawyer. Turn around time on drafts was timely. Business is well run with an organized office headed up by a competent Paralegal. With astute legal guidance, Allison resolved a potential expense error in an existing Trust I had. The final project was delivered in a well organized document.
Randy C.
We recently had our will and trust updated by Kierman Law and were pleased with the entire process. Allison explained legal terms in everyday language we could understand and anticipated every possible future scenario. She is professional but very down to earth. The signing was fast and efficient, and it was wonderful to receive our organized binder of documents. We have tremendous peace of mind now that it’s all done.
Germaine Cabe
I recently enlisted the services of Allison Kierman for estate planning. She has created a very organized and thorough information-gathering process, which also provided me with alternate ways to think about my estate and the manner in which I wanted to ensure my plans were handled. Her knowledge and demeanor provided a very comfortable environment that made it easy to openly ask questions and discuss concerns.
Sherrie Clark

Affiliations and Awards

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2023 PJN Readers Choice Winner
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Scottsdale Airpark Best of 2022

FREQUENTLY ASKED QUESTIONS

A will is a document where you name a personal representative or executor. Wills name the person who collects all of your accounts and property, pays your outstanding debts, and distributes your money and property to those you have named, specify who will receive your accounts and property, and name a guardian for any minor children.

A living will, also known as an advance directive, is your lesson plan for communicating your specific wishes regarding end-of-life decisions. Carefully considering your desires regarding life-prolonging procedures and clearly communicating them to your chosen medical decision-maker is imperative

A revocable living trust (RLT) is a trust you create during your lifetime. You can change this trust at any time until you become incapacitated (unable to make your own decisions) or die. An irrevocable trust is a type of trust that cannot be modified or revoked once it is created. This means that once assets are placed into the trust, they are no longer considered the property of the grantor and cannot be taken back

A revocable living trust is a great foundational tool to save time and money and maintain your and your loved ones’ privacy after you become incapacitated or die. However, because you, as trustmaker, would typically serve as the initial trustee and have the power to change or revoke the trust, there is little that can be done to shelter the trust’s accounts and property from your personal creditors. The trust is merely an extension of you.

If you are concerned about protecting your accounts and property from your creditors or lawsuits, there are other types of trusts that can be used. These trusts would typically have someone else act as trustee and restrict the amount of authority you have to manage the trust’s accounts and property. In some cases, the trust may even restrict your ability to benefit from the trust’s property. Protecting your accounts and property usually requires that you give up control, so you must think carefully before implementing this type of strategy. It is also important to note that if you know that you will be a party to a lawsuit or have a creditor trying to collect a debt, it is too late to move money and property into a trust. Asset protection tools need to be put in place before any troubles occur, or else you could be guilty of making a fraudulent transfer in an attempt to defraud creditors.

Yes, you can include pets in your estate plan. It’s important to determine who will care for your pets and to decide if you need to set aside funds to care for your pets as well.

Selecting a caregiver for your children in case you are unable to do so is a tough decision. While no one can match your love for your kids, it is important for you to choose their guardian rather than leaving it up to a judge. If you do not designate a guardian, the judge will decide based on state law and the guardian’s courtroom demeanor, lacking the personal knowledge you possess about the potential guardian.

When picking a guardian and alternate guardians, think about if they share your beliefs regarding religion, do they have experience raising children, can they handle the financial and time commitments, do they have the physical health and stamina to take on this responsibility, and if your children will have to move to a different state.

An ethical will is a document that explains why you have made estate plans the way you have. It is not a legally binding document, it is not used in probate court, nor does it divide your assets the way you want. It is mearly an expression of your wishes and your intentions.

After you have finished your estate plans you need to keep the original ink signed document, especially if you are going to have to probate the will. For trusts or powers of attorney, you can function with an executed copy.

We have offices in Scottsdale and Chandler and service the entire Valley area.

Contact a Gilbert Estate Planning Attorney

Contact us today to schedule a consultation with Gilbert estate planning attorney Allison Kierman to help you secure your family’s future.

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