Meet Our Amazing Team

Caring, Focused & Original

Our Spectacular Ensemble of Consultants & Specialists

Meet Our World-Class Team

Family Tree Planning is your preferred Estate Planning & Trust firm in Phoenix & Scottsdale, Arizona. We provide the best estate planning services including probate, living trusts, wills, financial planning & insurance.

Jason P. Wootten

Jason P. Wootten

Principal

Mr. Wootten is the founding member of Family Tree Estate Planning, LLC and since 2005 has been dedicated to providing full service estate planning in the entire State of Arizona.

Robert Hammans

Robert Hammans

Director of Operations

Robert is the liaison between our estate planning consultants and our high net worth clients in all aspects of effective estate planning, asset transfer, document preparation and tax planning.

Natalija Staletovic

Natalija Staletovic

Office Operations Manager

Natalija oversees all aspects of client relations and strives to make every aspect of your interactions with the Family Tree Planning staff a 5-star experience.

Tim LaDuca

Tim LaDuca

Certified Estate Planning Consultant

Tim LaDuca specializes in annuity, life insurance and estate planning with a consultative approach to design a plan that is right for you & your loved ones.

 
Brad Mason

Brad Mason

Senior Estate Planning Consultant

Brad specializes in all aspects of estate planning striving to design plans that protect your assets & are right for your family legacy.

Craig Stolle

Craig Stolle

Estate Planning Consultant

Craig helps his clients understand the intricacies of estate planning, estate and trust administration, probate and estate taxation.

Alex Hill

Alex Hill

Estate Planning Consultant

Alex’s estate planning experience is in the areas of Living Trusts, POA’s, trust administration, and wills.

 
Jennifer Hammans

Jennifer Hammans

Certified Legal Document Preparer

Jennifer oversees all aspects of the legal document preparation across our client’s diverse estate planning needs.

 
Sherry Randell

Sherry Randell

Receptionist

Sherry is our receptionist and she strives to make every aspect of your interactions with Family Tree Planning a 5-star experience.

 
Brandee Nees

Brandee Nees

Case Manager

Brandee is our Case Manager and her area of specialty is Annuities and supports the Estate Consultants at Family Tree Planning.

 
Leandra Krist

Leandra Krist

Client Relations Specialist

Leandra is our Client Relations Specialist and supports the Estate Consultants & entire team at Family Tree Planning.

 
Chris Stolle

Chris Stolle

Funding Specialist

Chris assists clients with all funding details for any of their estate planning needs and is also an expert in life insurance matters.

 
Brody Ryan

Brody Ryan

Schedule Coordinator

Derek Brown

Derek Brown

Schedule Coordinator

Bob Perry

Bob Perry

Schedule Coordinator

Chris Griebel

Chris Griebel

Schedule Coordinator

Family Tree Estate Planning in Phoenix, Arizona

Family Tree Estate Planning is conveniently located in the North Phoenix area, just off Scottsdale Road & the 101 loop. Come & visit us at 6910 E Chauncey Lane, Suite 230, Phoenix, AZ 85054.
Conveniently located in 10+ Arizona Cities Near You:

Avondale
Chandler
Glendale
Lake Havasu
Mesa
Prescott
Payson
Phoenix
Scottsdale
Tucson
Yuma

Hours of Operation:

 Monday – 8:30 AM – 5:00 PM
Tuesday – 8:30 AM – 5:00 PM
Wednesday – 8:30 AM – 5:00 PM
Thursday – 8:30 AM – 5:00 PM
Friday – 8:30 AM – 5:00 PM
Saturday – Closed
Sunday – Closed

Ready to learn more?

Attend one of our informational Living Trust Seminar in a city near you or schedule a free in-home consultation with one of our experts.

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