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Jason Wootten
Jason Wootten: Simplifying Estate Planning in Scottsdale, Arizona.
Jason Wootten is the CEO of Family Tree Estate Planning, LLC, a premier estate planning firm located in Scottsdale, Arizona. With over 17 years of experience in the field, Jason has established himself as a trusted expert in estate planning, wills and living trusts, and financial planning. His unique approach to simplifying complex legal and financial concepts has made him a go-to professional for individuals and families seeking to secure their financial legacies.
Early Career and Founding of Family Tree Estate Planning
In 2007, Jason Wootten founded Family Tree Estate Planning with a clear vision: to make estate planning accessible and understandable for everyone. Drawing from his background in finance and law, Jason recognized a significant gap in the industry – the need for clear, jargon-free communication about critical estate planning matters.
Expertise in Estate Planning
Jason's areas of expertise include:
- Wills and Living Trusts
- Estate Planning
- Financial Planning
- Probate Process in Arizona
- Asset Protection Strategies
His comprehensive understanding of Arizona estate law allows him to create tailored solutions for his clients, ensuring their assets are protected and their wishes are honored.
A Unique Approach to Client Education
What sets Jason apart in the competitive field of estate planning is his commitment to client education. He believes that an informed client is an empowered client. Jason's strongest quality is his ability to take complex subjects and explain them in terms that are easy to grasp. This approach has not only earned him a loyal client base but has also positioned him as a thought leader in the industry.
Services Offered at Family Tree Estate Planning
Under Jason's leadership, Family Tree Estate Planning offers a range of services, including:
- Comprehensive estate plan creation
- Will drafting and review
- Living trust establishment
- Financial planning and asset management
- Probate process guidance
- Free consultations for Arizona residents
Community Engagement and Philanthropy
Jason's commitment to education extends beyond his professional practice. He established the Jason Wootten Scholarship, a $2,000 award for U.S. students who demonstrate exceptional skills in simplifying complex ideas. This initiative reflects Jason's belief in the importance of clear communication in all fields of study.
Recognition and Professional Affiliations
Throughout his career, Jason has been recognized for his contributions to the field of estate planning. He is an active member of several professional organizations.
Personal Philosophy
Jason's personal philosophy, which guides both his professional practice and philanthropic efforts, is rooted in the belief that everyone deserves to understand and have control over their financial legacy. He often says, "A well-informed consumer is not only likely to do business with you but also likely to refer business to you."
