Jake Anthony Carlson

Jake Anthony Carlson is a multifaceted attorney located in Apache Junction, Arizona. Renowned for his leadership and engaging presentations, Jake is also the host of popular podcasts and an influential author in the field of estate planning.

Jake's educational background includes a law degree from California Western School of Law and an MBA from San Diego State University. His academic achievements are notable, having attended law school on a Creative Problem-Solving Scholarship and receiving the 2005 Outstanding Case Award for his exemplary MBA consulting project.

A licensed member of the State Bar of Arizona, Jake began his career in the nonprofit sector. He served as Associate Regional Director and National Major Gifts Counsel for the Boy Scouts of America National Foundation. These roles inspired his development of the Values-Based Estate Planning strategy now implemented at LifePlan Legal.

Jake has shared his expertise in estate planning with over 200 groups across 27 states, focusing on preserving legacies and protecting assets. As an author, he has penned over 100 articles on leadership, influence, and the Values-Based Estate Planning process.

Since 2014, Jake has hosted the Family Before Fortune and The Modern Leadership podcasts, interviewing numerous prominent executives. An adventure enthusiast, he has explored diverse cultures while living in 12 countries with his family, engaging in activities like volcano scaling, rock climbing, and scuba diving.