Hours: Monday - Friday: 9 AM - 4 PM
We've been practicing estate planning for over 20 years and we've found that our clients truly appreciate the time and effort we put into every aspect of their plan. We're here to help you set up your family estate plan based on your wishes and that's something we don't take lightly.
At Watermark Estate Planning, we are here to listen to your needs and wishes and help you accomplish your goals in any way we can. We know that setting up a family estate plan can seem like a daunting experience but we are here to guide you effortlessly through the entire process.
With more than 20 years of experience, James is our lead estate planner. James is certified by the Supreme Court of Arizona as a Certified Legal Document Preparer. He is also the Director of Estate Administration and has helped settle scores of estates, both large
James was born and raised in Milan, Indiana. He received his Bachelor of Science degree
in Business Administration from Indiana
State University where he had major emphases in Finance, Economics and Risk Management. James is married to Molly and they have two sons (Tristan and Tanner) and one daughter (Ella).
To help individuals, families and small business owners create and maintain estate plans to allow for simplified distribution and protection for heirs, reduction/elimination of unnecessary fees/expenses and minimization of income/estate taxes.