ABOUT ALTA

Our Mission

ALTA Estate Services, LLC is dedicated to quality, detail, honesty and client satisfaction in the handling of all your estate and business planning needs. We are committed to providing you complete professional service at a fair price and peace of mind in our mutual efforts of accomplishing your goals.

Areas of Practice

Estate Planning / Asset Protection

Trusts, General and Medical Power of Attorneys, Probate and Trust Administration, and Asset Protection Planning

Business Planning / Asset Protection

Limited Liability Companies, Subchapter S Tax Planning Entities, Asset Protection and related Tax Planning and Filing

Long-Term Care / Asset Protection

Various Medicaid Asset Protection Trust Planning and Document Preparation

Our Team

Alyssa A. Marino

Certified Legal Document Preparer

Mark Fishbein

Senior Business & Estate Planning Administrator

Marc E. Fishbein

Associate Estate Planner/ Administrator

ALTA Credentials

Among other professional organizations and associations, ALTA Estate Services, LLC is a certified legal document preparer company licensed by the Supreme Court of Arizona. In addition, ALTA Estate Services, LLC has been an Accredited Member of the Better Business Bureau of Southern Arizona for 20 years with an A+ rating. In addition ALTA is associated with such private organizations assisting the community and people with special needs as Guardianship of Southern Arizona, Beacon Foundation and Linkages of Southern Arizona.

Testimonials

Gary H.
Gary H.
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Mark, thank you and your team for the wonderful work that you have done for me following the death of my wife, not to mention the moral support you've been. You are a brother! God Bless.
Erica M.
Erica M.
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The entire team at ALTA Estate Services was wonderful. What a great experience. They created all the documents that I needed for my estate planning and business set up including the necessary tax forms. They met with me frequently AT NO CHARGE! What lawyer does that. I am so glad to be working with ALTA Estate Services.
Julianne G.
Julianne G.
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Had a great experience with working with Alta Estate Services. Answered all my questions and concerns and made me feel educated on my parents estate planning. Would definitely recommend Alta to anyone looking for these services.
Seth J.
Seth J.
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I went to Alta Estate Services for my parents' estate plan 5 years ago. They did an excellent job creating the legal documents at that time. I was very pleased with the care and concern they showed my parents. They have at all times remained available for my different questions.
Janet W.
Janet W.
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We were referred to Alta Estate Services by a friend when we needed to update our estate planning. Mark met with us and explained the importance of asset preservation to ensure our designated beneficiaries would receive the maximum possible with minimum legal obstruction. He also assisted with out-of-state legal work that had not been properly filed. We frequently travel and if we had an accident or became ill we feel secure in the knowledge that family members would be made aware of our medical needs and any records or authorizations promptly provided.
Carl Z.
Carl Z.
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My experience with Alta and the whole team has been fantastic. My elderly parents set up a family trust with Mark 8 years ago and due to their declining health wanted to revisit the documents. Numerous updates were needed to several parts of the trust because of changes in the law. Mark and is son Marc both worked efficiently, thoroughly, and compassionately to make sure all my parent's wishes are legally documented and accessible when the time comes. I can't say enough about the amazing personal treatment we were given throughout the process. I highly recommend Alta Estate Services!
Hunter W.
Hunter W.
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Alta and Mark really helped me while in a rush. They are a great company with a lot of industry knowledge where advice was needed. I was able to get my LLC filed very fast with their assistance and know I am represented by a great team. Thank you!
Trish K.
Trish K.
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I worked with ALTA Estate Services to set up my estate and business plan. They were extremely helpful, full of information and followed through on their document preparation in a timely manner and at a reasonable cost. I have had bankers and lenders review my documents for various business and financial reasons and all have complimented the work completed by ALTA. This makes me feel comfortable and safe.
Loretta T.
Loretta T.
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When my husband passed away, i was left with a mess of legal issues. I was overwhelmed and scared as to my future financial security. Marc and alyssa worked closely with me to clear up all the issues. Sometimes I iwould just talk to them to calm myself down. They are more then my estate planners, they are my friends.
Lisa C.
Lisa C.
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Mark helped my Husband and I get our Estate Planning updated, we moved from Iowa to Arizona . Mark made changing things from one state to another very easy. We are very satisfied with the ALTA Estate Services, LLC .
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