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Phoebe Moffatt

Estate planning Attorney at Scottsdale, AZ

5.0   11 reviews

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About Phoebe

Learn Phoebe’s areas of practice.

3
Practice areas
  1. Estate planning
    34%
    Phoebe Moffatt concentrates her practice on estate planning, including the preparation of revocable living trusts, wills, health care powers of attorney, durable powers of attorney, irrevocable life insurance trusts, and other revocable and irrevocable trusts. Each client situation is unique. That is why each estate plan Phoebe Moffatt prepares is tailored specifically for her client based on her client's life circumstances, family situation, personal and business assets, and goals.

    25 years

  2. Probate
    33%
    Phoebe Moffatt provides guidance and assistance to fiduciaries in charge of administering a trust or an estate, including assistance with tax return preparation, guidance regarding collection of decedent's assets, paying decedent's liabilities, and distributing assets to the decedent's legal heirs and beneficiaries. In certain matters, Phoebe Moffatt acts as legal counsel for beneficiaries and heirs of a decedent. She also provides legal representation in guardian/conservator matters.

    25 years

  3. Trusts
    33%
    A trust by a written document can be created by an individual for the benefit of a beneficiary which designates a trustee to manage the property of the trust for the beneficiary. A trustee has decision-making authority over the trust property, and the court is usually not involved in the trustee's action. The person who creates the trust defines the scope of the trustee's power. There are many different trust types, such as revocable living trusts, irrevocable trusts, gift trusts, QPRTs, etc.

    25 years

 

My practice is concentrated in the areas of estate planning, trust administration, administration of decedent’s assets with/without probate, legal counsel for beneficiaries, representation in guardianship/conservatorship matters, preparation of estate and gift tax returns, and in some small business formation matters.  I am one of only 49 specialists in Estate and Trust Law as certified by the State Bar of Arizona.  I sincerely enjoy providing legal assistance in a caring environment for all my clients.

Licensed for 25 years
State AZ
Status Active
Acquired 1997
Updated 12/21/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Phoebe

Sacks Tierney, P.A.
4250 North Drinkwater Blvd. Fourth Floor
Scottsdale, AZ, 85251

Reviews

5.0 / 5.0
  11 customer reviews
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Posted by Wayne | October 15, 2018
This review is from a person who hired this attorney.
| Hired Attorney
She's the one you want in your corner...
My cousin passed away last year in Scottsdale and we needed to find a good estate/probate lawyer to handle the estate, which was fairly complicated...we hired Phoebe Moffatt and she was exactly who we needed to guide us through the twists and turns of Arizona probate law and the process of administering a complicated estate with many beneficiaries. I served as the Personal Representative of the Estate and Phoebe and her assistant, Cami Barnella, were always there for me, helping me every step of the way through a very challenging year. I can't recommend her highly enough - she is a consummate professional who cares about her clients...
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Posted by Donald ONeill | January 30, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Trust Planning..
I went in for a initial consultation and I was expecting a high-level 20 minute discussion on revocable trusts. Surprisingly, Mrs.Moffatt went over specific details and spent over an hour with me on my goals along with sketching out a plan to cover all my beneficiary's. She was very thorough, has a great personality and I would highly recommend this attractive estate planner. Given she is booked 10-days out, it gives an indication on her popularity with her clients..
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Posted by Nancy | October 8, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Review and Revision of Trusts
This past summer, I had the good fortune of hiring Phoebe Mofffat to review and revise my family's existing trusts. Aside from being delightful to speak with, she was timely, completely organized and attentive, communicated in a concise, clear manner, and her knowledge of the law was more than impressive. She accomplished quickly what I needed to achieve in a peaceful and comforting way. The planning documents that I was given at the end of our work together were meticulously organized and beautifully presented. I highly recommend Phoebe, and will refer her to everyone I know for their Trust and Estate Planning needs! She gives the legal community a great name!
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Posted by Dave and Sharon Becker | July 21, 2015
Estate Planning Professional
My wife and I recently completed an update to our estate plan. Phoebe Moffat was recommended to us along with other attorneys. We chose Phoebe after our initial visit based on her intelligence, professionalism, knowledge, experience and sincerity and interest in dealing with our questions and building a thorough understanding of our needs and desires. She and her staff were efficient, provided very good ideas and alternatives while explaining options thoroughly and in layman's terms. She was patient in explaining concepts and alternatives including future considerations. The whole experience with Phoebe was educational and comforting, knowing that our estate is effectively protected for ourselves, our children, and grandchildren.
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Posted by Dan | October 6, 2014
Mrs. Moffatt is the best in AZ for Estate Planning!
Phoebe was very professional, included all our requested changes and answered all our questions. She developed all the appropriate trusts for our situation, dual power of attorney, healthcare power of attorney. Our estate is now set up for every possible outcome that will protect our estate and still give our kids flexibility to continue the trust if their situation requires it. Her staff is very confident, nice, accurate and responsive.
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Posted by Steve | August 20, 2013
Intelligent, Pragmatic and Helpful!
Phoebe Moffatt is flat out fantastic to work with. She has an encyclopedic knowledge of the law and is obsessively up to date regarding legislation and upcoming tax law changes. Her delivered documents are well organized, flexible and very thought out. Our Family Trust and accessory documents were customized to fit our wants and needs, and at no time did I feel that I was paying for a boiler plate solution to our unique situation. I will be relying upon her advice for years to come.
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Posted by Patty | October 22, 2012
Complete confidence and reliability, intuitive, intelligent, informed and easy to talk to.
Phoebe Moffatt has helped my husband and me with our estate planning for us and our blended family. She has helped me with the duties and obligations I inherited taking care of my mother after my father's death five years ago. I have referred two couples to her for their own estate planning and they were both extremely impressed and relieved to have these sensitive documents executed with such professionalism. Phoebe specializes in living wills, estate planning and the complex medical issues that arrive with aging. When you hire her, you will also benefit from her very efficient legal assistant and the best professionals in other legal and fiduciary fields.
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Posted by Susan | October 16, 2012
Amazing Results
Phoebe managed to wrap up a previously mismanaged probate case in 3 1/2 MONTHS. My two prior attorneys couldn't complete the job in 3 1/2 YEARS! She was aggressive and smart against a bully attorney who intimidated the others. As a former accountant, I have never spoken with someone who was so quick to understand numbers. She managed this while being very kind and caring. Also, her paralegal, Cami, was just as competent. A pleasure to work with both of them.
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Posted by Jim | August 23, 2012
Competency at its best
Phoebe is one of the most professional and competent attorneys I have ever had the pleasure of working with. The depth of her knowledge in the area of estate planning is unmatched. Not only does she approach each client's issues with an astute legal mind, she takes a very genuine interest in each client's well being considering each and every concern a client expresses. I frequently refer Phoebe to my clients who are in need of estate planning. My confidence in Phoebe is such that she was the only one I would consider to handle my own estate plan.
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Posted by phil | January 17, 2011
Quality work product from a quality lawyer
I am a retired lawyer, having been in private practice in Arizona until I retired after forty years in 2002. Another estate planning lawyer prepared a complicated trust and pour over wills for my wife and me in 1998 before we met Phoebe, but we have both decided to ask her to revise and update our trust and wills in light of the recent tax law legislation. Phoebe received her training at a top Phoenix firm and has kept her knowledge of estate law up to date far and beyond what is required by the State Bar of Arizona. She will do our work and we would have no hesitation about referring her to any person who wants quality work at a fair price.
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Posted by Jolie | January 11, 2011
Lawyer review
We endorse this lawyer. We hired Phoebe to help us with our estate planning needs and she was incredible to work with. She explained the whole process to us every step of the way and made it very easy to understand. She also suggested things to us that we had not thought of and we feel very confident now that our estate and children's future will be protected. We would highly recommend Phoebe for any of your estate planning needs! Sincerely, James and Jolie Jessie
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Cost

Rates
  • Hourly Rates $ 150-350 per hour
  • Retainer Always
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Attorney
  • Snell & Wilmer, LLP
  • 1997 - 2005

Education

  • University of Memphis - Cecil C. Humphreys School of Law
  • JD - Juris Doctor with Phi Kappa Phi Honors
  • 1997
  • Arizona State University
  • Bachelor of Science, magna cum laude
  • 1990

Associations

  • Valley Estate Planners
  • Member
  • N/A
  • Arizona State Bar Probate & Trust Law Section
  • Member
  • N/A
  • Arizona Women Lawyer's Association
  • Member
  • N/A
  • Arizona Society of CPAs
  • Member
  • N/A
  • State Bar of Arizona
  • Past President, Young Lawyers Division
  • N/A
View all associations

Languages Spoken

  • English

Awards

  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2014
  • Super Lawyer
  • Super Lawyers
  • 2014
  • Top Lawyers
  • AZ Business Magazine
  • 2014
  • Listed
  • Best Lawyers in America
  • 2013
  • Super Lawyer
  • Super Lawyers
  • 2013
  • Top Lawyers
  • AZ Business Magazine
  • 2013
  • Listed
  • Best Lawyers in America
  • 2012
  • Super Lawyer
  • Super Lawyers
  • 2012
  • Super Lawyer
  • Super Lawyers
  • 2011
  • Super Lawyer
  • Super Lawyers
  • 2010
  • State Bar of Arizona
  • Certified Specialist in Estate & Trust Law
  • N/A
  • Staff Writer and Published Author
  • University of Memphis Law Review
  • N/A
View all awards

Publications

  • State Bar of Arizona
  • Ethical Considerations of Arizona Attorneys Handling Estate Planning Matters or Probate/Trust Administration Matters
  • 2007
  • University of Memphis Law Review
  • Spoliation in the Product Liability Context
  • 1997
  • Arizona State University
  • Women and Public Education
  • 1990

Speaking Engagements

  • National Business Institute
  • Top 7 Estate Planning Techniques
  • 2009
  • McQuillan Education
  • Probate Practice: the Essential Basics
  • 2008
  • Phoenix Tax Workshop
  • Summary of Economic Growth and Tax Relief Reconciliation Act of 2001
  • 2001

Attorney endorsements

Received (6)
Given (4)
Endorse Phoebe
Estate planning Attorney | Dec 03
Relationship: Worked together on matter
"I endorse this lawyer."
Unknown Attorney | Dec 07
Relationship: Other
"I endorse this lawyer."
Unknown Attorney | Dec 20
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Probate Attorney | Jan 10
Relationship: Fellow lawyer in community
"I congratulate this lawyer for her intelligent, thoughful answers to questions posted on avvo.com and will keep her in mind if I need to refer a client to an Arizona probate or trust attorney."
Estate planning Attorney | Jan 10
Relationship: Fellow lawyer in community
"I have known Phoebe for about four years. Phoebe is an outstanding estate planning attorney whose legal expertise is highly recognized by her peers. In addition to her technical knowledge, Phoebe puts her clients at ease by ensuring their plans are properly implemented which many estate planning lawyers fail to do. In addition to her thorough knowledge of the law, Phoebe is a creative and an effective advocate for her clients. I frequently refer clients to Phoebe and recently referred my own parents to her."
Estate planning Attorney | Jan 10
Relationship: Worked together on matter
"I endorse this lawyer. I have worked with Phoebe on an estate litigation matter. She is certified by the Arizona State Bar in estate planning and very knowlegable in her field. She takes a compassionate approach with her clients and always has thier best interests as the primary objective. She is an amazing attorney and I highly recommend her to my clients and anyone looking for an estate planning attorney!"
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Ethics and professional responsibility
Real estate