Build, Protect, Preserve
You deserve an end-to-end service for your Denver estate planning needs. We’re happy to provide that at Trajan Wealth. Our legal team works under the same roof as our financial advisors. This means we provide wealth management and estate planning options, all in one place.
DEDICATED
Work with a team that works diligently to make sure no detail goes missed.
KNOWLEDGABLE
Work with a team with decades of legal experience and featured on ABC News, NBC News, and Fox News.
INSIGHTFUL
Colorado estate tax and other matters are in capable hands with our team.
Get Your Denver Estate in Order
Planning your estate involves many steps, so it’s never too early to start by meeting with our Denver estate planning attorneys.
Curious about what services we provide? Click any of the icons below to learn more about our personalized solutions for your present and future.
Living Trusts and Wills
Put together specific instructions so everyone is on the same page
Estate Tax Planning
Work with our team to maximize your bequeathments (and minimize unneccessary taxes)
Asset Protection Planning
Safeguard your assets, ensuring they go where you intend
Planning Ahead
Thinking ahead for your loved ones and your legacy helps your wishes become a reality. A living will puts together specific instructions for your assets and dependents in the event of your death or incapacitation.
Living Will Preparation
It’s a powerful document that needs to be prepared and handled carefully. Work with a Denver estate planning attorney who’ll meticulously put and keep your assets in order.
Living Trusts: Plan for the Best Possible Outcome
If you’re interested in living trusts, you should note that they’re not all created equal. In fact, some won’t offer you the protection it’s intended to have. Trust our Denver lawyers to prepare and provide living trusts that save effort, time, and money.
Here are a few questions we often get asked about our living trusts at Trajan Wealth, as opposed to discount trusts, to consider:
| Features | Our Trusts | Discount Trusts |
|---|---|---|
| Avoid probate (If properly funded) | YES | MAYBE |
| No charge for emails and phone calls with an attorney | YES | NO |
| Trust funding – including out of state property | YES | NO |
| No contest / alternative dispute resolution procedures | YES | NO |
| Coordination with banks/financial institutions | YES | NO |
| Integration of business interests with an estate plan | YES | NO |
| Communication with other professionals like CPA’s | YES | NO |
| Attorney – client relationship / estate planning expertise | YES | NO |
| Notifications of changes in the law | YES | NO |
| Solutions for clients with no children / no trustees | YES | NO |
| Advanced planning advice – charitable, business, etc. | YES | NO |
| Special needs provisions | YES | NO |
| Estate tax minimization provisions* | YES | NO |
| Creditor, divorce, substance abuse protection for heirs* | YES | NO |
| Sub-trusts – heirs can manage independently* | YES | NO |
| Trust protector provisions* | YES | NO |
*Additional legal work. A separate fee may be incurred.
Come to Our Denver Office
(…or Broomfield, or Loveland!)
Get your finances organized with our Denver wealth management team. Our complimentary introductory meetings can be done virtually or in person at one of our locations.
Trajan Wealth Colorado Locations
Denver, Colorado
6312 S. Fiddler’s Green Circle, Suite #300E
Greenwood Village, Colorado 80111
Comprehensive Services All Under One Roof
Beyond our Denver estate planning services, our team provides wealth management and retirement planning.
