Comprehensive Estate Planning
Your estate plan should meet your family’s unique needs, and now is the time to start putting your wishes onto paper. This work might seem overwhelming, but it doesn’t have to be! Start now with a complimentary consultation from an independent estate planning attorney.
- Over 20 years of experience -
Dedicated
Here to help with as many phone calls, emails, meetings, and reviews as it takes to ensure you feel confident about your plan.
Experienced
With decades of legal experience, our team has been featured on ABC News, NBC News, FOX News, and AZCentral.com.
Insightful
Receive simple but powerful advice on the often-complex question of how best to protect your family going forward, including complicated estate taxes.
Together We Build, Protect & Preserve Your Wealth
The great use of life is to spend it for something that will outlast it
– William James
How Can We Help?
It’s truly never too early to put these plans together. Our team prepares you and your loved ones for the road ahead. Click the icon to learn more about the personalized solutions we offer.
Work with our team to maximize your bequeathments (and minimize unnecessary taxes).
Estate Planning vs. Will
What is the difference between estate planning and a will? Well, think of estate planning as the umbrella term for your future plans. Between estate taxes, charitable giving, and living wills, there are a lot of considerations to navigate.
Conversely, a will is a document encapsulating your specific instructions for your assets and dependents in the event of your death or incapacitation.
Thinking ahead for your family is one of the best things you can do for them. At Trajan Wealth, you can work with an estate planning attorney to help untangle these needs, ensuring you and your loved ones are set up for a smooth journey ahead.
Not All Trusts Are Created Equal
Our lawyers set up living trusts to help you avoid costly and time-consuming problems down the road.
Features
our
Trusts
Discount Trusts
Our Trusts Feature:
No charge for emails and phone calls with an attorney
Trust funding – including out of state property
COORDINATION WITH BANKS/FINANCIAL INSTITUTIONS
Notifications of changes in the law and much more
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.
Clients Say...
Actual clients, no compensation for testimony. No conflicts. Statements given to Trajan Wealth employees directly or from Google. Click here for our Google profile.
SCHEDULE YOUR FREE CONSULTATION FOR ESTATE PLANNING SERVICES.
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