Quality Estate Planning

 Your estate plan should always be prepared in the way that best meets your family’s unique needs. Start planning now with a  free consultation from an independent estate planning attorney.

- Over 20 years of experience -

Friendly

Here to help with as many phone calls, emails, meetings, and reviews as it takes.

Experienced

Decades of legal experience; 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 into the future.

Forward Thinking

Trajan Wealth was the first Advisory firm to be approved by the Arizona Supreme Court to provide in-house attorneys to better serve their clients.  We created Trajan Estate in Arizona and Utah to provide holistic services. In other states, we work directly with independent estate attorneys. Let us help you build your wealth, protect, and preserve it!  

Utah Regulated Law Firm Badge

The great use of life is to spend it for something that will outlast it

 – William James

Practice Areas

Click the icon to learn more about the solutions we offer.

ALL TRUSTS ARE NOT CREATED EQUAL

Our living trusts include many options others don’t, including trust funding, bank coordination, sub-trusts, and much more.

Not all trusts are created equal. Our lawyers are experienced in setting up living trusts and other aspects of estate planning helps you avoid costly and time-consuming problems.

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.

FREE CONSULTATION

* Estate planning services are offered through Trajan Estate in Arizona and Utah. Estate planning services are offered through an independent local attorney in other states.

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