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

We’ve always been forward-thinking. Trajan Wealth was the first Advisory firm approved by the Arizona Supreme Court to provide in-house attorneys to serve their clients better.  We created Trajan Estate in Arizona and Utah to offer holistic services, and in other states, we work with independent estate planning attorneys.

Utah Regulated Law Firm Badge

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.

Put together specific instructions so everyone is on the same page.

Work with our team to maximize your bequeathments (and minimize unnecessary taxes).

Safeguard your assets, ensuring they go where you intend.

NOT ALL TRUSTS ARE CREATED EQUAL

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

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.

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.

SCHEDULE YOUR FREE CONSULTATION FOR ESTATE PLANNING SERVICES.

*Estate planning services are offered through Trajan® Estate, LLC in Arizona and Utah.  Estate planning services are offered through Estate Lawyers, PLLC, in other States.

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