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.

ALL TRUSTS ARE NOT CREATED EQUAL

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.

Not all trusts are created equal. See why hiring a lawyer experienced in setting up living trusts and other aspects of your estate plan helps you avoid these costly and time-consuming problems.

Features

our
Trusts

Discount Trusts

Avoid probate (If properly funded)

YES

MAYBE

Trust funding – including out of state property

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

“Under one roof” benefits

YES

NO

Advanced planning advice – charitable, business, etc.

YES

NO

Solutions for clients with no children / no trustees

YES

NO

No charge for emails and phone calls with an attorney

YES

NO

Special needs provisions

YES

NO

Estate tax minimization provisions*

YES

NO

No contest / alternative dispute resolution procedures

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.

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

 – William James

Practice Areas

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FREE CONSULTATION

*Trajan Wealth, LLC offers financial advisory services as a S.E.C. Registered Investment Adviser and does not provide legal services. Trajan Estate, LLC is an estate planning law firm and does not provide financial advisory services.