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