Comprehensive Houston
Estate Planning

Making plans for your Houston estate should meet the unique needs of you and your family, whether they’re nearby or in another state. Seems overwhelming? It doesn’t have to be! Start today with a complimentary consultation from an independent Houston estate planning attorney. We know the area and its regulations well, and can start putting your wishes onto paper.

Dedicated

Our Houston fiduciary advisors are in two convenient locations. We’re here to help you for as long as it takes to ensure you feel confident about your plan.

knowledgeable

We have decades of legal experience here in Houston, with members of our team featured on ABC News, NBC News, Fox News, and AZCentral.com.

Insightful

Texas has no inheritance or estate taxes, but other states and the federal level do. Receive simple but impactful advice from our Houston fiduciary advisors on how best to protect your family’s wealth going forward.

Let’s Build, Protect & Preserve Your Wealth Together

You deserve a best-in-class, end-to-end service for your Houston estate planning needs. We’re happy to provide that at Trajan Wealth. Our legal team works under the same roof as our financial advisors. This means we provide countless wealth management and estate planning options, all in one place.

Get Your Estate in Order

Planning your estate involves many steps, which means it’s never too early to get started. Our team of Houston fiduciary advisors will prepare you and your family for what’s to come with our proven estate planning process.

Click any of the icons below to learn more about our personalized solutions.

Living Trusts and Wills

Put together specific instructions so everyone is on the same page

Estate Tax Planning

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

Asset Protection Planning

Safeguard your assets, ensuring they go where you intend

Writing Up a living will VS. Houston Estate Planning

You’ve likely heard of a living will before. That’s the legal document that encapsulates your specific instructions for your assets and dependents in the event of your death or incapacitation.

So, how does estate planning figure into that process?

We like to think of estate planning as an umbrella term for your future plans, of which a living will is just one aspect. Between estate taxes, charitable giving, and your living will, you’ll find you have a lot of considerations to navigate.

Planning for the Future

Thinking ahead for your family is one of the best things you can do for them. At Trajan Wealth, you can work with a Houston estate planning attorney in Sugar Land or The Woodlands to ensure you and your loved ones are ready for a smoother financial journey.

Get Started on Your Houston Estate Planning Today

Estate planning can feel overwhelming, especially when your wealth and inheritances may be spread far outside the Houston area. By starting with Trajan Wealth today, you can start breaking it down into manageable steps and enjoying the peace of mind that comes with your Houston retirement plans. Contact us to begin your free consultation with the Houston fiduciary advisors at Trajan Wealth.

Are you interested in a living trust? Our Houston lawyers have crafted trusts that help you avoid costly and time-consuming problems that arise with other discount trusts you may be considering. Here are a few FAQs for our living trusts at Trajan Wealth:

Features

our
Trusts

Discount Trusts

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.

Visit one of our Houston offices

If you’re looking for help with retirement planning in Texas, look no further than Trajan Wealth. Complimentary introductory meetings are available virtually or in person at one of our Houston offices. Ready to get started? Schedule an appointment with our team.

Trajan Wealth Locations in Houston

Sugar Land, Texas

2245 Texas Dr, Suite 300
Texas 77479

The Woodlands, Texas

1790 Hughes Landing Blvd, Suite 400
Texas 77380

Even More Services from Trajan Wealth

Our Texas fiduciaries don’t stop at estate planning. We also offer wealth management services and retirement planning. Schedule a free consultation now!