The First Estate Planning Firm of Its Kind
Trajan Estate was the first traditional law firm in the United States to be approved with both attorney and non-attorney owners? By offering both wealth management and estate planning in one place, we eliminate unnecessary complications that just take up extra time.
DEDICATED
Work with a team that works diligently to make sure no detail goes missed.
KNOWLEDGABLE
Work with a team with decades of legal experience and featured on ABC News, NBC News, and Fox News.
INSIGHTFUL
Phoenix estate tax and other matters are in capable hands with our team.
Prepare for the Future With Our Services
Not preparing adequately for your future can result in a lot of unnecessary chaos, including familial disputes and Medicare spend downs. Make sure that doesn’t happen by enlisting our comprehensive estate planning services.
Read more below to learn how we actively support our clients!
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
Why Hire Our Phoenix Trust and Estate Lawyers?
Our dedicated team of Phoenix attorneys and support staff can handle the following:
- Analyze the issues affecting your estate and how to address them in your individual estate plan
- Draft a last will and testament that accounts for all of your assets
- Create a living will, including a durable power of attorney
…Even More Reasons to Hire Our Legal Team
Our Phoenix attorneys and support staff can also manage:
- Protection of your assets, including Medicaid eligibility for long-term care, in the event you move to a nursing home
- Take the proper steps to make sure you have control over your future medical care, including who becomes the decision maker if you become incapacitated
- Discussing if opening a trust is in your best interest, and if so, what type of trust is best?
Living Trusts: Are You Adequately Prepared?
Not all living trusts are created equal. At Trajan Wealth, we’re passionate about protecting you and your assets. Our living trusts are comprehensive, detailed, and customized to your specific needs during your time in Phoenix.
| 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.
It’s Time to Get Your Affairs in Order
It’s never too early to get your will in writing. If you’re looking for smart, dedicated assistance with estate planning in Phoenix, look no further than the team at Trajan Wealth. Complimentary introductory meetings are available virtually or in person at one of our Phoenix locations. Schedule an free appointment with one of our attorneys!
Trajan Wealth Phoenix Locations
Even More Services from Trajan Wealth
In all likelihood, you need more than estate planning services. To better serve our Phoenix clientele, we also provide wealth management and retirement planning services tailored to your circumstances.
