Quality matters.Get A Comprehensive Estate Plan.
A Living Trust vs. A Will
Did you know that a Will by itself does not avoid probate? For most people who own real estate and have $200,000 or more in other assets, there is a better solution.
Avoid Probate
With a Living Trust, your heirs can avoid the delay, cost, loss of privacy, loss of control, and opportunity for family conflict associated with probate.
Plan for Disability
If you become incapacitated and are unable to manage your day-to-day affairs, you can identify ahead of time who has legal authority to manage your financial and medical decision-making.
Protect Your Loved Ones
With a trust, you can protect the assets you leave your loved ones from divorce, bankruptcy, lawsuits, and other financial crisis events.
Prepare For Your Future With Trajan Wealth
Trajan Wealth’s “under one roof” approach gives clients peace of mind knowing their financial plan is coordinated with their estate plan.
Dedicated
Work with a team that is passionate about providing an exceptional client experience.
Knowledgable
Our legal team brings decades of experience focused exclusively on trust & estate law.
Insightful
Our attorneys’ recommendations are based on your specific needs and objectives, with every plan custom-tailored to address each client’s unique circumstances.
Did You Know?
All Trusts Are Not Created Equal
“Discount trusts” and trusts prepared by attorneys who are not estate planning experts do not typically provide protections for your loved ones and can result in higher taxes for your heirs. These providers also do not typically provide the support you need to get your trust fully funded. At Trajan® Wealth, we provide our clients with top-shelf trust agreements and the support they need to get their trust fully funded.
Estate Planning Made Easier
We’ll Guide You Step-By-Step
Step One
Schedule and attend your fact-finding session with our legal team.
Step Two
Meet with an estate attorney who has a “heart of a teacher” to discuss your specific concerns and objectives and obtain the education you need to make informed decisions.
Step Three
Work with our legal team to finalize, execute, and implement your estate plan, and then enjoy the benefits of our flat-fee model where you will never be billed for emails, phone calls, or meetings necessary to provide you with the support you need.