TW – Comprehensive Estate Planning

Trajan Wealth

Quality matters.Get A Comprehensive Estate Plan.

Protect Their FutureWith Detailed Estate Planning

Preparing for the future is much more complicated than it used to be. Let our Trajan Wealth Estate Planning Attorneys and support staff take care of the details!

We can help you:

  • Understand the difference between a Will and a Trust
  • Assess your own circumstances to choose the right option
  • Create your Living Trust or your Last Will and Testament

Receive $500 OffOf a Living Trust Estate PlanClick or Call for this limited-time offer! Call Us!


A Living Trust vs. A Will

For most people, the first step in estate planning is to create a Will. But there are more comprehensive options, with better solutions. There are some substantial benefits to setting up a Living Trust instead of a Will, such as:

Avoid Probate

Unlike a Will, assets included in a Living Trust are not subject to probate.

Plan for Disability

If you become unable to look after your estate, your named successor can manage your financial affairs.

Enhance Privacy

A Living Trust is more secure than a Will because it remains a private document.

Prepare for Your Future With Trajan Wealth

Our comprehensive estate planning services list simplifies this process, taking the confusion out of estate planning forms and other potential roadblocks.

Build, Protect & Preserve:Estate Planning With Trajan Wealth

Work with a Trajan Wealth Estate Planning Attorney for end-to-end service. We place your personalized Estate Planning and Wealth Management all under one roof, making unnecessary complications and confusion a thing of the past.

Dedicated

Work with a team that works diligently to make sure no detail goes unchecked.

Knowledgable

Our team offers you decades of legal experience and only work on estate legal matters.

Insightful

Let’s plan ahead, to minimize the impact of taxes and other matters.

Estate Planning Made Easier

We’ll Guide You Step-By-Step

Step One

Schedule your complimentary introductory meeting with an experienced Estate Attorney.

Step Two

In our meeting, we learn about your specific objectives and custom-tailor solutions that accomplish your goals.

Step Three

Our legal team works closely with you to implement your Estate Plan so it actually does what you want it to, should something happen.

Did You Know?

 

Not All Trusts Are Created Equal

Many "discount" versions don't ensure the trust is properly funded or coordinated with financial institutions. At Trajan Wealth, that's included along with many other solutions.

It's About Time

The average probate takes about 18 months to resolve, but you just never know... Our attorneys have been involved in probate proceedings that have taken as long as 5 years!

Keep Protecting Them

Let’s move forward! Schedule a free consultation to explore your options and create your Estate Plan. Our Estate Attorneys focus exclusively on Living Trusts, Wills, Power of Attorney, Advanced Medical Directives, Asset Protection, Business Formation, Business Succession, and Charitable Planning. Additionally, our flat-fee model ensures that there are no unexpected fees or costs.

Schedule A FREE Consultation!