Creating an Estate Plan Is Hard Enough Without Worrying If It Was Done Right
Download our free eBook: “Effective Estate Planning.” It’s your clear guide to protecting your legacy, avoiding legal pitfalls and passing on what matters most. Yours for free!
Download Now
Complete the form below for your copy!
"*" indicates required fields
Information is secure and never shared with unaffiliated parties. By clicking submit, you are opting in for Trajan Wealth to contact you by phone, email, and text. Please note phone calls are recorded for quality assurance. Standard text message and data rates may apply. You can opt out of text messages by responding STOP at any time. Please view our Privacy Policy for more details.
The Potential For Problems Is High
- Challenged wills that stall your wishes
- Family disagreements over what you intended
- Unmanaged digital assets getting lost or misused
- Lengthy and expensive probate proceedings
- Unexpected tax or legal burdens for your heirs
In this guide, you’ll learn:
- The essential components of a robust estate plan
- How to avoid common legal missteps that turn orderly plans into messy disputes
- Why working with a team that integrates legal counsel and financial advisors matters
Get your free copy now
Fill out the short form above and we’ll send the eBook straight to your inbox.
About The Author
As a second-generation estate planning attorney with two decades of experience, Kent Phelps has seen how even the best intentions can have negative results. Without considering estate planning, family members can be left in confusion, turmoil, or worse, after a loved one passes.
That is why his focus is on creating comprehensive estate plans that fulfill the wishes of professionals, business owners, and retirees – enabling a transition that protects the remaining beneficiaries.
His vision is simple and powerful: provide every client with an exceptional legal planning experience. With a decade spent in the courtroom as a trial attorney, Kent understands how to help clients and their families protect against predatory lawsuits and stay out of court.
Kent is recognized in the media as an estate-planning authority. He has been featured in ABC News, NBC News, FOX News and AZCentral.com.
Why Choose Trajan Wealth?
We bring together legal experts and fiduciary advisors under one roof. That means your estate-plan isn’t just legally sound. It’s aligned with your long-term wealth strategy. No silos. No surprises. Just a team working on your behalf.
