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Effective Estate Planning EBook

Protect your family

from unnecessary costs and hardships

Written by Trajan Estate attorney Kent Phelps, his guidance will help you avoid the seven most common and costly estate planning mistakes. Get your free copy today.

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Effective Estate Planning EBook

This comprehensive ebook is a straightforward guide to understanding how even the best intentions can have negative results when it comes to your estate. Yours for free!

Creating an Estate Planning Is Hard enough

Without Worrying if it was done correctly

The potential for problems is high:

  • Challenged wills
  • Family disharmony
  • Disagreement about the guardianship of children
  • Digital asset confusion
  • Long and painful lawsuits
  • High attorney fees

These are just a few of the potential problems that can devastate a family and your legacy.

Estate planning with a law firm that is aware of the risks puts you in a stronger position to pass on to beneficiaries exactly what you intend to pass on.

Kent Phelps

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.

Read Full Biography

Get Guidance

DOWNLOAD THE EBOOK

Or request a free consultation by calling

1 (800) 838-3079

Testimonials

Just a few minutes into our first meeting we had a high level of confidence that we had landed in the right place and knew we were in good hands. The entire experience – from the first meeting through the delivery of the final documents – was not only painless, but it was also pleasant!
- Randall & Julie F.
We felt like they really listened to us as we talked about our family and business and what we wanted to accomplish. They took the time to help us understand how living trusts and LLC’s work and how they can help protect our family and property. The fixed fee approach was very appealing to us. We were excited when we received our estate planning and LLC notebooks!
- Christine & Arvon J.
Actual clients. No compensation for testimony and no conflicts.

Experienced and Friendly

Trajan Wealth can help you prepare for retirement with custom wealth management and estate planning together. Save time and money. Lawyers experienced in setting up living trusts and other aspects of your estate plan help you avoid the costly and time-consuming problems of probate. In addition, the financial advisors at Trajan Wealth can create a custom retirement income plan and much more. Together, we can create a comprehensive end-to-end plan.

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Kent Phelps

Kent Phelps

CEO, COFOUNDER, AND ATTORNEY

Arizona

As a second-generation estate planning attorney with over 25 years of experience, Kent Phelps appreciates the positive impact a customized estate plan can have on his clients and the generations that follow. 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 has been admitted to the State Bar of Arizona. He received his Bachelor’s degree from Arizona State University, and his J.D. from University of the Pacific. Additionally, he is a member of the Wealth Counsel and the Arizona State Bar Probate & Trust Section.

Kent has been a Continuing Legal Education instructor on advanced estate planning topics. He has also received the American Jurisprudence Award, the Order of Barristers, and has his Silver Beaver Award from the Boy Scouts of America.

Kent is recognized in the media as an estate planning authority. He has been featured in ABC News, NBC News, FOX News and Bloomberg Law.

When Kent is not meeting with clients and growing the firm, he enjoys spending time with his wife, children and grandchildren. He’s determined to keep up with his kids while snowboarding and is an avid wilderness backpacker. Kent has backpacked to the bottom (and back out!) of the Grand Canyon 14 times.