Protect your family from these unnecessary costs and hardships of probate

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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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.

Get Guidance from an Expert Attorney

OR request a free consultation by calling

1 (800) 838-3079

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.

Your Path to Peace of Mind

We'll do the paperwork and guide you step by step

1st Step

Schedule your complimentary introductory meeting. We will answer any questions you have, reviewing your goals, and give you guidance.

2nd Step

In our follow-up meeting, we go through a detailed fact-finding process. This includes learning more about your specific situation so we can tailor a solution for just for you.

3rd Step

Our team will review your current retirement strategy and level of market risk. Then we present you with customized options designed to protect and grow your investments.

Testimonials

Actual Trajan Estate client reviews

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.

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*Trajan Wealth, LLC offers financial advisory services as an S.E.C. Registered Investment Advisor. Legal services are offered through Trajan Estate in Arizona and Utah. Legal services are offered through an independent local attorney in other states.