Protect Their Future

With Quality Estate Planning

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 will and last testament

Receive $500 Off


Click or call for this limited time offer!

Call 1 (800) 838-3079

Schedule a free consultation

Make sure to mention this offer for $500 off a living trust estate plan*

*Limited time offer for new clients only. No cash value and non-transferable. Must attend an appointment within 30 days of initially contact Trajan Wealth to qualify.

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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 important benefits of setting up a living trust as opposed to a will, namely:


Unlike a Will, assets included in a living trust are not subject to probate.


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

Greater Privacy

A living trust is more secure than a Will as it remains a private document.


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

Trajan Wealth CEO Jeff Junior and CEO Kent Phelps

Trajan Wealth CEO Jeff Junior and CEO Kent Phelps

Friendly, Experienced, And Unique

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 recreate a comprehensive end-to-end plan.

Our Comprehensive Services

ESTATE Planning

Our estate planning attorneys can create or update your plan. We focus on all aspects of estate planning – from living trusts, wills and powers of attorney to asset protection, Medicaid, and business succession.


With collaboration between our fiduciary and legal teams, Trajan Wealth builds and monitors portfolios customized to help clients achieve their financial goals.

Retirement Planning

From guaranteed income to 401k rollovers, Trajan Wealth is a full-service independent agency that can help plan your retirement.

Estate Planning Made Easier

We’ll Guide You STEP BY STEP


Schedule your complimentary introductory meeting with an experienced estate attorney.


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


Our legal team works closely with you to implement your estate plan so it actually does what you want it to do should something happen.


Not all trusts are created the same. Many discount versions don’t ensure the trust is properly funded or coordinated with financial institutions. At Trajan, that’s included, along with many other solutions.

Estate plan for family

Keep Protecting Them

Move forward by scheduling a free consultation to explore the details and create or update your plan. Our estate attorneys only practice estate planning. They focus on living trusts, will, power of attorney, advance medical directives, asset protection, long-term care(Medicaid), business formation, business succession and charitable planning. Plus, our flat fee model ensures there are no surprise bills.