Trajan Estate Law Firm

Peace of mind through proper estate planning

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Not A TRAJAN Client? Join us!

A FREE WILLS AND LIVING TRUST SEMINAR

How to be sure you and your family are protected - even if you already have a trust.

COVID has changed our outlook on mortality and highlights exactly how important it is to have an up-to-date estate plan.
You and a guest are invited to join us for a complimentary dinner. We will share lessons learned during the pandemic and review the various methods of how families avoid the delays and legal fees of probate court.

Learn how a properly designed and maintained Living Trust Estate Plan can protect you and your family from these unnecessary hardships:

  1. Cost – On average, probate costs about 5% on your entire estate.
  2. Delay – On average, probate takes about 18 months.
  3. Loss of Privacy – Your financial & personal life will be made public.
  4. Loss of Control – The state decides how your assets get distributed.
  5. Family Conflict – Money is the #1 reason for divorce and infighting.

Reservations are required and seating is limited. The restaurant is following CDC safety guidelines. 

You've got Options

If you have more than $75,000 in assets or $100,000 in real estate, it’s important to know your state’s probate laws.  Make sure your loved ones don’t experience the nightmare called probate. Join us for a dinner seminar or make an appointment.

Trajan Wealth Dinner Seminar

JOIN US FOR DINNER

Find an upcoming date near you Below

Virtual Financial Appointment

OR ENJOY AN APPOINTMENT

Get your questions answered one on one

SCOTTSDALE, AZ: Morton's Steakhouse

September 21st @ 6:30 PM

FRISCO, TX: Perry's Steakhouse

September 21st @ 6:30 PM

SOUTH JORDAN, UT: The Wild Rose

September 28th @ 6:30 PM

RSVP BELOW OR CALL 1 (800) 838-3079

Not all Trusts are created equal! RSVP today to find out why.

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Information is secure and never shared with unaffiliated parties. To review our privacy policy click here.  We will call you to confirm your reservation or appointment time. Please note phone calls are recorded for quality assurance.

Trajan estate & Trajan Wealth

PARTNERS FOR YOUR BIG PICTURE

One of the biggest estate planning mistakes is the lack of communication between your legal and financial teams. That’s why we brought them together under one roof!

Trajan Estate enables collaboration between our fiduciary and legal teams to provide you with a comprehensive range of services for your financial needs. We can create an end-to-end strategy that will protect your family and your assets as well as achieving your goals.

 
Founders Jeff Junior and Kent Phelps

EXPERTISE

Jeff Junior, Trajan Wealth CEO

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

Kent Phelps, Trajan Estate CEO

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. As the CEO of Trajan Estate, his vision is simple and powerful: provide every client with an exceptional legal planning experience.

Kent is a lifelong resident of Arizona, graduated from Arizona State University, and earned his Juris Doctorate from the University of the Pacific. His multiple awards include the American Jurisprudence Award and the Order of Barristers.

EXPERTISE

Jeff Junior, Trajan Wealth CEO

Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations.

Kent Phelps, Trajan Estate CEO

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. As the CEO of Trajan Estate, his vision is simple and powerful: provide every client with an exceptional legal planning experience.

Kent is a lifelong resident of Arizona, graduated from Arizona State University, and earned his Juris Doctorate from the University of the Pacific. His multiple awards include the American Jurisprudence Award and the Order of Barristers.

Insightful

Receive simple but powerful advice on the often-complex question of how best to protect your family into the future.

Fiduciary investment session

Transparent

Fixed-fee pricing for all services with absolutely no hourly rates. We are here to help with as many phone calls, emails, meetings, and reviews as it takes.

one team

Holistic

A fiduciary advisor and lawyer will work together to create custom plans to protect your assets and family from probate and taxes.

Seating is limited at our seminars

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