COMPREHENSIVE

And Friendly

Estate Planning, Probate and Medicaid Services

Preparation of your estate plan should be driven by your objectives, not ours. Experience our unique approach to estate planning. Schedule a free consultation with one of our experienced attorneys in Arizona or Utah.

- Over 25 years of experience -

Our Services

Living Trusts and Wills

Avoid probate court and make sure things go the way you want if something happens.

Estate Tax Planning

Work with our team to avoid unnecessary estate and income taxes

Asset Protection

Protect what you’ve worked so hard for from your heirs’ creditors, bankruptcies, lawsuits, divorces and addictions.

Elder Law

Meet long-term health care needs with Medicaid planning that provides the long-term care you need while preserving your home and other valuable assets.

Probate and Trust Administration

After losing a loved one, the amount of work required to administer their estate can be intimidating. We’re here to guide you through the post-death administration process when probate is necessary and when it’s not.

Forward Thinking
And Full Service

We’ve always been forward thinking. Trajan Estate was the first law firm in the United States to be approved by the supreme courts of two states (Arizona and Utah) as a law firm with a combination of attorney and non-attorney owners. Common ownership with our sister company, Trajan Wealth, puts us in the unique position to be able to provide our clients with integrated estate and financial planning solutions under one roof.

Why Choose Us

Dedicated

Here to help with as many phone calls, emails, meetings, and reviews as it takes to ensure you feel confident about your plan.

Experienced

With decades of legal experience, our team has been featured on ABC News, NBC News, FOX News, and Bloomberg Law.

Insightful

In our first meeting with you, we “put our big ears on” and listen. We strive to understand your concerns and your objectives about how you want things to go should something happen to you.

Convenient

We have multiple locations in Arizona and Utah to serve you. We also can speak with you virtually.

Service was amazing! It was easy, fast, and gave my family peace of mind. Highly recommended!

The consolidation of our estate planning, along with our investment planning under Trajan will be a great benefit not only for us, but also for our beneficiaries down the road.

Founders Jeff Junior and Kent Phelps

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SCHEDULE YOUR FREE CONSULTATION

Now is the time to take care of your loved ones.

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