Avoid probate court and make sure things go the way you want if something happens.
Work with our team to avoid unnecessary estate and income taxes
Protect what you’ve worked so hard for from your heirs’ creditors, bankruptcies, lawsuits, divorces and addictions.
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.
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.
Here to help with as many phone calls, emails, meetings, and reviews as it takes to ensure you feel confident about your plan.
With decades of legal experience, our team has been featured on ABC News, NBC News, FOX News, and Bloomberg Law.
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.
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.
Now is the time to take care of your loved ones.
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