Arizona’s Friendliest Estate Planning Firm
Make tough conversations easier with our estate planning attorneys. Wills, Trusts, Medicaid Planning, Asset Protection and more. Get started with a free consultation.
Everyone wants to protect something: whether it is their children’s futures, their own assets, or both. However, sometimes it is difficult to think and talk about a future where your family is there without you.
Ignoring it is not an option.
Without guidance, however, it can be awkward to address these tough but important areas. Whether you are a high net-worth individual, business owner, a working professional or retiree already, our Phoenix estate planning attorneys make the estate planning process easier with:
- Expert advice: Decades of legal experience; featured on ABC News, NBC News, FOX News, and AZCentral.com.
- Unlimited access: as many phone calls, emails, meetings, and reviews as it takes.
- No fee surprises: Fixed-fee pricing for all services with absolutely no hourly rates.
- Free guidance: Free estate planning seminars to fill in your knowledge gaps.
Same great people. New name and more resources for you.
We are thrilled to announce the next chapter of our law firm. Phelps Estate Planning is now Trajan Estate!
We are joining hands with Trajan Wealth to bring even more capabilities to both firms. By combining our two organizations’ resources, Trajan Estate can provide even more innovative answers to help protect your assets and family.
What does this mean for you? It’s business as usual; only now we have new access to even more wealth planning knowledge and solutions to help you.
What does this mean for us? Our entire staff is now a part of the Trajan family! Our home office will remain in Gilbert with satellite locations throughout the State of Arizona and Utah, and our story continues…
Joining forces with a company as passionate about our clients’ success as us is what takes us into the next chapter in our storybook. Stay tuned to see where our growth takes us from here!
Estate Planning Services
Living Trusts & Wills
Set up a will or revocable living trust (recommended if you have assets over $75,000) and look to the future with more peace of mind.
LLC Formation
Looking to start a business in Arizona? Simplify the process of setting up a Limited Liability Company and get off to the right start.
Asset Protection Planning
Want to protect what you have worked so hard to accumulate from predatory lawsuits? An asset protection plan can do just that.
Estate Tax Planning
You have worked hard all your life and paid considerable amounts in tax. It is only fair that you try to preserve what you have left.
Charitable Deduction Planning
Gain clarity into the regulations for charitable tax deductions so that you can optimize your income and estate taxes.
Private Foundation Formation
Contribute to a foundation and you’ll benefit from a charitable tax deduction. Set up a private foundation for your chosen causes.
Business Succession Planning
What happens to your business after you or your business partner retire or suffer disability or death? Plan the future of your business after you are gone.
Retirement Account Trusts
A retirement trust can be a tax-effective way to maximize the assets you leave behind for your children and other beneficiaries.
Gun Trusts
Adding a gun trust to your estate plan can protect loved ones from problems concerning firearm ownership after you are no longer around.
Testimonials
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!
We had known for many years that we needed an estate plan but just never got around to doing it. We immediately felt like they “got” our unique family situation and knew just what to do. We wish we had done this sooner but what a great feeling it is to know that what we worked so hard for all these years will be protected and go to the right people when it’s our time.
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!
For years my husband and I thought about creating a living trust but had assumed the process would be confusing, expensive and time-consuming. We could not have been more wrong. We attended two online Zoom meetings where they explained what a trust is, why it’s important to create one and how to go about doing so. They were able to gather the information needed to create our trust from just these two online meetings plus the final in-person meeting to sign documents.
Kent is an exemplary advocate for his clients. It is an honor to have worked with him and witness his high ethical standards.
We put together a complete estate plan in just three one-hour meetings. The meetings were well organized and planned by the attorney. The concepts and legal terms were all well explained by giving real-world examples. The staff is easy to work with. They went out of their way to make it an enjoyable experience.
As seen and heard on
Attorney Profile
As a second-generation estate planning attorney and entrepreneur based in Gilbert, Arizona, Kent Phelps combines extensive experience in estate planning with acute business insight.
High-net worth individuals, business owners, professionals, and retirees receive simple but powerful advice on the often-complex question of how best to protect their families into the future.
