Information contained on this website is intended as general introductory information only. The information contained on this website is not legal advice. It should not be construed as legal advice and should not be relied upon as such. No solicitor-client relationship arises as a result of accessing or reading the information contained on this website.
The information contained on this website was correct at the time it was posted. Be aware that it is possible there may have been subsequent changes to the law, which makes the information outdated at the time you are accessing it. If you need any specific legal advice, contact a lawyer.
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Trajan Estate, LLC is a licensed ABS estate planning law firm and does not provide financial advisory services. Trajan Estate, LLC’s principals are Kent Phelps and Jeff Junior. Jeff Junior is also a principal of Trajan Wealth, LLC, an S.E.C. Registered Investment Adviser. Trajan Wealth, LLC does not provide legal services. Trajan Estate, LLC and Trajan Wealth, LLC have entered into arrangements in which Trajan Estate, LLC refers clients with financial advisory needs exclusively to Trajan Wealth, LLC and Trajan Wealth LLC refers clients with estate planning legal needs exclusively to Trajan. Estate, LLC.
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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.