Trajan Estate is a growing, forward thinking estate planning law firm operating as part of an integrated Family Office alongside Trajan Wealth (an SEC-registered RIA) and Trajan Tax. Together, the three entities deliver a seamless wealth planning experience under one roof, and our attorneys work closely with financial advisors and tax professionals every day - not in parallel, but as one coordinated team.
We operate under an Alternative Business Structure (ABS) license in Arizona, which allows non-attorney co-ownership of the firm. Candidates should be familiar with or open to the ABS model before applying. The attorney will serve clients in other states by working jointly with local counsel under a separate law firm entity.
This is not a traditional law firm structure, and that is intentional.
We are looking for a Senior Estate Planning Attorney to lead the advanced planning side of our practice. This is a high-impact position for an attorney who is technically sharp, thrives in a collaborative environment, and is qualified to do sophisticated work.
You will handle estates of all sizes alongside our team, but your primary focus will be complex, high-net-worth engagements requiring advanced tax and asset protection strategies. You will also serve as an internal resource for our attorneys on complex planning and other legal questions and work closely with the wealth and tax sides of the Family Office on integrated client solutions. Legal and tax research skills are also necessary.
This is an in-office position based in our Scottsdale headquarters.
Come and join a team that is making a difference in their clients and employee's lives!
Trajan Wealth is a Family Office
Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning, retirement planning, and private markets investing, all under one roof. Veteran-owned and veteran-led, we're built on a commitment to service that started in uniform.
As a fee-based fiduciary, Trajan Wealth is obligated to act in your best interest. That priority shapes everything we do.
A True Family Office Experience
Most people work with separate professionals for investments, taxes, and estate planning, advisors who rarely talk to each other. Our family office model brings these together into one coordinated plan. No silos, just a complete financial picture working in your favor.
What We Help You Navigate
Whether you're evaluating retirement income strategies, weighing the tax implications of a major life event, structuring an estate plan, looking for private market opportunities, or managing a portfolio through uncertain markets, we give you the knowledge and guidance to make confident decisions at every stage of life.
Who We Serve
We work with investors, retirees, and high-net-worth families seeking a long-term advisory relationship built on transparency, education, and proactive planning. Our clients don't just want someone to manage their money. They want a partner who helps them understand it.
An Empowered Client Is Our Goal
We listen, explain your options in plain language, and build strategies tailored to your situation. When you understand your plan, you make better decisions. That's the Trajan Difference.
Visit TrajanWealth.com to speak with a fiduciary advisor today.
Trajan Wealth® an SEC registered investment advisor. Additional services through Trajan Estate Trajan Tax. Additional disclosures and accreditation at Trajanwealth.com.
