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    Trajan Wealth

    4.5 (8 reviews)
    Closed 8:00 am - 5:00 pm

    By appointment only

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    Services - Trajan Wealth

    Estate planning

    Tax planning

    Audit and conflict resolution support

    Trajan Wealth Photos

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    Recommended Reviews - Trajan Wealth

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
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    Photo of Dan K.
    0
    19
    2

    1 year ago

    Business owner information

    Photo of John D.

    John D.

    Helpful 1
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    5 years ago

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    4 years ago

    Nathan was great, honest and helpful. I would highly recommend to anyone needing financial advice.

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    Photo of Dan R.
    3
    10
    0

    7 years ago

    Business owner information

    Photo of Trajan W.

    Trajan W.

    They are excelling! Thank you, Dan!

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    7 years ago

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    Trajan W.

    Thank you, Eva! We appreciate you!

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    6 years ago

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    Photo of Jeff J.

    Jeff J.

    Thank you David.

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    7 years ago

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    Trajan W.

    Thank you, Tobi!

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    Photo of Tim W.
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    7 years ago

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    Ask the Community - Trajan Wealth

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    Steven M Jackson Law Group

    Steven M Jackson Law Group

    5.0
    (4 reviews)

    EXPERIENCED Estate Planning Attorney that knows Estate Planning Laws!!!…read more My wife and I are 33 years old with growing assets, business's and wealth to our name. We have 3 small children and started thinking about what would happen to our children if we were to pass away unexpectedly. We realized we needed to contact an Estate Planning Attorney in Arizona. I first called Steven M Jackson Law Group office and left a voicemail with his receptionist. Within a few hours, Steven M. Jackson himself called me back. I explained to him our backgrounds, children, and what we might need to protect our children's future if we were to pass away. Steven got us on his schedule immediately. We came into his Gilbert office, sat down, and went over our the amount of cash in our bank accounts, ownership in real estate, companies we own, etc. He knew exactly what we needed and how to PROTECT OUR CHILDREN'S futures. We paid $2,500 for the complete package (Last Wills, Living Wills, Transfer Deed of Home Into Trust, Creating Trust, Power Of Attorney, Healthcare Power Of Attorney). Steven Jackson is extremely professional, polite, and most importantly he is experienced in Estate Planning! He constructed our Living Wills, Last Wills, Power of Attorney, Healthcare Power Of Attorney, and our Trust which outlines exact instructions on what should be done with our children, companies, cash, and all assets. Here's What I Really Appreciate About Working With Steven Jackson: He was there every step of the way. If I called or emailed him with general questions throughout and even after the process was over, he was quick to email or call me back and still made himself available to answer my questions. Some attorneys will take your money, give you what you paid for, and say good luck and hope you don't have any other questions. Steven Jackson: He is very patient. Very Experienced. Will walk you through every step of the process. Takes his time to explain what all documents are and what's involved. Answers emails and calls quickly. We will recommend him to all our friends and to everyone who needs Estate Planning advise/guidance.

    Steven is a true pro in his areas of focus! He knows everything about trusts, probate, etc. He…read moregives clear direction after discerning your trust objectives! Steven in also very kind and easy to talk to! Steven is simply the best where trusts and probate are concerned!

    Trajan Wealth - financialadvising - Updated August 2026

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