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Trajan Wealth

4.1 (9 reviews)
Closed • 8:00 am - 5:00 pm

By appointment only

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Services - Trajan Wealth

Current year tax preparation and filing

Estate planning

Past year(s) tax preparation and filing

2 More Services

Audit and conflict resolution support

Tax planning

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Recommended Reviews - Trajan Wealth

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1 month ago

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11 months ago

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John D.

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3 years ago

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

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4 years ago

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7 years ago

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Trajan W.

They are excelling! Thank you, Dan!

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6 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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Jeff J.

Thank you David.

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6 years ago

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Trajan W.

Thank you, Tobi!

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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 - Owner, Probate and Estate Planning Attorney Steven M. Jackson.

Steven M Jackson Law Group

(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!

Matthew Christensen AZLDP

Matthew Christensen AZLDP

(4 reviews)

He is amazing! He spent a lot of time with me and was very detailed. you can tell he has a lot of…read morebusiness and life experience that helps him to be an amazing advisor! His prices are extremely reasonable and he's a trustworthy man! I highly recommend him!

Absolutely exceptional service all along the way. I was looking for a variety of legal and document…read moreservices to be provided for me and to be able to refer family and friends who also needed these things done. After doing some research online and very much realizing my budget was going to be much less than what any attorneys were charging for these services, I found Matthew with Golden Rule Paralegal here on Yelp. I sent a message, expecting to perhaps get a response within a couple of business days (the other three paralegals I had reached out to still have not responded to this day), it was to my surprise that Matthew responded to me within just a few minutes. He is very detailed, highly communicative, and explains all concepts and questions in a very simple and digestible way so it's clearly understood by any and all parties. He is kind and honest in his practices and doesn't try to upsell things that may not be necessary. Matthew's pricing is very reasonable, and he is my first call and first recommendation for anyone who may be looking for any legal documents or paperwork to be completed. As far as I'm concerned, there is no reason to look elsewhere, and the one-hour drive to meet with him is worth it tenfold every time.

Trajan Wealth - financialadvising - Updated May 2026

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