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On March 17, 2021, the court entered orders approving two ABS entities: Trajan Estate, LLC , a legal service provider focused on estateplanning. The two principles are Kent Phelps, an Arizona lawyer since 1996, and Jeffery B. Junior, CEO of Trajan Wealth, a company that provides financial services to consumers.
It hadn't really become a mainstream concept yet, but this was back in 2013, 2014. We started to see law firms begin to understand that they need to think about their law firm more as a business and less as a law firm, right? And now it was just a kernel of an idea. It's the most important thing.
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