Protecting Your Loved Ones For Lifetimes

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We're here for you. Comprehensive and affordable estate and financial planning.

We are Arizona’s #1 estate-planning company, trusted by over 40,000 local clients. From Phoenix to Tucson and everywhere in between, we help families avoid probate and protect their assets with a complete estate risk management plan built around a properly funded Living Trust.

Who Really Decides What Happens to Your Assets?

If you haven’t made a formal estate plan, Arizona already has one for you, and it might not line up with what you’d want. It’s called intestacy, and it decides who inherits your home, your money, and everything else based on state law, not personal preference.

That’s why we help people put their own plan in writing. Whether it’s a trust, a will, or powers of attorney, we’ll show you what fits your situation and walk you through it in plain English.

Estate Planning
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Living Trusts

Protect your assets and keep your affairs out of probate with a custom trust built around your goals and family needs.

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Wills

Clearly spell out your wishes, name your heirs, and choose guardians so nothing is left to chance.

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Powers of Attorney

Choose who can step in if you're ever unable to make decisions. These legal documents cover both finances and medical care.

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Interested in attending an educational estate planning seminar for free?

We host educational events throughout Arizona specifically for retirees. Our events are designed to educate you on potential challenges you can face without a secure plan. Learn how to avoid the costly legal process of probate. We help you understand the differences between a revocable living trust and a will. 

Plan Your Retirement for a Secure and Fulfilling Future.

Our retirement analysis provides a clear, actionable roadmap tailored to your unique goals and financial situation. Whether you’re nearing retirement or just getting started, we simplify the process and help you secure the future you deserve.

Financial planning tailored to your goals.

Managing wealth is more than just investments. At RJP, our private wealth management is just the start. We offer a complete suite of financial services to protect, grow, and organize every part of your financial life. From retirement planning and risk management to insurance and legacy strategies, we keep your future secure and your options clear. Discover how simple it is to have all your financial needs met in one place.

Wealth Management
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Financial Services Section Component

Retirement Analysis

Our retirement solutions ensure you have the resources and income needed for a comfortable and stress-free retirement.

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Tax Strategy

Reduce your tax burden with compliant strategies that keep more money in your pocket while following all IRS guidelines.

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Risk Management

Protect your wealth and lifestyle with comprehensive risk management strategies designed to safeguard your financial future.

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Legacy Planning

Preserve your wealth for future generations through comprehensive estate planning and strategic wealth transfer techniques.

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Custom Portfolio Design

Navigate the world of investments with expert advice. We help diversify your portfolio to balance risk and maximize returns aligned with your goals.

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Reverse Mortgages

Unlock your home's equity for retirement income, healthcare costs, or other financial needs while maintaining ownership and living in your home.

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Why Choose Us?

RJP Estate Planning has helped over 40,000 clients over 30 years.

We've helped thousands of families plan for the future—no matter how simple or complicated their situation was. That experience helps us spot issues early and create a plan that truly protects you and your loved ones.

We ensure your wishes are carried out, with our trustee guidance after your passing.

When the time comes, we’re here to guide your trustee step by step. We make sure your plan is followed the way you intended, with less stress and confusion for your family.

We provide a comprehensive estate plan, that has everything you will need to protect your assets and family.

Our plans include everything you need—wills, trusts, powers of attorney, and more. It’s a complete package designed to protect what you’ve built and make things easier for your family.

Our Locations

Arizona’s #1 estate‑planning company!
We’re here to assist you with all your estate‑planning and financial needs.

Scottsdale Office

4110 N. Scottsdale Road #170
Scottsdale, AZ 85251

Tucson Office

5151 E. Broadway Blvd, #750
Tucson, AZ 85711

We also offer virtual consultations for your convenience.
Contact us to schedule an appointment today!