RJP Estate & Financial

How RJP Estate & Financial Planning Supports the Maricopa County Community

Understanding RJP Estate & Financial Planning


When you ask longtime Arizonans who they trust with their legacy, one name surfaces over and over: RJP Estate & Financial Planning. For more than three decades, this Scottsdale-based, woman-owned firm has integrated itself into the financial fabric of Maricopa County, helping tens of thousands of neighbors protect what matters and keep wealth circulating close to home. Here’s a look, grounded in verifiable data, at how that impact unfolds.

A Home-Grown Firm with Serious Scale


RJP opened its doors in the mid-1980s and has since advised more than 45,000 Arizona families, making it the state’s largest and longest-running estate-planning practice. Clients span busy young parents to snowbirds settling into retirement, yet the promise remains the same: dignified, airtight planning built on local insight.

Today, the company is proudly woman-owned, a critical distinction in an industry still dominated by male-led firms. In a region as fast-growing and demographically diverse as Maricopa County, the need for personalized, legally sound estate and financial planning is more urgent than ever. For over three decades, RJP Estate & Financial Planning has been at the forefront of this mission, serving tens of thousands of Arizona families with tailored strategies that safeguard wealth, reduce legal risk, and empower multi-generational legacies.

With offices in Scottsdale and Tucson, RJP offers an integrated suite of services, including:

  • Trusts, Wills & Powers of Attorney
  • Retirement & Financial Planning (incl. Wealth Management)
  • Asset-Protection & Tax-Efficient Strategies
  • Medicaid / Long-Term-Care & ALTCS Planning
  • Special-Needs & Veterans Planning
  • Probate Avoidance & Estate Administration
  • Special Needs Planning
  • Business Succession Planning
  • Senior Placement (Guiding Hearts)

    Unlike firms that focus solely on document preparation, RJP takes a proactive, education-first approach, hosting free public seminars and events, personalized consultations, and multigenerational planning sessions to simplify complex topics like probate, taxation, and incapacity planning. This educational foundation allows clients to not only understand their estate plans but also feel confident that their assets, wishes, and families are fully protected, now and in the future.


Education Before Paperwork


Beyond RJP’s professional services, the company is deeply committed to engaging with and supporting the Maricopa County community. They participate in various initiatives aimed at enhancing the well-being of local residents. Estate planning can feel opaque, so RJP’s first instinct is to teach.

RJP hosts “Brunch & Beneficiaries” workshops—free, in-person sessions held monthly in Scottsdale. During these events, RJP relays crucial information about trusts, wills, and probate avoidance into easily digestible terms, over coffee and pastries. Attendees leave with concrete next steps. Seats fill fast, which says plenty about the hunger for approachable guidance. Coupled with year-round evening seminars and online Q&As, these events reach thousands of residents annually, simplifying topics that might otherwise stay on the “someday” list.

Specialized guidance for those who need it most. Beyond garden-variety wills and living trusts, the firm maintains in-house specialists for:

  • Veterans’ benefits planning—including a standing 20 % fee reduction for veterans and their spouses.
  • Long-term care, Medicaid, and special-needs trusts, critical lifelines for families juggling caregiving and asset protection.

By closing these knowledge gaps, RJP keeps vulnerable households from losing assets to costly missteps or to probate court entirely.

The Ripple Effect Across Maricopa County


Each watertight estate plan keeps property, retirement savings, and charitable gifts anchored locally. When a Phoenix couple’s house passes directly to their kids instead of stalling in probate, those kids often keep the home, maintaining neighborhood stability and property-tax revenue. When a Mesa grandmother funnels part of her IRA to an Arizona scholarship fund via a qualified charitable distribution, the dollars stay in state. Multiply that by 45,000 plans, and the community-level impact is hard to miss.



Why This Matters Right Now


Arizona’s population is aging fast, and home values keep climbing. Maricopa County remains one of the nation’s largest urban counties and continues to add residents through both domestic migration and international arrivals (U.S. Census Bureau, 2024; Axios Phoenix Staff, 2025). Without timely planning, probate backlogs and avoidable taxes can erode hard-earned equity in a matter of months. RJP’s model, which prioritizes education and connection with specialists, offers a blueprint for preserving that wealth within county borders.

Your Next Step


Estate planning is technical work, but your first move shouldn’t feel intimidating. Reserve a seat at our next “Brunch & Beneficiaries” workshop or request a complimentary, one-on-one strategy session with an RJP estate attorney. In about 45 minutes, we’ll review any existing documents, pinpoint probate or tax exposure, and outline a clear, jargon-free plan to secure your legacy. The consultation costs nothing, and the insight can spare your family months in court while keeping more of your hard-earned assets working here in Maricopa County.

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The Road Ahead for RJP Estate & Financial Planning


Few regional firms iterate as quickly as RJP—and that desire for constant improvement is shaping an ambitious next chapter.

Scaling where clients live.
RJP has been operating a full-service Tucson office, giving southern Arizonans the same face-to-face support long enjoyed in Scottsdale. The office hosts free estate-planning workshops and mirrors headquarters’ client-service standards—proof that RJP can replicate its model in new metros without diluting quality.

From conference room to camera-ready.
Virtual consultations—now a permanent scheduling option on every RJP page—let snowbirds, busy professionals, and mobility-limited seniors finalize documents from home.RJP Estate Planning 

Designing for a bigger—and older—county.
Maricopa remains one of the nation’s largest urban counties and continues to add residents through both domestic migration and international arrivals. A larger, more diverse, and aging population means more blended families and cross-border heirs. RJP’s forward pipeline, therefore, emphasizes multi-jurisdictional trust work and bespoke legacy planning for first-generation wealth creators (U.S. Census Bureau, 2024; Axios Phoenix Staff, 2025).

Educational Content
Weekly blog briefs and an ever-growing calendar of free “Brunch & Beneficiaries” seminars keep RJP’s advice in front of the community long before a fee is ever charged (RJP Estate & Financial Planning, 2025). Expect those sessions to add hybrid livestreaming so adult children outside Arizona can listen in when parents attend on-site.

Guardrails that don’t budge.
No matter how fast the tech or the client list evolves, RJP’s A+ rating with the Better Business Bureau—unbroken since 2006—remains the public yardstick for its service ethic. 

Conclusion


RJP is pairing steady geographic growth with a digital-first toolkit and robust compliance practices—moves calibrated for a county that’s expanding, aging, and increasingly comfortable doing serious business online. For clients, that translates into faster turnarounds today and even smoother legacy transfers tomorrow.

Looking ahead, RJP is poised to continue its growth and expand its impact in Maricopa County. With a focus on innovation and adaptation, they are constantly evolving to meet the changing needs of their clients. As they move forward, RJP remains dedicated to supporting the community through exceptional service and unwavering commitment.

In conclusion, RJP Estate & Financial Planning plays a vital role in the Maricopa County community by providing essential financial services, engaging in community initiatives, and maintaining a strong ethical foundation. Their dedication to client satisfaction and community support makes them a valuable asset to local residents seeking financial security and peace of mind.


References:

Axios Phoenix Staff. (2025, May 21). Phoenix added 17,000 newcomers last year. Axios. https://www.axios.com/local/phoenix/2025/05/21/phoenix-population-growth

Better Business Bureau. (n.d.). RJP Estate Planning [Business profile]. Retrieved June 2, 2025, from https://www.bbb.org/us/az/scottsdale/profile/estate-planning-and-management/rjp-estate-planning-1126-36007550

RJP Estate & Financial Planning. (n.d.). Brunch & Beneficiaries: Estate planning made simple [Event page]. Retrieved June 2, 2025, from https://next.rjpestateplanning.com/events/brunch-and-beneficiaries

RJP Estate & Financial Planning. (n.d.). Full-service estate & financial planning in Scottsdale & Tucson. Retrieved June 2, 2025, from https://next.rjpestateplanning.com/

RJP Estate & Financial Planning. (n.d.). Home. Retrieved June 2, 2025, from https://rjpestateplanning.com/

RJP Estate & Financial Planning. (2025, April 2). Navigating Trump tariffs: How RJP Estate & Financial Planning can assist [Blog post]. https://next.rjpestateplanning.com/blog/navigating-trump-tariffs--how-rjp-estate-and-financial-planning-can-assist

U.S. Census Bureau. (2024, July 1). QuickFacts: Maricopa County, Arizona. https://www.census.gov/quickfacts/fact/table/maricopacountyarizona