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Understand trusts and wills in plain English while enjoying brunch on us. Walk away with real answers, a clear plan, and exclusive discounts on estate documents. Join us Saturday, June 21, 2025, at 11:00 AM at our Scottsdale office.

Brunch & Beneficiaries: Estate Planning Made Simple

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Estate Planning Doesn’t Have to Be Complicated

Ensure your legacy with tailored estate plans that safeguard your assets and future generations.

Estate planning brochure with mature couple

When and why you need a trust

Achieve financial security with bespoke strategies designed to meet your unique financial goals.

What a will can and can’t do

Securely manage trusts and wills, ensuring your wishes are honored effectively and efficiently.

Ballpoint Pen Resting On Top Of Trust Documents

How to legally choose someone to speak for you

Ways to keep control of your assets and avoid court delays

The easiest next steps to get your plan started

Location

Event Location

RJP Estate & Financial Planning

Overview: RJP Estate and Financial Planning is a female-owned firm with over 40 years of experience and 40,000+ clients. Specializing in risk management, RJP helps protect and grow the value of estates while addressing client-specific goals. The company offers a comprehensive approach to estate and financial planning, solving risks such as probate, lawsuits, market volatility, and long-term care needs.

Core Services:

Estate Planning: Trusts, wills, powers of attorney, and probate solutions.
Financial Planning: Tax-efficient retirement income, wealth management, and safe investment strategies.
Insurance Solutions: Long-term care, life, health, disability, and final expense coverage.
Legal Document Guidance: Works with attorneys to draft estate documents at discounted rates.
Risk Management: Customized solutions, including annuities and asset protection.
Key Differentiators:

Proven Experience: Decades of service with solutions informed by real-life client outcomes.
Genuine Care: A compassionate team with personal experiences tied to estate planning challenges.
Longevity: A succession plan ensures continuity for current and future clients.
Aftercare & Ongoing Services:

Trust funding reviews and realignment.
Document amendments through Arizona Trust & Title.
Annuity reviews and upgrades.
Risk and funding reviews tailored to client goals.
Structure:

RJP Estate and Financial Planning: Primary division for estate planning and financial services.
Arizona Trust & Title: Legal document preparation, including amendments, deeds, and estate documents.
RJP Wealth Management, Real Estate, and Mortgages: Currently marketing arms, with plans to license RJP Wealth Management.
Philosophy: RJP Estate and Financial Planning integrates legal, financial, and insurance expertise to deliver holistic plans tailored to client needs. The firm prioritizes education, equipping clients to make informed decisions and offering continuous support to secure their legacy through every stage of life.