Affordable Peace of Mind
Quality estate planning doesn’t have to break the bank. See why over 40,000 Arizona families trust RJP Estate Planning for help with trusts and wills that make sense and save cents.
Talk with us at no cost and explore your best options.
Decades of Experience in Wills & Trusts
With 30+ years of experience and 40,000+ clients served, RJP Estate Planning helps Arizona families create wills, establish living trusts, and protect their legacy.
I had all of my estate planning done with RJP a little 5 years ago, a very easy process. Since then I have reached out with questions and advice in a variety of areas, Chris Cohan and Caroline have gone over and above to help with anything I have needed. I can not recommend them more highly!
Read moreAndrea
9 months ago
Very friendly
Read moreAnnie Tenney
10 months ago
I am so grateful that my father chose RJP Estates to handle all of his estate planning. I really didn't know too much about this process and what it entails, unfortunately, until recently. The people here are extraordinary ✨️!!! Brett, Susan, Melanie, Jon, I really can't thank you enough ❤️!!! These people will make sure that you and your family are very well taken care of. They will assist you through every step of the process, they really handle it all. If you don't have an estate plan, do yourself and your family a favor, and talk to the caring team at RJP!!! Thank you so very much🙏💯!!!
Read moreErika J
10 months ago
Without a Properly Funded Living Trust:
Your assets may still go through probate, causing delays, added costs, and stress for your family. We help Arizona families fund their trusts properly so their plans work exactly as intended.
Do I need a trust, a will, or both?
That depends on your goals. A will names guardians for minor children and handles assets that aren’t covered by a trust. A revocable living trust avoids probate, provides privacy, and makes things easier for your loved ones after you pass. Most families benefit from having both. The will acts as a backup, while the trust handles the heavy lifting. Together, they form a complete plan that keeps your wishes in place.
What does “funding a trust” actually mean?
Funding a trust means transferring ownership of your assets into the trust’s name. That includes things like your home, bank accounts, or investment accounts. If your trust isn’t properly funded, your estate could still go through probate, even if the trust was created. We walk every client through this step to make sure their plan actually works when the time comes.
Will my plan still work if I move out of Arizona?
In most cases, yes. Your trust and will are valid across state lines. However, it’s a good idea to review your documents if you move. Laws around probate, taxes, and powers of attorney can vary by state. We recommend a quick check-in to make sure everything still aligns with your new location and local requirements.
The Planning Consultants at RJP Estate Planning provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning. They serve clients and their families throughout Scottsdale, Phoenix, and Sun City, Arizona, and the surrounding cities and towns.
RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with an estate planning attorney or law firm.
RJP-AZ, LLC (RJP Estate Planning) is licensed to offer insurance products and receive commissions for those products. Its representatives who discuss these products with you hold individual licenses.
Securities are offered through CoreCap Investments, LLC, a registered broker-dealer and member FINRA/SIPC. Advisory services are offered through CoreCap Advisors, LLC, a registered investment advisor. RJP Estate Planning and RJP-AZ, LLC are separate and unaffiliated entities and are not affiliated with CoreCap Investments or CoreCap Advisors. Representatives that offer these services hold the required licenses.
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