RJP Estate & Financial
Arizona's Oldest and Largest Estate Planning Firm

The Smarter Way to Handle Wills and Trusts

Get attorney-drafted trust and will documents from Arizona's most experienced estate planning team. You'll receive full-service support and high-quality protection without the law firm price tag.

Two Easy Ways to Get Started

Schedule a Free Consultation

Sit down with one of our estate planners for a one-on-one conversation about your family, your goals, and what an estate plan should look like for you.

Start with a Consultation

Attend a Free Local Seminar

We host free estate planning workshops across Arizona where we break down the dangers of probate and how to avoid them.

Family silhouetted against a sunset with text about affordable wills and trusts
30+ Years Experience
40,000+ Satisfied Clients
2 Office Locations

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.

What's Included in Your Estate Plan

01

Living Trust

The foundation of your estate plan. Holds your assets, avoids probate, and ensures a smooth transfer to your beneficiaries privately and on your terms.

02

Pour-Over Will

A safety net that captures any assets not already in your trust and directs them into it, ensuring nothing is left out.

03

Financial Power of Attorney

Appoints someone you trust to manage your finances, pay bills, and handle transactions if you become unable to do so yourself.

04

Medical Power of Attorney

Designates a trusted person to make healthcare decisions on your behalf when you can't, ensuring your wishes are honored.

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Our Services Also Include

Lifetime complimentary reviews every 3–5 years
Notification and document updates when laws change
Complete funding assistance by an Estate Planning Specialist
Power of Attorney medical ID cards
E-Vault storage of your documents/USB flash drive
Prepaid settlement support package
Notary services
Asset protection
Successor trustee support with personal guidance at no extra cost

Meet the Attorney We Partner With

Clint Smith

Estate Planning Attorney

  • Licensed Arizona attorney since 1985
  • Author of Estate Planning: A Plain English Guide to Wills and Trusts
  • ASU Sandra Day O'Connor College of Law

“I've been offering peace of mind to Arizona families since 1985. I graduated from ASU's Sandra Day O'Connor law school in Tempe, Arizona in 1985 and have practiced in the East Valley, including Mesa, Apache Junction, Queen Creek, Gilbert and now Scottsdale, ever since.

I spent decades in courtrooms, helping people with financial difficulties, and in 2010 began my transition into estate planning. Now, I help my clients stay out of legal trouble and give their loved ones a precious gift: an estate plan that will keep their affairs out of court.”

Meet Our Team

Our Mission

Standing by You Through Life's Hardest Moments

Empathy and expertise to guide your family through life's most difficult times.

There is the pain of losing someone you love. It's profound and life-altering. But even deeper is the anguish of witnessing someone dear suffer, whether from the slow decline of ALS, cancer, or Alzheimer's.

And then, there's the pain that feels utterly unbearable. The loss caused by something preventable: reckless behavior, addiction, or a tragic accident.

At RJP Estate Planning, we understand that grief, no matter its cause, is excruciating. We've learned, through our own experiences and those of the families we serve, that there's one thing that can help ease the burden: helping others.

“Healing begins with action, and at RJP Estate Planning, helping others is at the heart of everything we do.”

What Drives Us

Protect Your Family's Financial Future

We provide thoughtful, personalized strategies to ensure your loved ones are financially secure, no matter what life brings.

Simplify the Estate Planning Process

Our mission is to make estate planning straightforward, so you can focus on what matters most: your family.

Prevent Avoidable Hardships

We are dedicated to helping you minimize risks and protect your legacy from unnecessary complications.

Our Commitment to Helping Families

For over 30 years, we've stood alongside families during their most challenging moments, helping them navigate grief, protect their legacies, and avoid financial hardship.

1

Understanding Your Needs

We take the time to listen and learn about your family's unique situation, ensuring that every plan is tailored to your goals.

2

Developing Comprehensive Plans

From trusts to wills, our estate plans are designed to protect your loved ones and provide peace of mind for generations.

3

Minimizing Risks

Our team identifies potential risks and develops strategies to safeguard your assets from unnecessary complications.

4

Standing by You Every Step

We are here to guide you through the estate planning process and provide ongoing support when you need it most.

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!

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Andrea

Andrea

9 months ago

Very friendly

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Annie Tenney

Annie 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🙏💯!!!

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Erika J

Erika J

10 months ago

Work with a Firm That Does More Than Draft Documents

We don't just make a promise to you. We make a promise to the loved ones who will settle your estate. When that time comes, RJP Estate Planning walks your successor trustee through the entire process at no extra charge. Because nobody should have to do it alone.

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What Happens After You're Gone?

What is a Successor Trustee?

When you create a living trust, you name a successor trustee. This is usually a spouse, adult child, or trusted friend. This person is responsible for managing and distributing your assets after you pass. It's a big responsibility that most people aren't prepared for.

The Problem Most Families Face

Many people set up an estate plan with an attorney, then that attorney retires, moves, or simply isn't available years later. When the time comes to settle the estate, families are left on their own. This leads to delays, tax problems, and sometimes painful conflicts among loved ones.

Our Promise: We'll Be There

RJP Estate Planning is a multi-generational firm. We don't disappear after your documents are signed. When your successor trustee needs guidance, whether that's next year or decades from now, our team will walk them through settling your estate step by step.

At No Extra Charge

Unlike other firms that charge hourly rates for estate settlement assistance, our successor trustee support is included at no additional cost. We haven't found another estate planning company in Arizona that offers this level of ongoing support. It's what sets us apart.

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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.

RJP Estate Planning
RJP Estate Planning

Our Offices

Scottsdale Office

Main Office

4110 N. Scottsdale Rd, Ste 170, Scottsdale, AZ 85251
Mon-Thu 9am-5pm | Fri 8:30am-5pm

Tucson Office

Southern Arizona

5151 E. Broadway Blvd, Ste 750, Tucson, AZ 85711
Mon-Fri 9am-5pm

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.

© 2026 RJP Estate Planning