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For over 30 years, RJP has been Arizona's trusted choice for estate planning, serving more than 40,000 clients. Choose the state's oldest and largest estate planning company to get it done right, all at a fraction of the typical attorney cost.

Looking to Set Up a Living Trust? You've Come to the Right Place.

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                    <span class="trust-indicator-number-blue">30+</span>
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    <div class="rjp-locations-header"><h2>Our Locations</h2></div>

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      <p>Arizona’s #1 estate‑planning company!<br>
      We’re here to assist you with all your estate‑planning and financial needs.</p>
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List

Choose the option that fits you best. One-on-one guidance or a convenient local seminar. Either way, you're one step closer to a solid estate plan.

Two Easy Ways to Get Started

<p>Meet directly with an estate planning professional to get answers to your questions and receive guidance tailored to your family, assets, and goals. No pressure. No obligation.</p>

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Schedule a Free One-on-One Consultation

<p>Join one of our live seminars held across Phoenix, Tucson, and surrounding areas. Get expert insights on estate planning, common mistakes to avoid, and how to protect what matters, all in a location close to home.</p>

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Attend a Free Local Seminar

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.