RJP Estate & Financial

Trust Review Header - RJP Estate Planning
Arizona Estate Planning Experts

Don't Let an Old Trust Create New Problems

Life changes. Laws change. Your trust should keep up.

Whether it's a new grandchild, a move to Arizona, or outdated language that could cost your family thousands, our trust review catches what others miss. We'll tell you exactly what needs fixing and handle the amendments that matter.

Don't wait: get the trust amendments you need today. Two easy ways to contact us:
Send Us a Message Call (480) 346-3570
!
30+ Years Experience
25,000+ Trusts Reviewed
2-3 Week Turnaround

Our Review Process

  • Complete document analysis and legal compliance check
  • Asset inventory and funding verification
  • Beneficiary and trustee designation review
  • Coordination with overall estate plan
  • Written recommendations and action items
  • Two-hour sit-down consultation with an estate planning expert
Schedule Your Review

Understanding Trust Reviews & Amendments

Your trust is a living document that should evolve with your life. Learn when and why you need professional trust review services.

What is a Trust Review?

A comprehensive trust review is a professional evaluation of your existing trust document to ensure it:

  • Meets current Arizona laws and regulations
  • Reflects your current wishes and circumstances
  • Optimizes tax benefits and asset protection
  • Includes all relevant assets and beneficiaries
  • Has proper funding and titling

Regular reviews help prevent costly mistakes and keep your plan effective.

What is a Trust Amendment?

A trust amendment modifies specific provisions without a full rewrite. Common amendments include:

  • Adding or removing beneficiaries
  • Changing distribution instructions
  • Updating successor trustees
  • Modifying asset allocation percentages
  • Adding special needs provisions
  • Incorporating tax law changes

Amendments are often more efficient than creating a new trust.

When You Need a Review

Schedule a trust review if you have experienced any of these changes:

  • Marriage, divorce, or remarriage
  • Birth or adoption of children or grandchildren
  • Death of a beneficiary or trustee
  • Significant change in assets or income
  • Move to a different state
  • Changes in tax laws
  • Family relationship changes
  • Health issues or disability

Review every 3 to 5 years, even without major changes.

Our Locations

Arizona's #1 estate planning company.
We are here to assist you with all your estate planning and financial needs.

Scottsdale Office

4110 N. Scottsdale Road #170
Scottsdale, AZ 85251

View on Map (480) 346-3570

Tucson Office

5151 E. Broadway Blvd, #750
Tucson, AZ 85711

View on Map (480) 346-3570

We also offer virtual consultations for your convenience.
Contact us to schedule an appointment today.