Free Estate Planning Workshop
Clear Answers About
Wills & Trusts
Start your estate plan close to home.
Our free estate planning workshops show you how to protect what you have worked for, make smart decisions about wills and trusts, and avoid probate entirely.
Join Us at a Location Near You
What to Expect in Just 60 Minutes
Every workshop is a relaxed conversation in plain language. Bring your questions, bring a friend, and walk away with a clear picture of where your estate plan stands and what steps to take next.
Topics We Cover
A preview of what you will learn at the workshop.
How to Protect Your Assets
Understand exactly how estate planning can protect your assets from probate, creditors, and unintended heirs. Discover the steps to ensure your hard-earned money benefits your loved ones, not the courts.
What Happens if You Don't Avoid Probate?
Discover exactly what probate is and the potential risks it poses to your estate, such as unexpected costs, delays, and loss of privacy. We show you straightforward steps to ensure your estate bypasses probate.
Understanding Wills vs. Trusts
Gain clarity on the differences between wills and trusts. Understand how a revocable living trust can provide flexibility, privacy, and control compared to a last will and testament.
Common Estate Planning Mistakes
Uncover the critical mistakes people often make, such as putting property directly in children's names. Learn practical solutions to prevent unintended consequences and costly legal battles.
Essential Estate Documents Explained
Demystify the roles of essential estate documents including trusts, wills, powers of attorney, and medical directives. We explain clearly why each document matters and how they protect you in different scenarios.
Protecting Your Children's Inheritance
Explore strategies to secure your children's inheritance from outside threats like divorce and creditors. Discover how careful estate planning safeguards their financial future.
Making Sure Your Wishes Are Honored
Learn how medical and financial powers of attorney ensure your decisions are honored if you are ever incapacitated. We guide you on making your directives clear and legally enforceable.
Meet the People Behind Your Plan
Every workshop is led by our experienced team who have helped thousands of Arizona families protect what matters most.
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.”
Lenny Trujillo
Senior Planning Consultant | Licensed Insurance Agent
- 25+ years of client advisory experience
- Specialist in revocable living trusts and asset protection
- Based in Scottsdale, Arizona
Lenny advises Arizona households on sustainable retirement income and legacy preservation, focusing on revocable living trusts and insurance-based asset protection. Drawing on 25 years of sales and client communication leadership, he translates complex planning concepts into clear, actionable solutions tailored to each family's goals.
From Workshop to Finished Plan
Here is what the process looks like from start to finish. Most clients have their completed estate plan in hand within about five weeks.
Attend a Free Workshop
Everything starts with one of our complimentary estate planning workshops. You will get the same education and insight that clients receive during a private consultation, just in a convenient local setting with no appointment needed. Walk in, learn how wills, trusts, and probate actually work in Arizona, and leave with a clear picture of where you stand.
Schedule Your Planning Appointment
If you decide you would like to move forward, our team can help you schedule a one-on-one appointment before you leave. Workshop attendees receive a discounted rate as a thank-you for taking that first step.
Design Your Plan
You will meet with Clint Smith, one of the most experienced estate planning attorneys in Arizona, either in person at our Scottsdale or Tucson office, or virtually. Together, you will walk through your family's situation, your goals, and the specific protections your plan needs to include.
Signing and Delivery
The RJP team drafts your complete estate plan and prepares everything for a final signing appointment. You will review each document in detail, sign with a notary present, and walk out with your finished plan in hand.
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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