RJP Estate & Financial

Arizona's Oldest and Largest Estate Planning Firm

Living Trusts

Protect your family, skip probate, and keep control of your assets while you're still here.

Whether you need a new living trust or want to review your current documents, we offer the most comprehensive way to protect your assets and loved ones. Attorney-drafted documents, full funding guidance, and lifetime support at roughly half the cost of a traditional law firm.

Attend a Free Workshop

Free living trust workshops across Arizona. Pick a city to see available dates.

Avoid Probate Completely

Your assets pass directly to your beneficiaries without court delays, public records, or unnecessary legal fees.

Attorney-Drafted Documents

Every trust is prepared by a licensed Arizona attorney with decades of estate planning experience.

Lifetime Support Included

Complimentary reviews every three to five years, automatic updates when laws change, and successor trustee guidance at no extra cost.

Complete Funding Guidance

We walk you through transferring every asset into your trust so nothing is left unprotected.

30+
Years Experience
40,000+
Satisfied Clients
2
Office Locations

What Changes With a Living Trust

The difference between having a living trust and relying on a will alone is significant. Here is what your family's experience looks like in each scenario.

Without a Living Trust

  • Your estate goes through probate, a public court process that can take 6 to 18 months
  • Asset details, debts, and beneficiary names become public record for anyone to see
  • Attorney fees and court costs can consume 3% to 5% of the estate's total value
  • Inheritances are distributed outright with no protection from divorce or creditors
  • If you become incapacitated, your family may need court approval to manage your affairs

With a Living Trust

  • Assets transfer to your beneficiaries privately, typically within weeks instead of months
  • Your financial information stays completely private and out of public records
  • No probate fees, no court costs, and no drawn-out legal proceedings
  • Built-in protections can shield each beneficiary's inheritance from outside threats
  • Your chosen successor trustee steps in instantly if you are unable to manage your own affairs
Without With

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Control Over Distributions

You decide exactly when and how beneficiaries receive their inheritance, whether as a lump sum, at certain ages, or tied to specific milestones.

Multi-State Coverage

Own property in more than one state? A trust avoids probate in every state where you hold real estate.

Immediate Effectiveness

Unlike a will, which only takes effect after death, your trust works for you today and adapts as your life changes.

How the Process Works

Creating a living trust with RJP is straightforward. We handle the complex legal work so you can focus on what matters most: protecting your family.

01

Free Initial Consultation

We start by learning about your family, your assets, and your goals. This conversation helps us understand exactly what your trust needs to accomplish and whether a living trust is the right fit for your situation.

02

Custom Trust Design

A licensed Arizona attorney drafts your trust documents based on your specific needs. Every trust is unique, and we tailor the language, provisions, and protections to match your family's circumstances.

03

Signing and Notarization

Once your documents are finalized, we schedule a signing appointment at one of our Arizona offices. Everything is reviewed in detail so you understand every provision before signing.

04

Trust Funding Guidance

A trust only works if your assets are properly transferred into it. We provide step-by-step guidance on retitling your home, bank accounts, investments, and other property into the trust's name.

05

Lifetime Support and Updates

Your trust is a living document that should evolve with your life. We include complimentary reviews every three to five years, automatic updates when Arizona laws change, and ongoing successor trustee guidance at no additional cost.

Learn More About Living Trusts at One of Our Free Workshops

Join us in Phoenix or Tucson to learn how a living trust protects your family, keeps your affairs private, and helps you avoid probate entirely. We walk through real examples, answer your questions, and explain exactly what a trust can do for your specific situation.

See Upcoming Workshops
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.

Arizona’s Oldest and Largest Estate Planning Company

Decades of Experience in Living Trusts

With over 30 years of experience and more than 40,000 clients served, RJP Estate Planning has helped Arizona families protect their assets and build a secure future.

Saw Brian Jarvis for a trust consultation. He was friendly, knowledgeable and extremely helpful. He explained the trust procedure and process very throughly. Walked me through all the steps and cost. He made me very comfortable and I felt he totally understood my situation and concerns. I would recommend him without any reservations.

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Janet James

Janet James

8 days ago

We went to the Tucson office to start a Living Trust. Marina is our point of contact and she explained everything to us on our first visit. She was very knowledgeable and patient while we asked many questions. We have a peculiar situation involving a Special Needs Trust as well. They are very affordable thank goodness. I would highly recommend RJP in Tucson if Estate planning is in your future.

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Lisa Prager-Phillips

Lisa Prager-Phillips

1 month ago

My husband and I went to RJP Estate to have our family trust reviewed. We worked with Lenny T. Who provided a detailed review and answered ALL of my questions. I was very pleased with the service that was provided and the peace of mind that my husband and I were given ..We are now confident that our affairs are in order. I’m very pleased with my decision to work with RJP estate

Read more
Patrice Robinson-Royster

Patrice Robinson-Royster

2 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.

Schedule a Consultation

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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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.

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