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.
Brett was patient and answered all of our questions. The process couldn't be better. Even marking the pages that we had to fill in when we got home.
Read moreEmery Palmer
11 months ago
I came to RJP Estate Planning in both May and June this year to make some necessary changes to a Last Will and Testament. For both visits I dealt with Amy Klein. I wasn't completely certain about the finer details within the existing documents contained in the will. In fact, I wasn't even sure about what it was that I was looking to do. Amy's warmth and professionalism put me at ease right away. She took the time to listen to my personal situation, and to what I was looking to accomplish. She thoroughly reviewed all the documents to have a better understanding of my concerns. She went over the details with me and made sure I understood what everything meant, which I greatly appreciated. We ended up making a couple of necessary changes to the will, and within two weeks the new documents were ready for me to pick-up and sign. With Amy's guidance, thoughtfulness and expertise, I felt confident I had made the correct decision. Truth is, Amy was all ready to mail me the new and updated documents, but I preferred to go back to their lovely offices to collect it myself, as well as to enjoy a little visit and to thank Amy in person for her work. I would highly recommend Amy Klein and all of the RJP Estate Planning team for being so welcoming, accommodating, and informative. It's always a little unnerving when attempting to make estate planning decisions, but Amy made it a lot less complicated, and it turned out to be a rather enjoyable experience. Rodney Baer Scottsdale, Arizona
Read moreRodney Baer
2 years ago
I was in today to work with Lenny Trujillo, and he was an absolutely wonderful help! Grandma got him talking about his recent trip to Europe between the details of the paperwork, and before we knew it everything was signed. He made us feel welcome and comfortable, and though I didn't get her name, the Notary had everything copied over in a jiffy. They helped improve our investments and made us feel welcome all at the same time, fast as lightning. I recommend RJP's services to everybody, definitely!
Read moreJ
1 year ago
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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