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Trust Restatements

A trust restatement keeps the original trust in place but allows most of its terms to be updated. It can cover new circumstances, different beneficiaries, or revised distribution wishes. We'll review your existing trust with you to see what changes are possible and make sure any updates are compliant and properly documented.

Power of Attorney Documents

We prepare comprehensive power of attorney documents including healthcare directives and financial power of attorney. These crucial documents ensure your wishes are carried out if you become unable to make decisions yourself.

Will Preparation Services

Our will preparation service creates legally binding documents that clearly outline how your assets should be distributed. We help you navigate complex estate planning decisions and ensure your final wishes are properly documented.

New Trust Package

Our comprehensive trust package provides complete asset protection and helps avoid probate. We'll guide you through the process of establishing a trust that meets your needs while keeping the process straightforward and affordable.

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Trust Package: Complete Estate Planning Protection for Arizona Families

Your family's future deserves more than a simple will. Our comprehensive Trust Package combines a revocable living trust with all essential estate planning documents, providing complete protection while avoiding the $10,000 to $15,000 cost and 6 to 18 month delay of Arizona probate. With over 45,000 clients served across 30+ years, RJP Estate Planning delivers sophisticated trust planning at 50% less than traditional law firms, backed by lifetime support that includes complimentary reviews every 3 to 5 years and personal guidance for your successor trustee.

What Is a Trust Package? Your Complete Estate Planning Solution

A Trust Package is a comprehensive estate planning system centered around a revocable living trust, designed to protect your assets, avoid probate, and ensure your wishes are carried out without court interference or public exposure.

At its core, a Trust Package creates a legal entity: your revocable living trust, that holds title to your assets during your lifetime and seamlessly transfers them to your beneficiaries after your death. Unlike a will that only takes effect after death and requires court validation through probate, your trust operates immediately, providing protection during incapacity and avoiding the public, expensive, time-consuming probate process entirely.

Think of your trust as a secure vault that you control completely during your lifetime. You serve as your own trustee, maintaining full control over all assets. You can buy, sell, refinance, or manage everything exactly as you do now. The difference comes when you cannot manage these assets due to illness or incapacity, or when you pass away. Your hand-picked successor trustee steps in immediately, no court permission needed, no public proceedings required, managing or distributing assets according to your precise instructions.

But a trust alone isn't enough. That's why our Trust Package includes all the supporting documents necessary for complete protection. Your pour-over will catches any assets accidentally left outside the trust. Healthcare and financial powers of attorney ensure someone can make critical decisions if you're incapacitated. Living wills express your end-of-life care preferences. Property deeds transfer real estate into your trust. Assignment documents move personal property. Beneficiary designation forms align retirement accounts and insurance policies with your overall plan.

Our Trust Package goes beyond document creation. We provide complete funding assistance through our Estate Planning Specialists who ensure every asset is properly titled in your trust's name. We include lifetime complimentary reviews every 3 to 5 years to keep your plan current with life changes and law updates. Your successor trustee receives personal guidance to settle your estate efficiently. We even provide Power of Attorney medical ID cards for your wallet and secure E-Vault storage with USB backup of all documents.

This comprehensive approach reflects what we've learned from helping over 45,000 Arizona families over 30+ years. We know that estate planning isn't just about documents; it's about creating a complete system that protects your family when they need it most, without the burden of probate court, excessive legal fees, or family conflicts over unclear instructions.

Ready to Protect Your Family's Future?

Schedule your free consultation to learn how our Trust Package can safeguard your assets and loved ones. No pressure, just clarity about your options.

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Complete Asset Protection: Shield Your Family's Wealth

Your trust provides multiple layers of protection for your assets, keeping them private, secure from probate costs, and structured to minimize exposure to creditors and predators.

Privacy stands as one of the most valuable protections your trust provides. When you pass away with only a will, your entire estate becomes public record through probate court. Anyone can walk into the courthouse or search online to see exactly what you owned, who inherits it, and when they receive it. This public exposure invites unwanted solicitation, family conflicts, and even predatory behavior toward beneficiaries. Your trust keeps everything private. No public filings, no published inventories, no court records revealing your family's financial affairs.

Probate protection saves your family thousands of dollars and months of frustration. In Arizona, even simple probate cases cost $10,000 to $15,000 in attorney fees, court costs, and administrative expenses. Complex estates can exceed $100,000 in probate costs. These expenses come directly from your estate before your beneficiaries receive anything. Your trust avoids probate entirely. Assets transfer immediately to beneficiaries according to your instructions, without court involvement or statutory fees eating away at your legacy.

Creditor protection features can be built into your trust to safeguard inherited assets from your beneficiaries' future creditors, divorcing spouses, and lawsuits. Instead of giving beneficiaries their inheritance outright where it becomes immediately vulnerable, your trust can hold assets in protective sub-trusts. Beneficiaries receive distributions for health, education, maintenance, and support, but the principal remains protected from their creditors. This protection proves invaluable when beneficiaries face bankruptcy, divorce, or litigation.

Incapacity protection ensures your assets remain managed according to your standards if you become unable to handle them yourself. Without a trust, your family must petition the court for conservatorship, a public proceeding costing thousands of dollars and requiring ongoing court supervision. Your successor trustee takes over seamlessly, managing assets according to your detailed instructions, paying bills, managing investments, and ensuring your care needs are met, all without court involvement.

Real Asset Protection Scenarios

The Williams Family's Privacy Protection: When Robert Williams passed away, his revocable living trust kept his $2.8 million estate completely private. His business competitors never learned about his asset holdings. His children received their inheritances without public scrutiny. Meanwhile, his former business partner who died with only a will had his entire estate published in probate records, leading to family members being approached by financial predators and questionable investment advisors.

The Chen Family's Creditor Shield: Dr. Sarah Chen structured her trust with protective provisions for her three children. When her daughter went through a difficult divorce five years after inheriting, the ex-spouse couldn't touch the inherited assets held in the protective sub-trust. Her son's inheritance remained protected when his restaurant business failed and creditors pursued his personal assets. The trust distributions for their needs continued while preserving the principal for their futures.

Avoiding Probate: Save Your Family Time, Money, and Stress

Arizona probate proceedings consume 6 to 18 months minimum, cost $10,000 to $100,000+, and expose your entire estate to public view, while your trust transfers assets immediately, privately, and without court costs.

The financial cost of probate in Arizona shocks most families. Court filing fees alone range from $306 in Maricopa County to varying amounts across other counties. Attorney fees typically run $250 to $400 per hour, with even simple estates requiring 40 to 60 hours of legal work. Personal representatives receive compensation of $25 to $50 per hour for their time. Add required probate bonds, publication costs for creditor notices, professional appraisals, and accounting fees, and you understand why families spend $10,000 to $15,000 minimum on basic probate proceedings.

The timeline proves equally frustrating. Arizona law requires a four-month creditor claim period that cannot be shortened. Before that period even begins, the court must appoint a personal representative, which takes 2 to 4 weeks after filing. Inventory and appraisal of assets adds another 1 to 2 months. After the creditor period ends, final accounting and distribution typically require 1 to 3 additional months. That's 6 to 8 months for the simplest, uncontested estates. Add any complications like family disagreements, unclear asset titles, or business interests, and probate easily stretches to 12, 18, or even 24 months.

Public exposure during probate creates lasting problems. Arizona Revised Statutes Title 14 requires public notice of probate proceedings. The deceased's will becomes a public document. Asset inventories get filed with the court. Creditor claims and family disputes become part of the public record. This transparency, while serving a legal purpose, exposes your family's private financial matters to anyone curious enough to look, including identity thieves, scam artists, and nosy neighbors.

Probate Factor Simple Estate Moderate Estate Complex Estate
Total Cost Range $10,000 - $15,000 $15,000 - $30,000 $30,000 - $100,000+
Timeline 6-12 months 12-18 months 1-3+ years
Court Filings Required 15-20 documents 25-35 documents 40+ documents
Attorney Hours Needed 40-60 hours 60-120 hours 120-400+ hours
Court Appearances 2-3 hearings 4-6 hearings 7+ hearings
Public Exposure Full estate details Full estate details Full estate details

Your trust bypasses this entire probate nightmare. When you pass away, your successor trustee already has legal authority to manage trust assets. No court appointment needed. No mandatory waiting periods. No public filings. No statutory fees. Your trustee can distribute personal belongings immediately, continue managing investment accounts without interruption, sell real estate when market conditions are favorable rather than when probate deadlines force action, and provide beneficiaries with needed funds without waiting months for court approval.

Real Probate Avoidance Success

The Martinez Family Saves 18 Months: When Ricardo Martinez passed away with a properly funded trust, his wife Maria had access to all accounts within days. She continued paying bills, managing their rental properties, and maintaining their lifestyle without interruption. Their neighbor, who died two weeks earlier with only a will, left his widow struggling through an 18-month probate while bills piled up and she couldn't access joint investment accounts. Maria received the life insurance proceeds immediately and sold one rental property three months later when she received an excellent offer. The neighbor's widow couldn't sell any property for over a year, missing the market peak and ultimately selling for $75,000 less than comparable sales during the probate period.

Avoid Probate Today

Included Documents: Everything You Need for Complete Protection

Your Trust Package includes every essential document needed for comprehensive estate planning, each professionally drafted to work together as a complete protection system.

Core Trust Documents

Revocable Living Trust: The cornerstone document establishing your trust, naming trustees and successor trustees, providing detailed distribution instructions, including tax planning provisions, setting forth powers and limitations, and creating sub-trusts for asset protection when needed. This document typically runs 40 to 60 pages, covering every conceivable situation your trustees might face.

Pour-Over Will: This specialized will works exclusively with your trust, catching any assets not properly titled in the trust's name and "pouring" them into the trust through a streamlined probate. It also names guardians for minor children, provides for personal property distribution, handles digital assets and online accounts, and includes specific instructions for final arrangements.

Certificate of Trust: This summary document proves your trust's existence without revealing private details. Banks, title companies, and financial institutions accept this certificate instead of requiring your entire trust document, preserving privacy while facilitating transactions.

Healthcare Documents

Healthcare Power of Attorney: Authorizes your agent to make medical decisions when you cannot, including treatment consent or refusal, facility and provider selection, access to medical records under HIPAA, and coordination with insurance companies. We provide a wallet-sized medical ID card showing your healthcare agent's contact information for emergencies.

Living Will/Advance Healthcare Directive: Expresses your wishes about life-sustaining treatment if you're terminally ill or permanently unconscious. Covers artificial nutrition and hydration, mechanical ventilation, dialysis and artificial kidney function, and organ donation preferences.

Mental Health Power of Attorney: Unique to Arizona and a few other states, this document specifically addresses psychiatric treatment decisions, psychotropic medication consent, mental health facility admission, and electroconvulsive therapy authorization.

Financial Documents

Financial Power of Attorney: Grants comprehensive authority over financial matters during incapacity, including banking and investment transactions, real estate dealings, business operations, tax filings and payments, insurance matters, and government benefits management.

Assignment of Personal Property: Transfers ownership of personal belongings into your trust, covering furniture and household goods, jewelry and collectibles, vehicles and recreational equipment, tools and equipment, digital assets and online accounts, and intellectual property rights.

Funding Documents

Deed to Trust: We prepare new deeds transferring your real estate into your trust, ensuring proper legal descriptions, maintaining homestead protections, preserving tax benefits, and recording with appropriate county offices.

Beneficiary Designation Forms: Updated forms for life insurance policies, retirement accounts (401k, IRA, etc.), annuities, investment accounts, and employee benefits, all coordinated with your trust provisions.

Document Type Purpose When It's Used Who Needs It
Revocable Living Trust Asset management and distribution During life and after death Everyone with assets
Pour-Over Will Catch missed assets, name guardians After death Everyone
Healthcare POA Medical decision authority During incapacity Everyone
Financial POA Financial decision authority During incapacity Everyone
Living Will End-of-life care wishes Terminal illness Everyone
Trust Funding Documents Transfer assets to trust Immediately after signing All trust owners
Certificate of Trust Prove trust existence privately For financial transactions All trustees

Trust Funding: The Critical Step Most Attorneys Skip

An unfunded trust is like a beautiful safe with nothing inside; our Estate Planning Specialists ensure every asset is properly titled to your trust, making it fully operational and protective.

Trust funding transfers ownership of your assets from your individual name to your trust's name. This critical step makes your trust work. Without proper funding, assets remain subject to probate despite having a trust. Studies show that 80% of trusts fail to avoid probate because attorneys create the documents but don't help with funding. At RJP Estate Planning, complete funding assistance sets us apart from traditional law firms. For more details about the importance of trust funding, see our comprehensive living trust guide.

Our Estate Planning Specialists guide you through funding every type of asset. For real estate, we prepare new deeds naming your trust as owner, ensure homestead exemptions transfer properly, coordinate with mortgage lenders when needed, and record deeds with county recorders. For financial accounts, we provide exact titling instructions for each institution, complete necessary signature cards and forms, assist with online account updates, and ensure accounts reflect trust ownership correctly.

Retirement accounts require special handling. While these accounts shouldn't be owned by your trust during lifetime (to preserve tax benefits), we ensure beneficiary designations coordinate with your trust provisions. We review primary and contingent beneficiaries, structure designations to maximize tax deferral opportunities, coordinate with trust provisions for minor beneficiaries, and ensure SECURE Act compliance for inherited IRAs.

Business interests need careful attention. We help transfer LLC membership interests, update corporate stock certificates, revise operating agreements, maintain business loan compliance, preserve liability protection, and ensure business succession plans align with trust provisions.

Personal property often gets overlooked, but we make it simple. Our assignment document covers general household items without listing everything individually. For valuable collections, artwork, or specific items, we create detailed schedules ensuring clear ownership and distribution instructions.

What Happens If Your Trust Isn't Properly Funded?

Unfunded or partially funded trusts create massive problems. Assets outside the trust go through probate, defeating the trust's primary purpose. Your family faces the full probate process for unfunded assets: court proceedings, attorney fees, delays, and public exposure. The pour-over will eventually gets assets into the trust, but only after expensive, time-consuming probate.

We've seen heartbreaking cases where families spent $30,000 creating sophisticated trust plans with other firms, only to discover after death that major assets were never transferred. The family still faced probate, spending additional thousands and waiting months for asset distribution. Our comprehensive funding assistance prevents these disasters.

Don't Let Poor Funding Destroy Your Planning

Our Estate Planning Specialists ensure every asset is properly funded to your trust. Complete funding assistance is included with every Trust Package.

Get Complete Trust Funding Help

Tax Benefits: Maximize What Your Family Keeps

Your trust preserves valuable tax benefits including the step-up in basis at death, while providing flexibility for advanced estate tax planning as your wealth grows.

The step-up in basis at death remains one of the most valuable tax benefits in American law, and your revocable living trust preserves this completely. When you pass away, assets in your trust receive a new tax basis equal to their date-of-death value. Your family can sell inherited assets immediately with zero capital gains tax. This benefit alone can save hundreds of thousands in taxes on appreciated real estate, stocks, and other investments. For answers to common questions about trust taxation and benefits, visit our trusts vs wills comparison.

Consider this example: You purchased rental property for $200,000 that's now worth $800,000. If you sold during lifetime, you'd owe capital gains tax on the $600,000 gain, approximately $142,000 in federal and state taxes. But when the property passes through your trust at death, your beneficiaries receive it with an $800,000 basis. They can sell immediately for $800,000 and owe zero capital gains tax. The $142,000 tax savings goes to your family instead of the government.

Estate tax planning becomes crucial for larger estates. The 2024 federal estate tax exemption is $13.61 million per person ($27.22 million for married couples). These amounts are adjusted annually for inflation through 2025, after which the exemption is scheduled to sunset to approximately half these amounts in 2026 unless Congress acts. While most families fall below these thresholds, proper trust planning ensures you're ready if your estate grows or exemptions decrease. Use our probate calculator to calculate potential costs and savings for your estate.

Generation-skipping transfer (GST) tax planning protects wealth passing to grandchildren. The GST tax applies when assets skip a generation, with the same exemption amounts as the estate tax. Your trust can include provisions to maximize GST exemptions, creating dynasty trusts that protect family wealth for multiple generations while minimizing transfer taxes.

Income tax considerations during your lifetime remain simple with revocable trusts. As a "grantor trust," your revocable living trust uses your Social Security number, and you report all income on your personal tax return. No separate trust tax returns, no complicated K-1 forms, no additional accounting fees. You maintain complete tax simplicity while alive.

Advanced Tax Planning Opportunities

For larger estates, your trust provides a framework for sophisticated tax strategies. Charitable remainder trusts can provide lifetime income while generating large charitable deductions. Qualified personal residence trusts can transfer valuable homes at reduced tax costs. Grantor retained annuity trusts can shift appreciation to beneficiaries tax-free. While these advanced strategies require separate specialized trusts, your revocable trust serves as the foundation, coordinating all planning elements.

Special Situations: Customized Protection for Unique Needs

Every family faces unique challenges; your Trust Package adapts to protect blended families, minor children, special needs beneficiaries, and business interests with sophisticated, customized provisions.

Blended Families: Balancing Competing Interests

Second marriages with children from prior relationships require careful planning. Your trust can provide for your current spouse while preserving assets for your children. Common structures include giving your spouse lifetime income and residence rights while preserving principal for children, creating separate trusts for spouse and children, setting aside specific assets for each family branch, and including provisions preventing disinheritance if your spouse remarries.

The Thompson Blended Family Solution: Mark Thompson's trust provided his second wife Susan with lifetime income from a $2 million trust, plus the right to live in their home. Upon Susan's death, the remaining trust assets pass to Mark's three children from his first marriage. Susan's separate trust leaves her assets to her two children. Both sets of children are protected, Susan has security for life, and family harmony is maintained through clear, legally binding provisions.

Minor Children: Protection Until Maturity

Leaving assets directly to minors creates legal nightmares. Courts must appoint guardians, assets become theirs at 18 regardless of maturity, and court supervision continues until adulthood. Your trust protects minor beneficiaries by holding assets in trust until appropriate ages, providing for education, health, and support needs, allowing distributions at multiple ages (perhaps 25, 30, and 35), including provisions for advanced education and home purchases, and protecting assets from youthful mistakes and predators.

Guardian selection for minor children requires careful consideration. Your pour-over will names guardians, but your trust provides detailed instructions about children's upbringing, education preferences, religious considerations, and financial support for guardians raising your children.

Special Needs Beneficiaries: Preserving Government Benefits

Beneficiaries with disabilities require specialized planning to preserve government benefits like SSI and Medicaid. Direct inheritances can disqualify them from these crucial programs. Your trust can include Special Needs Trust provisions that supplement but don't replace government benefits, pay for items government programs don't cover, provide quality of life improvements without affecting eligibility, and ensure professional management of complex benefit rules.

The Garcia Special Needs Protection: The Garcias' adult son Miguel has autism and receives SSI and Medicaid benefits. Their trust creates a Special Needs Trust for Miguel's inheritance, preserving his government benefits while providing extras like therapy programs, specialized equipment, entertainment, and travel that enhance his life without jeopardizing essential medical coverage and support services.

Business Owners: Ensuring Continuity

Business interests require sophisticated trust provisions to ensure continuity, minimize taxes, provide for business succession, protect family members not involved in the business, and prevent forced liquidation to pay taxes or support family. Your trust can include detailed business succession instructions, buy-sell agreement coordination, key employee retention provisions, and family member buyout options.

The Wilson Business Succession: Dr. Janet Wilson's trust included detailed provisions for her medical practice. Upon her death, her trust required the practice's immediate sale to her junior partner under a pre-negotiated buy-sell agreement. The trust provided her husband with income from the sale proceeds while preserving principal for their children's education. The practice continued serving patients without interruption, employees kept their jobs, and the family received fair value without managing an unfamiliar business.

Trust vs Will: Why Smart Families Choose Trust-Based Planning

While both trusts and wills transfer assets after death, only trusts avoid probate, provide incapacity protection, maintain privacy, and offer sophisticated planning options that wills simply cannot match.

Planning Factor Will Only Revocable Living Trust Advantage
Probate Required Yes, always No, avoided entirely Trust saves $10,000+
Time to Distribute 6-18+ months Immediately Trust saves 6+ months
Privacy Public record Completely private Trust protects privacy
Incapacity Planning None Comprehensive Trust avoids guardianship
Asset Protection None Multiple options Trust protects beneficiaries
Court Involvement Extensive None Trust avoids court entirely
Geographic Flexibility State-specific Works nationwide Trust crosses state lines
Ongoing Management Ends at death Continues as needed Trust provides ongoing protection
Cost to Family $10,000+ probate $0 at death Trust saves thousands
Contestability Easier to contest Harder to challenge Trust reduces disputes

The practical differences between trust and will-based planning become clear in real-world scenarios. With a will, your executor must petition the court for appointment, publish creditor notices, inventory all assets for court review, obtain court approval for asset sales, pay attorney and court fees from estate funds, and wait months before making distributions. With a trust, your successor trustee immediately accesses accounts and manages assets, maintains complete privacy about family finances, distributes personal belongings without delay, sells real estate when market conditions are optimal, and provides beneficiaries with needed funds immediately.

Incapacity illustrates another crucial difference. If you become incapacitated with only a will, your family must pursue court-ordered guardianship or conservatorship. This means public proceedings exposing your condition, thousands in legal fees, ongoing court supervision and reporting, potential family disputes over who serves, and possible appointment of professional guardians. Your trust handles incapacity seamlessly. Your successor trustee takes over immediately using detailed instructions you've provided, managing everything privately without court involvement.

Choose Trust Planning Over Simple Wills

The Process: From Consultation to Complete Protection

Creating your Trust Package follows a proven process refined through 30+ years and 45,000+ clients, ensuring every detail is addressed and your plan provides maximum protection.

Step 1: Initial Consultation

Your journey begins with a comprehensive consultation where we understand your unique situation. We discuss your family structure and dynamics, asset types and values, specific concerns and goals, and any special circumstances requiring customized planning. This consultation, offered free of charge, helps determine if trust planning is right for you. We'll explain exactly how trusts work, what protection they provide, and answer all your questions in plain English, not legal jargon.

Step 2: Design and Customization

Based on your consultation, we design a trust specifically for your needs. No cookie-cutter documents or one-size-fits-all approaches. We customize trustee succession plans, beneficiary distribution schedules, tax planning provisions, asset protection features, and special needs considerations. You'll receive a detailed summary of your plan's design before we begin drafting, ensuring everything meets your expectations.

Step 3: Document Drafting

Our experienced team drafts your complete Trust Package using sophisticated software and decades of refined language. Each document is carefully crafted to work seamlessly with others, creating a comprehensive protection system. We incorporate current law including recent SECURE Act changes, Arizona-specific provisions from A.R.S. Title 14, and federal tax considerations for estate planning.

Step 4: Review and Refinement

You'll receive draft documents for review before signing. We encourage questions and welcome revisions. This is your plan; it must reflect your wishes perfectly. We explain each provision in understandable terms, clarify any confusing sections, and make requested modifications. Most clients need only minor adjustments, but we'll revise until you're completely satisfied.

Step 5: Signing Ceremony

Document signing happens at our office with all necessary parties present. We provide notary services at no additional charge, ensure proper execution of all documents, create multiple original documents as needed, and explain each document's purpose as you sign. The signing ceremony typically takes 60 to 90 minutes. You'll leave with complete executed documents ready for immediate use.

Step 6: Trust Funding Assistance

This crucial step separates RJP from other firms. Our Estate Planning Specialists guide you through funding every asset. We prepare and record real estate deeds, provide bank and investment account retitling instructions, complete beneficiary designation updates, transfer business interests, and assign personal property. This comprehensive assistance ensures your trust actually works to protect your family.

Step 7: Ongoing Support and Maintenance

Your relationship with RJP doesn't end at signing. We provide lifetime support including complimentary reviews every 3 to 5 years, updates when laws change significantly, assistance with trustee questions, guidance for successor trustees, and help with future modifications as life changes. This ongoing support ensures your plan remains current and effective throughout your lifetime.

Process Step Timeline What You Do What We Do
Initial Consultation 1-2 hours Share goals and concerns Explain options and recommendations
Information Gathering 1 week Provide asset and family info Design customized plan structure
Document Drafting 1-2 weeks Wait patiently Create comprehensive documents
Review Period 1 week Review and ask questions Explain and revise as needed
Signing Ceremony 60-90 minutes Sign documents Notarize and organize everything
Trust Funding 2-4 weeks Work with our specialists Guide complete asset transfers
Ongoing Support Lifetime Contact us with changes Provide reviews and updates

RJP's Comprehensive Trust Services: Lifetime Support Included

Unlike law firms that disappear after document signing, RJP provides comprehensive lifetime support services ensuring your Trust Package remains current, properly funded, and ready to protect your family when needed.

Lifetime Complimentary Reviews Every 3 to 5 Years

Life changes, laws change, and your estate plan must keep pace. We proactively contact you every 3 to 5 years for a complimentary review. During these reviews, we assess family changes like marriages, divorces, births, or deaths; evaluate asset changes including new purchases or sales; review beneficiary and trustee designations; ensure continued tax optimization; and update for any relevant law changes. These regular reviews, valued at $500 to $1,000 at traditional firms, are included free for life with your Trust Package.

Notification and document updates when laws change

Estate planning laws evolve constantly. The SECURE Act changed retirement account inheritance rules. New legislation made the $15 million estate tax exemption permanent. Arizona regularly updates its trust and estate statutes. We monitor all relevant law changes and notify you when updates affect your plan. If document changes are needed due to law changes, we provide them at significantly reduced rates.

Complete Funding Assistance by Estate Planning Specialists

Our dedicated Estate Planning Specialists ensure every asset transfers properly to your trust. This includes preparing real estate deeds for recording, drafting business interest transfer documents, providing exact account retitling instructions, completing beneficiary designation forms, and following up to confirm completion. This service, often costing $2,000 to $3,000 elsewhere, is included with your Trust Package.

Power of Attorney Medical ID Cards

Emergency medical situations don't wait for you to retrieve documents. We provide wallet-sized medical ID cards showing your healthcare agent's contact information. Emergency responders and hospital staff immediately know who has authority to make medical decisions, ensuring your healthcare wishes are followed even when original documents aren't readily available.

E-Vault Document Storage and USB Backup

Your documents are securely stored in our digital vault, accessible 24/7 through our secure portal. We also provide a USB flash drive containing all your documents in PDF format. This redundant storage ensures your documents are always available when needed, whether for emergency access by trustees, sharing with financial institutions, or replacing lost originals.

Prepaid Settlement Support Package

When you pass away, your successor trustee faces numerous challenges understanding their duties and responsibilities. Our prepaid settlement support package provides your trustee with step-by-step guidance through the entire process, assistance with asset transfers and distributions, help with tax and legal requirements, and coordination with financial institutions and other parties. This support, invaluable during a difficult time, is included with your Trust Package.

Notary Services

Proper document execution requires notarization. We provide notary services for all your estate planning documents at no charge. Our notaries are trained in estate planning document requirements, ensuring proper execution that will stand up to any challenge.

Asset Protection Guidance

As your wealth grows or circumstances change, additional asset protection strategies may become beneficial. We provide ongoing guidance about domestic asset protection trusts, limited liability companies for rental properties, family limited partnerships, offshore planning for substantial wealth, and creditor protection strategies. This guidance helps you understand options and make informed decisions about enhanced protection.

Successor Trustee Support with Personal Guidance

Perhaps most importantly, we provide personal guidance to your successor trustee at no additional cost. When you pass away, your trustee can call us for help understanding their duties, navigating the trust administration process, dealing with banks and financial institutions, and distributing assets properly. This support prevents costly mistakes and ensures your wishes are carried out efficiently.

Experience the RJP Difference

With 45,000+ satisfied clients over 30+ years, we deliver sophisticated trust planning at 50% less than traditional law firms, backed by lifetime support that ensures your family's protection.

Start Your Trust Today

Protect Your Family Today: Take the First Step

Every day without proper trust planning is another day your family remains vulnerable to probate costs, court delays, and public exposure of your private affairs.

We've shown you how a comprehensive Trust Package protects your family from the $10,000 to $15,000 minimum cost of Arizona probate. You understand how trusts provide immediate asset access while wills force months of court proceedings. You've seen how privacy, incapacity protection, and sophisticated planning options make trusts superior to simple wills. Now it's time to act.

Consider what's at stake. Without a trust, your family faces months of probate delays when they're grieving and need immediate access to funds. They'll spend thousands on attorney fees that could have stayed in the family. Your private financial affairs become public record. Assets intended for your beneficiaries get reduced by court costs, professional fees, and administrative expenses. Minor children might receive inheritances at 18 with no protection from poor decisions. Blended families risk conflict without clear, legally binding instructions.

The solution is clear and accessible. RJP Estate Planning has helped over 45,000 Arizona families create comprehensive trust-based plans over our 30+ years in practice. We deliver the same sophisticated planning that traditional law firms charge $5,000 to $10,000 for, but at 50% less cost. More importantly, we provide lifetime support ensuring your plan remains current and effective.

Your Trust Package includes everything needed for complete protection: revocable living trust, pour-over will, healthcare and financial powers of attorney, living will, trust funding assistance, and all supporting documents. But beyond documents, you receive ongoing support that makes your planning truly valuable: lifetime complimentary reviews, law change notifications, successor trustee guidance, and complete funding assistance ensuring your trust actually works.

Starting your Trust Package is simple. Schedule your free consultation to discuss your specific situation and goals. We'll explain exactly how trust planning protects your unique circumstances, answer all your questions in plain English, and provide a clear path forward. There's no obligation, no pressure, just honest guidance about protecting your family's future.

Don't let another day pass leaving your family vulnerable. The peace of mind that comes from knowing your loved ones are protected, your assets are secure, and your wishes will be followed is invaluable. Take the first step today toward comprehensive protection that lasts a lifetime and beyond.

Secure Your Family's Future Now

Join the 45,000+ Arizona families who trust RJP Estate Planning for sophisticated, affordable trust planning with lifetime support. Schedule your free consultation today.

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