Most families finish the full trust process with RJP in four to five weeks. Some wrap up faster. Some take longer based on their needs.
The Three-Meeting Process
RJP uses three meetings to build your estate plan. Each one builds on the last.
Meeting 1: First Talk (Week 1)
- The team learns about your family and assets
- You share your goals for who gets what
- You name who should manage things if you cannot
- Special needs are talked through
- The team explains which papers you will need
- This meeting lasts 60 to 90 minutes
Meeting 2: Attorney Review (Week 2-3)
- A licensed Arizona attorney reviews your plan
- The attorney answers legal questions
- The attorney confirms the plan meets Arizona law
- Any changes are made before papers are final
- This meeting lasts 30 to 45 minutes
Meeting 3: Funding and Signing (Week 4-5)
- You sign all papers with a witness and notary
- The trust funding process begins
- This means moving assets into your trust
- Assets include real estate and bank accounts
- You get a full walk-through of your binder
- This meeting lasts 60 to 90 minutes
What You Need to Prepare
Coming ready keeps things on track. Gather these items first:
- A list of all assets you own
- Include real estate, bank accounts, and life insurance
- Names and contact info for trustees and guardians
- Names and contact info for agents
- Ideas about how you want assets passed on
- Any old papers (prior will, trust, or POA)
Make choices before meeting one. The more you decide, the faster things move.
What Speeds Things Up
- Having your asset list ready early
- Knowing who you want as trustee and guardian
- Picking your POA agents early
- Being open with meeting times
- Choosing heirs and splits before the first talk
What Slows Things Down
- Needing extra time to decide on heirs or trustees
- Busy schedules that push meetings out
- Complex cases like business or out-of-state property
- Blended families that need more attorney review
- Banks that are slow to process trust papers
What Happens After the Three Meetings
Your plan is not done after signing. Trust funding goes on after your last meeting. RJP handles deed prep and filing for real estate. The team guides you through updating accounts. They help with banks, investments, and named heirs. Full funding takes two to four more weeks. The timeline depends on how many accounts need new titles.
About RJP's Licensing and Services
RJP is a full-service estate planning company. It is not a law firm. All legal papers are prepared by partner attorneys. These attorneys hold Arizona licenses. For clients who need money planning, advisory services hold the needed licenses too. Securities are offered through CoreCap Advisors LLC. CoreCap is a registered investment advisor. It is separate from RJP Estate Planning. This setup brings legal, money, and insurance planning under one roof.
The team stays with you through the whole process. That includes trust funding. You are never left on your own. Set up your first meeting to get started.