Estate Planning for Phoenix Families
Attorney-drafted living trusts and wills for the whole Valley, planned from our Old Town Scottsdale office, at a free in-person seminar near you, or by video from your home.
Phoenix is where most of the 45,000 Arizona families we have served since 1995 live, from Ahwatukee and Laveen to Anthem and the Arcadia neighborhoods along Camelback Road. The plan itself is the same wherever you are in the Valley: a revocable living trust or will, financial and healthcare powers of attorney, a living will, and the deed and beneficiary work that keeps your home and accounts out of Maricopa County probate.
What changes by city is logistics, which is what this page covers: how far the office is, where the next free in-person seminar is, which advisors you will meet, and what recent Phoenix-area clients have said.
Estate planning in Phoenix: the short answer
- What it costs here
- On average, our clients pay about half compared to a traditional law firm for a comparable trust-based plan. You get one flat price that includes the attorney fee, document preparation, trust funding help and lifetime reviews, and we quote the exact figure at a free consultation.
- Who prepares the documents
- Independent Arizona attorneys we work with draft and sign off on every will, trust and power of attorney. Clint Smith has been licensed in Arizona since 1985 and presents the Phoenix-area seminars. RJP is not a law firm; our planning consultants gather your information, coordinate the attorney work, fund the trust and keep the plan current.
- Where we meet
- Phoenix families meet us at the Scottsdale Financial Center just north of Indian School Road, at a free in-person seminar at a Phoenix or East Valley venue, or by video call. Most first visits take about an hour.
Where to find us in Phoenix
Serving office in Scottsdale
Monday to Friday, 9am to 5:30pm
Driving and parking
- From central Phoenix and Arcadia, take Camelback Road or Indian School Road east to Scottsdale Road. The office is at 4110 N Scottsdale Rd, just north of Indian School Road, about 15 minutes from downtown outside rush hour.
- From north Phoenix and Anthem, take the Loop 101 east to Scottsdale Road and head south. From Ahwatukee and the South Mountain area, take I-10 east to the Loop 202, exit at Scottsdale Road and drive north.
- Visitor parking is directly in front of the building entrance and there is a covered garage with elevator access. We are on the first floor in Suite 170.
Free in-person seminars in Phoenix
Every seminar is a free, in-person, 90-minute session on wills, living trusts and avoiding Arizona probate, with dinner included. Dates below come from the live seminar calendar.
Also nearby
- Details and registration
Thursday, November 12, 2026, 3:00 PM
Superstition Springs Golf Club, Mesa
6542 E. Baseline Road, Mesa, AZ 85206
- Details and registration
Thursday, December 3, 2026, 3:00 PM
Briarwood Country Club, Sun City West
20800 N 135th Ave, Sun City West, AZ 85375
Who you will work with in Phoenix
Planning consultants based at the Scottsdale office and the independent attorneys we work with on Phoenix plans.
Senior Planning Consultant | CLDP | Licensed Insurance Agent
RJP Estate Planning · Certified Legal Document Preparer (CLDP) · Licensed Insurance Agent
Senior Planning Consultant | Licensed Insurance Agent
RJP Estate Planning · Licensed Insurance Agent
Senior Planning Consultant | Licensed Insurance Agent
RJP Estate Planning · Licensed Insurance Agent
What we plan for Phoenix families
- Living trustsThe document that keeps a home and accounts out of probate when it is funded correctly.
- WillsGuardians for minor children and a backstop for anything a trust does not hold.
- Powers of attorneyFinancial and healthcare agents who can act if you cannot.
- Living willArizona healthcare directive for the decisions you may not be able to make.
- Avoiding probateBeneficiary deeds, designations and trusts compared for Arizona estates.
- Estate planning overviewWhat a complete plan includes and how a first consultation works.
- Long-term care insuranceLicensed agents compare coverage so care costs do not consume the estate.
- Life insuranceIncome replacement and legacy coverage reviewed alongside the plan.
What Scottsdale-office clients say
217 Google reviews on the Scottsdale listing, averaging 4.7 out of 5. The office that serves Phoenix families is the one these clients worked with.
Everyone was friendly and knowledgeable. We especially enjoyed our time with Ralph and Onyx.
Robert Morris · Google review · 1 month ago
Thorough discussion of materials deliver. Appreciated the review of financial portfolio.
christy riley · Google review · 1 month ago
Very professional, competent, thorough, and friendly service at a reasonable price.
Bernard Binder · Google review · 1 month ago
Everything went as smoothly as possible. Everyone we had contact with was extremely easy to work with. Prices were very reasonable. Highly recommend RJP.
Mel Axelrod · Google review · 2 months ago
Communities we serve in Phoenix
Phoenix, Ahwatukee, Arcadia, Anthem, Laveen, Moon Valley, North Phoenix, Desert Ridge, Paradise Valley, Cave Creek.
Elsewhere in Arizona? See all locations.
Questions Phoenix families ask
- Do I have to come to Scottsdale to set up a living trust if I live in Phoenix?
- No. Many Phoenix families start at a free in-person seminar closer to home and finish by video call. Signing can be done at the Scottsdale office or arranged with a mobile notary, and your planning consultant will tell you which option fits your situation.
- Will my Phoenix home go through probate if I only have a will?
- Usually yes. In Arizona a will does not avoid probate; it instructs the probate court. A home titled in a revocable living trust, or covered by a recorded beneficiary deed, passes to your family without a Maricopa County probate case.
- Who are the attorneys behind RJP plans in Phoenix?
- Independent Arizona attorneys we work with draft and review every document. Clint Smith, licensed in Arizona since 1985, leads the Phoenix-area seminars and signs off on the plans, and Joseph M. Udall serves East Valley families from Mesa.