Estate Planning in Scottsdale
Our headquarters since 1995 sits in Old Town at Scottsdale and Indian School Roads. Meet the advisors, see the next free in-person seminar, and find out what a complete plan involves.
Scottsdale is home. The Scottsdale Financial Center office is where the firm started in 1995 and where most of our planning consultants, the independent attorneys we work with, and the support team who answer the phones are based. It is also where most Scottsdale and Paradise Valley clients sign their trusts, review them in later years, and bring the adult children who will one day serve as trustee.
A Scottsdale plan usually involves a revocable living trust rather than a will alone, because a will does not avoid Maricopa County probate and Scottsdale homes, second properties and brokerage accounts are exactly the assets probate reaches. This page covers the practical side: the office, the next in-person seminars, who you will meet, and what recent clients have said.
Estate planning in Scottsdale: 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. One flat price covers the attorney fee, document preparation, trust funding help and lifetime reviews; we quote the exact figure at a free consultation in the office.
- Who prepares the documents
- Independent Arizona attorneys we work with draft and sign off on every document. Clint Smith, licensed since 1985 and author of Estate Planning: A Plain English Guide to Wills and Trusts, meets Scottsdale clients here. RJP is not a law firm; our planning consultants coordinate the plan and support your family afterward.
- Where we meet
- In person at 4110 N Scottsdale Rd, Suite 170, at a free in-person seminar in north Scottsdale or Paradise Valley, or by video call. The office is open Monday through Friday.
Where to find us in Scottsdale
Our office
Monday to Friday, 9am to 5:30pm
Driving and parking
- The office is at 4110 N Scottsdale Rd, between Indian School Road and Camelback Road in Old Town, in the three-story brick and glass Scottsdale Financial Center.
- From north Scottsdale (DC Ranch, Grayhawk, Troon) take Scottsdale Road or the Loop 101 south; from Paradise Valley take Lincoln Drive or McDonald Drive east to Scottsdale Road; from Fountain Hills take Shea Boulevard west to Scottsdale Road and head south.
- 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 Scottsdale
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.
Nearest upcoming seminars
- 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
- Details and registration
Who you will work with in Scottsdale
Planning consultants based at the Scottsdale office and the independent attorneys we work with on Scottsdale 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
Wealth Management Advisor, Fiduciary | Licensed Insurance Agent
RJP Estate Planning · CLU · Series 6, 63, 65 · Fiduciary · AZ Life & Health
Senior Planning Consultant | Licensed Insurance Agent
RJP Estate Planning · Licensed Insurance Agent
What we plan for Scottsdale 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 Scottsdale 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 Scottsdale
Scottsdale, Old Town, McCormick Ranch, Gainey Ranch, DC Ranch, Grayhawk, Troon, Paradise Valley, Fountain Hills, Cave Creek, Carefree, Rio Verde.
Elsewhere in Arizona? See all locations.
Questions Scottsdale families ask
- Is RJP Estate Planning in Scottsdale a law firm?
- No. RJP is an estate planning firm; the wills, trusts and powers of attorney in every plan are drafted and signed off by independent Arizona attorneys we work with. Our planning consultants handle the information gathering, trust funding and lifetime reviews, which is a large part of why the total cost is lower than a traditional law firm.
- Can I review a trust that another firm prepared years ago?
- Yes. Many Scottsdale clients bring an older trust for a review visit at the office. We check whether the trust is funded, whether the people named are still the right ones, and whether Arizona law changes since the signing date affect it, then explain what an update would involve.
- What should I bring to a first meeting in Scottsdale?
- A list of your assets and how each is titled, any existing will or trust, the names of the people you would choose as trustee, agent and beneficiaries, and your questions. Deeds and account statements help but are not required for the first visit.