VETERAN Estate
planning
Honoring Those Who Served: Comprehensive Estate Planning for Veterans with a 20% Discount
Our veteran discount package not only offers the best value but also a level of service you won't find anywhere else.
Our Exclusive Services Include:
- Lifetime Complimentary Reviews: Every 3-5 years
- Legal Updates: Notification and document updates when laws change
- Funding Assistance: Complete support by an Estate Planning Specialist
- Medical ID Cards: Power of Attorney Medical ID Cards for emergencies
- E-Vault Storage: Digital and USB storage for secure document access
- Settlement Support: Prepaid support package for a smooth transition
- Notary Services: Convenient, professional notary services included
- Asset Protection: Customized strategies to safeguard your legacy
Estate Planning by Veterans, for Veterans. Protecting what matters most to you and your family.
We’ll also help you uncover benefits you may not realize you’re entitled to.
Arizona’s number one estate planning company for veterans.
Protecting Our Veterans’ Hard-Earned Assets
Your Plan, Your Way. Choose the meeting format that works best for you.
Getting started with RJP Veteran Estate Planning is simple. We serve clients across Arizona with flexible scheduling options, including remote consultations and in-person meetings in the Phoenix and Tucson areas. Choose what works best for you, and our veteran estate planning specialists will handle the rest.
Phone Call
Speak directly with a veteran estate planning specialist from the comfort of your home. We’ll discuss your unique needs, ensuring you receive personalized guidance—wherever you are.
Video Call (Zoom)
Connect face-to-face with an estate planning expert, no matter your location. This flexible option allows you to get the same dedicated service without needing to visit our office.
In Office Scottsdale & Tucson
Prefer a in-person meeting? Schedule now & visit us at our Scottsdale or Tucson offices for an in-depth, face-to-face consultation.
Let the oldest & largest estate planning company secure your hard-earned assets.
Veteran Estate Planning Solutions
Foundation Documents for Your Estate Plan
These are some of the essential documents included in our standard veteran estate plans. Each plan, along with its documents, is fully customized to meet the unique needs and goals of every individual we serve.
We provide services in the areas of estate planning, planning with wills and trusts, probate & estate administration, medicaid & long-term care planning, income planning, wealth accumulation, legacy planning, and estate planning.
An estate plan allows you to direct how and whom your property will be distributed after your death.
Many new clients initially express a lack of an estate plan, yet most are unaware that they already have one. We will work together to create a well-crafted estate plan that is designed to supersede the terms of the State’s default plan with your personalized choices.
Last Will & Testament
Your last will and testament constitute just one element of a comprehensive estate plan. In the absence of a will, a person is considered to have died “intestate,” and state laws dictate the distribution of the person’s assets.
Health Care Documents
An advance directive is a document that specifies the type of medical and personal care you would want should you lose the ability to make and communicate your own decisions. Anyone over the age of 18 may execute an advance directive, and this document is legally binding in Arizona.
Powers of Attorney
A power of attorney is a legal document giving another person (the attorney-in-fact) the legal right (powers) to do certain things for you. What those powers are depends on the terms of the document. A power of attorney may be very broad or very limited and specific. All powers of attorney terminate upon the death of the maker, and may terminate when the maker (principal) becomes incapacitated (unable to make or communicate decisions).
Are you ready to take the next step towards your financial future?
RJP Estate Planning works with experienced estate planning counsel to design individualized plans that meet each family’s unique needs and properly provide for the legacy that each client desires.
Why Choose RJP Veteran Estate Planning?
Our veteran-focused approach goes beyond standard estate planning, providing unmatched dedication and peace of mind. Here’s what sets us apart:
- Personalized Plans: Tailored to meet the unique needs of veterans.
- Lifetime Support: Regular reviews and updates as life changes.
- Veteran Discount: 20% off for veterans, ensuring top value.
- Specialized Expertise: Advisors who understand veteran needs.
Your Last Will & Testament
Your last will and testament constitute just one element of a comprehensive estate plan. In the absence of a will, a person is considered to have died “intestate,” and state laws dictate the distribution of the person’s assets.
Trusts
Revocable Living Trusts, Irrevocable Trusts, Testamentary Trusts, Special Needs Trusts, Etc. Trusts come in various forms, serving diverse legal, personal, investment, and tax planning purposes, with simplicity or complexity depending on the situation.
Powers of Attorney
A power of attorney is a legal instrument that grants another person specific legal rights or powers on your behalf. The scope of these powers is determined by the terms outlined in the document, and it can range from broad to highly specific.
Healthcare Documents
Creating your healthcare documents (also known as advance directives) and accompanying documents is crucial for ensuring your medical and personal care preferences are respected when you can’t communicate.
At RJP Estate Planning, we have a deep commitment to veterans. Inspired by our founder’s family legacy of service, our veteran discount package delivers exceptional value and unmatched support.
Veterans receive access to our team members who have also served. They understand the unique needs of veterans when it comes to estate planning. Get your questions answered and safeguard your legacy with someone who has walked in your boots.
