Professional trust and estate management
Fiduciary Services
When no family member can or should serve as trustee, our professional fiduciary team steps in to manage trusts, settle estates, and protect beneficiaries.
When the Best Person for the Job Is Not a Family Member
A fiduciary is a person or entity legally obligated to act in someone else's best interest. Our professional fiduciary team steps in when no family member is willing or appropriate to serve, when family conflict makes a neutral party essential, or when an estate is complex enough that professional management is the right answer. We handle bill paying, investment oversight, tax filings, and beneficiary distributions, with full accounting and full transparency.
Sometimes the best person for the job is not a family member. A bonded, licensed fiduciary brings the expertise, neutrality, and accountability that complex estates require.
The Roles We Serve
We can serve in any of the fiduciary roles Arizona law recognizes, and we are accountable to the family, the beneficiaries, and the court for everything we do.
- Successor trustee, administering and distributing the trust after the grantor's death or incapacity
- Personal representative, administering an estate through Arizona probate when no trust is in place
- Power of attorney agent, handling financial decisions during the principal's lifetime
- Conservator, serving under court appointment over an incapacitated adult's finances
- Bonded and licensed, meeting Arizona's fiduciary licensing and surety bond requirements
Why Families Choose RJP
Attorney-Drafted, Advisor-Guided
A licensed Arizona estate planning attorney drafts the legal documents while our advisory team handles the prep, the conversation, and the follow-up. You only pay attorney rates for actual legal work, which is why our clients typically pay about half of what a traditional law firm charges.
Lifetime Reviews, Included
We review your plan every three to five years and update it whenever Arizona law changes. No hourly clock, no surprise invoice.
Settlement Support for Your Family
When the time comes, our team sits down with your loved ones and walks them through the entire settlement process at no extra charge. No other firm in Arizona includes this.
Sometimes the best person for the job is not a family member. A professional fiduciary provides the expertise, neutrality, and accountability that complex estates require.
When Professional Fiduciary Services Are Needed
Sometimes the best choice for trustee is a professional, not a family member.
- No Willing Trustee. When no family member is able, willing, or qualified to serve as trustee.
- Family Conflicts. A neutral professional can prevent disputes and ensure fair treatment of all beneficiaries.
- Complex Estates. Estates with business interests, tax complexity, or multi-state assets benefit from professional management.
- Special Needs Trusts. Trusts for beneficiaries with disabilities require careful management to preserve government benefits.
Your First Step Starts Here
At our live, free estate planning seminars across Phoenix and Tucson, we walk you through how to protect you and your loved ones from probate. We give you a step-by-step plan that's simple and clear. Sign up today for peace of mind tomorrow.
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From the Blog
- Successor Trustee & Trust Administration in Arizona: The Complete Guide
What a trustee does, why naming the right one matters, and when a professional makes more sense than family.
- Spendthrift & Asset-Protection Trusts in Arizona: The Complete Guide
Trusts that often require a professional trustee to administer correctly.
- What Happens to Your Family Without an Estate Plan in Arizona
When no trustee is named and no plan exists, the court appoints a public fiduciary.
Glossary
- Fiduciary Duty
The legal obligation to act in another person's best interest, with loyalty, care, and full disclosure.
- Successor Trustee
The person or entity that takes over trust administration when the original trustee can no longer serve.
- Trustee
The person or entity legally responsible for managing trust assets according to the trust instructions.
- Personal Representative
The court-appointed person or entity responsible for administering an estate through probate.
- Public Fiduciary
A county-appointed fiduciary who serves when no family member or private fiduciary is available.
- Prudent Investor Rule
The legal standard a fiduciary must meet when investing trust or estate assets.