Arizona law changes. Your family changes. If your trust has not been reviewed recently, it may not protect your family the way you expect. We review trusts created by any firm and help you fix the gaps before they become problems.
The trust was created but the assets were never moved into it. If your home, bank accounts, or investments are still in your personal name, your trust will not prevent probate. It does not matter how well the document was written. An unfunded trust offers no protection.
We review trusts created by any firm, not just our own. You do not need to start over to get the protection you were promised.
Divorce, remarriage, new grandchildren, a move to Arizona from another state, or a significant change in your finances can all create gaps in a plan that was solid when it was first signed. Older trusts often lack clear provisions for incapacity, meaning your family may still need court involvement if you become unable to manage your own affairs.
Arizona estate law has also changed significantly over the years. Trusts drafted more than five years ago may be missing protections that are now standard practice, including updated probate thresholds and beneficiary safeguards.
We read your entire trust and any amendments. We verify that your assets are properly titled in the name of your trust. We review your beneficiary designations across all accounts, check your powers of attorney and healthcare directives, and confirm that your plan complies with current Arizona law. If something needs to be corrected, we tell you exactly what and why. If nothing needs to change, we tell you that too.
A trust review is not a one-time event. RJP clients receive ongoing support that keeps their plan current and ensures their family is never left guessing.
Your trust is reviewed whenever your situation changes so your plan always reflects your current life.
When Arizona law changes in a way that affects your plan, we notify you and update your documents.
An estate planning specialist helps you properly title your assets in the name of your trust so nothing is left out.
When your family needs to settle your estate, our team guides your successor trustee through the entire process.
Your documents are stored securely in our e-vault system, with a USB flash drive provided for your personal records.
Wallet-sized cards that your agents can carry so they are always prepared if they need to act on your behalf.
Already an RJP client? These benefits are included with your plan at no additional cost. Reviews are complimentary for life.
If your trust was created by another attorney or company, you do not need to start over. Our service plan gives you access to the same ongoing support that RJP clients receive, without redoing your entire trust. That includes lifetime reviews, law-change notifications with document updates, complete funding assistance from an estate planning specialist, and a prepaid settlement support package so your family is taken care of when the time comes.
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Attend a free estate planning seminar or schedule a one-on-one consultation with our estate planners.