Let us help you with your estate plan
Our Commitment
RJP Estate Planning has proudly served the Arizona community for over 30 years, empowering families and individuals to proactively safeguard their financial future and legacy. We are a team of experienced professionals dedicated to providing comprehensive estate planning solutions tailored to each client's unique needs and aspirations.
Who We Are
Founded by Jim and Debbie Placet, RJP Estate Planning is a family-owned and operated business driven by a heartfelt desire to protect families and individuals in achieving peace of mind. Our team combines extensive knowledge of estate planning and financial planning services to offer holistic guidance and support.
Our Services
We offer a wide range of services to meet your diverse estate planning needs, including:
1. Estate Planning Overview
- Comprehensive consultations to understand your financial goals and aspirations.
- Tailored creation of a customized estate plan.
2. Living Trusts & Probate & Estate Administration
- Guiding you through the process of establishing living trusts to efficiently manage your assets during your lifetime and upon your passing.
- Comprehensive probate and estate administration guidance to ensure a smooth and organized process.
3. Wealth Preservation & Retirement Planning
- Strategies for preserving your wealth and assets through various planning solutions.
- Retirement planning tailored to your individual goals and circumstances.
4. Life Insurance & Medicaid & Long-Term Planning
- Comprehensive coverage options to address potential risks and ensure your well-being in later life.
5. Legacy Planning & More
- Customized solutions to ensure your values and wishes are reflected in your estate plan.
- Ongoing review and adjustment of your plan to ensure its effectiveness over time.
Our Difference
At RJP Estate Planning, we prioritize:
- Client-centered approach: We take the time to understand your unique needs and goals, ensuring your plan is tailored to your specific situation.
- Accessibility and affordability: We offer flexible payment options and competitive fees to fit your budget.
- Transparency and communication: We maintain open and clear communication throughout the process and provide regular updates on your estate plan.
Schedule Your Consultation Today
Protecting your legacy and securing your financial future is easier than you think. Contact us today to schedule a consultation and take the first step towards comprehensive estate planning with RJP Estate Planning.
Pre-Existing Experience
RJP Estate Planning has had a mixed experience with customers, with some reporting excellent service and others expressing dissatisfaction.
Customer Feedback
Several reviewers have shared their positive experiences with RJP Estate Planning. Sarah Stvenson praised the company for handling her parents' trust setup during a difficult time, saying they were handled with empathy and care. J. and Jeffrey Lee shared similar experiences, praising Lenny Trujillo and Susan for their exceptional service. D. Weller explained that RJP had helped her family create a trust and financial plan 18 years ago, which provided peace of mind until they needed to update it after her mother's passing.
On the other hand, Rob Jeffrey, who had initially given the company 5 stars, was less than impressed with his recent experiences. He felt that the company was being cheap by not offering a referral incentive and was concerned about their customer service after he received different and conflicting information from various employees. Shawn P. Mullins also gave a less-than-stellar review, stating that service beyond the initial estate planning had been subpar.
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