In my 30 years in real estate, I have never seen a fiduciary personally invest so much care and effort to prepare a property for sale at maximum value for the beneficiaries.   You are pleasant and responsive to work with and I thank you for your efforts.  
Connie H.  - Arizona Realtor
Your assistance has been invaluable and you have been a pleasure to work with.  I will certainly contact you again should I need someone in Tucson with your skills. ​ 
Luane R. - Arizona Attorney

Experience  .  knowledge  . integrity

      Call Arizona Fiduciary   520 820 4757

Attorneys-Save Time and Money by working with Arizona Fiduciary Services.


When you client needs a qualified licensed fiduciary, Arizona Fiduciary Services offers all of the traditional fiduciary services - plus provides an experienced probate paralegal to make your life easier.  

We understand the probate process and can support you in preparing the necessary documents from initial appointment through closing the estate.

+     Extensive knowledge of probate procedure
+     Familiarity with Arizona court requirements

+  Ability to prepare statutory forms and pleadings for attorney review and signature

+   Experience handling probate and non-probate transfers of assets, from inception to completion

+  Care Management and familiarity with local resources  help to insure your client's quality of life


Arizona Fiduciary can be named as Conservator, Guardian, Personal Representative or Trustee


Trust Administration

  • Trust Administration services for your clients who are no longer able or willing to manage their own financial affairs.  
  • Successor Trustee for named trustees unable or unwilling to assume responsibility for asset management.
  • Professional administration of trusts under agency agreement for named out of state Trustees.  

 

Call on us when you need a trustee of:

  • testamentary trusts,
  • special needs trusts,
  • revocable trusts,
  • irrevocable trusts.

Our highly experienced team is prepared to handle all areas of trust administration

  • Marshal and manage investments

  • Review stock holdings/confer with financial planners and brokers

  • Secure and value personal and real property

  • Prepare trust inventories of assets and trust accountings

  • Prepare financial reports; consultations with CPAs and accountants

  • Assist in gathering information for tax return preparation (to be prepared by accountants), real property sales, rentals and leases, including supervision of repairs and maintenance

  • Manage businesses held in a trust



Probate Estate Administration - Providing fiduciary services to law firms and their clients as Personal Representative of decedent’s estates. 


Arizona Fiduciary Services handles all duties of a personal representative


  • Inventory and safeguard assets

  • Collect income, verify and pay obligations

  • Manage investments

  • Review stock holdings/confer with brokers

  • Assist with gathering information for tax return preparation

  • Consult with accountants and attorneys

  • Secure personal property

  • Prepare real property taxes and assessor's transfer exclution forms

  • Manage decedent's business interests 

  • Notify beneficiaries and creditors

  • Prepare and file court accountings

  • Produce financial reports

  • Distribute estate, or if no will, determine heirs according to law


Confidential Care Management - A Specialty Service Your Clients will Appreciate

Arizona Fiduciary Services provides a professional Care Management team for their fiduciary clients.  If your client requires in-home assistance, we can manage caregivers.  For individuals in a care facility,  Arizona Fiduciary provides monitoring and reports. so that your clients can be assured they, or their  loved ones, are receiving proper care.   

Laurie Kuzdal

 Principal

CALL for a free Consultation   520 820 4757

​​Licensed Private Fiduciary

  • Founder Arizona Fiduciary Services, Llc.
  • Bachelors of Science in Business Administration.
  • Certified Fraud Examiner.
  • Certified Paralegal.
  • Certified Elder Mediator.
  • Member Sigma Phi Omega National Gerontology Honor Society.
  • Volunteer-Pima Council on Aging.
  • Volunteer Lawyers for Literacy.
  • Commissioned Notary Public.

Arizona Fiduciary Services 

When there is need, we take the lead.