Laurie Kuzdal

 Principal

Arizona Fiduciary Services 


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

​​Licensed Private Fiduciary

  • Bachelors of Science in Business Administration
  • Licensed Private Fiduciary
  • Certified Fraud Examiner
  • Certified Paralegal
  • Certified Senior Advisor
  • Certified Elder Mediator
  • Member Sigma Phi Omega National Gerontology Honor Society
  • Volunteer-Pima Council on Aging.
  • Volunteer Lawyers for Literacy
  • Commissioned Notary Public

When there is need, we take the lead.

CALL for a free Consultation   520 820 4757

Attorneys Save Time and Money with Arizona Fiduciary Services


When you need a qualified Arizona fiduciary, Arizona Fiduciary offers all traditional fiduciary services - plus an experienced probate paralegal to make your life easier.  

We speak your language - understand what needs to be done - and know how to do it.

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

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

+     Experience handling full probates as well as non-probate transfers of assets, from inception to completion

+   Confidential Care Management division 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 financial affairs.  
  • Successor Trustee for named trustees unable or unwilling to assume responsibility for asset management.
  • Professional administration of trusts under an agency agreement for named Trustees who are out of state.

 

Call on us to serve as court appointed trustee of

  • testamentary trusts
  • special needs trusts
  • revocable trusts,
  • irrevocable trusts
  • both large and small 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

  • Post bond, if required

  • 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

  • Locate, study and file original will with Court

  • 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 (if applicable)

  • Notify beneficiaries and creditors

  • Prepare and file accounting

  • 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 fiduciary clients.  If your client requires in-home assistance, we can manage that care for you.  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 getting proper care.