Trust Administration and Successor Trustees
Arizona Fiduciary Services provides Trust Administration services for those who are no longer able or willing to manage their financial affairs, or those who wish to have a Successor Trustee assume responsibility for asset management. We are available to act as trustees of testamentary, special needs, revocable and irrevocable trusts, both large and small.
Experts in Professional Administration
We are also experts in the professional administration of trusts under an agency agreement for named Trustees who are out of state, or who wish to engage a professional fiduciary to manage the trust administration.
What does a Trustee do?
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
All preparation of any legal documents, including trusts, is the sole responsibility of an attorney. Prices can vary depending on the service rendered.