Arizona Fiduciary Services
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 520 222-9678
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.
When there is a need, we take the lead.
CALL for a free Consultation 520 222-9678
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 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
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.