We care for you like family.
Serving Arizona with professional private fiduciary services.
What a Private Fiduciary Can Do for You
Carry Out Your Wishes
We serve as your personal representative to ensure your wishes are carried out correctly and expeditiously, minimizing the possibility of family dispute .
Administer Your Trust
We manage trust administration with care and competence. Whether you are the trustee or are establishing a trust of your own, you can relax because we are handling the administration details.
Take the Worry Out of Aging
We help you plan the future care for yourself or a loved one. Elder care can be daunting. Looking for someone to oversee caregivers? Give us a call.
Facilitate Difficult Situations
We have specialized expertise in dealing with hoarding remediation,
fraud examination, and insurance policy review. We will help you make smart decisions.
Manage Court Mandated Forms
We prepare and file paperwork for court-mandated conservators. We also assist with annual representative payee reports for social security.
Secure Long Term Care
We can help you gather the needed documents for the ALTCS application process and will guide you through it.
Fiduciary Assistance to Attorneys
Trust and estate administration assistance supporting law firms as well as individual attorneys.
Principal fiduciary, Laurie Kuzdal, is an experienced Certified Paralegal providing specialized services to attorneys in the field of elder law. Arizona Fiduciary Services can be named as Conservator, Guardian, Personal Representative or Trustee for many types of trusts including Testamentary, Special Needs, Revocable, and Irrevocable. Call us for a free consultation:
Expert Guidance for Complex Concerns
A Relative Needing Elder Care
Benefits of Estate Administration
A Relative Needing Elder Care
If you have a loved one in need of special attention, then dedicated elder care is a great way to make sure they’re kept safe and happy. Reasons can include post-surgical care, special trusts and guardianship, or future planning for someone with intellectual or developmental disabilities.
Alzheimers disease is one of the most common reasons to consider elder care. Early signs include difficulty remembering recent events and confusion or anxiety during everyday tasks.
At Arizona Fiduciary Services we help you plan around Alzheimers in its early stages or we can step in when you’re at the end of your rope. In whatever circumstances you find yourself, we use our knowledge and experience to help you make the best possible decisions. We are not caregivers ourselves; rather, we advise and problem solve—a custom service tailored to your specific needs.
Following an initial discussion, we will research the best candidates for your particular situation, make additional inquiries on your behalf, and then offer our recommendations. We can also supervise the quality of service and financial impact down the road.
Contact us today to find the right elder care services for you and your loved one.
What Is a Conservator?
Benefits of Estate Administration
A Relative Needing Elder Care
A court-appointed fiduciary can serve as a professional conservator to protect the health and welfare of a loved one. It is a legal role providing management for the financial and/or personal affairs of adult individuals deemed by the court to be physically or mentally incapacitated.
A fiduciary may serve in two capacities: 1) conservator of the person, 2) conservator of the estate.
1. A conservator of the person protects someone unable to provide for their basic needs like food, shelter, and clothing.
2. A conservator of the estate handles the financial affairs and resources of someone who is susceptible to fraud or under undue influence due to health or disability.
Generally speaking, conservator services can include the following:
- Provide food, clothing and shelter
- Supervise medical needs
- Consent to medical treatment
- Arrange for appropriate care
- Provide for daily activities and transportation
- Pay bills and manage finances
- Handle emergencies and/or arrange for a responsible agent to do so
Do not leave your loved ones vulnerable. Make sure that they will be well taken care of, even when you're not around. Arizona Fiduciary Services is licensed to serve as both conservator of the person and/or the estate.
Benefits of Estate Administration
Benefits of Estate Administration
Benefits of Estate Administration
Estate administration can be an overwhelming task, often emotionally difficult to do. It becomes even more complicated depending on organization of the legal documents, the extent of the assets forming the estate, or the number of beneficiaries. This is why it makes sense to engage a professional administrator.
Estate administrators take care of the following:
- careful study of your will and its timely filing
- safeguarding your assets as well as inventory management
- collection of income, verification and payment of debts and obligations
- investment management
- stock holdings review and broker consultations
- tax return review and assistance
- consultations with accountants and attorneys
- personal property securitization
- business management
- notification of beneficiaries and creditors
- accounting preparation and filing
- financial reporting
- estate distribution
The Arizona Fiduciary Services team has deep experience handling full probate and non-probate asset transfers from inception to completion. As an estate administrator, Laurie Kuzdal and her team will make sure your wishes are respected and that the process is smooth for those left behind.