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Arizona Fiduciary Services When there is need, we take the lead.

Private Fiduciary Services in Arizona

Call on Arizona Fiduciary for Private Fiduciary Services With a Personal Touch

As society ages and we are living longer, many of us face challenges planning for the future or caring for ourselves or loved ones.

A private fiduciary can help to protect you , your assets and your loved ones in a variety of ways. And Arizona Fiduciary Services provides that help with a caring and personal touch.

Get professional help with fiduciary services like power of attorney, guardianship, named trustee or personal representative.

Initial Consultation is Free.

With headquarters offices located in Tucson we provide fiduciary services in Marana, a private fiduciary in Oro Valley, and professional fiduciary help in Green Valley.

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Get Started Today with a Free Consultation

Call on Arizona Fiduciary for Private Fiduciary Services With a Personal Touch

If you are in the pre-planning stage and just need a little guidance - give us a call. We are happy to answer your estate planning or care management questions.

And if you need help managing day to day affairs for yourself or a loved one, our staff of caring professional is ready to help.

Bringing new ideas.

Let Arizona Fiduciary Services help you figure out your best next steps.

Our services are custom and dedicated to fit your unique situation.

Call today for a free phone consultation.

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Protecting Your Interests Today and Into the Future

Call on Arizona Fiduciary for Private Fiduciary Services With a Personal Touch

Protecting Your Interests Today and Into the Future

Laurie Kuzdal, licensed private fiduciary, is the owner of Arizona Fiduciary Services, llc. Laurie is a Certified Paralegal for the State of Arizona, a Certified Fraud Examiner, a Certified Elder Mediator and a Commissioned Notary Public.

But Laurie doesn't work alone.

You will be supported by the entire Arizona Fiduciary Team with 24/7 access to the professional help you need. Call today and we will be glad to talk with you about how we can protect you and your assets, today and into the future.

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Discover What a Private Fiduciary Can Do for You

We Carry Out Your Wishes

We Take the Worry Out of Aging

We Can Administer Your Trust

As a licensed , bonded , and fingerprinted professional Arizona fiduciary , we can serve as your Personal Representative to ensure that your wishes are carried out correctly and expeditiously , minimizing the possibility of family dispute .

We Can Administer Your Trust

We Take the Worry Out of Aging

We Can Administer Your Trust

Whether you are a named Trustee or setting up your own trust , our professional private fiduciary can manage trust administration for you . We take the lead so you can relax knowing your trust management is being handled with care and competence .

We Take the Worry Out of Aging

We Provide Specialized Expertise for Difficult Situations

Discover how our Senior Advisor in Tucson can help you plan for your future care or for the care of a loved one . Looking for someone to manage care or oversee caregivers ? Give us a call .

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We Provide Specialized Expertise for Difficult Situations

When you need specialized expertise , our licensed specialists can help .

Hording Remediation

Senior Mediation

Fraud Examination

Insurance Policy Review

We Prepare and File Court Mandated Forms For You

We Provide Specialized Expertise for Difficult Situations

Need to Get on Arizona Long Term Care? We Can Help.

If you are a court appointed conservator , you know about those complex - and sometimes scary - official forms required by the court . Arizona Fiduciary Services can handle the filing of court mandated reports for you .

We also provide assistance with annual Rep Payee reports for Social Security .

Need to Get on Arizona Long Term Care? We Can Help.

We Provide Specialized Expertise for Difficult Situations

Need to Get on Arizona Long Term Care? We Can Help.

Accessing ALTEC can be difficult. Let our experienced ALETEC professionals help you to gather needed documents and guide you through the application process .

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Get Fiduciary Help if You Don't Live in Arizona

Our Wide Range of Services Meet Your Changing Needs

Worried about an Arizona relative ?

If you live outside Arizona and are worried about a relative living in Arizona , we can help you manage care .

Named Trustee Living Outside Arizona ?

If you are the named trustee for an Arizona estate but reside outside of Arizona , we can help you maneuver through Arizona estate law. Our experienced professionals administer Arizona trusts to save you time and travel .

Our Wide Range of Services Meet Your Changing Needs

We will serve you as:

Conservator
Guardian
Power of Attorney
Trustee
Personal Representative

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The Private Fiduciary Tucson Trusts

Respecting the Dignity of Each Client

"Our moral test is how we treat those who are in the dawn of life , the children ; those who are in the twilight of life ; the elderly ; those who are in the shadows of life ; the sick , the needy and the handicapped ." Hubert Humphrey

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Our Clients Say the Nicest Things

Respecting the Dignity of Each Client

"I used another fiduciary for my mother and felt like she only cared about being paid. Thank you for being different, and for taking the time to listen to my needs. I will be forever grateful for your kindness."

Roman C.

"I think of my Aunt so often, remembering how very kind and loving you were to her when she needed a friend. I would consider you as the "angel" selected for that "assignment". Thank you for being there for her."

Christine R.

"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.

9 Really Good Reasons to Choose Arizona Fiduciary Services

1. Arizona Fiduciary Services is the largest family-owned fiduciary firm in Arizona so you get 24/7

Experience matters and Arizona Fiduciary Services brings you a wide range of experienced professionals to handle your fiduciary needs . See more about our staff here. Our team approach means you will always have a qualified professional ready to serve you, 24 hours a day and 7 days a week .

2. Your initial consultation is free - and we come to you.

Your first consultation is absolutely free , whether by phone , video or in person . And if you find it hard to travel , please know that we are happy to come to you - just let us know what you need .

3. We are here for you, whether your trust assets are small or large.

The professional private fiduciary team at Arizona Fiduciary Services serve clients with trusts ranging from $30 thousand to $22 million . Let us help you protect your assets for a more secure future .

4. We will be your partner for long term financial security

You get the kind of service that can help you create long term financial security . We work with you to develop a financial forecast and a strategy to preserve financial assets . If assets are limited , we develop the best possible plans for options if your finances run out . And we watch your assets carefully , checking for accuracy and providing monthly reports .

5. We only charge when we are working.

Some fiduciaries do get paid on commission - but that is not the way we work . We are a fee for service company . That means we only charge when we are actively working on your account . No Activity , No charge .

6. You get a complete monthly accounting of Trust assets

Many trustees fail to meet the requirements of the law with an annual accounting report . Arizona Fiduciary Services provides each of our trust clients with a complete and easy to read account report on a monthly or quarterly basis

7. We use technology to keep costs low.

By making good use of the latest in technology, we provide the highest quality care but keep our costs low .

8. We will care for your pets - we promise .

As animal owners ourselves, we know how important it is to know your pet will be well cared for , even if you can't handle that care yourself . We promise our clients that we will care for their pets , rehome them to quality homes or carry out specific requests related to the care of their beloved animals .

9. Our clients are important to us.

We truly do care for our clients and you won't find us dropping cases just because assets are depleted (We have never done that, ever!) We are passionate advocates for our pro bono clients - just as if their estates were worth millions of dollars. It's the right way to do business .

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Professional Fiduciary Assistance to Attorneys

Save time and money with professional fiduciary help

Attorneys in Arizona and throughout the U.S. call on us for timesaving paralegal assistance to their local clients.

Our principal Laurie Kuzdal is a certified Paralegal, providing specialized services to attorneys in the elder law arena.

Fiduciary assistance to the legal community.

Initial consultations are always free and we are happy to meet with you virtually or in person.

Call today! (520) 820-4757

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