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 powers 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.
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.
Call today for a free phone consultation.
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. In fact she heads up the largest family owned fiduciary firm in Arizona.
You will be supported by her fiduciary team with 24/7 access to the professional help you need. And Laurie will be glad to talk with you about how she protects your interests today and into the future.
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.
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.
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.
When you need specialized expertise, our licensed specialists can help.
Insurance Policy Review
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.
Accessing ALTEC can be difficult. Let our experienced ALETEC professionals help you to gather needed documents and guide you through the application process.
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.
We will serve you as:
"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
"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."
"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."
"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."
Experience matters and Arizona Fiduciary Services brings you a wide range of experience professionals to handle your fiduciary needs. See more about our staff here.Our team approach means you will always have a qualified professional fiduciary ready to serve you, 24 hours a day and 7 days a week.
We want to answer your questions. Your first consultation is absolutely free, whether we do it by phone, remotely 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.
The professional private fiduciary team at Arizona Fiduciary Services serve clients with trusts ranging from $30,000 to $22 million. Let us help you protect your assets for a more secure future.
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 plans for what you might do if your finances run out. And we watch your assets carefully, checking bills for accuracy and providing monthly reports.
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.
Many fiduciary companies barely 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 each month.
By making good use of the latest in technology, we provide the highest quality care but keep our costs low.
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 to quality homes or carry out specific requests related to the care of their beloved animals.
We truly do care for our clients and you won't find us dropping clients just because they run out of money. (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.
Paralegal Laurie Kuzdal provides professional assistance to attorneys. You and your clients will save time and money using a professional Arizona fiduciary knowledgeable about the Arizona court system and filing requirements.
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 Elder Law Paralegal, providing specialized services to attorneys in the elder law arena.
Initial consultations are always free and we are happy to meet with you virtually or in person. Call today! (520) 820-4757
The term "fiduciary" comes from a Latin word meaning "entrusted" or "held in trust." We use the term today to mean a person entrusted to manage the affairs of another person for the benefit of that person. A private fiduciary in Arizona is someone appointed by the court to handle the health care or finances of another non-family member person
Adult residents of Arizona can be certified for fiduciary duty if they meet requirements laid out by the Arizona Supreme Court. Professional fiduciaries can not be named by the court to handle any fiduciary duty for a member of their own family.
Fiduciary Duty is the duty to put the best interests of the person the fiduciary represents before his or her own interests.
A private professional fiduciary represents the interests of another person in business dealings or by handling that individual's finances or healthcare when they cannot do it themselves. A private fiduciary may be named to serve as guardian, executor, trustee or personal representative.
Office hours are 8:30 a.m. to 1:00 p.m. weekdays and 9:30 to 2:30 Saturday
Other times can be arranged - just tell us what you need.
1016 West Saint Mary's Road, Tucson, Arizona 85745, United States
Copyright © 2021 Arizona Fiduciary - All Rights Reserved.
All preparation of any legal documents, including trusts, is the sole responsibility of an attorney. Prices can vary depending on the service rendered.
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Phone 520 820-4757 / FAX 520 829-3571