Fiduciary Services for Law Firms and Attorneys
Our Fiduciary Services Can Save Time and Money
When you need the help of a qualified licensed fiduciary, Arizona Fiduciary Services offers all of the traditional services with the additional expertise of a probate paralegal. We can be named as conservator, guardian, personal representative, or trustee. Law firms often name us for specific kinds of trusts including:
- Testamentary
- Special needs
- Revocable
- Irrevocable
Trust and Estate Administration Attorney Support
We are licensed to serve as successor trustee for named trustees unable or unwilling to assume responsibility for asset management. We also offer administration of trusts under agency agreement for named out-of-state trustees. Our highly experienced team is prepared to handle all areas of trust administration. Call on us to:
- Inventory and safeguard assets.
- Collect income, verify and pay obligations.
- Manage investments.
- 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 exclusion forms.
- Manage decedent's business interests.
- Notify beneficiaries and creditors.
- Prepare and file court accountings.
- Produce financial reports.
- Distribute estate. If no will exists, determine heirs according to law.
Experienced Paralegal Help
We understand probate and can support you in preparing the necessary documents from initial appointment through closing the estate. Arizona Fiduciary Services can be named as conservator, guardian, personal representative or trustee.
Confidential Care Management—A Specialty Clients Appreciate
Arizona Fiduciary Services provides professional care management for your clients whether they are living at home or in a medical setting.
- For in-home assistance, we can manage caregivers to ensure that your clients are receiving responsible and dependable service.
- For individuals in a care facility, we provide monitoring and reports so that your clients are sure to receive proper attention and treatment.