For Attorneys - fiduciary services for law firms

We support local and out of state attorneys with fiduciary services for law firms.

When your client needs a qualified licensed fiduciary, Arizona Fiduciary Services offers all of the traditional fiduciary services.  

In addition, we provide an experienced probate paralegal to make your life easier.  

Experienced Paralegal Help for Attorney - We understand the probate process and can support you in preparing the necessary documents from initial appointment through closing the estate.  

Arizona Fiduciary Services  and can be named as Conservator, Guardian, Personal Representative or Trustee.

Paralegal Help for Attorneys

Get paralegal attorney support to handle trust administration services for your clients who are no longer able or willing to manage their own financial affairs.  

We are licensed to serve as Successor Trustee for named trustees unable or unwilling to assume responsibility for asset management.

Get professional administration of trusts under agency agreement for named out of state Trustees.  

Call on us for all fiduciary services for law firms.  We can serve as trustee of:

• Testamentary trusts
• Special needs trust
• Revocable trusts
• Irrevocable trusts.

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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

Arizona Fiduciary Services handles all duties of a Personal Representative for professional estate administration attorney support.  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 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

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. ​ 

L.R - Arizona Attorney

Arizona Fiduciary Services provides  professional Care Management for your 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.