In Arizona, a private professional fiduciary or professional private fiduciary is an individual licensed by the Arizona Supreme Court to manage the property, health care or other needs for another non-family individual.
A private professional fiduciary company provides services for a fee including:
A personal Representative or Executor manages the administration of a probate estate if there is no Will or if the person nominated in a Will as Personal Representative is unable or unwilling to serve. Arizona Fiduciary Services LLC in Tucson is also licensed to serve as Personal Representative for out of state heirs or for named personal representatives who choose to get professional assistance in their duties.
A licensed private fiduciary may be appointed by the court to provide assistance when an individual is no longer able to make reasonable decisions about finances or medical care.
If the Trustee assigned to manage property held in a trust has died, is otherwise unable to serve, or simply wishes to end their tenure as Trustee, Arizona Fiduciary Services llc may take over management and distribution of trust assets.
Power of Attorney Agent
In addition to these services, Arizona Fiduciary Services provides assistance to attorneys through our certified Elder Law paralegal and serves as a Senior Advisor to individuals with questions about their care or estate - or the care of their parents.
To find out how a private professional fiduciary can help you, contact Laurie at Arizona Fiduciary Services.
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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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