Trust Administration Services in Arizona

Arizona Fiduciary Services provides Trust Administration services Arizona residents can count on.  

Did you know? 

As your trust administrator, we are here to protect your assets when you are no longer willing or able to manage your financial affairs alone. 

We are available to act as trustees of testamentary trusts, trustee of special needs trusts, trustee of revocable trusts and trustee of irrevocable trusts.  

We handle the administration of both large and small trusts.

We also serve those who wish to have a Successor Trustee in Arizona assume responsibility for asset management. 

Our Arizona trust administration services are available statewide.  

Arizona Fiduciary Services in Tucson provides trust administration services in Marana, Oro Valley, and Green Valley as well as Tucson and Pima County.

Are you in need of reliable Trust Administration? 

The role of Trustee can be daunting.  To prevent future problems and ensure asset protection, many people find it prudent to name a professional private fiduciary as Trustee or Successor Trustee.  As your named Trustee, Arizona Fiduciary Services handles all Trustee duties, such as:

• 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
• Post bond , if required
• Manage businesses held in a trust

Are you or a loved one in need of trust administration? 

If you are a named Trustee outside the state of Arizona , you may wish to arrange for professional administration of the trust locally under an agency agreement . Naming Arizona Fiduciary Services to manage the trust for which you are Trustee can save you time , travel costs and considerable worry .  

We will handle the details for you and provide regular reports that you will need to carry out your duties as Trustee .

Call us to learn how we can help you manage trust administration for an out of state trust . 

What is a Successor Trustee?

A Successor Trustee is an institution or person that will administer the trust following the passing away or incapacitation of the original trustee. A Successor Trustee is also known as a backup trustee, and it is, in most cases, named by the trust creator.