Private fiduciary is a person or organization that has been licensed by the Arizona Supreme Court to serve as a Guardian of a person, Conservator of their finances, as Personal Representative of a deceased person's estate or Trustee. A private fiduciary serves in a professional capacity, is not a family member, and can never become the beneficiary of the estate. The appointment of a private fiduciary does not change an Estate Plan; only who will carry it out. Similar to a CPA or attorney, a fiduciary charges a fee for their services. These fees are reviewed and approved by the Superior Court of Arizona.
A conservator is a person appointed by the court to take care of someone's finances when he or she cannot make these types of decisions because of an illness, injury, or disability.
A guardian is a person appointed by the court to make healthcare and other mostly non-monetary decisions for someone who cannot make these types of decisions because of an injury, illness, or disability.
A personal representative is an individual you place in charge of settling your estate after your death, also sometimes referred to as an -- or executrix if she is a female. Sometimes the personal representative of an estate without a will is called an administrator.
The person or company that manages trust property on the beneficiary's behalf. In most cases, the first trustee of a trust is the person who created it. You can name someone to act as a successor trustee after you are gone.
The person who assumes control of the trust after the initial trustee dies or becomes unable to continue with his or her responsibilities. Once the successor trustee has assumed control, he or she is responsible to ensure that your property is distributed to your beneficiaries according to the trust terms. Ideally, a successor trustee will be someone you know and trust.
Please contact our offices to see our standard fee sheet or discuss specific fees
A Power of Attorney is a legal document that grants an individual or individuals the authority to act for another person in specified or all legal or financial matters.
Yes! We take all possible steps to protect or client's information and assets.
Yes, our employees are able to serve as a trustee if a Special Needs Trust is established.