POA - CONSERVATOR - GUARDIANSHIP
TRUSTEE - PERSONAL REPRESENTATIVE
A Fiduciary is a person entrusted to act for another’s benefit. The role is one of great trust, integrity, responsibility, and care. Many seniors with families choose to appoint a Professional Fiduciary to avoid burdening family members. Even the most capable adult child is frequently fully committed to work and home responsibilities and may not live conveniently nearby. If a more personalized interaction is desired, a Professional Fiduciary is a good choice rather than a bank or trust company. Also, children or adults with special needs would benefit from having a professional manage their person and estate.
Our team can assist you and/or your aging parents or relatives with the coordination of:
Finances * Healthcare * Assisted Living Placement * Caregiving * Property Management * Legal Affairs
We professionally manage, administer, and safeguard the assets held in a trust/estate. The assets will be distributed when certain conditions have been met. Learn more about our Trust Administration services.
When an individual cannot manage their financial affairs (e.g. a minor or someone with a mental handicap), appointing a guardian/ conservator is the appropriate course of action. Learn more about choosing a Court Appointed Conservator/Guardian for an estate or person.
We thank you for your service and hope to serve you in return. As an accredited VA benefits claims agent, we can answer questions relating to specific benefits and can assist with the filing a claim.
License & Bonded in the state of Arizona. Specializing in drafting Wills, Power of Attorney, Deeds, Probate and Trust Administration documents, and much more!
Over 20 years of real estate experience in Arizona. Specialized in selling homes for top dollar. But, if you need a quick sale, I've got buyers looking to buy your home!
FREE Estate Sale service if we are selling your property. Experienced in selling antiques, unique items and more.
Sign up to hear from us about specials, sales, and events.