A full-service, fiduciary company

POA - CONSERVATOR - GUARDIANSHIP 

TRUSTEE - PERSONAL REPRESENTATIVE

Professional Advocates

What is a Fiduciary and who needs one?

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

FIDUCIARY SERVICES

Trustee/Personal Rep.

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. 

Conservator/ Guardian

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. 

Veteran Benefits

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.  

FULL SERVICE ESTATE PLANNING

Legal Document Preparer

License & Bonded in the state of Arizona.  Specializing in drafting Wills, Power of Attorney, Deeds, Probate and Trust Administration documents, and much more!

Real Estate Professional

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! 

Estate Sale / Asset Liquidation

FREE Estate Sale service if we are selling your property.  Experienced in selling antiques, unique items and more.  

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Contact Us

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First Choice Fiduciary Services

Mail to: 8924 E Pinnacle Peak Rd.,G5-208, Scottsdale, AZ 85255, US

(602) 319-4280

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed