FIDUCIARY SERVICES
Personal Representative
Our licensed fiduciaries can serve as the personal representative of someone's estate after death. The personal representative of the estate (i) collects, inventories, secures, manages, sells, and distributes the estate property, (ii) determines the heirs/beneficiaries of an estate, (iii) deals with creditor claims, (iv) files and pays taxes, (v) provides an accounting of the estate administration to heirs/devisees, and (vi) completes all other tasks of estate administration.
Trustee
Our licensed fiduciaries serve as the trustees of various types of trusts (e.g. living trusts, testamentary trusts, special/supplemental needs trusts, etc.). Our fiduciaries often step in to serve as successor trustee after the disability, incapacity, or death of the original trustee(s). The trustee (i) collects, inventories, secures, manages, sells, and distributes the trust property, (ii) deals with creditors, (iii) pays and files taxes, (iv) provides accountings of the trust administration to beneficiaries, and (v) manages all other aspects of trust administration pursuant to the terms of the trust.
Our licensed fiduciaries can serve as the personal representative of someone's estate after death. The personal representative of the estate (i) collects, inventories, secures, manages, sells, and distributes the estate property, (ii) determines the heirs/beneficiaries of an estate, (iii) deals with creditor claims, (iv) files and pays taxes, (v) provides an accounting of the estate administration to heirs/devisees, and (vi) completes all other tasks of estate administration.
Trustee
Our licensed fiduciaries serve as the trustees of various types of trusts (e.g. living trusts, testamentary trusts, special/supplemental needs trusts, etc.). Our fiduciaries often step in to serve as successor trustee after the disability, incapacity, or death of the original trustee(s). The trustee (i) collects, inventories, secures, manages, sells, and distributes the trust property, (ii) deals with creditors, (iii) pays and files taxes, (iv) provides accountings of the trust administration to beneficiaries, and (v) manages all other aspects of trust administration pursuant to the terms of the trust.
Guardian
Our licensed fiduciaries can serve as the guardian of an incapacitated adult (the ward). The guardian coordinates and monitors the medical care, insurance, home health, and /or residential care of the ward. The guardian also makes decisions about the ward's healthcare, welfare needs, and living arrangements, while maintaining maximum independence and autonomy for the ward by considering his or her preferences. A guardianship provides protection for the ward against abuse and exploitation. Our case managers are available to help ensure the ward's needs are met by (i) coordinating appointments and services, (ii) seeking appropriate assisted living and long-term care living arrangements, (iii) accompanying the ward to medical appointments, and (iv) communicating with healthcare workers and caregivers.
Conservator
Our licensed fiduciaries can serve as the conservator of an incapacitated or vulnerable adult (the ward). A conservator manages and protects the ward's finances and property. Conservatorships are often necessary to protect a vulnerable adult's assets from financial exploitation, mismanagement, or theft. The conservator (i) ensures the ward's bills are paid, (ii) secures, manages, budgets, and invests the ward's assets to meet his or her needs, (iii) secures proper insurance and government benefits for the ward, (iv) provides accountings to the ward and the Court, (v) and makes financial and business decisions for the ward.
Agent under a Power of Attorney
A person that has a proper estate plan will often have a financial power of attorney and/or health care power of attorney in place. These powers of attorney can help avoid the need for a guardianship or conservatorship upon incapacity or disability. Our attorneys can draft powers of attorney as part of our clients' estate plans. Our licensed fiduciaries can serve as agents under powers of attorney. When someone is no longer able to manage his or her affairs due to disability, incapacity, or other mental/behavioral issue, agents under powers of attorney can ensure that person's healthcare, financial, and other welfare needs are met. This may include coordinating and monitoring the person's healthcare, insurance, home health, and living arrangements, managing the person's finances and property, paying bills, etc.
Case Management
Our case managers are available to support family fiduciaries in ensuring the health and well-being of our clients and wards. They help fiduciaries coordinate and monitor the medical care, insurance, home health, and /or residential care of protected persons. Our case managers can help ensure a protected person's needs are met by (i) coordinating appointments and services, (ii) seeking appropriate assisted living and long-term care living arrangements, (iii) accompanying the protected person to medical appointments, (iv) advocating for the client with healthcare workers, caregivers, and other services, and (v) monitoring the care of clients in assisted living facilities.
Our property case managers are available to help secure and inventory the property belonging to an estate, trust, or protected person. Our case managers can help coordinate and monitor the maintenance, security, insurance, and sale of real and personal property.
We have a case manager on-call 24/7 for emergency purposes.
* The information on this website is only provided for general informational purposes. The information on this site does not, and is not intended to, constitute legal advice. The attorneys at this office are licensed in the State of Arizona. Arizona law may differ from the law in other jurisdictions. Every case is unique and anyone with a legal question or issue should contact an attorney to obtain legal advice. The information on this site may or may not apply to your individual situation. No reader of this site should act based on the information on this site without obtaining legal advice from a licensed attorney.