A fiduciary is an individual who accepts responsibility for looking after the needs and affairs of another person. Whether the person served is frail, ill, handicapped, or incapacitated, the fiduciary acts solely for the benefit of that person.

In Arizona, professional fiduciaries are licensed by the Arizona Supreme Court. Obtaining and maintaining a fiduciary license requires extensive criminal background and credit checks, formal education, ongoing continuing education, and complete transparency in personal and professional affairs.

Fiduciary services also include private arrangements. We contract with competent individuals to act as their trustee, to assist with care coordination, or to be named as the representative of their estate upon their passing.

To learn more about being a fiduciary, please review our “Why Choose A Fiduciary?” resource document.