Other Services We Offer

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Personal Representative

A Personal Representative is either nominated by an individual's will or appointed by the Arizona Superior Court to settle a decedent's estate. This role involves managing the decedent's assets, paying debts and taxes, and distributing the remaining assets to the rightful heirs. The Personal Representative ensures that the estate is administered according to the decedent's wishes and in compliance with legal requirements. They also handle any disputes that may arise among beneficiaries, providing a fair and impartial resolution.

Trustee

A Trustee is either nominated by the Grantor or appointed by the Arizona Superior Court to administer a Trust, Special Needs Trust, or a contested Trust. The Trustee's responsibilities include managing the trust assets, ensuring they are used for the benefit of the beneficiaries, and adhering to the terms set forth in the trust document. They must also provide regular accounting and reports to the beneficiaries, maintaining transparency and trust. The Trustee acts in the best interest of the beneficiaries, making informed decisions to protect and grow the trust assets.

Durable and/or Medical Power of Attorney

A durable power of attorney is named by an individual to act on their behalf regarding financial decisions and transactions. This includes managing bank accounts, paying bills, and handling investments. A medical power of attorney is named to make care and medical decisions, such as consenting to treatments, choosing healthcare providers, and making end-of-life decisions. Both roles require a deep understanding of the individual's preferences and values, ensuring that their wishes are honored even when they cannot communicate them themselves.

Case Management

Initial assessment of the care needs of an individual, refer and work with medical professionals, health care providers, and long-term placement. This service includes creating a personalized care plan, coordinating with various healthcare providers, and monitoring the individual's progress. The care manager acts as an advocate for the individual, ensuring they receive the best possible care and support. They also provide ongoing support and guidance to the individual's family, helping them navigate the complexities of the healthcare system.

Consulting

From estate planning review to conservatorship accounting assistance or care management to placement, we can assist you with your questions and design a plan to help you with all your needs. Our consulting services include personalized advice and guidance on a wide range of topics, ensuring that you have the information and support you need to make informed decisions. We work closely with you to understand your unique situation and goals, providing tailored solutions that meet your specific needs.

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