Why Scottsdale Fiduciary Services?
What is a Fiduciary?
What is a Fiduciary?
What is a Fiduciary?
A licensed fiduciary is someone appointed to serve on your behalf in the event you are unable to manage your own affairs.
A licensed fiduciary is regulated by the Arizona Supreme Court which does a thorough background check, tests each applicant, and requires annual continued education.
The number one goal of the fiduciary is to ensu
A licensed fiduciary is someone appointed to serve on your behalf in the event you are unable to manage your own affairs.
A licensed fiduciary is regulated by the Arizona Supreme Court which does a thorough background check, tests each applicant, and requires annual continued education.
The number one goal of the fiduciary is to ensure that the clients needs are meet while adhering to the governing document and regulations. We work with your existing attorney, CPA, and financial advisor.
What We Do.
What is a Fiduciary?
What is a Fiduciary?
Scottsdale Fiduciary Services is dedicated to serving you with excellence. We provide all the help and information you need to take the pressure off of you and can serve in the following capacities:
- Trustee or Co-Trustee
- Executor or Personal Representative
- Conservator
- Agent under a Health Care or Durable Power of Attorney
Why We Do It.
What is a Fiduciary?
Why We Do It.
We know that being appointed as a Trustee can be overwhelming. Many people have to learn about their fiduciary duties while still balancing a job and family. It can also cause family conflict when one sibling is serving in the role of Trustee. Let us take the burden off of you. We understand the ins and outs of serving in such a capacity and can help guide you through the process.
Copyright © 2019 Scottsdale Fiduciary - All Rights Reserved. Scottsdale Fiduciary Services, LLC , Fiduciary License No. 20878, holds an active fiduciary license issued by the Arizona Supreme Court Administrative Offices of the Courts and is subject to regulation by the program. The regulations governing licensed fiduciaries and fiduciary entities are specified in the Arizona Code of Judicial Administration §7-201: General Requirements and §7-202: Fiduciaries. These administrative rules adopted by the Arizona Supreme Court include a Code of Conduct that all licensed fiduciaries are required to follow. Additional information regarding these requirements and licensed fiduciaries may be obtained from the Arizona Supreme Court at:
http://www.azcourts.gov/cld/FiduciaryLicensingProgram.aspx
Email to PFP@courts.az.gov
Phone: (602) 452-3378
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