Scottsdale Fiduciary Services is dedicated to serving you with excellence. Call Scottsdale Fiduciary Services. We can help. There is a lot of responsibility that comes with being a Conservator, Personal Representative, or Trustee. The annual process of preparing the court-required accounting alone can be daunting. The initial wave of documents that needs to be prepared and filed can seem impossible to navigate. Let Scottsdale Fiduciary Services handle it all for you.
Scottsdale Fiduciary Services provides all the help and information you need to take the pressure off of you during the entire conservatorship or guardianship process. As Conservator of the Estate we manage the assets of a person who is unable to manage his or her finances on their own. As the Executor of the Will, we will ensure that the decedent’s wishes are carried out to their intent will filing all necessary documents with the court. As Power of Attorney we will manage all aspects of someone’s financial affairs. Including investments, paying bills, filing tax returns, and so forth. As Trustee, we will carry out the terms of the Trust, including gathering assets, making distributions, preparing necessary documents as outlined in the Trust.
Being appointed as a Trustee, Conservator, and Executor or in any other capacity can be overwhelming. Many people rely on friends or family to settle their affairs or manage their finances when they are unable to do so. Delegating these responsibilities to your loved ones is a very demanding request as there are complex task involved. Allowing us to serve as the responsible party eliminates the undo stress on your family or loved ones and can also keep more wealth in your family. Let Scottsdale Fiduciary Services guide you through the way.
Kyndall D. Yates (License Number 20877)
Kyndall Yates has worked in the legal field for more than 15 years. Her career began as a Paralegal at the Dana Law Firm. Kyndall knows the importance of having a well implemented estate plan. She has also seen the consequences of having a poorly drafted estate plan or none at all. She has worked side by side with Trustees and Personal Representatives in the administering of an estate. She understands how overwhelming a named executor may be feeling. Because of her past experience, Kyndall has a thorough knowledge of all the roles and responsibilities a fiduciary has. She is very organized and is able to work well with clients to help assist them with their fiduciary needs. Kyndall is a licensed fiduciary regulated by the Supreme Court of Arizona. She and her husband have been married for 16 years and have 4 children.
Being appointed as a fiduciary can be overwhelming. What are the first steps that should be taken? How can you balance your fiduciary duties on top of your already hectic life? Let us do the work for you.
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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