A private fiduciary is a licensed professional who helps manage financial, legal, or healthcare matters for someone who can’t do so themselves or has passed away. This can include paying bills, handling a trust or estate, making decisions under a power of attorney, or overseeing someone’s care and assets.

• Meet or consult to confirm scope, availability, and how they coordinate with your attorney, CPA, and care providers.

• Gather the fiduciary’s legal name and any required identifiers (e.g., license number), plus preferred nomination language (many corporate fiduciaries provide exact wording).

We serve in roles such as Trustee, Personal Representative, Agent under a Power of Attorney (Financial or Medical), Court appointed Guardian or Conservator. This means we help manage trusts, settle estates, handle medical and financial decisions, and coordinate care or housing needs when necessary

You’ll have a team assigned to your case. Depending on your needs, this might include: a licensed fiduciary or case lead, a fiduciary assistant, a paralegal, an estate administrator, a care advocate, or a property manager.

We check in at least once a year with all our clients, and more often if needed. Some clients need regular support, while others only need occasional contact. We’ll adjust based on what’s best for you.

Yes. We’re a neutral, professional third party—so we can take the pressure off family members and make sure decisions are made fairly and in the person’s best interest.

No. Certified Fiduciary Services does not serve as co-trustee. To ensure consistency and efficiency, we serve as sole Trustee once active. This allows us to manage the trust and make decisions in accordance with your documents without conflict or delays.

All clients who name us in their documents get access to our 24/7 emergency line. You’ll receive a wallet-sized emergency card with our contact info. If you’re in the hospital or something urgent comes up, emergency personnel can contact us immediately to step in and help.

A private fiduciary is a licensed professional who helps manage financial, legal, or healthcare matters for someone who can’t do so themselves or has passed away. This can include paying bills, handling a trust or estate, making decisions under a Power of Attorney, or overseeing someone’s care and assets.

Yes. We are licensed fiduciaries, which means we’ve been approved and regulated by the Arizona Supreme Court. We follow ongoing education and ethical standards, and we’re held accountable for all actions we take on behalf of a client.

We can be appointed through the court or named in legal documents like a Trust, Will, or Power of Attorney. If we aren’t already named, you will need to work with an attorney to update your documents.

It starts with a consultation. We’ll discuss your situation, explain how we can help, and go over the steps to make it official.

Yes. We often work with attorneys, CPAs, financial advisors, and care providers to make sure everything is coordinated and in the best interest of the clients.

It depends on the role we are serving in. We may help with paying bills, managing investments, overseeing healthcare, or distributing assets after someone passes away. We always follow legal documents and act in the client’s best interest.

Yes. We’re often brought in when another Trustee or Conservator isn’t meeting their responsibilities or is not a good fit. In those cases, a court or an attorney can help make that change.

We have a 24/7 emergency line for clients. You will receive an emergency card to keep in your wallet, give to trusted family members, friends or neighbors. You may also list us as an emergency contact where appropriate. If we are named as your Power of Attorney in your documents, we can step in immediately to make decisions based on your wishes, or provide support when it matters most.