Services – Fiduciary Solutions

The Powerful Services Provided by Fiduciary Solutions, LLC

Consulting

Our fiduciary advisors are dedicated to providing guidance and education to wards/clients seeking assistance with estate management, probate, wills and trusts, guardianship, personal representation and/or conservatorship as well as power of attorney. To make an appointment with a fiduciary consultant, please call us directly at 602-996-1450 or visit our contact us page and fill out the form.

Guardianship and Conservatorship

If a person is unable to manage their own personal affairs, a guardianship or conservatorship can be established. This type of legal relationship allows the fiduciary to act on their wards/client’s behalf in matters such as property and finances (conservatorship) and/or health care and basic needs (guardianship). We provide all aspects of guardianship and conservatorship for individuals who can no longer make decisions or manage their own care or assets.

Probate and Estate Administration

We have been navigating the complicated probate process since 2001 and offer a complete range of probate and estate services, such as trust administration, asset protection, executor assistance, estate dissolution and transfer of family property. Let us ensure that your loved one’s wishes are carried out properly and relieve your stress so you can focus on your family.

Trust Management

Trusts provide private fiduciary specialists with specific instructions to follow regarding the trustor’s wishes. Trusts can help you minimize your tax burden and help preserve your assets. However, managing a trust can be complicated. Let us take the burden off your shoulders and protect you from the complex process of trust administration.

Coordination And Management Of Health Care Services

Our health care management services offer individuals and families the peace of mind that their health and welfare is being looked after. Every decision made that affects the individual and/or family will be based, as much as possible, on the desires, concerns and preferences of the ward and/or family.

Power of Attorney

When an individual or a couple has no family available to help with care as they age or become disabled, Fiduciary Solutions, LLC can provide that care when the need arises. An agreement will be drawn up detailing the express wishes and desires for future care and management. Under a Power of Attorney agreement, one party (a principal) gives to another (the agent – Fiduciary Solutions, LLC) the authority to act in expressed capacities. Duties can include healthcare decisions, managing daily financial matters, investment selection, placement choices, or end of life decisions. The person granting the power of attorney must have full capacity when implementing the power of attorney. A “durable” power of attorney grants powers to the agent even after the principal is unable to handle his/her affairs.

For over a decade, Fiduciary Solutions, LLC has been assisting individuals and families protect and grow their assets while ensuring the needs of our clients are met. Please call us today at 602-996-1450 for immediate assistance or feel free to fill out our contact form.

Fiduciary Solutions, LLC | 602-996-1450

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