Fiduciary Services
Fleming & Curti, PLC, assists with estate planning, probate and trust administration, guardianships and conservatorships, and more. But we are not just a traditional law firm. We also serve as fiduciary. The firm itself, and several individual staff members hold fiduciary licenses issued by the Arizona Supreme Court. We can serve as trustee, personal representative, conservator, guardian, and agent under a power of attorney.
Have questions about Fiduciary Services?
Give us a call, we are happy to discuss your options.
Fiduciary
“Fiduciary” is a broad term that can apply to many different professions (doctors, lawyers, accountants). In our practice, it refers to the person (or entity) who is administering the estate
of a decedent or the affairs for a living person – who may be incapacitated. A “fiduciary” must act solely in the interest of the individual or estate they serve. Fiduciaries serve in a position of trust while managing another person’s property, finances and/or health care.
When we act as fiduciary, we tailor our services to what each individual and family needs. We have an in-house case management team, a finance team (including a full-time CPA), and a property management team.
While a person is living, we might undertake any or all of these tasks:
- Facilitating payment of regular bills
- Preparing and filing income tax returns
- Monitoring living arrangements and assisting with any move that might be required
- Assisting with caretakers, companions, and transportation
- Managing bank, brokerage, and other accounts
In evaluating each of these tasks, we strive to maintain the privacy and personal dignity of the person we serve. We also have a case manager on call 24 hours a day, which helps provide peace of mind.
After someone has died, we administer the estate. We collect assets, pay creditors, and distribute property to heirs or beneficiaries. Our staff of more than twenty helps ensure that estates are settled as efficiently as possible.
We do charge fees for this work. Depending on the nature of the need, we may charge on an hourly or flat (often percentage) basis. Our current hourly fee schedule can be found here. Fiduciary cases at Fleming & Curti involve a team of employees. Day-to-day work is undertaken by case managers, financial associates, and legal assistants. We are proud of our reasonable fees.
If you wish to explore nominating Fleming & Curti as fiduciary, you may do so with your estate planning attorney. (Not many attorneys also provide fiduciary services.) We enjoy the opportunity to work collaboratively, and if you don’t have an estate planning attorney, we can provide input about your estate plan.
You retain the power to name whomever you wish as fiduciary. There are other capable licensed fiduciaries in Tucson and Arizona. We can provide names of alternate local fiduciaries if you wish to explore options. If you wish, you can schedule a free consultation at our office to get to know our team. Our goal is to help you find a fiduciary who is the right fit for you.
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