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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” 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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How we're different

There are so many different options to consider when either preparing for a transfer of power or executing a financial plan, we’re here to make that process as easy to understand as possible. Come by our office for a cup of coffee, meet our dogs and lets chat about what we can do for you and your family.
Fleming & Curti, PLC was very helpful as both legal counsel for our elderly Aunt’s Trust and as Health Care Power of Attorney. Both Legal Counsel and Case Worker’s were transparent and responsive to family inquiries.

- Chris T


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Robert B. Fleming


Robert Fleming is a Fellow of both the American College of Trust and Estate Counsel and the National Academy of Elder Law Attorneys. He has been certified as a Specialist in Estate and Trust Law by the State Bar of Arizona‘s Board of Legal Specialization, and he is also a Certified Elder Law Attorney by the National Elder Law Foundation. Robert has a long history of involvement in local, state and national organizations. He is most proud of his instrumental involvement in the Special Needs Alliance, the premier national organization for lawyers dealing with special needs trusts and planning.

Robert has two adult children, two young grandchildren and a wife of over fifty years. He is devoted to all of them. He is also very fond of Rosalind Franklin (his office companion corgi), and his homebound cat Muninn. He just likes people, their pets and their stories.

Elizabeth N.R. Friman


Elizabeth Noble Rollings Friman is a principal and licensed fiduciary at Fleming & Curti, PLC. Elizabeth enjoys estate planning and helping families navigate trust and probate administrations. She is passionate about the fiduciary work that she performs as a trustee, personal representative, guardian, and conservator. Elizabeth works with CPAs, financial professionals, case managers, and medical providers to tailor solutions to complex family challenges. Elizabeth is often called upon to serve as a neutral party so that families can avoid protracted legal conflict. Elizabeth relies on the expertise of her team at Fleming & Curti, and as the Firm approaches its third decade, she is proud of the culture of care and consideration that the Firm embodies. Finding workable solutions to sensitive and complex family challenges is something that Elizabeth and the Fleming & Curti team do well.

Amy F. Matheson


Amy Farrell Matheson has worked as an attorney at Fleming & Curti since 2006. A member of the Southern Arizona Estate Planning Council, she is primarily responsible for estate planning and probate matters.

Amy graduated from Wellesley College with a double major in political science and English. She is an honors graduate of Suffolk University Law School and has been admitted to practice in Arizona, Massachusetts, New York, and the District of Columbia.

Prior to joining Fleming & Curti, Amy worked for American Public Television in Boston, and with the international trade group at White & Case, LLP, in Washington, D.C.

Amy’s husband, Tom, is an astronomer at NOIRLab and the Head of Time Domain Services, whose main project is ANTARES. Sadly, this does not involve actual time travel. Amy’s twin daughters are high school students; Finn, her Irish Red and White Setter, remains a puppy at heart.

Famous people's wills

Matthew M. Mansour


Matthew is a law clerk who recently earned his law degree from the University of Arizona James E. Rogers College of Law. His undergraduate degree is in psychology from the University of California, Santa Barbara. Matthew has had a passion for advocacy in the Tucson community since his time as a law student representative in the Workers’ Rights Clinic. He also has worked in both the Pima County Attorney’s Office and the Pima County Public Defender’s Office. He enjoys playing basketball, caring for his cat, and listening to audiobooks narrated by the authors.